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A Simple Checklist for Your Social Security Disability Consultation

So, you’ve filled out a form to meet for a free consultation with a lawyer about your Social Security Disability (SSD) claim! Now what?

At Black & Jones, being prepared means easing the journey, especially because the SSD process can be long and daunting. We like to tell our clients everything they need upfront for their initial consultation to be as fully prepared as soon as possible. Here’s a simple list of everything you’ll need when you meet with us.

1. Staying on the Record

Start by gathering the names and contact information for all relevant medical providers who have records documenting your condition and gather information regarding your work history details and income information.

Medical documents are the evidence supporting your disability claim:

  • Doctor’s notes
  • Test results
  • Hospitalization records
  • Medication lists
  • Treatment plans
  • Medial providers’ contact information

Additionally, provide detailed information about your work history, including:

  • Past employers
  • Job titles
  • Duties/responsibilities
  • Dates of employment

Your attorney will use this information to assess how your disability impacts your ability to work and earn a living. You don’t have to go out and get copies of all your medical records. However, it is vital to tell the attorney what providers you have seen so that the information can be obtained.

If you’ve already applied for Social Security Disability Income (SSD) or Supplemental Security Income (SSI), bring the denial letter(s) to your consultation.

Additionally, it is important to know generally how much money or assets you may have including:

  • Bank accounts
  • Retirement plans
  • Pensions
  • Investments
  • Vehicles and property

Not sure if you’re qualified? SSD covers long-term or life-threatening injuries or illnesses regardless of whether they happened at work or home. Qualification depends on the Blue Book of Impairments, which notes the qualifying medical conditions.

      2. Keep Track of the Disability Details

      Prepare to discuss your disability in detail, including symptoms:

      • Limitations
      • Your daily activities
      • Steps you take to alleviate pain
      • How it affects your daily activities and ability to work

      More than likely, you will be asked to provide specific examples that paint a clearer picture of your condition for the attorney handling your case.

      3. Share Your Questions and Concerns

      Do you have any questions or concerns about the SSD process? Write down any questions or concerns that come up as you're Googling, doing your research and shopping around for an experienced attorney.

      In your initial consultation with a trusted attorney, you will have an opportunity to address these and gain clarity on what to expect moving forward. If you’ve received any legal documents related to your disability claim, such as denial letters or hearing notices, bring them to your consultation. Your attorney will assess your situation and advise you on the next steps.

      We’re Here to Help!

      Approach your initial consultation with an open mind and willingness to collaborate with your attorney. They are there to advocate for your rights and guide you through the complexities of the SSD nuances. Preparing for your initial can bring you one step closer to securing the disability benefits you deserve—and Black & Jones is here to help.

      By following this checklist and coming prepared, we hope you feel more ready for your upcoming consultation. Still have some questions? Check out our detailed guide on what to bring to your initial SSD consultation, or call our Rockford-based office at (815) 967-9000 and we will be sure to get you answers within 24 business hours.