Disability Lawyer Consultation Brief worksheet
Use this checklist to organize program type, denial date, medical conditions, records, work history, and questions.
| Item | Your notes |
|---|---|
| Use This Checklist To Organize Program Type | ____________________________ |
| Denial Date | ____________________________ |
| Medical Conditions | ____________________________ |
| Records | ____________________________ |
| Work History | ____________________________ |
| Questions | ____________________________ |
| Controlling notice | ____________________________ |
| Next deadline | ____________________________ |
| Medical provider | ____________________________ |
| Work record | ____________________________ |
| Payment issue | ____________________________ |
| Appeal status | ____________________________ |
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.