Personal Identification Documents

These confirm your identity and legal status:

• Social Security number
• Birth certificate (or proof of birth)
• Proof of U.S. citizenship or lawful alien status
• Marriage certificate (if applicable)
• Names and Social Security numbers of your spouse and minor children

Medical Records and Evidence

This is the most crucial part of your disability application. Gather:

• Names and contact information for all medical providers (doctors, clinics, hospitals)
• Medical records from each provider (diagnoses, treatment history, prescriptions)
• Test results (MRIs, X-rays, blood tests, psychological evaluations)
• Surgical reports or hospital discharge summaries
• Statements from treating physicians explaining your limitations and prognosis
• Mental health records, if applicable

The SSA will request some records on your behalf, but providing complete documentation speeds up the process.

Work and Income History

To evaluate your SSDI eligibility and potential benefit amount, include:

• Detailed work history for the past 15 years (job titles, duties, dates)
• W-2 forms or self-employment tax returns
• Pay stubs (especially for recent employment)
• Military discharge papers (DD-214) if you served in the armed forces

If applying for SSI, you must also submit financial documentation.

Financial Documents (for SSI applicants only)

SSI is a needs-based program. You must provide:

• Bank statements
• Mortgage or rent receipts
• Utility bills
• Titles for vehicles or property
• Information about any other income (pensions, workers’ compensation, unemployment benefits)

Other Supporting Documents

Depending on your circumstances, you may also need:

• School records (for child applicants or applicants with developmental delays)
• Vocational rehabilitation reports
• Statements from family or former employers describing how your condition affects daily functioning