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Advice for Your Social Security Disability Hearing

By Your disability hearing

Advice for Your Social Security Disability Hearing

Preparing for Your Disability Hearing

Arrive Early

Unless your attorney asks you to be at the hearing office at a specific time, arrive for your Social Security disability hearing about a half an hour early. Any earlier is not necessary no matter what your Notice of Hearing may say about coming early to review your file. Your lawyer has already reviewed your hearing exhibit file. It isn’t necessary for you to review it (although you may if you want to). Social Security disability hearings usually start on time, so whatever you do, don’t be late.

What to Wear

A lot of people ask what to wear, whether they should dress up for their Social Security disability hearing.

You do not need to dress up, and you do not need to wear the same clothes that you would wear to a wedding. This is an informal hearing. You may wear whatever makes you comfortable (within reason).

Don’t Talk About Your Case

Social Security disability hearings are serious business. Don’t make jokes. Don’t even talk about your case before or after your hearing in the waiting room, in the hallway, in the elevator or anywhere else where a stranger can overhear. A Social Security employee may misinterpret what you say and get the wrong impression about you, and there may be a lot of Social Security employees in the building.

Turn Off Your Cell Phone

If you have a cell phone with you, don’t forget to turn it off before the hearing starts.

General Information About the Hearing

The Social Security Hearing Room

A Social Security hearing room is nothing more than a small conference room. It may have a few official trappings such as the seal of the Social Security Administration or an American flag.

Hearing rooms are always equipped with a conference table. There also may be a small table for the judge’s assistant. Usually there is a judge’s desk on a small riser that is slightly above the level of the conference table where you will sit.

The Recording Equipment

Each Social Security hearing room has its own recording equipment, which will be used to record your hearing. Because your hearing will be recorded, it is important for you to speak clearly when you answer questions. The microphones are very sensitive to sound so they will pick up your testimony from anywhere in the room if you speak loud enough for the judge to hear you. However, shaking your head won’t do; neither will pointing at a part of your body without stating out loud what part of your body you are pointing at. Also, “uh huh” and “huh uh” answers do not transcribe as well as “yes” and “no” answers. So try to say “yes” and “no” if you can.

Persons Present in the Social Security Hearing Room

You will be seated at the conference table along with your attorney. Under some circumstances the judge may call a vocational witness or a doctor to testify. If so, they will be seated at the conference table.

Also seated at the conference table (or perhaps at a small table next to the conference table) will be the judge’s assistant who operates a computer, which is used to make a CD-ROM that will contain the recording of the hearing.

You are allowed to bring witnesses and, if you wish, observers into the hearing room. But the hearing is private. Anyone present other than the judge, the judge’s staff and witnesses called by the judge must have your permission.

Social Security Disability Hearings Are Informal

Social Security disability hearings are much less formal than court hearings. They were designed so that they would not be a threatening experience. The Social Security Administration (SSA) recognizes that if you can relax as much as possible, you will be the best witness for yourself. It’s okay to let yourself be yourself.

Although this is an informal hearing, there are a couple of procedures that are necessary to follow:

  • You and all witnesses will testify under oath.
  • It is important when you are testifying that you not ask anyone else in the room to help you answer questions and that your witnesses or friends do not chime in to help you testify. Only one person is allowed to testify at a time.

The Administrative Law Judge

The person who presides in a Social Security disability hearing is an Administrative Law Judge (ALJ). Although many judges do not wear judicial robes and you will not be expected to stand up when the judge comes into the room, the Social Security judge is entitled to the same respect that you would pay to a court judge.

The judge’s job is to issue an independent decision about your entitlement to disability benefits, a decision that is not influenced by the fact that your case was denied at the time of your initial application and on reconsideration. In fact, more than half of judges’ decisions nationwide are in favor of the claimant. These are the best odds of winning at any step in the entire Social Security appeals system.

The informal Social Security hearing is not what we call an “adversarial” hearing. That is, there is no lawyer on the other side who is going to cross-examine you. Judges usually do not “cross-examine” a claimant. The judge is neither your adversary nor your opponent: the judge’s job is to find out the facts about your disability claim.

Many people, by the time they get to a hearing before an Administrative Law Judge, are angry at the Social Security system. Their applications for disability benefits have been denied twice, often without any logical reason given for the denial. This system is cumbersome. It is time-consuming with all of its appeals and delays, and it is frustrating.

But, it is important not to take your anger out on the judge. The judge did not create this system. The judge is not responsible for the problems that you have had with the system. Since the judge probably already knows all of the problems with the Social Security appeals system, you do not need to explain these problems. It also isn’t helpful to ask the judge any questions about your case. For example, don’t ask, “Why have I been denied?” “Why has it taken so long for me to have a hearing?” and so forth.

The only time you should ask the judge a question is when you do not understand what is being asked of you. Judges and lawyers sometimes ask simple questions in complicated ways. This is a shortcoming of the legal profession. Don’t be intimidated by it. If you’re not sure you understand a question, don’t be embarrassed to ask politely for an explanation.

The best way to treat the judge is with the courtesy and candor that you would show an old friend whom you haven’t seen for several years—someone that you want to bring up-to-date about all of your problems. In other words, it’s okay for you to talk to the judge in “regular” words. You do not have to use lawyer words or doctor words. In fact, it’s much better if you do not use such terminology; instead, talk to the judge the same way you would talk to an old friend.

The Order in Which Things Happen at the Hearing

Many judges begin Social Security disability hearings by reciting the “case history” of your disability claim and stating the issues to be decided. Judges often state what you have to prove in your case — but they seldom give a clear and simple explanation. They usually say that in order to be found disabled for purposes of Social Security disability benefits you must be “unable to perform substantial gainful activity which exists in significant numbers in the economy, considering your age, education and work experience.” When they say this, it almost sounds like you’ve got to be bedridden to get disability benefits – but this isn’t true.

The judge may question you first. Then the judge will give your lawyer a chance to ask you some questions. Occasionally, if a claimant is well prepared to testify, the lawyer doesn’t have to ask any questions at all.

On the other hand, some judges expect lawyers to handle most of the questioning. If so, answer questions asked by your lawyer as if a stranger were the one asking them. Sometimes a claimant gives incomplete answers when his or her lawyer asks questions, because the lawyer already knows a lot about the case. But it is important to keep in mind that the judge, who will decide your case, doesn’t know the answers until you say them. Although the judge probably will read your file before the hearing, when you’re testifying, it is best to assume that the judge knows nothing about your case. Plan on explaining everything.

When you’re done testifying, your lawyer will be allowed to question any witnesses you’ve brought to the hearing. It is important to bring at least one witness to your hearing to testify in support of what you say, to give the judge details about your disabilities and how they affect you, or to offer a different perspective on your medical problems.

After your witness’s testimony, any doctor or vocational expert called by the judge will testify.

At the end of the hearing, some judges will ask you if you have anything more to say. It’s best if you don’t try to argue your case at this point — let your lawyer do that. Most judges will give a lawyer the opportunity to make a closing argument either at the end of the hearing or to be submitted in writing.

Most judges won’t tell you if you’ve won, although a few will. A few judges issue what is called a “bench decision” (a decision stated right at the hearing). Even if the judge issues a bench decision, the judge still must issue a short written decision, which will be mailed to you with a copy to your lawyer. The good thing about the written part of the bench decision is that it comes only a few days after the hearing. When the judge issues a regular decision, sometimes it takes quite a while for the decision to come out.

What Your Lawyer Does

Your hearing will be over in about an hour, maybe less. Hearings seldom take longer than an hour and one-half.

If you’re well prepared because of this website and your meeting with your lawyer before your hearing, your lawyer may not have to ask many questions at the hearing. In hearings with judges who like to ask most of the questions, the only time your lawyer needs to ask you anything is if your lawyer thinks that your testimony wasn’t clear enough or there are issues that were not developed. In fact, it’s better that way. The more information you give in answer to the judge’s questions, the better it is for your case. Your case will be presented naturally and your testimony will flow freely. The judge will get to know you and your situation as you and the judge talk; and the judge won’t think that it’s your lawyer testifying rather than you.

Your lawyer will, however, ask questions of any witnesses you bring along to the hearing; and it is the lawyer’s job to question any expert witnesses called by the judge.

The most important part of what your lawyer does usually takes place outside the hearing. That is, your lawyer gathers medical evidence, gets reports from doctors, does legal and medical research, and prepares witnesses to testify.

Your lawyer may make a closing argument either in writing or at the hearing. However, the best-developed cases don’t need a closing argument. If a case is well developed with medical evidence and with the claimant’s testimony, a closing argument is often not necessary.

There is one thing that lawyers cannot do: they are powerless to speed up the system. There may be a delay in getting the written decision. The written decision will be mailed to you with a copy to your lawyer. If you’re lucky enough to have the judge issue a bench decision at the hearing, the short written bench decision summary usually comes within a week. Otherwise, don’t expect a decision from the judge for at least a month — two months is more common. Sometimes it takes even longer for a hearing decision to be mailed to you. Some judges are very slow.

There is seldom any way to speed up getting a decision out. So, as hard as it is, you must grit your teeth and wait. If more than three months pass, it’s a good idea to make sure that your file hasn’t been lost; and your lawyer can do that. But your lawyer can’t do much more to speed things up.

Determining Disability

How the Judge Determines Disability

It is important that you understand some basic points about how the Administrative Law Judge goes about determining whether someone is disabled. This process is complicated and technical, and it doesn’t necessarily involve common sense. For example, most people think that if they cannot get a job because of their medical problems, this must prove that they are disabled. But inability to get a job proves nothing.

A disability determination is a “hypothetical” determination. That is, it has very little to do with the real world. It has nothing to do with the fact that employers won’t hire you because of your medical problems. The Social Security Administration looks only at whether you are capable of doing jobs, not whether you’d be hired. Thus, you may have to prove that you are unable to do jobs that you would never be hired for in a million years.

In some cases, the medical findings about your condition alone will cause the judge to find you disabled. However, in the majority of cases your attorney will have to prove two things: First, that your medical impairments prevent you from performing any job you’ve done in the past 15 years; and second, that there aren’t many other jobs you are capable of doing considering your age, education and work experience.

Think about all the jobs you’ve had in the past 15 years, and pick out the easiest one. You have to prove that you cannot do that easiest job—you have to prove this even if you’re dead certain you’d never be hired for that job again, and even if the company where you worked no longer exists or if the job is not available for some other reason.

Proving the second thing—that considering your age, education and work experience you’re unable to do many other jobs—is even more complicated and opposed to common sense. In many cases you have to prove that you’re incapable of doing jobs that you know you’d never actually be hired for.

