Disability File Index worksheet
Use this checklist to organize notices, forms, evidence, decisions, work records, payment records, and contacts.
| Item | Your notes |
|---|---|
| Use This Checklist To Organize Notices | ____________________________ |
| Forms | ____________________________ |
| Evidence | ____________________________ |
| Decisions | ____________________________ |
| Work Records | ____________________________ |
| Payment Records | ____________________________ |
| Contacts | ____________________________ |
| Controlling notice | ____________________________ |
| Next deadline | ____________________________ |
| Medical provider | ____________________________ |
| Work record | ____________________________ |
| Payment issue | ____________________________ |
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.