Included are letters to:
Clients
Physicians
Social Security Administration
Hospitals
Schools
Employers
Administrative Law Judges
Client letters:
Confirmation of appointment
Appointment reminder
Appointment rescheduled
Missed appointment
Unable to contact
Request authorization to obtain medical records
Request authorization to review SSA/medical records
Second request for authorization to review SSA/medical records
Request authorization for PIA
Request additional information
Request additional releases
Case acceptance
Fee agreement/terms of payment
SSI Fee Agreement
SSI Fee Petition Cover letter
SSI Fee Letter after favorable decision
Initial denial - Contact at hearing
Initial denial - Title II
Advise of reconsideration filing
Advise of request for hearing
Reconsideration denial - Title II
Reconsideration denial - Too busy
Reconsideration denial - Insufficient merit
Advise of unfavorable ALJ decision - appeal
Advise of unfavorable ALJ decision - no appeal
Unable to represent
Decline to represent
Explanation of Stieberger notice
New SSI Allowance - child
Favorable redetermination - child
Favorable ALJ decision - SSI
Favorable ALJ decision - SSD
Explanation of unfavorable hearing
Letter to accompany claimant’s copy of fee petition
Explanation of procedure for obtaining benefits and paying attorney fees
Blank client letter
Physician letters:
Request complete medical assessment of client
Request medical records since specific date
Request residual functional capacity assessment only
Thank-you (pre-decision)
Thank-you (post-decision)
Hospital letters:
Request all of client’s records
Request all of client’s records since specific date
Request complete psychiatric assessment of client
Request psychiatric records after specific date
Social Services letters:
Request documentation of client’s employability
status
Request copy of Notification of Interim Assistance
Request contribution toward attorney’s fees after favorable decision
SSA letters:
Cover letter to accompany appointment of representative
form
Cover letter for updated SSI application form
Request copies of all future correspondence with client
Request earnings records for client
Request hearing on claim
Request copy of file for client’s hearing
Request notice of client’s case file availability
Request Appeals Council review of hearing decision
Request copies of all SSI notices to client
Request re-opening of prior claim
Request time extension to submit memorandum
Request payment of attorney fees after favorable decision
Confirm receipt of time extension
Withdraw client’s application for SSI after Title II award
Inform SSA of appointment of representative payee
Inform SSA of withdrawal
ALJ letters:
Cover letter for fee petition
Cover letter for documents submitted in advance of hearing
Cover letter for documents submitted after hearing
Request time extension for submission of documents
Request time extension for additional evidence
Request re-scheduling of hearing
Request favorable decision on the record
Request evidence from non-examining doctor be disregarded
Request subpoena of medical records
Request subpoena of employment records
Request consultative exam for client before hearing
Thank-you for time extension
Confirm favorable decision on the record
Confirm case paid on record
Employer letters:
Request basic information about client’s
employment
Request detailed information about client’s employment
School letters:
Request records of a former student
Request records of a current student
Request client employability assessment
Plus other documents:
Authorization to review information regarding
disability payments
Authorization to review medical, school, and employment records
General physical evaluation form
Residual functional capacity questionnaire
Affective disorder evaluation
Anxiety related disorder evaluation
Organic disorder evaluation
Personality disorder evaluation
Schizophrenia, paranoid and psychotic disorders evaluation
Somatoform disorder evaluation
Social Security Assist was created by:
Edwin Lopez-Soto and the Western New York Law Center.
Edwin Lopez-Soto is a 1981 graduate of Cornell Law School and a staff attorney with the
Greater Upstate Law Project. Ed provides research, technical and litigation support to
SSI/SSD practitioners in New York State. Ed has litigated some of the major SSI/SSD cases
including Second Circuit treating physician case and the New York acquiescence case. Ed is
well-known nationally as an expert in the Social Security area and regularly lectures at
the National Organization of Social Security Claimants conferences.
Western New York Law Center provides free civil legal services to low income people, and
is a well-known for its work in using technology within the legal services environment.
Time is money
Social Security Assist is a computer program that will
drastically cut the time and money it costs you to handle SSI/SSD cases.
Social Security Assist virtually eliminates:
The need to compose letters in almost all situations
The concern that the letter may not be legally correct
The need to maintain paper files
Social Security Assist contains its own easy-to-learn, full-featured word processor that
includes a spell checker.
Social Security Assist is a multi-user program that is compatible with most networking
software, including Novell Netware, Windows NT and Windows (peer-to-peer).
Minimum hardware requirements for Social Security
Assist:
Windows 95, Windows 98, or Windows NT operating system
486 or Pentium processor
16 mb of RAM (32 mb recommended)
15 - 45 mb of disk space
Social Security Assist includes:
The software and any updates within 1 year of purchase
New and amended letters issued within 1 year of purchase
One year subscription to Social Security Assist Alert, issued 3 times per year, that will
highlight important statutory and regulatory changes affecting SSI and SSD cases.
Investment:
#Users
Regular Price Not-for-profit Price
1 - 2:
$499 $399
3 - 5:
$999 $799
6 - 10:
$1,499 $1,199
over 10: $1,999
$1,499
After the first year, purchasers can obtain a subscription
to enhancements, new and amended letters and
Social Security Assist Alert at the following rates:
#Users Annual
Subscription
1 - 2: $125
3 - 5: $250
6 - 10: $375
over 10: $500
How to order:
Contact:
Michelle Peterson
Greater Upstate Law Project
80 St. Paul Street, Suite 660
Rochester, NY 14604-1350
Tel: (585) 454-6500 ext. 1
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