A lot of people have heard the language “totally and permanently disabled.” This phrase, which comes from workers’ compensation cases, does not apply in Social Security disability and SSI disability cases. For Social Security, you don’t have to be “permanently” disabled; you only have to be disabled for 12 months. Although you have to be totally disabled in the sense that you are unable to perform jobs existing in significant numbers in the economy, this doesn’t mean that you have to be unable to do anything. In fact, very few people who go in front of an Administrative Law Judge are unable to do anything at all.

Everyone Can Do Something

Think about the job of bridge tender on a not very busy waterway. The bridge tender has a recliner chair in his room at the bridge. He sits in his recliner and when a boat comes along, a few times per hour, he flips a switch to raise the bridge. He is allowed to stand or sit or lie down as he chooses. Most claimants who go to hearings in fron
t of Administrative Law Judges are able to do the bridge tender job. But that doesn’t mean they are not disabled. It just means that virtually everyone can do something. There is some sort of job for almost everyone.

This is important because one way to determine disability is to start by trying to figure out what you can do. Once you figure that out, your attorney can determine whether or not jobs within your capacity exist in significant numbers in the economy, considering your age, education and work experience. Your attorney does that either by looking at a fairly complicated set of rules or, in some complicated cases, by asking a vocational expert.

Rules for Determining Disability

The rules that for determining disability apply most directly to impairments that limit your physical ability to stand, sit, walk, lift, bend or work with your hands. Mental impairments are a bit more complicated.

If you are unable to do certain kinds of manual labor, whether because of a back problem or a heart condition or breathing problem or some other medical problem, your lawyer will be able to look at the rules and figure out what you’ve got to prove to win your case. Here are some examples:

  • If you are under age 50, the general rule is that you’ve got to prove that you can’t do an easy sit-down job or even a job where you’re allowed to alternate sitting and standing during the workday. You’ve got to prove this even though you might not be hired for such a job.
  • If you are age 50 through 54, the general rule is that you have to prove that you cannot do light work, that is, work involving being on your feet most of the day and lifting up to about 20 pounds. Thus, even though you might still be able to do a sit-down job, a desk job, you can still be found disabled.
  • If you are age 55 or older, it gets even easier. The general rule is that you have to prove that you cannot do “medium” work, that is, work involving being on your feet for most of the day, frequently lifting 25 pounds, occasionally up to 50 pounds. Thus, you can even be capable of doing light work and still be found disabled.

As you can see, your lawyer will not only prove what you can’t do, but also what you can do. In most cases, the judges just won’t accept any sort of “I can’t do anything” explanation for why you’re disabled.

These issues can get complicated when you’ve had jobs in the past where you’ve learned a lot of skills. The judge is going to want to know about your work skills, and you are going to have to be able to explain them to the judge.

How does your lawyer go about proving all of this? He or she does it through your testimony in response to questions from the judge and your lawyer at the hearing. Although your lawyer will remind you if you forget something, it’s best if you can answer all questions thoroughly yourself. Otherwise, it could look like your lawyer is prodding you or putting words in your mouth.

Your Testimony

Testify Truthfully

The most important thing about a Social Security disability hearing is to tell the truth.

When the judge asks a question, don’t try to figure out why the judge is asking that particular question or whether your answer will help or hurt your case. Be candid about your strengths as well as about your limitations. The best way to lose a good case is for the judge to think that you’re not telling the truth. So, testify truthfully.

And, don’t do any play-acting for the judge. That is, don’t pretend to cry or be in more pain than you are. On the other hand, you need not suffer silently or minimize your problems when you tell the judge how you feel. If you need to take a break from the hearing, ask the judge for permission. If you are uncomfortable sitting and it would help to stand up for a while, you may do so, and you should not be embarrassed about it.

Tell Your Story

This will be your chance to tell the judge everything we want the judge to know about why your condition prevents you from holding a job.

Many people think that since they are dealing with the government, they should keep their mouth shut, give the shortest possible answer and not volunteer anything. Although this is usually a good approach when the government is trying to do something to you, the opposite is true when you are asking the government to do something for you. You need to provide enough facts, details, and explanation in your testimony to make it obvious to the judge that you are disabled.

Approximating Dates

If you are asked when something happened, the judge is likely to appreciate having the precise date. But if you don’t remember the exact date, don’t worry. Few people can remember precise dates for events in their lives. If you don’t remember the exact date, say so. Then, do your best to give an approximate date, or a month and year, or a season and year, or, if you cannot remember more accurately, just the year. Getting dates wrong is something that all of us, including the judge, do from time to time. Some people are worse than others with dates. The judge won’t think you’re being untruthful if it turns out that a date is wrong.

Areas of Testimony

Questions are going to be asked of you at the hearing about your:

  1. Work history.
  2. Education.
  3. Medical history.
  4. Symptoms.
  5. Your estimate of your work limitations.
  6. Your daily activities.

Work and Educational History

For work history, you will be asked to describe the job duties of your last job and all significant jobs you’ve had during the past 15 years. The judge will want to know how much weight you had to lift on each job and approximately how much time during the workday that you spent sitting, standing and walking on each job. The judge will also be interested in difficulties you had performing past jobs because of your health and why you left each former job, especially your last job.

The judge will also ask about job skills. If you have had semi-skilled or skilled work, it is important that you describe your skills accurately. Remember, though, this hearing is not a job interview in which people often have a tendency to try to “puff up” their job skills. Just state the straight facts.

One test for determining the degree of skill involved in a job is how long it takes to learn to do that job. Be prepared to estimate how long it would take for an average person to learn to do your past jobs.

For education, you’ll be asked the highest grade you completed in school, whether you had any training in the military, whether you have had any formal vocational training or on-the-job training.

If you have difficulty explaining why you can’t now perform one of the jobs that you have done in the past 15 years, you’ll want to go over this with your lawyer before your hearing. If you have recently completed some schooling that might qualify you for a skilled job, be sure your lawyer knows about this schooling.

Medical History

Sometimes there are no questions whatsoever about your medical history. The judge will have your medical records from doctors, hospitals and others who have treated you and may let the medical records speak for themselves. It is your lawyer’s job to see to it that all of the medical records the judge needs to see are in the hearing exhibit file and, when necessary, that there are letters from your doctors explaining your medical condition and their opinions about your limitations.

The judge may ask a few general questions about your medical history. The judge ma
y want to know how often you see your doctor, what sort of treatment your doctor provides, what medications you are taking, how often you take them, how well the medications work and whether there are any side effects. You may be asked to describe the symptoms and treatment of your medical condition since it began, what doctors you have seen, where and when you were hospitalized, and so forth.

You will not be expected to explain technical medical things to the judge. Unless you are asked, it’s better not to even try to explain what your doctor has told you, what your friends have told you or what you have read about your medical problem unless you have first cleared it with your lawyer. However, if the judge asks you what your doctor has told you about your condition or your limitations, do your very best to quote your doctor as accurately as possible.

Symptoms

Symptoms are how you feel. No one knows how you feel better than you. You know where you hurt and when you hurt. You know when you get short of breath or dizzy or fatigued. So it’s up to you to describe those symptoms to the judge in as much detail and as vividly as possible. After all, it’s these symptoms that keep you from working. It’s not because you have some particular label of disease like arthritis or a heart condition or a lung condition that you are unable to work. You cannot work because of how you feel.

So if the judge says to you, “Why can’t you work?” Don’t say, “It’s because I have arthritis.” Lots of people with the same impairment can and do work. So telling the judge the name of your health problem really tells the judge nothing. What the judge needs to know is the severity of your pain and other symptoms.

Be specific when you describe your symptoms. Don’t just say, “It hurts.” Describe what your symptoms feel like, the same way you have probably described your symptoms to members of your family. Describe the nature, intensity, and location of pain, whether it travels to different parts of your body, how often you have pain, and how long it lasts. Explain if you feel different from day to day. Explain what starts up your pain or other symptoms, what makes your symptoms worse and what helps relieve them.

Describe your symptoms to the judge the very best you can. Be precise and truthful. Don’t exaggerate, but don’t minimize your symptoms either.

If you exaggerate your symptoms in your testimony, if you testify about constant excruciating pain but the medical records don’t back up what you say, the judge will not believe you. The judge is also going to wonder how you made it to the hearing if your pain is so bad, so be careful when you use words such as “extreme” or “excruciating” to describe pain; and don’t say that you “always” or “constantly” hurt or that you “never” get any relief from pain if what you mean is something less.

On the other hand, if you minimize your symptoms by saying they’re not so bad, and a lot of people do, the judge is not going to find you disabled because you will convince the judge that you have few limitations. This is not the time to be brave.

So try not minimize or exaggerate. Describe your symptoms exactly as they are.

Estimate How Often You Have Pain or Other Symptoms

If your symptoms come and go, be prepared to explain how often this happens. Some people don’t give enough information, especially when the frequency of symptoms varies a lot. It is never a good answer to say that something happens “sometimes” or “occasionally” or “once in a while.” The judge won’t know if you have the problem once a day, once a week or once a year. The judge could conclude that this means that your symptoms occur only a few times per year — which is not enough to be disabling. When the frequency of symptoms varies greatly, a lot of explanation and examples are necessary. For example, tell how often symptoms occur in a usual week. If you have weeks with no symptoms, estimate how many weeks out of a month or year are like that. The more information you give about how often you have symptoms, the better understanding the judge will have about why your symptoms keep you from working.

Estimate How Long Your Pain or Other Symptoms Last

For symptoms that come and go, be prepared to explain how long they last. Try to explain this without using the word “sometimes.” Instead, use the word “usually,” then estimate how often the symptoms last longer and how often the symptoms are shorter.

Estimate the Intensity of Your Symptoms

You may be asked if your pain and other symptoms vary in intensity. If so, do your best to describe how your pain and other symptoms vary in intensity during a usual day or over a usual week.

Often it is best to use the 1 to 10 scale sometimes used by therapists and doctors. On this scale, 1 is essentially no pain and 10 is the worst pain you’ve ever had. Be sure you understand this scale and use it correctly without exaggerating. Think about the worst pain you ever had. Did it cause you to go to the emergency room? Did you lie in your bed writhing in pain, finding it difficult to get up even to go to the bathroom? Did it cause you to roll up into a fetal position? These are the images that the judge will have about what it means to have pain at a 10 level. Some people with disability claims have pain that gets to this level once in a while; however, most do not. People who testify that their pain is frequently at the 10 level do not understand the scale. Most judges will conclude that someone who testifies during a hearing that his or her pain is at a 10 level is dishonest because judges think there is no way a person could be at a hearing with pain that bad.

Estimate Your Limitations

The judge will ask you how far you can walk, how much you can lift, how long you can stand, how long you can sit, etc. You must give the judge a genuine estimate of what you can do. Therefore, it is important to think about these things before your hearing.

