As you’re preparing for your Disability Interview with the Social Security Administration (SSA), there are plenty of details you need to be knowledgeable about as well as documentation you need to have prepared ahead of time. The following information is important to have whether your interview takes place in person or over the phone:
Your medical records. This includes copies of X-rays, lab and other test results, treatment plans and other files from your healthcare providers regarding your disabling medical condition. Your providers’ offices usually have all of this information saved and easy to produce for you. The more evidence that proves this condition affects your daily activities and renders you unable to work, the better your chances of approval will be.
Medical release form. This is form SSA-827, which will authorize your healthcare providers to release necessary information to the SSA as they conduct their investigation.
Details about any workers’ compensation awarded. If you’ve received workers’ compensation, you will need to provide documentation such as the date you were injured, claim number, the terms of your settlement agreement, along with proof of any disability payment amounts you have received.
Family information. The SSA will need to know the names and birthdates of your spouse and minor children, along with the dates of any marriages and divorces.
Financial information. This includes your bank account numbers (checking and savings accounts) plus the bank’s routing number.
Emergency contact. The name, phone number and address of an individual the SSA can contact if they cannot reach you after repeated attempts.
Other forms. If you have problems filing for benefits online, be sure to bring a copy of all necessary SSA forms you have not submitted, including the “Medical and Job Worksheet.”
On that note, we strongly recommend keeping a folder with copies of all relevant medical documents, a timeline of events associated with the onset of your disabling condition, along with any correspondence you have with the SSA.
For more tips like this and relevant forms that will help you prepare for your SSA Disability Interview, you can request your free copy of Attorney Jan Dils’ book, Getting the Social Security Benefits You Deserve, by clicking here: http://www.jandils.com/book-request-form/