"Form Submission" checklists are forms that you can fill in and
submit directly to us over the internet. These checklists are just like the normal paper
documents we would require for a case, but this way your information can be
submitted to us immediately. The pages will help to ensure that certain
fields have been entered, but please try to include all of the information that
you have. Be sure to hit the Submit button at the end of the form to send it to
us when you are done. If the submission is accepted, you will
see a "confirmation" listing of your input data, and
should print this for your records. Even when you send us a checklist this way, you will probably also be
mailing or faxing other documents (like tax returns, etc.) to us
"Interactive" checklists are Word templates that you can fill in,
print out and save on your computer. When you open one of these
checklists, Word will open on your computer and you can fill in the form by
tabbing from one field to the next. You can, of course, email the Word
document to us directly if you wish.
Finally, if you'd like the blank "Classic"
checklists to print without any automated filling-in of information,
those documents are available in .pdf format as well.
What documents should accompany the checklist?
In addition to the filled-in checklist, we typically ask to get
income records in the form of three to five years of income
tax returns, Social Security earnings records, payroll records
or some other indication of a sustained earning history. Tax
returns are usually the best records. DO NOT SEND US MEDICAL
RECORDS, but we would like to have your vocationalist or
rehabilitation report along with your instruction to rely on it, if
applicable. If the other side has submitted an economist
report, send us that too.