If a friend asks you how far you can walk, you probably start thinking of places you have walked to recently, how you felt when you got there, whether you had to stop and rest along the way, and so forth. You are likely to answer your friend’s question by giving one or more examples of walking someplace recently. If the judge asks this question, answer it the same way. Talk to the judge the same way that you would talk to an old friend.

A Social Security disability hearing is not a court hearing. If you are familiar with court hearings or have watched lawyer shows on television, wipe such things from your mind. In court hearings, lawyers are always advising people, “don’t volunteer.” What lawyers mean, of course, is don’t give any examples or details, wait for the lawyer to ask. In Social Security hearings, this rule does not apply and, indeed, if you don’t “volunteer” information, you will not be giving the judge the necessary information to decide your case.

Below are some examples. You decide which testimony is best.

The person who has been advised by a lawyer not to volunteer in answering a question may answer this way:

Judge: How far can you walk?
Claimant: Two blocks.

A person who talks to a judge the same way he talks to a friend, as we’re advising you to do, will answer the question this way:

Judge: How far can you walk?
Claimant: Judge, I can’t walk more than about two blocks without stopping to rest. Just yesterday, I went to the store, which is only about a block and a half from my house. By the time I got there, my back felt like it had a hot spike driven into it. I started limping. All I bought at the store was a loaf of bread. I could barely carry it home. On the way home, I had to stop three times because my back hurt so much. When I got home I sat down in my recliner chair and put my legs up before I even put the bread away.

As you can see, the person who talks to the judge as an old friend provides a lot of important information, some good examples and some relevant details.

Also, be aware that there is a built-in problem with the way questions are asked about how long you can stand, how much you can lift, how far you can walk, and so forth. Judges always ask the question in just this way: “How long can you stand?” The question should not be interpreted to mean, “How long can you stand before you are in so much pain that you must go home and go to bed?” If you interpret the question this way and say “one hour,” without any explanation of your answer, you’re likely to lead the judge to think you can stand much longer than you really can on a job. What the judge needs to know is how long you can stand in a work situation where you must stand for a while, are allowed to sit down, and then must stand again, repeating this several times during an 8-hour workday.

Many times it is best to answer the question more than one way. You might give the judge an example of overdoing it and having to go lie down. But if you give the judge that example, be sure to fully explain it. For example, explain that when you washed Thanksgiving dinner dishes for an hour, you had to go lie down for a half an hour. Otherwise, it will show up in the judge’s decision that you have the capacity to stand for one hour at a time, when your true capacity in a work situation is much less. But also give other examples that demonstrate the work situation: for example, if you are going to stand for a period of time, then sit, then stand again, this second standing time may be much shorter.

The problem that we have with the way these questions are asked is even worse when the question comes to sitting. This sort of exchange happens all the time:

Judge: How long can you sit?
Claimant: Twenty minutes.

When the judge hears this answer, the judge may look at a clock and write down that the claimant had been sitting there for 40 minutes when that question was answered. Thus, the judge could conclude that the claimant is a liar.

What this claimant meant, of course, is that he could sit for 20 minutes in a work situation, then stand or walk for a while and return to sitting. In all likelihood, a claimant with a sitting problem, after forcing himself to sit through an hour-long Social Security disability hearing, will go home and lie down for a long time in order to relieve the pain in his back. He answered the question truthfully. He can sit for only about 20 minutes in a work situation. If he forces himself, he can sit longer but then it takes some time to recuperate. It is important to explain all this to the judge so that the judge can understand what you are able to do day in and day out in a work situation.

Some people testify that after sitting for a period of time they need to shift in the chair; however, this is a point barely worth making since all of us shift in our chairs. There is virtually no vocational significance of needing to shift in a chair; a person can shift and go right on working.

Here is an example of a good answer to a question about sitting:

Judge: How long can you sit?
Claimant: If I force myself, I can sit here for perhaps a whole hour; but after this, I’ll have to go home and lie down, and I won’t be much good for the rest of the day. When I am trying to do things around the house, like pay bills, I only sit for about 20 minutes at a time and then I get up and walk around for 15 or 20 minutes before I go back to sitting. If I were on a job where I could change positions between sitting and standing or walking, the length of time that I could sit would get shorter as the day wore on. Sitting is really hard on my back. It’s better, though, if I can sit in my recliner chair with my legs up. I can sit in that chair for a long time but I find it really hard, for example, to pay bills sitting in that chair. I usually sit at the dining room table when I pay bills.

It is useful to provide information about what you need to do after sitting for a while. Can you sit for a while and then stand up, stretch, and sit back down and continue working? Do you need to alternate sitting and standing? Can you alternate sitting and standing at a work station all day long? Do you need to walk around after sitting or standing in one place? If so, how often do you need to walk around? How long do you need to walk around each time?

Most jobs give breaks from work every couple of hours. Do you need extra breaks from work? What do you need to do on such a break? Sit? Walk around? Lie down? Sit in a recliner? How often during the workday do you need such breaks? How long should each break be?

The judge or your lawyer may ask you how long out of an 8-hour working day you can sit. What the judge needs to know is the total length of time during an entire 8-hour working day that you are capable of sitting, even though sitting is in short stretches. You’re going to have to think about this before the hearing so that you can give a realistic estimate. The judge may also want to know the same about standing.

Sometimes a problem for testimony comes up if you have good days and bad days. For example, on good days, you might be able to sit, stand or walk for much longer than you can on a bad day. If you have good days and bad days, describe what it’s like on a good day and what it’s like on a bad day. Be prepared, though, for the judge to ask you for your estimate of how many days out of a month are good days and how many days are bad days. A lot of people answer such questions as, “well, I never counted them.” Count them. The judge will need this information.

Details. Details. Details. The more specifics that you can provide, the easier it is for the judge to understand your testimony about your symptoms and your limitations.

To give good testimony about your limitations, it is really important for you to know yourself, know your limitations, and neither exaggerate nor minimize them. This is hard to do. You will need to think about it, perhaps discuss your limitations with family members and definitely discuss these limitations with your attorney before the hearing.

Mental Limitations

This website is not intended to help prepare people to testify who have only mental limitations, since the issues in such cases are different in many ways from those we have been discussing; and it is difficult to make general statements about how to prepare for such cases.

If your case involves only mental limitations, you and your lawyer will need to go through these matters before the hearing. For those with mental limitations in combination with physical impairments, it is also necessary to discuss the mental limitations with your lawyer prior to your hearing. However, there are a few things that we can say about mental limitations in combination with physical impairments.

Many people who have serious physical problems, especially if they have been having pain for a long time, develop emotional aspects to their physical impairments. This is so common that it is surprising to find someone with a long-term physical problem who doesn’t also have some emotional problem. However, many people who suffer physical impairments are afraid to talk about this emotional component of pain for fear they will be viewed as crazy. Having such problems doesn’t mean you’re crazy; it probably means you’re normal.

It is important for you to be willing and able to describe any emotional problems you have because it is often the emotional aspect of pain that interferes the greatest with the ability to work. Common problems include:

  • Difficulty concentrating.
  • Forgetfulness.
  • Nervousness.
  • A quick temper.
  • Difficulty getting along with others.
  • Avoiding other people.
  • Crying spells.
  • Depression.

If you have some of these problems, you may also be asked about your ability to do the following:

  • Understand, carry out, and remember instructions.
  • Make judgments.
  • Respond to supervisors, co-workers and usual work situations.
  • Deal with changes in a routine work setting.

You may be asked how well you deal with stress, which, you must remember, is a very individual thing. Different people find different things stressful. If the judge asks you about how well you deal with stress, be sure to tell the judge what sorts of things you find stressful, especially things at work.

Sometimes claimants have trouble putting their fingers on exactly what it is about work that they find stressful. Here’s a list of examples of things some people find stressful in work:

  • Meeting deadlines.
  • Completing job tasks.
  • Working with others.
  • Dealing with the public.
  • Working quickly.
  • Trying to work with precision.
  • Doing complex tasks.
  • Making decisions.
  • Working within a schedule.
  • Dealing with supervisors.
  • Being criticized by supervisors.
  • Simply knowing that work is supervised.
  • The monotony of routine.
  • Getting to work regularly.
  • Remaining at work for a full day.
  • Fear of failure at work.

Sometimes people find routine, repetitive work stressful because of the monotony of routine, lack of opportunity for learning new things, little opportunity for decision-making, lack of collaboration on the job, underutilization of skills, or the lack of meaningfulness of work. Think about whether you find any of these things particularly stressful. If so, discuss them with your lawyer.

Daily Activities

Judges always ask about daily activities. They ask how you spend a usual day. They use your description to figure out whether or not your daily activities are consistent with the symptoms and limitations you describe. For example, if you claim to have trouble standing and walking because of severe pain in your legs, but you testify that you go out dancing every night, the judge is going to have some reason to doubt your testimony about your symptoms and limitations.

The judge’s questioning about your daily activities provides you with a golden opportunity to help your case by giving a lot of details. Here are some examples of what happens if you don’t give details:

Judge:What do you do on a usual day?
Claimant: Nothing.

This is not a good answer. Sitting and staring at a television set is doing something; sitting and staring out the window is doing something; sitting and staring at a blank wall or at the ceiling is doing something. So describe to the judge what you do; but don’t do it this way.

Here’s another bad example:

Judge: What do you do on a usual day?
Claimant: Oh, I do some cleaning, cooking, straightening up the house, sometimes some laundry and going to the store.

This is a truthful answer since this person does all of these things; but it doesn’t help his case at all. He has left out all of the important details. He failed to mention the fact that he cleans for only a few minutes at a time; he cooks only simple meals because he can’t stand in the kitchen long enough to do anything more elaborate; he has help doing the laundry; he never goes to the store alone; and he always takes along his 15-year-old son to carry the groceries. He also failed to mention that he sits in his recliner several times during the day to relieve the pain in his back. In other words, the brief description of the things that he did during the day does not support his testimony about disability. But, the details about how he goes about doing these things do help his case.

To help the judge “live” your day with you, run through your usual day hour by hour. Emphasize those things that you do differently now because of your health problems. If you stop and think about it, you’ll probably be able to come up with a long list of things you do differently now than you did before you became disabled. These things are important because they show how your disability has affected your life.

Describe how long you do an activity and how long you rest afterwards. Tell where you rest, whether it’s sitting or lying down, whether it’s on the couch or the bed or a recliner chair. Tell how long it takes you to do a project now compared to how long it used to take you. Describe all those things that you can’t accomplish without help from other people—and tell who those other people are and what help they provide.

Some Things Not to Do

1. Don’t argue your case. Your job is to testify to facts, describe your symptoms, give estimates of your limitations, outline your daily activities, and provide lots of examples of your problems. Leave arguing your case to your lawyer. For example, don’t use the line that starts with “I worked all my life….” or don’t say, “I know I can’t work.”

