Immediate free access to…

13 social security disability forms


These forms are excerpted from a much larger collection in Tom Bush’s Social Security Disability Practice.  The book’s highly-respected forms will save you hours and improve your advocacy.

 

1.  Initial Client Contact

§167 Claimant Questionnaire

§168 Claimant Psychiatric Questionnaire

§175.1 Analysis

§178.3.1 Two-Tiered Fee Agreement

2.  Prehearing Procedure

§209 Initial File Review Action Sheet

§230.3 Chronic Fatigue Residual Functional Capacity Questionnaire

§23 1.4 Arthritis Residual Functional Capacity Questionnaire

§233.1 Pulmonary Residual Functional Capacity Questionnaire

§245.9 Mental Residual Functional Capacity Questionnaire

§291 Activities Questionnaire

§293 Testifying at Your Disability Hearing

4.  Following a Favorable Decision

§404 Letter to Concurrent Claimant After Favorable Decision

§404.2     Letter to SSI-Only Claimant After Receipt of Favorable Decision


One of the forms on this list is provided in full below. The rest are two clicks away.

 

 

   For immediate and free access to the forms listed above,
fill in these three blanks and press Download Forms. 

 

 First and last name:
Name of law firm or solo practice:
Occupation:      Legal professional  Law student  Other
Telephone number:
(Example: 555-555-5555)

 

 

 

§175.1 ANALYSIS

 

Name: ____________________________________   DOB  _________________

 

Theory: ___________________________________________________________ 

__________________________________________________________________

 

Med-Voc Rule__________          Listings §___________  Alleged Onset:______________  DLI:_____________

 

Issues: ____________________________________________________
__________________________________________________________
__________________________________________________________

ATTORNEY'S RANKING OF IMPAIRMENTS ASSOCIATED SYMPTOMS
1. 1.
2. 2.
3. 3.
4. 4.
5. 5.

Date Last Worked:  ____________       Age today: ________        Age at onset: ________

*Past 15 years or 15 years before date last insured, if earlier.  

** Enter C for customary, E for easiest job.

 

Dates Occupation* Strength
Level
Skill
Level
DOT No. C/E**
           
           
           
           
           

Unable to do easiest job because:  ___________________________________________________________

 

Limited to:     □  less than sedentary      □  alt sit/stand      □  sedentary      
                                 □
  light       medium    

 

Mental limitations:  _________________________   Work skills: _____________________

 

Highest Grade Completed: _______    Vocational Training: __________________________


                       

  Check here if abilities appear less than level of schooling would indicate.

Summary of Physical Residual Functional Capacity

  _________________________________  says that s/he can walk about _____ blocks before stopping.

  S/he can sit for about _____ minutes at one time and stand for about _____ minutes at one time.

  Out of an 8-hour working day, s/he says s/he can sit for a total of           hours and stand/walk for a total of              hours.

  S/he needs to walk around approximately every _____ minutes for about _____ minutes.

  S/he needs a job that permits shifting positions at will.

muscle weakness

pain/ paresthesias, numbness

_________________

chronic fatigue

adverse effects of medication

_________________

 

Because of

s/he may need to take unscheduled breaks [¨ to lie down] during an 8-hour working day.  S/he expects this to happen ______________________________; and s/he may need to rest ___________ minutes (on average) before returning to work.

  If s/he had a sedentary job, because of ___________________________ s/he says s/he would need to elevate his/her legs about _____% of the time during an 8-hour working day.  S/he needs to elevate his/her legs about _____ high.

  S/he needs a cane to walk because of

imbalance

pain

weakness

dizziness

insecurity

________________________________________


  S/he can occasionally lift and carry _____ lbs. and frequently lift and carry _____ lbs.

S/he says that because of

 

pain/ paresthesias

motor loss

sensory loss/ numbness

muscle weakness

swelling

side effects of medication

limitation of motion

_______________________________________

 

s/he has significant limitations in reaching, handling, and fingering.

 

S/he can use her/his left hand for

 

S/he can use her/his right hand for

grasping _____% of the time,

 

grasping _____% of the time,

fingering _____% of the time,

 

fingering _____% of the time, and

reaching overhead _____% of the time, and

 

reaching overhead _____% of the time, and

reaching in front of body _____% of the time.

 

reaching in front of body _____% of the time.

 

□   S/he says that s/he can

 

never

rarely

occasionally

frequently

 

twist,

stoop (bend),

crouch/ squat,

climb ladders, and

climb stairs.


□   S/he says that s/he can

 

never

rarely

occasionally

frequently

 

look down (sustained flexion of neck),

turn head right or left,

look up, and

hold head in static position.


□   S/he says that s/he has the following environmental limitations:

________________________________________________________________________
________________________________________________________________________

□   S/he says that her/his symptoms (often) (frequently) (constantly) are severe enough to interfere with
         attention and concentration.

         

□   S/he says that as a result of his/her impairments s/he has a (moderate) (marked) (severe) limitation in dealing with work stress.

□   Because of bad days, s/he says that if s/he had a full-time job s/he expects that s/he would miss work
         about/more than ___ times a month.

VISION

□   S/he says that s/he can

 

never

rarely

occasionally

frequently

constantly

 

utilize near acuity,

utilize far acuity, and

utilize depth perception.


□   S/he is incapable of avoiding ordinary hazards in the workplace, such as boxes on the floor, doors ajar, approaching people or vehicles.

□   S/he has difficulty walking up or down stairs because of his/her vision.

□   S/he says s/he cannot work with small objects such as those involved in doing sedentary work.

