Social Security Assist
List of Documents It Will Generate
CLIENT LETTERS
Client AA: Blank letter to the client, input text
of your choice.
Client AB: Letter to the client stating that you have not
been able to contact him/her by phone, requests that client contact your office.
Client AC: Letter asking client for more information about
potential Social Security benefits, includes request for information to be sent by Social
Security.
Client AD: Letter asking client to authorize review of Social
Security and medical files, includes request for information from Social Security and
authorization to review client’s medical records.
Client AE: Second request for authorization to review Social
Security and medical records.
Client AF: Letter to confirm the client’s first
appointment, contains information on what to bring to the appointment.
Client AG: Letter reminding client of date and time of first
appointment, as well as what to bring.
Client AH: Letter notifying client that first appointment was
missed, requests that they call to reschedule.
Client AI: Letter confirming rescheduling of first
appointment, explains what to bring.
Client BC: Letter stating that your organization will not be
able to represent the client, due to his/her case being at the reconsideration stage.
Client BD: Letter declining representation because Title II
benefits are too high for a client who has been initially denied benefits (for a firm
representing indigent clients).
Client BG: Letter declining representation because Title II
benefits are too high for a client who has received an unfavorable notice of
reconsideration (for a firm representing indigent clients).
Client BH: Letter declining representation because your
organization is too busy (for a firm representing indigent clients).
Client BI: Letter declining representation due to
insufficient merit of the claim (for a firm representing indigent clients)
Client BJ: Letter declining representation because Title II
benefits are too high for a client who has been initially denied benefits (for a private
firm).
Client BK: Letter declining representation because Title II
benefits are too high for a client who has received an unfavorable notice of
reconsideration (for a private firm).
Client BL: Letter declining representation because your
organization is too busy (for a private firm).
Client BM: Letter declining representation due to
insufficient merit of claim (for a private firm).
Client BP: Letter explaining Stieberger notice, asks client
to call in the event of a reconsideration denial notice.
Client CD: Letter confirming case acceptance, requests signed
retainer agreement and authorization to review files.
Client CE: Letter informing client that a request for
reconsideration has been filed.
Client CF: Letter informing client that a hearing has been
requested.
Client CG: Letter requesting authorization to obtain medical
records, includes authorization form.
Client DG: Post-hearing letter explaining unfavorable
decision, states that an appeal will be filed.
Client DH: Post-hearing letter explaining unfavorable
decision, states that no appeal will be filed.
Client DI: Letter informing child’s guardian of a new
SSI allowance.
Client DJ: Letter informing child’s guardian of a
favorable SSI/SSD redetermination.
Client DK: Letter informing client of a favorable SSD
decision and amounts to be paid.
Client DL: Letter informing client of a favorable SSI
decision.
Client EA: Fee agreement with client, establishes terms of
payment.
Client EB: Letter to accompany claimant’s copy of fee
petition
Client EC: Letter explaining procedure for obtaining benefits
and paying attorney fees.
PHYSICIAN LETTERS
Physician FB: Letter requesting complete medical
assessment of client (not-for-profit firm).
Physician FC: Letter requesting medical records since a
specific date (not-for-profit firm).
Physician FD: Letter requesting residual functional capacity
assessment only (not-for-profit firm).
Physician FE: Letter requesting a complete medical assessment
of client (private firm).
Physician FF: Letter requesting medical records since a
specific date (private firm).
Physician FG: Letter requesting residual functional capacity
assessment (private firm).
Physician FH: Pre-decision letter thanking the doctor for
information.
Physician FI: Letter thanking doctor after a favorable
decision.SSA GR: Letter to Social Security Administration regarding non-receipt of
auxiliary benefits and attorney fees.
SOCIAL SECURITY LETTERS
SSA GS: Letter requesting copies of all SSI notices
to the client following a favorable decision.
SSA GT: Letter withdrawing client’s
application for SSI benefits after Title II Notice of Award.
SSA GU: Letter requesting copies of all SSI notices
sent to client in concurrent cases.
SSA HB: Letter requesting earnings record for
client.
SSA HC: Cover letter to accompany appointment of
representative form, requests copies of all future correspondence with client.
