SSDI: Guidelines For Applying For Benefits

A claim for SSDI is started by locking in a Filing Date. Of the different ways to lock in a Filing Date, the best is to call Social Security and ask for an in-person interview. To learn more, see: It's Never Too Early To File A Claim and Why And How To Lock In A Filing Date.

Call to set the meeting: 800.325.0778 between 7A.M. and 7P.M. Monday through Friday

• You will be given the name and i.d. number of the person with whom you speak. Write them down.
• You will be asked a few questions such as:
  • Your Social Security Number
  • Your health condition
  • Whether you are still working. If you are still working, see:  What If I Am Still Working?
• You will then be given a date for an in-person or telephone interview with a Social Security Representative in a local field office. If your condition seems likely to result in death, the date for the appointment is moved up, and the rest of the process happens more quickly. We recommend that you request an interview in person. Experience shows that it is better to apply in person. To learn more, see: Alternative Ways To Start A Claim and Why Do The Interview In Person?
• Make note in your SSDI file of both the date you called and the date for the meeting.

Get a copy of the Social Security forms that will be used when you file your claim. While the Social Security representative will officially complete the forms by typing the answers into the computer, completing the forms ahead of time as a worksheet has many advantages. See: Advantages Of Completing Social Security Forms. Also see:

• Forms Used To Start A SSDI Claim
  • Form SSA - 3368-BK: Medical Information for SSDI and SSI
  • Form SSA-3369-BK
• How To Obtain The Forms
• Tips When Completing All Questionnaires Concerning Your Medical Condition

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