SSA Field Office Visit Checklist worksheet
Use this checklist to organize identity, notices, financial records, medical provider list, and follow-up notes.
| Item | Your notes |
|---|---|
| Use This Checklist To Organize Identity | ____________________________ |
| Notices | ____________________________ |
| Financial Records | ____________________________ |
| Medical Provider List | ____________________________ |
| Follow-Up Notes | ____________________________ |
| Controlling notice | ____________________________ |
| Next deadline | ____________________________ |
| Medical provider | ____________________________ |
| Work record | ____________________________ |
| Payment issue | ____________________________ |
| Appeal status | ____________________________ |
| Representative 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.