2. Don’t try to draw conclusions for the judge. Let the judge draw his or her own conclusions. Don’t say things such as, “If I could work, I would be working,” or “I want to work.” If you say any of these, it may cause the judge to think about Stephen Hawking who is in a wheelchair and unable to speak but is the world’s leading expert on theoretical physics. There are many exceptional people with extreme disabilities who work; but that is not the issue in a Social Security disability case. It is also not relevant that there may be people less disabled than you who receive disability benefits.

3. Don’t compare yourself to others. Popular lines are:
“I know a guy who has nothing wrong with him but he gets disability benefits.”
“I know people less disabled than me who get disability benefits.”
“If I were an alcoholic you’d give me disability benefits.”
None of these comparisons helps your case.

4. Don’t try to play on the judge’s sympathy. It won’t help and it might backfire. Judges have heard it all. Your financial situation, the fact that the bank is going to foreclose on your house and so forth are not relevant.

5. Don’t try to demonstrate what a “good” person you are. Benefits are not awarded to the virtuous; they are awarded to the disabled. Sometimes claimants bring up things on their own only to demonstrate their virtue, thinking that this will influence the judge. Don’t do it. This is just like trying to play on the judge’s sympathy. It doesn’t work and it may backfire.

6. Don’t tell the judge what an honest person you are. Many genuinely honest claimants think that they need to tell the judge just how honest they are. Such a claimant may say, “I am an honest person.” Don’t do this. Your honesty will be demonstrated by your truthful testimony on relevant matters. Telling the judge you are honest may backfire.

7.Don’t engage in dramatics. You are supposed to tell the truth at your hearing. If you are putting on a show for the judge, that is the same thing as not telling the truth. (At the same time, however, if you are having a genuine problem at the hearing and you need to stop the hearing for any reason, tell the judge and your lawyer.)

8. Don’t give irrelevant testimony. Social security regulations contain a list of irrelevant areas of testimony—areas that the judge can’t and won’t consider in deciding your case. This list is in the regulations:

(a) The fact that you are unable to get work is not relevant.
(b) The lack of work in your local area is not relevant.
(c) Hiring practices of employers are not relevant.
(d) Technological changes in the industry in which you have worked are not relevant.
(e) Cyclical economic conditions are not relevant.
(f) The fact that there are no job openings is not relevant.
(g) The fact that you would not actually be hired for a job is not relevant.
(h) The fact that you do not wish to work at a particular job is not relevant.

Also, it doesn’t matter that a particular job doesn’t pay well enough to support your family.

Problem Areas

There are three areas where there could be potential problems. If any of these three things apply to your case, be sure to bring them to the attention of your lawyer before the hearing.

1. Think back over the 15 years before you became disabled. Pick out your easiest job. If you have trouble explaining why you can’t now do that easiest job, even if that job no longer exists, be sure to discuss this with your lawyer.

2. If you received unemployment compensation at any time during the period that you are claiming to be disabled, make sure your lawyer knows about it before the hearing.

3. If you have been looking for work during any period that you claim to be disabled, tell your lawyer about it before the hearing.

Things to Do

Here’s a list of things to do at your hearing:

  1. Tell the truth.
  2. Neither exaggerate nor minimize your symptoms.
  3. Know your present abilities and limitations.
  4. Provide relevant details and concrete examples, but don’t ramble on.

After the Hearing

When You Get Your Decision

When your decision arrives, make sure that your lawyer received a copy. Your copy and your lawyer’s copy of the decision are supposed to be sent to each of you on the same day. However, every once in a while, because of a hearing office mistake, your lawyer may not be sent a copy of the decision. When this happens, your lawyer doesn’t know what is going on in your case. Your lawyer won’t know, for example, whether the favorable decision contains an error that needs to be corrected right away; your lawyer won’t be able to monitor payment of your benefit; and your lawyer won’t know if you received a denial decision that needs to be appealed.

So, win or lose, call your lawyer’s office when you get a decision to find out if your lawyer received a copy.

If You Lose

Sometimes good, well presented cases are lost. It is hard to figure out why, but it happens. There are usually some possibilities for appeal. If you lose, be sure to consult with your lawyer right away about appealing your case. Do this as soon as possible. It is absolutely essential that you appeal to the Appeals Council within 60 days of the judge’s decision or you will lose your right to appeal.

Attorney Fees

If your fee agreement with your lawyer calls for the attorney fee to be 25 percent of back benefits up to a maximum amount set by the Commissioner of Social Security (currently $6,000), the Social Security Administration will withhold the attorney fee and, assuming neither you nor the judge objects to the fee, SSA will send that money to your lawyer. Although it’s your money, you’re not involved in paying it. But you will have to pay expenses directly to your lawyer if your fee agreement calls for you to reimburse your lawyer for expenses.

Answers to 14 common questions

By Your disability hearing

Frequently Asked Questions About Social Security Disability Hearings

People who apply for Social Security disability benefits frequently ask the following questions about the progress of their Social Security disability application.

How long will it take for a hearing to be held, a decision to be issued and for benefits to be paid?

The time between when a person requests a social security disability hearing until a decision is issued varies a lot. Nationally, hearing offices averaging 15.5 months from the date of a hearing request until the decision is issued. Some states don’t take that long and others take longer.

After the hearing, unless the judge issues a bench decision at the hearing, it takes an average of two to three months for a decision to be issued.

After that, if you are awarded disability benefits, it takes a month or two for current benefits to start being paid. From the date of the decision, it can take from one to five or six months for all back benefits to be paid, sometimes longer when there is SSI involved. Thus, all this takes a long time, much longer than it should.

Unfortunately, there are few opportunities for your lawyer to speed things up. About all your lawyer can do is try not to slow things down.

How will I be notified about the date of my disability hearing?

You should hear from your lawyer first. The judge’s assistant will telephone your lawyer before scheduling your hearing to make sure that your lawyer has the date available. As soon as your lawyer hears from the judge’s assistant, he or she will send you a letter. After you get the letter from your lawyer, you’ll get a Notice of Hearing from the judge.

What happens if I get a Notice of Hearing before I get a letter from my lawyer telling me about the date?

It may be that someone failed to call your lawyer about your hearing. So, if you get a Notice of Hearing before you get a letter from your lawyer telling you the date of your hearing, call your lawyer immediately.

Do I need to get medical records or reports for my lawyer?

No. You don’t have to get any medical records or reports yourself. In fact, it’s better if you do not even try to get such things unless your lawyer asks you to.

But what if my doctor gives me a report?

If you happen to get something such as a disability form completed by your doctor for an insurance company, etc., be sure to send your lawyer a copy.

What if the Judge sends me a form to be completed by my doctor?

Sometimes a claimant may be sent a form to be completed by a doctor concerning how much work the claimant can do. If the judge sends you a form to be completed by your doctor, telephone your lawyer so that the two of you can discuss how to deal with this. Your lawyer may want you to send the form to him.

Should I send anything to the judge?

No. As a rule, do not send anything of any substance to the judge without your lawyer seeing it first.

Should I send my lawyer the “acknowledgment” that comes with the Notice of Hearing?

No. There will be a paper sent to you with your Notice of Hearing that you must mark to indicate that you’ll be coming to the hearing. This paper is called an Acknowledgment of Notice of Hearing. You may send the “acknowledgment” directly back to the judge. Your lawyer doesn’t have to see it. But don’t send anything else to the Social Security Administration without your lawyer seeing it first.

Will I have to fill out any forms before my hearing?

Yes. Usually the judge will send you some forms to complete about recent medical treatment, what medications you’re taking, etc. Complete these forms as soon as possible after you get them and send them to your lawyer. Your lawyer will forward them to the judge.

What will my lawyer do to prepare for the hearing?

Your lawyer will review your Social Security file and will figure out what is needed to prove to win your case and how to prove it. Your lawyer will get the necessary medical records and other records. Your lawyer will obtain reports from your doctors, if necessary. And your lawyer will meet with you a day or so before your hearing to get you prepared to testify. Your lawyer will also talk with any witnesses from whom we may want to present testimony at your hearing.

What can I do to help get ready for my disability hearing?

Think about who might be a good witness — someone who knows you well, who knows all the problems you’ve been having lately and who can describe them for the judge.

Most people use as witnesses their spouse, another family member, or a close friend because usually they are the ones who know them the best and there really isn’t anyone else. Such witnesses are fine. They are truthful, good witnesses. However, sometimes a judge will think that close friends or family members bend over backwards to help a claimant. Therefore, often the very best witnesses are people who are not as close and who might be considered more objective.

Some people who have applied for social security disability benefits have suggested as witnesses former supervisors, coworkers, social workers, vocational rehabilitation counselors, ministers, landlords, neighbors, etc. If you have an idea for having someone like this to be a witness, call your lawyer about it when you receive the letter from your lawyer notifying you of your hearing date.

Should I try to get letters from friends and relatives about my disability?

Letters from friends, relatives and other people can be very useful in a social security disability case. As a rule, the more such letters, the better. If you want, your lawyer can provide you with a memo to distribute to friends and relatives that explains how to prepare such a letter.

Should I telephone my lawyer whenever I see a doctor?

No. It is not necessary to telephone your lawyer about routine medical care. But keep track of the dates of all medical treatment between now and the time of your hearing.

When your lawyer sends you the letter about your hearing date, he or she will probably send you a form to complete to describe all of the medical care you’ve received since you first met with your lawyer.

It is important for your lawyer to have complete names and addresses of all treating sources. Therefore, help your lawyer by gathering business cards for all doctors, therapists, etc., and sending them to your lawyer when you are asked for a medical care update.

Under what circumstances should I telephone my lawyer?

There probably will be little need for you to telephone your lawyer to discuss your case prior to the time your lawyer notifies you of when your hearing will be held.

However, you should telephone your lawyer if one of the following things happens:

  • There is a dramatic change in your condition — either for the worse or the better.
  • Your doctor gives you a new diagnosis of your medical condition.
  • You are hospitalized.
  • You go back to work.
  • You are thinking about going to work full-time or part-time.
  • You change your address and/or telephone.
  • Someone from the Social Security Administration contacts you.
  • You get a letter from the Social Security Administration that you don’t understand.
  • You get a Notice of Hearing without first getting a letter from your attorney telling you the date of your hearing.
  • You get a form from the judge to be completed by your doctor.

And, feel free to telephone your attorney if at any time you have a question about your case.