SSA HD: Letter requesting a hearing on a claim.
SSA HE: Letter informing SSA of the appointment of
a representative payee.
SSA HF: Cover letter for updated SSI application
form (SSA-8000-BK)
SSA HG: Letter requesting an Appeals Council review
of a hearing decision, cassette recording of the hearing and copy of the exhibit file.
SSA HH: Letter informing SSA that you no longer
represent this client.
SSA IB: Letter requesting the file for a
client’s hearing be sent to you.
SSA IE: Letter requesting notification of
client’s case file availability.
SSA IH: Letter requesting re-opening of a
client’s prior claim.
SSA KC: Letter notifying SSA of appointment of
representative, requests cassette of hearing, copy of exhibit file and 30 days to submit a
memorandum
SSA KD: Letter requesting extension of time to
submit a memorandum.
SSA KE: Letter confirming that additional time has
been granted for submission of a memorandum.
SSA Non-payment First Notice: Letter requesting
payment of attorney fees after a favorable decision
SSA Non-Payment Second Notice: Second letter
requesting payment of attorney fees following a favorable decision.
HOSPITAL/PSYCHIATRIC LETTERS
Hospital FJ: Letter requesting all client’s hospital
records (not-for-profit firm).
Hospital FK: Letter requesting all client’s hospital
records since a specific date (not-for-profit firm).
Hospital FL: Letter requesting all client’s hospital
records (private firm).
Hospital FM: Letter requesting all client’s hospital
records since a specific date (private firm).
Psych FN: Letter requesting complete psychiatric assessment
of client (not-for-profit firm).
Psych FO: Letter requesting psychiatric records since a
specific date (not-for-profit firm).
Psych FP: Letter requesting complete psychiatric assessment
of client (private firm).
Psych FQ: Letter requesting psychiatric records since a
specific date (private firm).School GL: Letter requesting records of a former
student.
SCHOOL/VESID (VOCATIONAL AGENCY) LETTERS
School GM: Letter requesting records of a current student.
VESID GG: Letter requesting client employability assessment
(not-for profit firm).
VESID GH: Letter requesting client employability assessment
(private firm).DSS LB: Letter requesting documentation of client’s
employability status.
DEPARTMENT OF SOCIAL SERVICES LETTERS
DSS LC: Letter requesting a copy of Notification of Interim
Assistance (DSS #2425)
DSS Seek Contribution: Letter requesting a contribution
toward attorney fees after a favorable decision.
ADMINISTRATIVE LAW JUDGE LETTERS
ALJ Fee Petition transmittal letter: Cover
letter for fee petition.
ALJ JF: Letter requesting that evidence from a
specific doctor be disregarded because this doctor did not examine your client.
ALJ JG: Letter requesting subpoena of medical
records.
ALJ JH: Letter requesting subpoena of employment
records.
ALJ JI: Letter requesting consultative exam for
client before hearing.
ALJ JJ: Cover letter for documents submitted in
advance of client’s hearing.
ALJ JK: Cover letter for documents submitted prior
to client’s hearing, requests favorable decision on the record.
ALJ JL: Letter requesting rescheduling of hearing.
ALJ JM: Cover letter for documents submitted after
client’s hearing.
ALJ JN: Letter requesting extension for the
submission of documents.
ALJ JO: Letter thanking judge for extension.
ALJ JQ: Letter confirming a favorable decision on
the record.Employer GB: Letter requesting basic information about client’s
employment.
EMPLOYER LETTERS
Employer GC: Letter requesting detailed information about
client’s employment.Form MA: Authorization to review information regarding
disability payments.
OTHER DOCUMENTS
Form MB: Authorization to review medical, school and
employment records.
Form MC: General physical evaluation form.
Form MD: Residual functional capacity questionnaire.
Form ME: Affective disorder evaluation.
Form MF: Anxiety related disorder evaluation.
Form MG: Organic mental disorder evaluation.
Form MH: Personality disorder evaluation.
Form MI: Schizophrenia, paranoid and psychotic disorders
evaluation.
Form MJ: Somatoform disorder evaluation.
