What documents do I need to apply for SSDI benefits?

By Hogan Smith

Updated 03/27/2025


Applying for Social Security Disability Insurance (SSDI) benefits requires a substantial amount of documentation to prove your eligibility. The Social Security Administration (SSA) needs to evaluate your work history, medical condition, and other personal information to determine if you qualify for SSDI benefits. Gathering the necessary documents ahead of time can help ensure that your application process goes smoothly and avoid delays. Here’s a list of the essential documents you’ll need to apply for SSDI benefits:

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Personal Information

You will need to provide basic personal details, including:


  • Social Security Number (SSN): Your SSN is necessary to verify your identity and work history.
  • Date and Place of Birth: The SSA needs to confirm your age to determine whether you meet the work credits requirement.
  • Citizenship Status: You must be a U.S. citizen or a legal resident to qualify for SSDI.
  • Banking Information: You will need to provide your bank account number and routing number for direct deposit of your SSDI benefits if approved.
  • Mother’s Maiden Name: This is used for verification purposes.


Work History

The SSA needs to determine your eligibility based on your work history and the number of work credits you’ve earned. Provide the following:


  • List of Employers: You will need to provide a detailed work history for the last 15 years, including the names, addresses, and phone numbers of all employers.
  • Dates of Employment: Provide the start and end dates of each job.
  • Job Titles and Responsibilities: Describe the type of work you performed at each job.
  • Proof of Earnings: You may need to provide pay stubs, tax returns, or W-2 forms for the last one to two years to verify your income.
  • Self-Employment Records: If you were self-employed, you’ll need to submit records, including your tax returns, business expenses, and proof of income.


Medical Records and Documentation

To prove your disability, you will need to provide medical evidence showing that you have a condition that prevents you from working. These are the key documents related to your medical condition:


  • Detailed Medical Records: Submit all your medical records from doctors, specialists, hospitals, clinics, and treatment centers. These records should cover:
  • Diagnoses: Proof of your medical conditions, including details about the onset, progression, and prognosis.
  • Treatment History: Information on all treatments you’ve received, including medications, surgeries, and therapies.
  • Test Results: Include any lab results, X-rays, MRIs, or other medical tests that support your condition.
  • Doctors' Opinions: You will need letters from your treating doctors and specialists explaining how your disability prevents you from working. These letters should provide:
  • A clear description of your limitations.
  • An explanation of how long your condition is expected to last (e.g., more than 12 months or is expected to result in death).
  • List of Medications: Provide a list of all medications you are currently taking and the names of the doctors prescribing them.
  • Names and Contact Information for Health Providers: You must provide the names, addresses, and phone numbers of all doctors, hospitals, and clinics that have treated you for your condition.


Information About Your Family

If applicable, the SSA may request information about your family, such as:


  • Spouse’s Information: You may need to provide your spouse’s name, Social Security number, and birthdate.
  • Children’s Information: If you are applying for benefits for dependents, provide details about your children, including birth certificates and Social Security numbers.


Previous Social Security Disability Benefits (if applicable)

If you’ve ever applied for Social Security Disability or Supplemental Security Income (SSI) benefits before, you’ll need to provide information about your previous claims, such as:


  • Previous Claims: Include the dates of any previous SSDI or SSI applications and whether you were approved or denied.
  • Disability Payments: If you previously received disability benefits, provide the dates and amounts of those payments.


Work-Related Restrictions and Functional Limitations

To demonstrate how your condition limits your ability to work, you may need to provide documentation detailing your functional limitations, including:


  • Physical Limitations: Provide details of how your condition affects your ability to walk, stand, sit, lift, or perform other physical tasks.
  • Mental Limitations: If your disability is mental or cognitive, provide records detailing how your condition impacts your memory, concentration, social functioning, and ability to perform work tasks.


Other Relevant Documents (if applicable)

In some cases, you may need to provide additional documents depending on your circumstances, such as:


  • Military Service Records: If you served in the U.S. military, the SSA may request military service records to determine if you are eligible for benefits based on service-related disabilities.
  • Worker’s Compensation Records: If your disability is related to a work injury, provide records about any worker’s compensation claims you’ve filed and benefits you’ve received.
  • Vocational Rehabilitation Records: If you’ve participated in any vocational rehabilitation programs, provide the relevant records.

How Hogan Smith Can Help

At Hogan Smith, we understand the complexities of applying for SSDI benefits and the importance of submitting the right documents. Our team can assist with:


  • Gathering and Organizing Medical and Work History Documentation: We help ensure that all your medical and work history records are complete and accurate.
  • Completing Your SSDI Application: We’ll guide you through the application process, ensuring that all required documents are submitted correctly and on time.
  • Appeals Process: If your claim is denied, we can represent you through the appeals process, helping you provide additional documentation and evidence to strengthen your case.

Contact Hogan Smith Today

If you need assistance applying for SSDI benefits or have questions about the documents required, Hogan Smith is here to help. Contact us for a free consultation, and we’ll guide you through the process to ensure your application is complete and accurate, maximizing your chances of approval.


Further Reading

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Updated February 10, 2025

A black and white icon of a newspaper on a white background.

Updated February 10, 2025

A black and white icon of a newspaper on a white background.

Updated February 10, 2025

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