The hearing

By Your disability hearing

The Social Security Disability Hearing

A Social Security disability hearing is held in front of an administrative law judge (ALJ). It is much less formal than a court hearing, and is non-adversarial. That is, there is no lawyer representing the Social Security Administration who appears to present SSA’s side. Indeed, SSA claims that it doesn’t have a “side.” The agency views its role as providing benefits to those claimants who are disabled and denying benefits to those who are not. It is the ALJ’s job, as a neutral fact-finder working for a neutral agency, to inquire fully into the disability issues and find the claimant disabled if the claimant meets the requirements for disability set forth in the Social Security Act.

For the most part, ALJs fulfill the neutral fact-finder role, granting disability benefits to about 60 percent of all claimants who appeal to the hearing level. There are, of course, individual differences among ALJs. While all ALJs view themselves as neutral fact-finders, some are harder to convince than others. Some have low approval rates, while others are quite generous.

When preparing a case for any ALJ, your attorney will gather and submit medical records, medical opinions and other documentary evidence before the hearing (and after the hearing, if necessary), present witnesses’ testimony at the hearing and examine witnesses called by the ALJ (cross-examining them, if necessary), and present the your case in its best light to show that you are disabled under the law. It is part of your attorney’s job to avoid treating the ALJ as an adversary, even when your lawyer is arguing that the ALJ is wrong about the law or facts. In fact, opportunities to present an argument to an ALJ arise more often with the very good judges, the ones who will tell you when they have a problem with a particular aspect of your case. They tell your attorney this in order to give your attorney the opportunity to argue for your position. Even with judges who are more difficult to convince, it does not help for your attorney to treat a judge as an adversary.

You may appear in person before the ALJ or by video teleconferencing, though you are not required to appear by video if you do not want to. At a hearing before an ALJ, evidence may be received even though it would not be admissible in court under the rules of evidence used by courts. Strict deadlines for submitting evidence generally do not apply, though more deadlines are coming to this area of practice. Even so, if your attorney is having trouble getting particular evidence, he or she can ask the ALJ to issue a subpoena for the evidence or ask for additional time to obtain it and submit it after the hearing, if necessary.

Vocational experts (VEs) or medical experts (MEs) may testify, appearing in person, by video teleconferencing, or sometimes by telephone. VEs testify in nearly 60 percent of all hearings. MEs testify in somewhat fewer than 20 percent. Such experts are supposed to be neutral, too, unlike, for example, experts in worker’s compensation or personal injury cases, where everyone expects the experts to take sides. Of course, when a medical expert appears who is used to testifying for insurance companies in worker’s compensation cases, you are not likely to get much help on the case from the ME. Although an ME’s testimony alone can win a case for you (by demonstrating that your impairments meet or equal an impairment found in SSA’s Listing of Impairments), it is less likely that an ME’s testimony will be the sole reason you lose.

On the other hand, a vocational expert’s testimony can be the sole reason you lose a disability case. Although VEs also view themselves as neutral, neutrality is not the issue. VEs have been given a nearly impossible role by SSA, one that is at the very edge of their expertise. A vocational expert’s real expertise usually involves job placement for people with physical or mental limitations. VEs’ jobs often include encouraging employers to accommodate disabilities, which SSA says is not relevant to the disability determination process because SSA is concerned with how jobs are ordinarily performed in the economy, not with whether an employer might be willing to alter job duties to accommodate a limitation. SSA expects a VE to be familiar with the Dictionary of Occupational Titles, which most VEs have stopped using in their regular jobs because it is outdated. And SSA expects a VE to be able to tell an ALJ how many jobs exist in the economy for people with certain limitations, which is not something they do in their regular jobs and which requires a lot of guess work.

Most VEs view their role as giving the ALJ options — that is, they provide a basis for a denial decision and a basis for a favorable decision. VEs say they help ALJs find the line between who is disabled and who is not. However, it is a rare VE who will challenge an ALJ’s preconceived notion about a case.

If the VE draws the line correctly between those who are disabled and those who are not, your attorney’s job is to make sure you are on the disabled side of the line. This is not something done by cross-examining a VE. This is done by your attorney presenting convincing evidence about your residual functional capacity. If the ALJ does not include enough limitations in hypothetical questions to the VE, your attorney’s job is to ask additional questions that include all your limitations so that the line can be drawn between the disabled and not disabled. If the VE draws the line incorrectly, your attorney must deal with that VE testimony (through cross examination or obtaining a rebuttal VE opinion) in order to redraw the line.

Sometimes at the conclusion of a hearing, an ALJ will issue an oral bench decision setting forth findings of fact and conclusions of law establishing that you are disabled. Then, within a few days, you will receive a short summary of the decision, which is the official favorable decision from which benefits are paid.

Otherwise, after the hearing, a full written decision will be issued by the administrative law judge. Although ALJs have no time limits for issuing decisions, because of the backlog at hearing offices, ALJs are under pressure from SSA to issue decisions expeditiously. Most ALJs do so, though a few do not.

When an ALJ does not issue a bench decision at the hearing, the ALJ usually will not tell your attorney whether you won or lost. Sometimes, though, it is obvious — such as when an ALJ stops a hearing without taking testimony from a vocational expert after a medical expert testifies that your impairment meets or equals an impairment found in the Listing of Impairments.

Social Security Hearing Procedure

The Social Security regulations do not describe hearing procedure in much detail. They provide that “[a]t the hearing, the administrative law judge looks fully into the issues, questions [the claimant] and the other witnesses, and accepts as evidence any documents that are material to the issues.”

The ALJ “may receive evidence at the hearing even though the evidence would not be admissible in court under the rules of evidence used by the court.”

Witnesses will testify under oath and the ALJ will allow parties to question witnesses. The ALJ may decide when the evidence will be presented and when the issues will be discussed.

Each ALJ conducts a hearing somewhat differently from every other ALJ. An individual ALJ may use different procedures when conducting a hearing involving an unrepresented claimant than those used in a hearing when an experienced attorney is representing the claimant. For example, the length and content of opening statements by ALJs vary greatly, as does the degree to which an ALJ questions the claimant, and whether the ALJ questions the claimant before or after the claimant’s attorney asks questions. Some ALJs ask witnesses to remain in the waiting room while the claimant testifies; others do not.

There are, however, broad similarities in the way disability hearings are conducted around the country because, to one degree or another, individual ALJs follow procedures set forth in the Social Security Administration manual called HALLEX.

ALJ’s Opening Statement

In a typical hearing, the administrative law judge will open the record, state who is present and note that your attorney is representing you. The ALJ may ask your attorney or you to verify that fact on the record. Most ALJs will make some effort at the beginning of the hearing to put you at ease.

The following may be part of an opening statement by the ALJ:

1. A statement of the de novo nature of the hearing and that the ALJ is not part of the office that previously denied the claim.

2. An explanation that a recording of the proceeding is being made and that the official record of the case will consist of oral testimony and documents admitted into evidence of record.

3. A description of the manner in which the hearing will be conducted including:

a. one person will testify at a time;
b. witnesses will be examined under oath and may be cross-examined;
c. the strict rules of evidence used in court will not be applied;
d. a reasonable time will be allowed to present oral argument or to file briefs about the facts and law material to the case.

4. A procedural history of the claim.

5. A statement of the issues.

6. A brief description of the documents that are proposed as exhibits, an inquiry whether there are any objections to those exhibits, and admission of exhibits after ruling on objections.

Some ALJs ask if your attorney will waive reading of the procedural history and statement of the issues. Unless there is some unusual issue in the case, attorneys always agree to waive it.

Video Hearings

Other than some SSA bureaucrats who claim that they are “efficient,” no one likes video hearings. Not the ALJs, not the experts, not the attorneys, least of all the claimants. Claimants generally like the opportunity to tell their stories to ALJs in person, but claimants generally do not find the same satisfaction with video hearings.

To overcome this resistance, SSA tries to encourage claimants to accept video hearings by sending a brochure that explains the advantages of having a video hearing. It is a short brochure, and it tells you, “Except for the equipment, a video hearing is no different than a hearing at which you appear in person.”

The trouble with this statement is that the video equipment fundamentally changes the nature of the interaction between the claimant and the ALJ. Instead of being in person, immediate and three dimensional, the hearing is remote and two dimensional. The single advantage of a video hearing is that the claimant may get the hearing sooner.

One of the Social Security regulations provides that if you object to appearing by video then the ALJ will find your wish not to appear by video teleconferencing to be a good reason for changing the time or place of hearing and will reschedule the hearing for a time and place at which you may make your appearance in person. Thus, you have veto power over your own appearance by video.

However, the same is not true for appearance by an expert. While your “wish” not to appear by video constitutes good cause for appearing in person, the regulation provides no such good cause when a claimant doesn’t want an expert to appear by video. Furthermore, the regulation contains no example of what would constitute good cause for having an expert witness appear in person rather than by video. Thus, it looks like an ALJ will grant a request that an expert appear in person only in rare circumstances.

In a typical video hearing where the ALJ is in one location and the claimant is in another, sometimes an ALJ will use an expert who is in the same location as the ALJ. Other times the expert will be in the same location as the claimant. There are hearings in which only the expert appears by video. There have also been hearings in which only the claimant’s attorney appears by video. Who is allowed to appear by video is left to the discretion of the ALJ.

If a good ALJ is assigned to your case for a video hearing, requesting that you appear in person before the ALJ runs the risk that your case will be reassigned to a different ALJ.

Whether or not requesting an in-person hearing might cause the case to be reassigned to a different ALJ, it will certainly cause a significant delay in scheduling the hearing.

Video hearings also present logistical problems for your lawyer in getting a copy of the entire paper hearing exhibit file early enough for your lawyer to obtain and submit new evidence and develop the issues in time for the scheduled hearing.

Additional problems arise on the day of the hearing because the hearing exhibit file is with the ALJ. Your lawyer will have no opportunity to review hearing exhibits just before the hearing. Since last minute review of a paper hearing exhibit file is impossible with a video hearing your attorney may ask that an updated exhibit list and any new exhibits submitted by SSA since the time he copied the file be faxed a day or so before the hearing.

Know that the ALJ may very well be able to hear everything being said in the hearing room where you are. Do not say anything in the hearing room before the hearing starts or after the hearing ends.

Persons Present in the Hearing Room

A Social Security disability hearing is private. The people present will be the ALJ, the judge’s assistant (usually a part-time outside contractor) who runs the tape recorder, the claimant, claimant’s attorney and any witnesses. Observers may be present only with the permission of the claimant and the ALJ.

Many ALJs allow witnesses to remain in the hearing room during the claimant’s testimony. Some ALJs have all witnesses come into the hearing room and then ask them to leave immediately after completing opening statements and procedural matters. Other ALJs ask witnesses to remain in the waiting area until it is time for their testimony. ALJs who follow the practice of excluding witnesses, sometimes referred to as sequestering witnesses, claim that witnesses who do not hear other testimony may be more credible.