□   S/he can/ cannot work with large objects.

□   Other: _____________________________________________________
_______________________________________________
___________

 

 

NOW

DOCTORS TO GET RFC
OPINIONS FROM

TYPE OF
RFC FORM

OTHER RECORDS THAT SSA MAY NOT HAVE OBTAINED

 

1.

 

1.

 

2.

 

2.

 

3.

 

3.

 

4.

 

4.

 

LONG TERM DISABILITY CARRIER

OTHER RECORDS NEEDED

 

Name:

SS file from local office

Work records - employer:________________

 

Address:

Vocational rehabilitation records

L.T.D. carrier records

 

 

School records

Driving record

 

 

Other:_________________________________

Other:_________________________________


□   Flag to work up for possible on-the-record decision.  Impression: __________________

□   Request postponement of hearing scheduled for _________ with ALJ ______________

OTHER THINGS TO DO

___________________________________________________________________________
_____________________________________________________
______________________
_____________________________________________________
______________________
_____________________________________________________
______________________

THINGS OUR CLIENT WILL SEND US

___________________________________________________________________________
_____________________________________________________
______________________
_____________________________________________________
______________________

 

1-25

2/04

§175.1

 

   For immediate and free access to the forms listed above,
fill in these three blanks and press Download Forms. 

 First and last name:
Name of law firm or solo practice:
Occupation:    Legal professional  Law student  Other
Telephone number:
(Example: 555-555-5555)

 

 

Law Books for Sale

Practice Management

Client Attraction Secrets $19

Bankruptcy

Bankruptcy Courts & Procedures $99

Business

NEW Drafting LLC and Partnership Agreements $69

Limited Liability Company $99

Civil Rights

Civil Rights Digest $99

Criminal

Attacking Drunk Driving Tests $119

Criminal Defense Tools and Techniques $129

Defending Drinking Drivers $129

Federal Criminal Practice $119

Federal Forfeiture Guide service $225

Federal Prison Guidebook $79

Federal Sentencing Guide service $350

Innovative DUI Trial Tools $99

Relentless Criminal Cross-Examination $99

9th Circuit Criminal Law Reporter service $250

Employment

Age Discrimination Litigation $129

Deposing & Examining Employment Witnesses $99

Employment Evidence $99

Federal Employment Jury Instructions $99

Litigating Employment Discrimination Cases $149

Litigating Sexual Harassment and Sex Discrimination Cases $99

Estates and Trusts

Asset Protection Strategies

NEW TX Probate Forms and Procedures $99

Family

Determination of Income for Child Support $99

Frumkes on Divorce Taxation $99

Insurance & Settlement

How Insurance Companies Settle Cases $99

Insurance Settlements $129

Litigation

Building Trial Notebooks $99

Deposition Checklists & Strategies $99

NEW Deposition Objections $69

Federal Trial Evidence $99

Federal Trial Objections: Civil and Criminal $99

Guerrilla Discovery $99

Handling Federal Discovery $99

How to Prepare for, Take and Use a Deposition $99

Is It Admissible? $99

Legal Secretary Federal Litigation $99

Model Interrogatories $99

NEW Pattern Cross-Examinations $69

Preparing for Trial in Federal Court $99

Qualifying & Attacking Expert Witnesses $99

NEW Proven Jury Arguments & Evidence $99

NEW Proving Damages to the Jury $69

Trial Evidence Foundations $99

Trial Objections $99

NEW Trial Preparation Tools $99

Personal Injury

Deposing & Examining Doctors $129

Determining Economic Damages $99

NEW Exposing Deceptive Defense Doctors $99

Litigating Neck & Back Injuries $99

Maximizing Damages in Small Personal Injury Cases $99

Medical Evidence $99

Medical Proof of Whiplash $99

Personal Injury Forms: Discovery
& Settlement $39

Personal Injury Trial Notebook $99

NEW Personal Injury Handbook $99

Slip & Fall Practice $99

Social Security

Bohr's Social Security Issues Annotated $129

Medical Issues in Social Security Disability $129

Social Security Disability Advocate's Handbook $119

Social Security Disability Medical Tests $129

Social Security Disability Practice $149

State-Specific

- California -

CA Causes of Action $99

CA Courts & Judges $149

CA Drunk Driving Law $129

CA Legal Secretary $99

CA Lien Claims in Workers' Compensation Cases $119

CA Objections $99

CA Pretrial Practice & Forms $129

CA Workers' Compensation Law & Practice $149

FORECITE California service $295

- Florida -

FL Causes of Action $99

FL Criminal Cases Notebook $125

FL Criminal Trial Procedure $99

NEW FL Estate Planning $129

FL Family Law & Practice $129

FL Family Law Trial Notebook $99

FL Legal Secretary $129

- Illinois -

IL Objections $99

IL Pretrial Practice $129

- New York -

NY Civil Practice Before Trial $129

NY Fire District Officers' Guide $125

NY Judge Reviews & Court Directory $125

NY Objections $89.98

NY Trial Notebook $119

- Texas -

TX Criminal Forms $99

TX Criminal Jury Charges $129

TX Criminal Lawyer's Handbook $129

TX DTPA Forms & Practice Guide $99

TX Employment Law $149

TX Estate Planning $99

TX Objections $99

TX Pretrial Practice $129

NEW TX Probate Forms and Procedures $99

TX Small-Firm Practice Tools $99

Follow us on

 

 

A printable version
of our 12-page catalogue is available for instant downloading, viewing and printing in PDF format. Complete book descriptions and
easy ordering!

We respect your privacy rights.

 

© James Publishing, Inc.