What documents are needed for a disability claim?

Much of what a claim needs is information the claimant provides, not documents to hand over. The medical records themselves are then requested from the providers.

Medical: the names and addresses of every doctor, clinic, hospital, and therapist, with rough dates of treatment; a list of current medications; and a list of tests that have been done.

Work: the jobs held over roughly the past five years (with some exceptions) — for each, the title, the dates, and what the job physically and mentally required.

Personal: date of birth, Social Security number, education, and any military service. An SSI claim also needs information about income and resources.

Gathering and organizing the medical records is part of what representation does.