Social Security Disability Benefits Requirements
The requirements for receiving disability benefits are based on the definition of disability:
It's required that you must be unable to do any kind of substantial gainful work because of a physical or mental impairment or both.
It's required that the condition has lasted or is expected to last for a continuous period of at least 12 months.
Disability Requirements: A Five Step Process
The requirements for determining disability follow this five step process:
Requirement 1: You must not be performing substantial gainful activity. This is generally considered earning more than $810.00/month.
Requirement 2: Your condition must be severe, and the combination of your impairments must make it impossible for you to have gainful employment.
Requirement 3: You condition must be on the list of approved disabling conditions or equal the severity of such conditions.
Requirement 4: You must not be able to perform the same work you performed previously, or work of equivalent level.
Requirement 5: You must not be able to adjust to any other work
Requirements: Medical Criteria
The Social Security lists their medical requirements for receiving disability benefits on their website.
You can find them listed in their "Blue Book", and the link is here: http://www.ssa.gov/disability/professionals/bluebook/
The Social Security Administration also publishes a "Disability Starter Kit" to help you prepare for your application.
If you feel you meet the requirements for receiving disability benefits, you can apply for benefits on the Social Security website by going to: http://www.socialsecurity.gov/applyforbenefits/
Medical Requirements for Disability Benefits
Evidentiary Requirements For Disability Benefits
Medical Evidence
Under both the title II and title XVI programs, medical evidence is the cornerstone for the determination of disability.
Each person who files a disability claim is responsible for providing medical evidence showing that he or she has an impairment(s) and severity of the impairment(s). However, the Social Security Administration (SSA) will help claimants get medical reports from their own medical sources when the claimants give SSA permission to do so. This medical evidence generally comes from sources who have treated or evaluated the claimant for his or her impairment(s).
Acceptable Medical Sources
Documentation of the existence of a claimant's impairment must come from medical professionals defined by SSA regulations as "acceptable medical sources." Once the existence of an impairment is established, all the medical and non-medical evidence is considered in assessing impairment severity.
"Acceptable medical sources" generally include:
- licensed physicians (medical or osteopathic doctors);
- licensed or certified psychologists;
- licensed optometrists (measurement of visual acuity and visual fields);
- licensed podiatrists (for purposes of establishing impairments of the foot, or foot and ankle only, depending on the State in which the podiatrist practices);
- and qualified speech-language pathologists (for purposes of establishing speech or language impairments only).
Social Security also requests copies of medical evidence from hospitals, clinics, or other health facilities where a claimant has been treated. All medical reports received are considered during the disability determination process.
Medical Evidence from Treating Sources
Currently, many disability claims are decided on the basis of medical evidence from treating sources. SSA regulations place special emphasis on evidence from treating sources because they are likely to be the medical professionals most able to provide a detailed longitudinal picture of the claimant's impairments and may bring a unique perspective to the medical evidence that cannot be obtained from the medical findings alone or from reports of individual examinations or brief hospitalizations. Therefore, timely, accurate, and adequate medical reports from treating sources accelerate the processing of the claim because they can greatly reduce or eliminate the need for additional medical evidence to complete the claim.
Other Evidence
Information from other sources may also help show the extent to which a person's impairment(s) affects his or her ability to function. Other sources include public and private social welfare agencies, non-medical sources such as teachers, day care providers, social workers and employers, and other practitioners such as naturopaths, chiropractors, and audiologists.
Medical Reports
Physicians, psychologists, and other health professionals are frequently asked by SSA to submit reports about an individual's impairment. Therefore, it is important to know what evidence SSA needs. Medical reports should include:
- medical history;
- clinical findings (such as the results of physical or mental status examinations);
- laboratory findings (such as blood pressure, x-rays);
- diagnosis;
- treatment prescribed with response and prognosis;
- a statement providing
an opinion about what the claimant can still do despite his
or her impairment(s), based on the medical source's findings
on the above factors. This statement should describe, but is
not limited to, the individual's ability to perform work-related
activities, such as sitting, standing, walking, lifting, carrying,
handling objects, hearing, speaking, and traveling. In cases
involving mental impairments, it should describe the individual's
ability to understand, to carry out and remember instructions,
and to respond appropriately to supervision, coworkers, and work
pressures in a work setting. For a child, the statement should
describe his or her functional limitations in learning, motor
functioning, performing self-care activities, communicating,
socializing, and completing tasks.
