SSI

SSI Overview

Organize SSI income, resources, living arrangements, medical evidence, and appeal records.

What makes SSI different

Supplemental Security Income (SSI) is a needs-based federal program. A disability-related SSI file may involve both the medical disability decision and separate questions about income, resources, living arrangements, or household changes.

Keep medical and financial records separate

FileExamples
Medical disabilityProvider records, tests, symptoms, treatment, function reports, and appeal evidence.
Income and resourcesRecords SSA requests for the months and accounts identified in the notice.
Living arrangementsHousehold, housing, or support information relevant to the specific SSI notice.
Appeal or paymentDenial, overpayment, payment-change, or hearing notice plus filing receipts.

Official SSI starting points

Questions to prepare

  • Is SSA disputing disability, financial eligibility, or both?
  • Which month, income source, resource, or living-arrangement change is involved?
  • What medical evidence covers the period under review?
  • What appeal or reporting instruction appears in the current notice?