Sometimes a claimant requests that a witness not be present when the claimant is testifying. ALJs have no difficulty accommodating such a request.

In mental impairment cases, the claimant should not be in the hearing room when the claimant’s family and friends are testifying. Claimants with mental impairments can become upset with the sort of testimony their lawyer must elicit in such a case. Witnesses also seem to give better testimony when the claimant is not present because they tend to be more relaxed and candid than when they are worrying about how the claimant is going to take each remark.

Hearing impairments

By Applying for disability benefits when you have:

Can I Get Social Security Disability Benefits for a Hearing Impairment?

  • How Does the Social Security Administration Decide if I Qualify for Disability Benefits for a Hearing Impairment?
  • About Hearing Impairments and Disability
  • Winning Social Security Disability Benefits for a Hearing Impairment by Meeting a Listing
  • Residual Functional Capacity Assessment for Hearing Impairments
  • Getting Your Doctor’s Medical Opinion About What You Can Still Do

How Does the Social Security Administration Decide if I Quality for Disability Benefits for a Hearing Impairment?

If you have a hearing impairment, Social Security disability benefits may be available. To determine whether you are disabled by a hearing impairment, the Social Security Administration first considers whether your hearing impairment is severe enough to meet or equal a listing at Step 3 of the Sequential Evaluation Process. See Winning Social Security Disability Benefits for a Hearing Impairment by Meeting a Listing.

If your hearing impairment is not severe enough to equal or meet a listing, the Social Security Administration must assess your residual functional capacity (RFC) (the work you can still do, despite your hearing impairment), to determine whether you qualify for benefits at Step 4 and Step 5 of the Sequential Evaluation Process. See Residual Functional Capacity Assessment for a Hearing Impairment.

About Hearing Impairments and Disability

The Structure of the Ear

Our hearing apparatus consists of several structures (see Figure 1 below):

  • The external ear is the pinna. This may help deflect sound into the external auditory canal.
  • The next structure is the eardrum. This is a thin and delicate membrane. Vibration of the eardrum by sound puts pressure on a series of three small bones in a space behind the eardrum called the “middle-ear.”
  • The “middle-ear” bones transmit sound vibration from the eardrum to the cochlea in the inner ear.
  • The cochlea is a spiral, fluid-filled bony structure lined with a membrane holding about 15,000 tiny hairs that move when vibrations in the fluid reach them.
  • The different hairs react to different frequencies of sound. This information is coded into the auditory nerve and transmitted to both sides of the brain, though principally to the opposite side.

Structures of the ear

Figure 1: Close-up of structures of the human ear.

Causes of Hearing Loss

Hearing loss can be caused by a variety of different things. Congenital defects anywhere in the hearing apparatus or brain can result in hearing loss. Infections and other diseases account for other cases. Allergies that cause fluid in the middle-ear can also result in hearing loss, if allowed to persist. Other causes of hearing loss are drugs, trauma, immune diseases, cancers, circulatory, genetic and degenerative disorders.

Most hearing loss results from problems with the cochlea or auditory (acoustic) nerve. This is called sensorineural. Hearing loss due to damage to areas of the brain cerebral cortex used in hearing is called central hearing loss. Hearing loss due to damage to the bones of the middle ear is called a conductive hearing loss. Mixed hearing loss means there is a combination of sensorineural and conductive hearing losses.

Usher Syndrome

The most common cause of a combination of deafness and blindness, accounting for about half of the deaf-blind cases in the U.S. is a recessive genetic disorder called Usher syndrome.

There are three types of Usher syndrome:

  • In Usher I, the child is born with profound deafness and severe difficulty in balancing. The ability to walk begins late at about 18 months or even older. Progressive blindness appears by age 10. Of course, these difficulties are carried into adulthood. Since the child is born with profound deafness, hearing aids are of little value.
  • In Usher II, the child has moderate to severe hearing loss at birth and can be benefit with hearing aids. The retinitis pigmentosa starts in the late teens and does not progress as rapidly as in Usher I. Balance in these individuals is normal.
  • In Usher III, the child is born with normal hearing, vision and balance. Hearing loss and blindness are usually significant problems by the time they are teenagers; blindness and deafness are fully in place sometime in adulthood.

Many adults with any type of Usher syndrome will qualify for disability, based on hearing or vision impairment. It is important that the Social Security Administration know the diagnosis in children and teenagers, since progressive severity is to be expected rather than stability or improvement.

Waardenburg Syndrome

Waardenburg syndrome is a genetic disorder resulting in deafness, and one defective gene from either parent is enough to produce the disorder.

There are at least four types of Waardenburg syndrome, with Types 1 and 2 being the most common. In Type 1 Waardenburg syndrome, there is a mutated gene that controls development of part of the face and inner ear. In Type 2 Waardenburg syndrome there is also a mutated gene that is related to development of ear structures and hearing. About 20% of Type 1 and 50% of Type 2 Waardenburg syndromes have hearing deficits to some degree.

An interesting fact about Waardenburg syndrome is that there may be other unusual features. For example, due to possible problems with pigmentation, there can be oddly colored patches of skin or hair (like a white forelock of hair or white patch of skin), and eyes of differing color. A low frontal hairline and eyebrows that grow together are other possible features, or the root of the nose may be widened. Hearing loss may be moderate to profound, and does not correlate with pigmentary or facial peculiarities.

Testing of Hearing

Hearing testing is done by audiometry, and is usually performed by audiologists.

Hearing is tested at several different frequencies. The ones that are important to the Social Security Administration are 500, 1000, 2000, and 3000 Hertz [Hz]. The intensity of sound is measured in decibels (dB), and the decibel level at which a sound of a particular frequency can be heard is the pure tone threshold.

Ability to hear sound of 0–25 dB is normal. Normal conversation takes place in about the 45–60 dB range.

People hear by sounds conducted both through the air and sound conducted through bones in the ear and skull. Audiometry tests both types of hearing. Hearing through air is air conduction and through bone is bone conduction.

Audiometry usually includes a test of how well you can understand words, and is called speech discrimination. Speech discrimination, as determined by speech audiometry, is the percentage of test words correctly identified when spoken from standardized and pre-recorded lists. A normal person will achieve nearly 100% correct identification. This test can be used for adults and older children. However, speech discrimination should not be confused with the speech recognition threshold (SRT), which involves a measure of the lowest decibel intensity at which test words can be heard 50% of the time. SRT is a measure of loudness and does not imply ability to understand speech. Speech discrimination is used to determine how well a patient can understand what he hears. The SRT should reasonably correlate with the pure tone average (PTA) for the 500, 1000, and 2000 Hz frequencies, and can thus serve as a check on the validity of the test. The pure tone average is by standard acceptance the sum of the decibel levels necessary to hear 500, 1000, and 2000 Hz, divided by 3. When the person being tested does not cooperate with the testing procedures, such as in malingering, there will be a substantial discrepancy between the SRT and PTA.

Continue to Winning Social Security Disability Benefits for a Hearing Impairment by Meeting a Listing.

Activities questionnaire

By Disability forms

Social Security Disability Activities Questionnaire

If you think you might have difficulty at your Social Security disability hearing describing how your impairment has changed your life, completing this activities questionnaire a few days before your hearing is likely to be helpful. You can also download and print the full PDF version of the Social Security Disability Activities Questionnaire.

To: ___________________________________

___________________________________

___________________________________

Your disability hearing will be held soon. Please complete this Activities Questionnaire and bring it to the meeting we have scheduled to prepare you to testify.

Read through this form before you fill it out. Spend a few days thinking about the activities listed on the form and the many ways your life has changed because of your health problems. Talk with family members and friends about their observations. Then, in the days before you meet with us, complete the form in as much detail as possible.

For each of the activities listed, describe the way these things are done differently now (or not performed at all) compared to the way they were performed before you became disabled. For each activity, some possibilities are suggested in parentheses; but these are only suggestions to start you thinking. List changes in the way the activities are performed, however small the difference may seem. If you now perform these activities only on “good days,” be sure to say so. State the reasons the activities are now performed differently. Explain. The details help.

Thank you.

1. Driving (no longer drive, drive less often, drive only short distances, difficulty getting into or out of the car, got handicapped parking permit, get lost while driving, use bigger car, accidents, make frequent stops):

____________________________________________________________________

____________________________________________________________________

____________________________________________________________________

____________________________________________________________________

____________________________________________________________________

2. Cooking and eating (no longer cook, cook less often, cook simpler meals, cook only for myself, eat out more, skip meals, burn food, no appetite, drop cooking utensils, sit while cooking):

____________________________________________________________________

____________________________________________________________________

____________________________________________________________________

____________________________________________________________________

____________________________________________________________________

3. Wash dishes (no longer wash dishes, wash less often, drop dishes, sit while washing dishes, only wash a few dishes at a time, let dirty dishes pile up, bought a dishwasher):

____________________________________________________________________

____________________________________________________________________

____________________________________________________________________

____________________________________________________________________

____________________________________________________________________

4. Straighten up house (house more of a mess, others help with cleaning, hired house-cleaner, rest after short periods of cleaning):

____________________________________________________________________

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____________________________________________________________________

____________________________________________________________________

____________________________________________________________________

5. Dust:

____________________________________________________________________

____________________________________________________________________

6. Vacuum:

____________________________________________________________________

____________________________________________________________________

7. Mop floor (use stick mop instead of scrubbing floor while kneeling):

____________________________________________________________________

____________________________________________________________________

8. Laundry including washing, drying, ironing, folding (wash clothes less often, get assistance doing or carrying laundry, throw rather than carry laundry down the steps, stay in basement while doing laundry, carry only a few items at a time, take more clothes to cleaner, buy more permanent press clothes):

____________________________________________________________________

____________________________________________________________________

____________________________________________________________________

____________________________________________________________________

____________________________________________________________________

9. Clean bathroom:

____________________________________________________________________

____________________________________________________________________

10. Make bed:

____________________________________________________________________

____________________________________________________________________

11. Yard work including cutting grass, bagging clippings, gardening, raking, etc. (others cut grass, use self-propelled mower, stopped gardening, moved into condo):

____________________________________________________________________

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12. Shovel snow:

____________________________________________________________________

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13. Fix things:

____________________________________________________________________

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____________________________________________________________________

14. Grocery shop (do not shop alone, shop when crowds are smaller and lines shorter, rest while shopping, lean on car, smaller bags, use express checkout, delivery by store, buy smaller containers, get dropped off and picked up at store entrance, buy more convenience foods such as TV dinners, sandwiches, microwave foods):

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

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15. Pay bills / handle finances:

_____________________________________________________________________

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16. Watch / play with children:

_____________________________________________________________________

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17. Watch TV / listen to radio (watch more, TV no longer keeps my interest, trouble concentrating on what is going on, shorter attention span, watch more while in bed or on recliner, more frequent breaks, nose makes me nervous):

