Kay Derochie has decades of experience as a Social Security claims representative and as a disability benefit analyst. As our Chief Content Editor, she brings a depth of Social Security and disability knowledge to her writings on Social Security Disability (SSDI) and Supplemental Security Income (SSI). First serving the public at the Social Security Administration (SSA) office in Miami, Florida and then in Portland, Oregon, Kay guided English- and Spanish-speaking disability claimants through both the SSDI and SSI claim process. Later as a long-term disability (LTD) benefit analyst, Kay determined whether claimants met the required definition of disability. Always keeping her finger on changes in Federal regulations, she assessed whether claimants were likely to qualify for Social Security Disability or SSI benefits so that they could be appropriately referred to the Social Security Administration.
Even if you plan to file online, it is advisable to write out a rough draft on paper forms so that you don’t forget to include important information when working online or when you are in a Social Security office filing in person. The base application for Social Security Disability (SSDI) is the SSA-16-BK, while the base application form for Supplemental Security Income (SSI) disability is the SSA-8000-BK. Base application forms for disabled widows and adult children are the SSA-10 and SSA-4-BK, respectively. These last two forms can be found in the SSA Retirement/Dependent/Survivor Forms section of this website. Whether...Read more
The base forms used to file appeals are the SSA-561-U2 Request for Reconsideration (usually the first appeal), the HA-501-U5 Request for Hearing (usually second appeal, when your claim has been denied twice) and the HA 520-U5 for an Appeals Council review of a hearing denial. If you have been receiving benefits and your claim has been closed because it has been determined you are no longer disabled as defined by Social Security law, the appeal form for first appeal is the SSA-789-U4. (The appeal will be a hearing within the Disability Determination Services (DDS) instead of only a DDS file...Read more
All work after an approved disability date (or a claimed one in a new pending claim) has to be reported even if it is a small amount of work. Forms SSA 820-BK and SSA-821-BK make the reporting easy and clear. If you have been receiving special considerations due to your physical or mental condition that other workers do not receive or if you are paid usual wages for lower production, having your employer complete an SSA-3033 could be helpful to your claim being approved or to its remaining open while you work. Please click on the link below to open...Read more
The base application form for Supplemental Security Income (SSI) disability benefits, whether the applicant is an adult or a child, is the SSA-8000-BK. Because the application asks for a lot of detailed information, it can be very helpful to prepare a rough draft of this form to refer to when you file the application. In addition to the base application, for adults complete the same medical and occupational forms as for a Social Security disability claim. These forms can be found in the Disability Application Forms section of this website. But, if you applying for a disabled child, complete the...Read more
When filing a disability claim on the Social Security account of a worker who is receiving Social Security disability or retirement benefits or on the account of a worker who has died, the base form that is used is the same as the application form for a non-disabled dependent or survivor. For disabled widows, widowers, and surviving divorced spouses, the form is the SSA-10. For disabled adult children (who became disabled before age twenty-two) the application for Childhood Disability Benefits is the SSA-4-BK. Both these application forms, the SSA-10 and the SSA-4-BK, need to be supported with the same medical...Read more
Representative Payee Forms: The base application to be a representative payee for another person or to request direct payment to oneself is the SSA-11-BK. When applying for direct payment, an SSA-787 completed by your physician can be helpful. When applying to be payee for a child who is not in your physical custody, an SSA-789-U4 would help support your application. Overpayment and Other Forms: If you disagree with the fact of an overpayment, file your request for reconsideration on form SSA-561, which can be found in Appeals Forms. If you agree the overpayment occurred but feel you were not at...Read more