Get organized
Disability preparation checklist
Whether you apply on your own or with help, organized information reduces delays and incomplete forms.
Identity and basic information
Legal name, Social Security number, date and place of birth.
Mailing and residential addresses, phone, email.
Citizenship or lawful presence information when relevant.
Medical and work
Every physical and mental condition that limits work, with approximate start dates.
Providers, hospitals, tests, and medications.
Work history, duties, and when work became difficult.
Daily function
How conditions affect walking, standing, sitting, lifting, using hands, concentration, memory, and attendance.
Help you need with personal care, shopping, or household tasks.
Practical next steps
- Create a single folder (paper or digital) for records and notes.
- Fill gaps in provider lists and date ranges before you start forms.
- Use the other self-help topics for earnings, duration, evidence, and work history.
Optional help
You can keep preparing with these guides on your own. If you want help from a disability advocate, you can use the full screening to see next steps and request a conversation.
General educational information only. Not affiliated with the Social Security Administration. Not a determination of eligibility or approval. Not legal or medical advice. Rules and dollar amounts can change; verify details for your situation before you apply or appeal.