What is Included in a Social Security Disability Application Summary?

A Social Security disability summary encapsulates data on an applicant with which Social Security determines eligibility for benefits. The information provided by the claimant should be accurate, complete and honest. An attorney can assist with summaries for Social Security disability.

Proof documents
The following identifying documents are required:

– Birth certificate or other evidence of birth.
– Proof of U.S. citizenship or lawful alien status if not born in the U.S.
– U.S. military discharge paper(s) if applicant served in the military before 1968.

Disability Report Adult Form
The Disability Report Adult form must be completed as part of the summary containing the following information.

– In section one, applicants report basic information including their name, address phone numbers and English speaking abilities.

– Section two requests contact information for a person who knows the applicant. The name and contact details for anyone completing the report is identified in this section as well.

– Medical conditions which affect work function are listed in section three.

– The details of an applicant’s current work activity get recorded in section four.

– Section five addresses education and training areas such as highest level of schooling, special education classes and specialized training.

– Employment history details fill the chart of section six as well as questions regarding the types of activities performed on the job.

– In section seven, the applicant lists current medications and dosages. The form requests both prescription and nonprescription drug information as well as the prescribing doctor if applicable.

– Physical and mental medical treatment details list out in section eight. This data includes names, addresses and phone numbers of physicians, caseworkers, hospitals (including emergency rooms) and clinics that treated the applicant. The type and the dates of any treatment or tests round out the data.

– Section nine seeks data on other agencies which may have medical knowledge regarding the applicant. Institutions to consider include workers’ compensation, vocational rehabilitation, insurance companies who paid disability benefits, prisons, attorneys, social service agencies and welfare.

– Section ten addresses applicants who currently receive SSI benefits. Vocational, rehabilitation, employment and other support services are described in this section.

– The final section leaves room for additional information not contained in previous sections.

Other applicant paperwork
Along with the above, medical records from physicians, therapists, hospitals, clinics and caseworkers including laboratory and test results that a claimant retained copies of should be included in the summary.

A copy of the most recent W-2 Form or federal self-employment tax return for the past year provide needed financial information. Also, any award letters, pay stubs, settlement agreements or other proof of temporary or permanent workers’ compensation-type benefits received must be included.

Other forms
To complete the summary, two other forms are required. The first form collects information regarding the medical condition and how the disability affects the applicant’s ability to work.The second form grants permission for doctors, hospitals and other healthcare professionals to release information on the applicant’s medical condition.

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