Child SSI Records Checklist worksheet
Use this checklist to organize school records, IEPs, medical providers, family income, and function reports.
| Item | Your notes |
|---|---|
| Use This Checklist To Organize School Records | ____________________________ |
| Ieps | ____________________________ |
| Medical Providers | ____________________________ |
| Family Income | ____________________________ |
| Function Reports | ____________________________ |
| Notice date | ____________________________ |
| Income source | ____________________________ |
| Resource or account | ____________________________ |
| Household change | ____________________________ |
| Living arrangement | ____________________________ |
| Month affected | ____________________________ |
| Document requested by SSA | ____________________________ |
Before you use this checklist
- Copy dates and instructions from the current SSA notice rather than memory.
- Keep originals and work from copies.
- Do not send Social Security numbers, bank information, or full medical files to an unverified recipient.
- Save filing confirmations and proof of any time-sensitive submission.