Your SSDI Checklist

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You will need to provide any records of marriage(s), current or former including dates and locations.. If divorced, or the marriage ended with a spouse’s passing, these dates will need to be provided, if relevant. Current or former spouse’s birthdates and Social Security numbers will also be needed.

The names and birthdates of any children who are under 18 and unmarried, have become disabled prior to age 22, or 18-19 and still attending secondary school on a full-time basis.

If you served in the U.S. Military, provide you dates of service, duty, and military branch.

Employment information including employer names, start and end dates, and earnings for current and prior 2 years. This does not include self-employment. If self-employed you will need to provide details for the current and prior 2 years. You can access your earnings through the Security website from your employer or self-employment.

You can also provide your direct deposit information including the account type, account, number, and bank routing number so your checks can be directly deposited into your account.

If there is someone who is assisting with your claim and is familiar with your medical condition, you could provide their name, address, and phone number.

Medical information should include doctors, healthcare professionals, hospitals, and clinics that have treated your condition, including names, exam dates, your patient ID numbers, and treatments.

Any tests performed including the dates and any results as well as the physicians or healthcare professionals who order and and oversee the results.

Any medications you have taken whether prescribed or over the counter need to be provided including the prescribers and reasons for taking the medications.

If you have vocational rehabilitation services through workers compensation, public assistance, incarceration, an attorney, or any other place you will need to provide this information.

You will need to provide the date your medical condition began to affect your ability to work as well as up to 5 jobs that you had in the 15 years prior to the onset of your condition that made you unable to work as well as the duties performed at the longest job you had.

Your education, any career training, and special education will also need to be provided including the highest grade in school you completed as well as the names, dates, and locations (city and state).