Use this as a preparation guide
The exact information SSA requests can depend on the application and your situation. The official Adult Disability Starter Kit remains the source of truth. This shorter list is designed to help you see the major categories before you begin.
Basic identity and household information
- Your Social Security number, date of birth, and place of birth
- Information about a current or former spouse when applicable
- Names and birth dates of minor children when applicable
- Contact information for people who know about your medical conditions
Medical information
- Names and contact information for doctors, clinics, hospitals, therapists, and other providers
- Dates of treatment you remember
- Medicines you take and why you take them, when known
- Medical tests you have had or are scheduled to have
- Medical records already in your possession
Work, education, and training
- Jobs held during the period SSA asks about, including dates and typical duties
- Hours worked and earnings information when known
- Highest level of education completed
- Special education, vocational training, trade training, or other specialized instruction when applicable
Other benefits and payment information
- Workers’ compensation or other disability-benefit details when applicable
- Bank routing and account information if you choose electronic deposit
- Any related claim numbers, dates, or settlement information SSA asks you to provide
What you do not need to do first
SSA's Adult Disability Starter Kit says you do not need to request or pay healthcare providers for medical records you do not already have. Provider names, addresses, phone numbers, and treatment details help SSA know where to request records.
A calmer way to gather everything
- Start with the category that feels easiest.
- Write down what you know without guessing.
- Mark missing details so you can return to them.
- Keep official documents and notes together in a secure place.
- Review the current SSA starter kit before filing.
Official sources
Ready to begin?
Take the first step at your own pace.
Claim Discovery is free and may suggest an SSI, SSDI, combined, or child starter path. Only SSA decides eligibility.
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