Eligibility Criteria: what to check first
| Check | Why it matters |
|---|---|
| Choose the correct program path | SSDI depends on insured work history while SSI is needs based; some people may need to evaluate both. |
| Build a complete work history | Dates, job duties, earnings and the physical or mental demands of prior work can matter. |
| Build the medical timeline | List providers, diagnoses, testing, treatment and how the condition limits work. |
| Save application confirmations | Keep copies of submitted forms, receipts and later SSA requests. |
Documents to organize
- work history and earnings information
- medical provider list and treatment timeline
- medication and testing records
- application receipts and SSA requests for information
Questions to prepare
- Which benefit program is being evaluated?
- What work-history or financial requirement applies?
- What medical evidence covers the relevant period?
- What additional form or record has SSA requested?