Applying for Social Security Disability Benefits

According to the Social Security Administration you can apply for SSDI benefits by either:

Note: Only the Disability Reports can be completed online. You must complete the application process at your local office.  To schedule an appointment with your local office, call (800) 772-1213  between 7 a.m. to 7 p.m., Monday through Friday.

Preparing Your Application

Be well prepared.  There are a number of documents you need to fill out.  The first two are:

  • Work History Report.  It’s form SSA-3369-BK.  The Social Security Administration (SSA) will use this to determine how your illnesses, injuries or other conditions might affect your ability to work and what kind of work you did before becoming disabled.
  • Adult Disability Report.  Form SSA- 3368-BK.  This details information about your current impairment by asking you to provide some fairly extensive information, such as:
    •  Military service discharge (Form DD 214) for all periods of active duty.
    • W-2 Forms (or IRS 1040 and Schedules C and SE, if self-employed) for the last year.
    • The Social Security numbers of your spouse and minor children.
    • Checking or savings account number and bank routing number, if you wish to receive benefits through  direct deposit.

Gather information for the Adult Disability Report

In order to collect your medical information, you may have to call the offices of your medical providers and request records.  You may need to pay a small fee. You’ll need the following information:

  • The name, address and phone number of someone knowledgeable about your condition, whom SSA can contact regarding your claim. The doctor who made your diagnosis, oversees your treatment or first treated your injury could be a potential candidate for this. Whomever you choose, ask their permission first.
  • The names, addresses, phone numbers, patient ID numbers and dates of treatment for all doctors, hospitals and clinics. Note that you may want to obtain and refer to your medical records for this information, so that it’s as correct as possible.
  • The names of medications you’re taking, as well as the dosage and who prescribed them. You can obtain this information using the pharmacy label on your medicine bottles.
  • The names and dates of medical tests and who sent you for them. If you already have copies of lab results, add them to your folder; if not, request copies from your doctor’s office.
  • Information on your last 5 jobs, including type of job and dates worked. Refer to prior W-2 forms for greatest accuracy.
  • Information regarding any Workers’ Compensation claims or insurance claims for injuries you’ve filed. Have the claim number, and the name, address and phone number of the insurance company.

As your application goes on, SSA may request copies of your birth certificate, or citizenship and naturalization papers. You might also need to provide educational transcripts and proof of a high school diploma or college degree.

If you need help locating or filling in these documents, our experienced team of Social Security Disability lawyers is here for you. Just give us a call toll free at   (877) 846-4878 for a free initial consultation, or click here for an initial consultation form and talk to someone at McDivitt Law Firm today.