Washington State Paralegal Association

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Social Security Disability Guide for Paralegals

  • 01/17/2024
  • 7:00 AM - 2:00 PM
  • Webcast

Register: https://ipe.nbi-sems.com/ProductDetails/Social-Security-Disability-Guide-for-Paralegals/Video-Webinar/97899ER_4012943?st=WA

Program Description

Walk Through the Claims Process From Start to Finish

Endless calls from clients, repeat requests for resubmission of documents, hectic hearing schedules, and endless volumes of supporting documents are the lot of the SSDI paralegal. To keep the claims process under control, you need current knowledge and excellent organizational skills. This essential practice guide walks you through the critical steps of the claims process, providing useful tips for optimizing and simplifying tasks along the way. Build your skills - register today!

  • Clarify current SSDI claims process steps and eligibility requirements.
  • Get guidance for building client files and compiling critical documentation.
  • Master the application and filing procedure essentials.
  • Write better pre-hearing briefs.
  • Establish effective SSA and client communications practices.

Who Should Attend

This intermediate level course will allow attendees to effectively navigate their way through the Social Security Disability process. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Course Content

  1. SSDI Claims Procedure and Key Eligibility Criteria Overview
  2. Claim Evaluation: Establishing Disability Timeline, Identifying Weaknesses
  3. Building the Client File: Obtaining Relevant Medical Records and Other Supporting Documentation
  4. Obtaining Representative Authorization With the SSA
  5. Client Communications: Common Questions, Progress Reports, Recordkeeping, etc.
  6. SSA Office Communications: Requests for Repeat Document Submissions and Other Common Issues
  7. Scheduling Challenges and Keeping the Claim on Track
  8. Requests for Hearing, Briefs, and Hearings
  9. Vocational and Medical Expert Reports
  10. Paralegal Ethics

Washington State Paralegal Association
1402 Lake Tapps Parkway SE
Ste. F104/PMB133
Auburn, WA. 98092



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