Consultative Examinations
If the evidence provided by the claimant's own medical sources is inadequate to determine if he or she is disabled, additional medical information may be sought by recontacting the treating source for additional information or clarification, or by arranging for a CE. The treating source is the preferred source for a CE if he or she is qualified, equipped, and willing to perform the examination for the authorized fee. Even if only a supplemental test is required, the treating source is ordinarily the preferred source for this service. However, SSA’s rules provide for using an independent source (other than the treating source) for a CE or diagnostic study if:
- the treating source prefers not to perform the examination;
- the treating source does not have the equipment to provide the specific data needed;
- there are conflicts or inconsistencies in the file that cannot be resolved by going back to the treating source;
- the claimant prefers another source and has good reason for doing so; or prior experience indicates that the treating source may not be a productive source.
Consultative Examination Report Content
- A complete CE is one which involves all the elements of a standard examination in the applicable medical specialty. A complete consultative examination t report should include the following elements:
- the claimant's major or chief complaint(s);
- a detailed description, within the area of specialty of the examination, of the history of the major complaint(s);
- a description, and disposition, of pertinent "positive" and "negative" detailed findings based on the history, examination, and laboratory tests related to the major complaint(s), and any other abnormalities or lack thereof reported or found during examination or laboratory testing;
- results of laboratory and other tests (e.g., X-rays) performed according to the requirements stated in the Listing of Impairments;
- the diagnosis and prognosis for the claimant's impairment(s);
- a statement about what the claimant can still do despite his or her impairment(s), unless the claim is based on statutory blindness. This statement should describe the opinion of the consulting physician or psychologist about the claimant's ability, despite his or her impairment(s), to do work-related activities such as sitting, standing, walking, lifting, carrying, handling objects, hearing, speaking, and traveling; and, in cases of mental impairment(s), the opinion of the physician or psychologist about the individual's ability to understand, to carry out and remember instructions, and to respond appropriately to supervision, coworkers, and work pressures in a work setting. For a child, the statement should describe the child's functional limitations in learning, motor functioning, performing self care activities, communicating, socializing, and completing tasks (and, if the child is a newborn or young infant from birth to age 1, responsiveness to stimuli); and
- the consultative physician or psychologist will consider, and provide some explanation or comment on, the claimant's major complaint(s) and any other abnormalities found during the history and examination or reported from the laboratory tests. The history, examination, evaluation of laboratory test results, and the conclusions will represent the information provided by the physician or psychologist who signs the report.
Evidence Relating to Symptoms
In developing evidence of the effects of symptoms, such as pain, shortness of breath, or fatigue, on a claimant's ability to function, SSA investigates all avenues presented that relate to the complaints. These include information provided by treating and other sources regarding:
- the claimant's daily activities;
- the location, duration, frequency, and intensity of the pain or other symptom;
- precipitating and aggravating factors;
- the type, dosage, effectiveness, and side effects of any medication;
- treatments, other than medications, for the relief of pain or other symptoms;
- any measures the claimant uses or has used to relieve pain or other symptoms; and
- other
factors concerning the claimant's functional limitations
due to pain or other symptoms.
In assessing the claimant's pain or other symptoms, the decisionmaker(s) must give full consideration to all of the above-mentioned factors. It is important that medical sources address these factors in the reports they provide
Help Understanding the Requirements
If you have any questions about the requirements for receiving disability benefits, or if you don't understand some of the requirements, the lawyers at the Rasansky Law Firm would be more than happy to answer your questions. Contact an experienced disability attorney today.



