SSDI/SSI Claim Exhibit Checklist
Every document you need for an ALJ disability hearing, from medical records to RFC opinions.
- The ALJ uses a five-step sequential evaluation under 20 C.F.R. § 404.1520 to decide SSDI claims.
- Most SSDI claims are decided at steps 4 and 5, which evaluate residual functional capacity against past and available work.
- An RFC opinion should specify exactly how long the claimant can sit, stand, walk, lift, and concentrate.
- A treating doctor's RFC opinion carries significant weight because of their ongoing knowledge of the claimant's medical history.
- SSDI ALJ hearings typically run 30 to 60 minutes and include testimony from a vocational expert about available jobs.
- The Adult Function Report (SSA-3373) and Work History Report (SSA-3369) are standard forms required alongside medical records.
- The SSDI/SSI checklist download requires only an email address and delivers instantly.
What's Inside
- Medical records from all treating providers
- Treating doctor's RFC opinion (physical and/or mental)
- Medication list with documented side effects
- Adult Function Report (SSA-3373)
- Work History Report (SSA-3369)
- + 1 more sections
Get Your Free Checklist
Enter your email and we'll send you the complete SSDI/SSI Claim Exhibit Checklist instantly.
Why Use This Checklist?
Make sure your evidence addresses each step of the five-step sequential evaluation
Track which medical records you have and which providers you still need to contact
Prepare your RFC opinion request for your treating doctor
Organize years of treatment records so the ALJ can follow your medical history
See How It Works
Watch how to batch-stamp your social security disability exhibits in minutes.
Ready to Stamp Your Social Security Disability Exhibits?
After organizing with the checklist, use ExhibitPrep to batch-stamp all your documents in minutes. Preview free—pay only when you're ready to download.
Social Security Disability Exhibit Checklist FAQ
What is the five-step sequential evaluation?
The ALJ decides SSDI claims using a five-step process (20 C.F.R. § 404.1520): (1) Are you working? (2) Is your condition severe? (3) Does it meet a listed impairment? (4) Can you do your past work? (5) Can you do any other work? Most claims are decided at steps 4 and 5, where the ALJ evaluates your residual functional capacity against job demands.
What is an RFC opinion and why does it matter?
A residual functional capacity opinion is a medical assessment of what you can still do despite your conditions. Your treating doctor's RFC carries significant weight because they know your medical history. The RFC should specify exactly how long you can sit, stand, walk, lift, and concentrate — the ALJ uses these numbers to decide whether any jobs exist you could perform.
How long does an SSDI ALJ hearing take?
Most ALJ hearings last 30 to 60 minutes. The judge will ask about your medical conditions, daily activities, and work history. A vocational expert will testify about available jobs. Organized exhibits help the hearing move efficiently and show the judge you take your case seriously.