SSDI

SSDI Overview

Organize SSDI work history, medical evidence, application records, and appeal questions.

What SSDI is based on

Social Security Disability Insurance (SSDI) is tied to covered work history and Social Security's disability rules. A useful file separates the non-medical work-credit issue from the medical question of whether the condition prevents substantial work for the required period.

Four parts of an SSDI file

PartWhat to organize
Work coverageEarnings record, work credits, Date Last Insured questions, and job history.
Medical evidenceProviders, diagnoses, testing, treatment, symptoms, and functional limitations.
Work functionPast job duties, exertional demands, attendance, pace, concentration, and accommodations.
Current SSA actionApplication request, denial notice, appeal receipt, hearing notice, or continuing review.

Official SSDI starting points

Questions before a representative review

  • Is the disputed issue work coverage, medical disability, onset, past work, or an appeal deadline?
  • Which medical records cover the period before any Date Last Insured issue?
  • What does the current SSA notice say is missing or not persuasive?
  • What new evidence has been created since the last decision?