_____________________________________________________________________

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_____________________________________________________________________

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_____________________________________________________________________

18. Read (need to reread sections to understand, do not remember what was read, read for shorter periods of time, read shorter pieces such as magazines instead of novels, stopped reading the newspaper):

_____________________________________________________________________

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_____________________________________________________________________

19. Talk with others, including telephone (want to be left alone, initiate conversations less often, talk for shorter periods of time):

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

20. Sleep at night (different times to go to bed and get up, trouble falling asleep, restlessness, get out of bed during night, inability to sustain sleep, feel tired when getting up, use sleeping pills, extra pillows under head or legs):

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

21. Sleep/rest during day (naps, rest periods, time spent in bed, couch or recliner):

_____________________________________________________________________

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_____________________________________________________________________

22. Dress and groom self such as brush teeth, shave, wash, use toilet, comb hair, makeup applications, shower, bathe (groom self less often, need reminders, guardrails in tub, others comb and wash hair, lean against sink while brushing teeth and shaving, shorter showers):

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

23. Go to church:

______________________________________________________________________

______________________________________________________________________

24. Participate in clubs, organizations, or church activities:

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

25. Use public transportation (use bus schedules to reduce waiting time, sit on benches, hold onto rails while climbing steps, sit in front of bus, get ride to bus stop, ride bus when less crowded):

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

26. Exercising:

______________________________________________________________________

______________________________________________________________________

27. Visit and activities with friends, neighbors, family, relatives (visit less often or for shorter periods, others come to my house, they visit in my bedroom or while I am lying down):

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

28. Play cards / games:

______________________________________________________________________

______________________________________________________________________

29. Attend sporting events / movies / go out to dinner:

______________________________________________________________________

______________________________________________________________________

30. Identify all interests and hobbies you used to enjoy. Why and how you do them differently now or not at all? (For example, fishing, crossword puzzles, hunting, sports, knitting, collecting, rummage sales, musical instruments, woodworking, golfing):

______________________________________________________________________

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______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

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______________________________________________________________________

31. Writing:

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

32. Sitting (different chair / sofa, shorter periods, squirm, sit forward or lean to a side, elevate legs, difficulty arising from a chair, difficulties bending head down, using hands in front of myself, or reaching overhead while sitting, difficulty twisting while sitting):

______________________________________________________________________

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______________________________________________________________________

33. Standing, walking and climbing steps (use cane, lean against walls or furniture, stumble into things, fall or almost fall):

______________________________________________________________________

______________________________________________________________________

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______________________________________________________________________

______________________________________________________________________

34. Lift and carry (smaller items, hold against body):

______________________________________________________________________

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______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

______________________________________________________________________

35. Use arms / hands / fingers (drop things, can’t make fist, trembling or shaking, trouble picking up small items off the table, using hand tools, and opening containers, jars and doors, cannot reach into cupboards, write for short periods only, use slip-on instead of tie shoes, difficulty buttoning clothes):

_______________________________________________________________________

_______________________________________________________________________

_______________________________________________________________________

_______________________________________________________________________

36. “I can’t seem to get anything done on time.” (If this is true for you, explain why and give examples):

_______________________________________________________________________

_______________________________________________________________________

_______________________________________________________________________

_______________________________________________________________________

_______________________________________________________________________

37. Leaving the home (less frequent walks, not leaving home alone):

_______________________________________________________________________

_______________________________________________________________________

_______________________________________________________________________

38. Care for pets:

_______________________________________________________________________

_______________________________________________________________________

_______________________________________________________________________

Other comments:

_______________________________________________________________________

_______________________________________________________________________

_______________________________________________________________________

Continue to the full PDF version of the Social Security Disability Activities Questionnaire.

Should I apply for disability?

By Frequently Asked Questions

Should I apply for disability?

Should I apply for disability?

If your answers match the ones below, the Social Security Administration (SSA) is likely to award you benefits.

  • Are you gainfully employed? No
  • Do you have a severe impairment? Yes
  • Will your impairment last 12 months or result in death? Yes
  • Does your disability meet one of SSA’s listed impairments? If yes, you qualify. If no …
  • Are you able to work? No

How long do disability appeals take?

When should I apply for disability benefits?

Unless you have an obvious long-term disability, the best time to apply for Social Security disability benefits is 6-9 months after you stop working.

What does a disability lawyer do?

The big-picture answer is: analyze what needs to be proven to win benefits, figure out how to prove it, and gather the necessary evidence. Some of the specific tasks are:

  • Obtain reports from treating doctors that are consistent with Social Security regulations
  • Refer claimants to specialists for additional reports that answer questions raised by Social Security regulations
  • Obtain a vocational expert’s evaluation of the claimant’s ability to work
  • Ask that a prior application for benefits be reopened
  • Seek a waiver of a time limit
  • Request subpoenas to insure the presence of crucial witnesses or documents
  • Advise the claimant on how best to prepare for and testify at the hearing
  • Object to improper evidence or procedures at the hearing
  • Cross-examine adverse witnesses
  • Present a closing statement
  • Submit a written summary of the evidence and argument
  • If the claimant wins, make sure the SSA correctly calculates benefits
  • If the claimant loses, request review of the hearing decision by the Appeals Council

How long will I wait for a disability hearing?

It can take up to two years from request until a hearing is held and a decision issued, but the time varies from state to state.

What are hearings like?

They are private, held in a small conference room, and last an hour or so. You will be asked about your education, training, work experience, symptoms, limitations, and daily activities.

What if I don’t file my disability appeal on time?

If you have not filed your appeal within 65 days of the date on your denial letter, you have to start over with a new claim. That new claim may result in the loss of back benefits.

What is the biggest mistake made by disability applicants?

Because the majority of appeals are granted at a hearing, failing to appeal a denial to the hearing level is the number one error … and unfortunately very common.

More detailed information on these and other common claimant questions is available in the library below.

When should I apply for benefits?

By Frequently Asked Questions

When should I apply for benefits?

Should I apply for disability?

If your answers match the ones below, the Social Security Administration (SSA) is likely to award you benefits.

  • Are you gainfully employed? No
  • Do you have a severe impairment? Yes
  • Will your impairment last 12 months or result in death? Yes
  • Does your disability meet one of SSA’s listed impairments? If yes, you qualify. If no …
  • Are you able to work? No

How long do disability appeals take?

When should I apply for disability benefits?

Unless you have an obvious long-term disability, the best time to apply for Social Security disability benefits is 6-9 months after you stop working.

What does a disability lawyer do?

The big-picture answer is: analyze what needs to be proven to win benefits, figure out how to prove it, and gather the necessary evidence. Some of the specific tasks are:

  • Obtain reports from treating doctors that are consistent with Social Security regulations
  • Refer claimants to specialists for additional reports that answer questions raised by Social Security regulations
  • Obtain a vocational expert’s evaluation of the claimant’s ability to work
  • Ask that a prior application for benefits be reopened
  • Seek a waiver of a time limit
  • Request subpoenas to insure the presence of crucial witnesses or documents
  • Advise the claimant on how best to prepare for and testify at the hearing
  • Object to improper evidence or procedures at the hearing
  • Cross-examine adverse witnesses
  • Present a closing statement
  • Submit a written summary of the evidence and argument
  • If the claimant wins, make sure the SSA correctly calculates benefits
  • If the claimant loses, request review of the hearing decision by the Appeals Council

How long will I wait for a disability hearing?

It can take up to two years from request until a hearing is held and a decision issued, but the time varies from state to state.

What are hearings like?

They are private, held in a small conference room, and last an hour or so. You will be asked about your education, training, work experience, symptoms, limitations, and daily activities.

If you have not filed your appeal within 65 days of the date on your denial letter, you have to start over with a new claim. That new claim may result in the loss of back benefits.

What is the biggest mistake made by disability applicants?

Because the majority of appeals are granted at a hearing, failing to appeal a denial to the hearing level is the number one error … and unfortunately very common.

More detailed information on these and other common claimant questions is available in the library below.

What does a disability attorney do?

By Frequently Asked Questions

What does a disability attorney do?

Should I apply for disability?

If your answers match the ones below, the Social Security Administration (SSA) is likely to award you benefits.

  • Are you gainfully employed? No
  • Do you have a severe impairment? Yes
  • Will your impairment last 12 months or result in death? Yes
  • Does your disability meet one of SSA’s listed impairments? If yes, you qualify. If no …
  • Are you able to work? No

How long do disability appeals take?

When should I apply for disability benefits?

Unless you have an obvious long-term disability, the best time to apply for Social Security disability benefits is 6-9 months after you stop working.

What does a disability lawyer do?

The big-picture answer is: analyze what needs to be proven to win benefits, figure out how to prove it, and gather the necessary evidence. Some of the specific tasks are:

  • Obtain reports from treating doctors that are consistent with Social Security regulations
  • Refer claimants to specialists for additional reports that answer questions raised by Social Security regulations
  • Obtain a vocational expert’s evaluation of the claimant’s ability to work
  • Ask that a prior application for benefits be reopened
  • Seek a waiver of a time limit
  • Request subpoenas to insure the presence of crucial witnesses or documents
  • Advise the claimant on how best to prepare for and testify at the hearing
  • Object to improper evidence or procedures at the hearing
  • Cross-examine adverse witnesses
  • Present a closing statement
  • Submit a written summary of the evidence and argument
  • If the claimant wins, make sure the SSA correctly calculates benefits
  • If the claimant loses, request review of the hearing decision by the Appeals Council

How long will I wait for a disability hearing?

It can take up to two years from request until a hearing is held and a decision issued, but the time varies from state to state.

What are hearings like?

They are private, held in a small conference room, and last an hour or so. You will be asked about your education, training, work experience, symptoms, limitations, and daily activities.

What if I don’t file my disability appeal on time?

If you have not filed your appeal within 65 days of the date on your denial letter, you have to start over with a new claim. That new claim may result in the loss of back benefits.

What is the biggest mistake made by disability attorney applicants?

Because the majority of appeals are granted at a hearing, failing to appeal a denial to the hearing level is the number one error … and unfortunately very common.

More detailed information on these and other common claimant questions is available in the library below.

Continuing disability reviews

By After a favorable decision

Continuing Social Security Disability Reviews

The Continuing Disability Evaluation Process

Your Social Security disability benefits cannot be terminated unless (with various exceptions) there is substantial evidence that your medical condition has improved and you are now able to engage in Substantial Gainful Activity (SGA).

The evaluation of your medical improvement is accomplished by an eight-step sequential process for Title II that begins (like the five-step sequential evaluation process for initial claims) with “Are you engaging in substantial gainful activity?” In SSI continuing disability review cases, there are only seven steps because the issue of engaging in substantial gainful activity is not included.

