Like other federal agencies, the Social Security Administration makes extensive use of forms. Because it receives millions of applications for benefits annually, the use of Social Security Disability forms helps the agency organize and categorize the information it receives on each case.
The SSA has developed several dozen Social Security Disability forms. Each form requests specific information, and each is used for a specific purpose. Most of these forms can be found online or at the local SSA Office. Some of the most common forms are discussed below:
Application For Disability Benefits
The application is the first document to be completed, and it is the formal request for disability benefits. It can be completed either online, by phone or at a local SSA Office. It requests basic information from the claimant and specifies which type of benefits he or she is applying for. At the time the application is filed, several other documents are completed.
The SSA-3368-BK Disability Report
The Disability Report is one of the more in-depth forms one must complete. Because the information requested is vital to the application, it is also important to complete the form fully, attaching additional information if needed. It will ask for personal information such as name, age, mailing address, phone number and email address. It will also ask for things such as whether the claimant can speak English or whether someone is completing the form on behalf of the claimant.
It will then request information on the disabilities of the applicant. As several lines are provided, the claimant should list all disabilities, both physical and mental. It will request information regarding current medications, recent work activity, job history, education and training.
The Disability Report also has a section for medical treatment, and it provides space for multiple medical providers. The Social Security Disability forms request information regarding the name, address and phone number of one’s primary care provider, and they may additionally request the dates of medical appointments, the reason for the appointment and whether any tests were conducted.
The SSA-820: Work Activity Report — Self-Employment or Employee.
These forms are used to describe the physical and mental requirements of the claimant’s last previous employment. They request the hours normally worked, job duties and rate of pay. They will also ask whether special conditions were provided due to a medical disability, for instance, whether the worker was given special equipment, additional rest periods, extra supervision or less output demands.
The SSA-827: Authorization To Disclose Information To The Social Security Administration
Medical providers and most employers cannot disclose confidential information without the written authorization of the patient or employee. This form allows SSA to obtain medical or employment records or other confidential information regarding the claimant. He or she will usually need to sign one authorization for each medical provider and each former employer.
Social Security Disability Forms Used for Appeal
Social Security has several levels of review or appeal. If a claimant is denied benefits, an appeal can be made using the following Social Security Disability forms:
- SSA-561 Request for Reconsideration: This form is used when the initial application is denied. It must be completed and returned to SSA within 60 days of the denial letter.
- HA-501 Request For Hearing By Administrative Law Judge: The Request for Hearing is submitted if the Request for Reconsideration is denied. This form should be submitted to the claimant’s local SSA Office within 60 days. After it is submitted, the claimant will usually deal directly with the Office of Disability Adjudication and Review (ODAR) instead of the local office.
- HA-520 Request for Review of Decision/Order of Administrative Law Judge: If the claimant receives an unfavorable decision, his or her claim may be reviewed by the SSA central office or their Appeals Council. This form is used and should be submitted to the local SSA office, and they will forward it to the Appeals Council. On this form, there is only a short space to explain why one does not agree with the decision. If the applicant wishes to expound on his or her reasons, he or she should add additional information on a separate document and attach it to the Request.
Social Security Disability Forms Used at the Hearing Level of Review
Because time between the initial application and the administrative hearing may be more than one year, the ODAR may request updated information from the claimant. Typically, the ODAR will send him or her at least three forms to complete:
- HA-4608 Waiver of Right to Personal Appearance Before an Administrative Law Judge: This form should only be used when the claimant does not wish to attend the hearing.
- HA-4631 Claimant’s Recent Medical Treatment
- HA-4633 Claimant’s Work Background
- HA-4632 Claimant’s Medications.
The Administrative Law Judge will normally ask for these documents to be completed and returned within a certain number of days. A cover letter will accompany these documents and specify the deadline. The letter may request only that the information be updated rather than resubmitting all information from the beginning.
If the ALJ does not send these forms, the claimant may submit them on his or her own. If the claimant has additional medical treatment or a change in work history since the application is filed, the additional information can be used as evidence at hearing. It may benefit his or her case greatly if these documents are completed.
Claimants confused about the Social Security Disability forms to use or whether a form exists for his or her specific purpose can contact the SSA local office for assistance by phone or through a personal visit. Those who have retained an attorney should complete the form with the assistance of their attorney.
Get Your SSDI Forms Below
Find all the forms you need to file a social security disability benefits application below. Click through the links to find the specific PDFs of the form ready to download.
- Authorization To Disclose Information To The Social Security Administration
- Disability Report – Adult
- Disability Report – Child
- Function Report – Adult
- Function Report – Third Party: The Function Report – Third Party
- Function Report – Child Birth to 1st Birthday
- Instrucciones Para Completar el Formulario
- Medical and Job Worksheet – Adult
- Plan To Achieve Self-Support
- Questionnaire For Children Claiming SSI Benefits
- Teacher Questionnaire
- Vocational Rehabilitation Provider Claim
- Work Activity Report (Self-Employed)
- Work Activity Report
- Work History Report
- Worker’s Compensation/Public Disability Questionnaire