Social Security Action Checklists — Task Lists by Stage

Personalized steps based on where you are in the Social Security journey.

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Applying

Dynamic Checklist

0% Complete0 of 5 tasks

Gather all medical records from the last 5 years

List all medications and their side effects

Prepare work history (last 15 years)

Gather bank statements and asset info (for SSI)

Request 'Letter of Support' from previous employer

Why this matters

SSA cases are often lost because of missing records or missed deadlines. Following this checklist ensures you are fully prepared for the next step.

Community Support

"Your persistence is your greatest asset in this process."

Progress is saved locally on your device.

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Disclaimer: RetireGrid is an independent educational resource and is not affiliated with or endorsed by the Social Security Administration (SSA). These checklists are general guidelines to help you prepare and organize. Consult a qualified representative for specific legal counsel. Last updated: January 2026.