1. Personal Identification Documents

Start with verifying your identity and legal status:

• Social Security number (SSN)
• Birth certificate or proof of birth
• Proof of U.S. citizenship or lawful alien status (for non-citizens)
• Photo ID, such as a driver’s license or state-issued ID

These documents help the SSA confirm your eligibility to apply for benefits.

2. Work History and Income Information

Your work history is crucial—especially for SSDI claims:

• Detailed job history for the last 15 years, including job titles, duties, and dates of employment
• Recent W-2 forms or self-employment tax returns (Schedule C)
• Proof of income and any other financial resources (particularly for SSI applicants)

This information helps the SSA assess your work credits (SSDI) and financial need (SSI).

3. Medical Records and Evidence

Medical documentation is one of the most important parts of your claim:

• Medical records from hospitals, clinics, and doctors
• Diagnosis reports and test results (MRIs, lab tests, X-rays)
• Treatment history, including prescribed medications and therapies
• Doctor’s notes and clinical observations
• Statements from treating physicians explaining how your condition limits your ability to work

Make sure your records are up to date and cover the full scope of your condition.

4. Function and Daily Living Documentation

The SSA wants to understand how your disability affects your day-to-day life:

• Adult Function Report (SSA-3373): Details your ability to complete daily tasks
• Third-party statements: Family or friends may describe how your condition affects your daily functioning
• Personal journal or notes about your symptoms and limitations

This evidence helps show how your disability impacts both work and non-work activities.

5. Supporting Forms Required by SSA

You’ll need to complete several SSA forms during the application:

• SSA-16: Application for SSDI
• SSA-8000: Application for SSI (if applicable)
• Authorization to Disclose Information (SSA-827): Allows the SSA to obtain your medical records
• Work History Report (SSA-3369): Details your previous job duties

Be thorough and accurate when filling out these forms to avoid delays or denials.

Tips for Organizing Your Documents

• Create a checklist of required documents before starting your application
• Make copies of everything you submit
• Label and organize records by type (medical, financial, employment)
• Update your records if your condition changes or worsens

Being organized shows the SSA that you are serious about your claim and helps speed up the review process.