Telephone Hearing Checklist worksheet
Use this checklist to organize phone access, exhibits, medication list, testimony notes, and representative contact.
| Item | Your notes |
|---|---|
| Use This Checklist To Organize Phone Access | ____________________________ |
| Exhibits | ____________________________ |
| Medication List | ____________________________ |
| Testimony Notes | ____________________________ |
| Representative Contact | ____________________________ |
| Hearing date and format | ____________________________ |
| Current appeal level | ____________________________ |
| Exhibit file status | ____________________________ |
| Recent treatment records | ____________________________ |
| Medication list | ____________________________ |
| Past work summary | ____________________________ |
| Questions for representative | ____________________________ |
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.