SSDI/SSI Claim Exhibit Checklist
Every document you need for an ALJ disability hearing, from medical records to RFC opinions.
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
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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
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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.