New Application vs Appeal Checklist worksheet
Use this checklist to organize deadline, prior file, onset date, evidence, and representative strategy.
| Item | Your notes |
|---|---|
| Use This Checklist To Organize Deadline | ____________________________ |
| Prior File | ____________________________ |
| Onset Date | ____________________________ |
| Evidence | ____________________________ |
| Representative Strategy | ____________________________ |
| Date on SSA notice | ____________________________ |
| Date received | ____________________________ |
| Appeal level | ____________________________ |
| Filing method | ____________________________ |
| Confirmation or receipt | ____________________________ |
| New medical evidence | ____________________________ |
| 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.