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The Initial Stage: The Application Level

You have successfully filed your application for Social Security benefits. Now what?

You may be intimidated or frustrated by the amount (and length!) of the various forms the Social Security Administration (SSA) sends you at the initial level. Hang in there.

All forms are important, and once you understand the purpose behind them, they may not be as intimidating. Once you file for Title II (Disability Insurance Benefits) and/or Title XVI (Supplemental Security Income), you will receive multiple forms to complete.

These forms typically are the Function Report, the Third-Party Function Report, the Work History Report, and Form 827. The following overview provides details of each form.

Reach out to Davis, Murrelle & Lyles, P.A. today for experienced and personalized legal services. Give us a call or contact us online today!

The Function Report

This form is important because it gathers information that may not appear in your medical records (depending on how detailed your treating physicians are). Social Security wants to know what everyday life looks like for you and how your daily life is affected by your impairments.

For this form, it is important to give specifics. For example, the last few pages focus on your physical functioning, such as how much you can lift, how far can you walk, how long you can stand, etc. You should explain the amount of weight you can lift and how far you can walk without issues.

Every day may not be the same for you. If you have some good days, explain what you can do on those days, as well as how your activities are limited on the bad days. If you suffer the effects of trying to do too much on a good day, then explain what happens afterwards.

Social Security may send the Function Report to you at different stages of the process. It is important to describe any changes which have occurred since you submitted the last Function Report.

The Third-Party Function Report

Remember the person you listed as a contact for the Social Security Administration? Well, your contact will receive a copy of a Third-Party Function Report. A carbon copy will be sent to you.

This form is essentially the same as your Function Report, but your contact needs to complete the report. The information should come from your contact’s perspective, and it is possible your contact may recognize something that you have not.

The Work History Report

Your work history and experience are an important factor for your claim. Social Security needs to know what job responsibilities you have had and if there were any physical requirements for your position. Sometimes your position may involve composite work.

For example, if you were a cashier, it is unlikely that your job only required you to wait on customers, collect payments, and balance a register. You also may have answered the phone, put up stock, mopped and swept the store, cleaned bathrooms and the parking lot, changed displays, etc.

Assume that the person reviewing your case knows nothing about your past work. Be detailed. You also will need to list how much you earned, the average hours you worked, and how long you worked at each job. If you must give estimates, just mention in the remarks you are estimating.

Form 827

The authorization form allows Social Security to request your medical records. You will receive the 827 multiple times during the process.

In summary, everything a claimant receives from the Social Security Administration is important. Information should be honest and specific.

If you are interested in obtaining Social Security Disability Benefits and Supplemental Security Income in Morehead City or within Eastern North Carolina, contact Davis, Murrelle & Lyles, P.A. today for experienced and personalized legal services.