Step 1: Determine Which Program to Apply For (SSDI or SSI)

Before beginning the application process, it's essential to understand which program applies to your situation:

• SSDI: Available to individuals who have worked and paid into Social Security through payroll taxes for a specific number of years and are now disabled.
• SSI: A need-based program designed for individuals with limited income and resources, regardless of work history.

At Hogan Smith, we can help you assess your eligibility and determine the best program for you based on your work history, income, and disability status.

Step 2: Gather the Required Documents

To file for Social Security Disability, you'll need to provide several key documents. Here’s a checklist of what you'll need:

• Proof of Identity: Social Security number, birth certificate, or passport.
• Medical Records: Documentation of your disability, including doctor's notes, test results, and any treatments received.
• Work History: Pay stubs, W-2 forms, and other employment records (for SSDI applicants).
• Financial Information: Bank statements, tax returns, and proof of income and resources (for SSI applicants).

Having all these documents ready can streamline the application process and reduce delays.

Step 3: Complete the Application

Once you have all your documentation in place, it's time to fill out the application. You can apply online, by phone, or in person at your local Social Security office. The online application is often the easiest and quickest way to apply.

• Online Application: Visit the Social Security Administration (SSA) website at www.ssa.gov to complete the application. The website will guide you step-by-step through the necessary sections.
• Phone Application: Call the SSA’s toll-free number at 1-800-772-1213 to apply over the phone with assistance.
• In-Person Application: You can also apply in person at your local SSA office, where staff can help you complete the application.

Step 4: Wait for the SSA’s Decision

After submitting your application, the SSA will review your case. This process can take several months, as the SSA must evaluate medical records, work history (for SSDI), and financial resources (for SSI).

During this time, the SSA may:

• Review your medical records to determine if your disability qualifies.
• Assess your work history (SSDI) or financial situation (SSI).
• Contact your doctors or employers if additional information is needed.

Step 5: Follow Up on Your Application

Once you’ve submitted your application, it's important to keep track of its status. You can:

• Check Status Online: Create an account on the SSA website to track your application’s progress.
• Call the SSA: Contact the SSA at their toll-free number to inquire about the status of your claim.

In some cases, the SSA may request more information, so stay prepared to respond promptly to avoid delays.

Step 6: What to Do If Your Claim Is Denied

It's not uncommon for Social Security Disability claims to be denied. If this happens, you have the right to appeal the decision. The appeals process includes several stages:

• Reconsideration: The SSA will review your case again, possibly with new evidence.
• Hearing: If reconsideration is unsuccessful, you can request a hearing with an Administrative Law Judge.
• Appealing to Higher Courts: If the judge denies your claim, you can appeal to the Appeals Council or a Federal Court.

At Hogan Smith, we are experienced in helping clients navigate the appeals process to improve their chances of a successful outcome.