The second step of the Title II sequential evaluation process (the first step for SSI) addresses whether your impairments meet or equal an impairment found in the current Listing of Impairments. This is actually a shortcut that allows the Social Security Administration to avoid the issue of whether there has been medical improvement. At this step the Social Security Administration evaluates all impairments, including impairments that arose after the individual was originally found disabled.

It is only after the Social Security Administration addresses whether all current impairments meet or equal the current Listings that it addresses the issue of medical improvement. The medical improvement standard generally requires that there be evidence that (1) there has been medical improvement of your impairments, (2) the medical improvement is related to your ability to work and (3) you are now able to engage in substantial gainful activity.

In order to determine if you are capable of engaging in Substantial Gainful Activity, the sequential evaluation process looks very similar to the sequential evaluation process for initial disability determinations except that the step considering whether all your impairments meet or equal the Listings has already been addressed.

Schedule of Continuing Disability Reviews

Although SSA doesn’t always hold to this schedule, for most people the eligibility for Social Security disability benefits is supposed to be reviewed every three years. These investigations are called “Continuing Disability Reviews” or CDRs.

People with permanent impairments such as amputations or retardation are subject to review every seven years. Claimants with impairments such as fractures that are likely to improve may be scheduled for review within 6 to 18 months of approval of the claim.

Safeguards Against Termination of Eligibility for Disability Benefits

There is no presumption of continuing disability. The statute for Continuing Disability Reviews says:

Any determination made under this section shall be made on the basis of the weight of the evidence and on a neutral basis with regard to the individual’s condition, without any initial inference as to the presence or absence of disability being drawn from the fact that the individual has previously been determined to be disabled.

Because the status can change, Continuing Disability Reviews strike fear in the hearts of disability benefit recipients. However, more than 90 percent of reviews find that the recipient’s disability continues.

Social Security Disability law provided three important safeguards for you: (1) benefit continuation pending appeal; (2) face-to-face reconsideration hearings; and (3) the medical improvement standard.

However, since then Congress has sought ways to encourage those who still qualify for disability benefits to return to work, passing various work incentive legislation, while at the same time urging the Social Security Administration to remove from the disability rolls those who no longer qualify as disabled or worse, those who never should have been found disabled in the first place. The result is a complicated patchwork of incentives and disincentives for beneficiaries to work.

Perhaps as important as anything is that you cooperate with the Social Security Administration because you are required to provide information or attend consultative examinations if requested. Non-cooperation alone can be the basis for finding that disability ended.

Benefit Continuation Pending Appeal

If your eligibility for disability benefits is terminated after a Continuing Disability Review, benefits will usually cease two months after you are sent a cessation notice.

The notice will inform you that you have 60 days to request reconsideration of the decision to terminate benefits. But reconsideration must be requested within 10 days of receiving the termination notice if you want benefits to continue pending the reconsideration determination. Since the Social Security Administration presumes that you receive Social Security notices 5 days after the notices are dated, this means that you have 15 days from the date on the face of the cessation notice to file a request for reconsideration along with a request for continuation of benefits. If you elect to receive continuing benefits, Medicare and Medicaid as well as auxiliary benefits for your children and spouse, if any, will also continue pending the reconsideration determination.

If the request for benefit continuation is filed too late then the Social Security Administration will determine whether good cause exists for failure to timely request benefit continuation.

Similarly, if you receive a reconsideration determination affirming the cessation of benefits, the reconsideration notice will inform you of the right to request an ALJ hearing within 60 days, but if you want benefits continued pending the ALJ decision, a hearing must be requested within 10 days of receiving the reconsideration determination. If you request continued benefits pending an ALJ decision but did not request continuing benefits while the Social Security Administration reconsidered the initial cessation determination, Social Security disability benefits will begin effective the month of the reconsideration determination.

The Social Security Administration takes the position that if Social Security disability benefits are terminated due to your performance of substantial gainful activity (as opposed to a determination that the impairments are no longer disabling or never were disabling), it will not continue benefits during appeal. However, benefits will be continued in SSI and concurrent cases even if termination is due to performance of Substantial Gainful Activity.

If continued benefits are received during an appeal which ultimately proves unsuccessful, the Social Security Administration says that it will ask for repayment of the continued benefits. However, the Social Security Administration says that waiver of repayment of the overpayment will be considered as long as the determination was appealed in good faith. In practice, waivers are freely granted since a recipient who appeals in good faith is without fault and such a recipient usually cannot afford to repay the overpaid benefits.

Face-to-Face Reconsideration Hearings

In cessation cases, you are allowed a face-to-face reconsideration hearing with a disability examiner, usually held at a local Social Security office.

The disability examiners are not ALJs. They are state agency employees responsible for determining eligibility at the initial and reconsideration levels. Examiners do not need to be attorneys.

Face-to-face reconsideration hearings are generally less formal than ALJ hearings. However, procedural rights such as representation, issuance of subpoenas, presentation of witnesses, submission of new evidence, and
so forth are available. If you waive the right to appear at the hearing, the disability examiner will issue a written reconsideration determination based on the information in the case file.

Determination Is Based on Your Current Condition

To make an initial medical improvement determination, the Social Security Administration compares two points in time: the “current” date and the date of the most recent prior decision finding that you were disabled.

Adjudicators are supposed to assess the case based only on your current condition (with certain exceptions). Thus, they are not concerned with figuring out if you have been continuously disabled. Instead, they are allowed to ignore evidence that there may have been a time when you was receiving benefits but may not have been disabled.

If there has been medical improvement, then the Social Security Administration does not concern itself with determining if medical improvement could possibly have occurred earlier. It simply finds that your disability ended at the time of evaluation. The cessation date is the date of the notice informing you that you are no longer disabled.

Is There Medical Improvement?

“Medical improvement” means “any decrease in the medical severity of your impairment(s).”

The decision that there has been a decrease in medical severity “must be based on changes (improvement) in the symptoms, signs and/or laboratory findings … associated with your impairment(s).”

The Social Security Administration will consider only the impairments that had at the time of the most recent favorable decision, and will not consider those impairments that developed since that time. (Newly developed impairments are considered before the issue of medical improvement is addressed and are also considered at a later step in the analysis.)

Medical improvement must be more than minor.

Also, if the impairment is subject to temporary remission, a temporary improvement will not warrant a finding of medical improvement.

Is Medical Improvement Related to Ability to Work?

Once the Social Security Administration has decided that medical improvement has occurred, it will then determine whether the improvement is related to ability to work.

To make this determination, it compares your residual functional capacity (RFC) at the time of the most recent favorable decision with a current RFC based on only those impairments that were present at the time eligibility was most recently approved.

You can imagine the difficulties in comparing, for example, the RFC of a person found disabled years ago due to a back impairment, subsequently develops diabetes with neuropathy in his feet and legs and now has arthritis in one knee as well. In the meantime, however, the range of motion in his back has improved. By looking at the back alone, one might find an improved RFC. And that is what state agency adjudicators are supposed to do at this step; but then they come back again later in the analysis to evaluate the RFC when considering all impairments.

If no medical improvement is found or medical improvement is found not related to ability to work, the inquiry stops and the disability is found to continue as long as none of the exceptions to medical improvement applies.

Exceptions to Medical Improvement

If no medical improvement is found or medical improvement is found not related to ability to work, the decision maker must look to see if any exception to medical improvement applies. There are two groups of exceptions.

First Group of Exceptions

The regulations say that:

These exceptions to medical improvement are intended to provide a way of finding that a person is no longer disabled in those limited situations where, even though there has been no decrease in severity of the impairment(s), evidence shows that the person should no longer be considered disabled or never should have been considered disabled.

If one of the first group of exceptions applies, instead of finding that disability continues, SSA continues with the CDR sequential evaluation process to determine if the recipient is capable of engaging in substantial gainful activity.

The first group of exceptions in the Social Security disability regulations contains five specific items:

  1. where advances in medical or vocational therapy or technology increases a recipient’s ability to work;
  2. the individual has completed vocational therapy;
  3. on the basis of new and improved diagnostic techniques, the individual’s impairment is determined not to be as disabling as it was considered to be at the time of the most recent prior favorable decision;
  4. where the prior decision granting benefits was clearly an error; and
  5. where the recipient is working at the substantial gainful activity level.

Advances in Medical or Vocational Therapy

It is hard to determine the applicability of the exception that applies to advances in medical or vocational therapy or technology that increase your ability to work. In fact, the Social Security Administration has acknowledged in the regulation itself that this exception has very limited application.

Before this exception may be applied, the state agency is required to submit an explanation to the Regional Office Center for Disability, which undoubtedly discourages its use.

Vocational Therapy

This exception dealing with the completion of vocational therapy has many exceptions and qualifications.

For example, the vocational school has to prepare you for a specific type of job. Broad general education such as a technical school associate degree in business does not qualify because a “broad, general training program does not significantly affect [a recipient’s] ability to transfer directly to skilled work.”

New or Improved Diagnostic or Evaluative Techniques Show Impairments Not as Disabling as They Were Considered to Be

When substantial evidence shows that based on new or improved diagnostic or evaluative techniques your impairments are not as disabling as they were considered to be at the time of the most recent favorable decision, the Social Security Administration requires that the new or improved diagnostic or evaluation techniques “must have become generally available after the date of our most recent favorable medical decision.”

However, the list of new or improved diagnostic or evaluative techniques does not contain anything new since October 1984.

Prior Decision Was Wrong

A prior determination that you were disabled will be found in error only if:

  1. substantial evidence shows on its face that the prior determination should not have been made;
  2. crucial evidence, which was missing at the time of the prior evaluation, becomes available and shows that had it been available at the time of the earlier determination, the finding of disability would not have been made; or
  3. substantial new evidence refutes the conclusions that were based on the prior evidence.

Second Group of Exceptions

If one of the second group of exceptions applies, benefits are terminated without further inquiry. That is, there is no inquiry whether you can now engage in substantial gainful activity.

This second group of exceptions includes the following situations:

  • The favorable decision was obtained by fraud.
  • You fail to cooperate with the Social Security Administration (by, for
    example, refusing to provide requested information or failing to attend a consultative examination).
  • The Social Security Administration cannot locate you.
  • You fail without good cause to follow prescribed treatment that would be expected to restore the ability to work.

When Medical Improvement Is Found Related to Ability to Work

If medical improvement is found to be related to your ability to work, the inquiry does not stop. The severity of all current impairments must be analyzed, including those that may not last 12 months. Residual functional capacity must be assessed based on all current impairments, and the issue whether or not you are capable of past relevant work must be addressed. However, past relevant work does not include any job you performed during the current period of entitlement. Past relevant work includes only those jobs performed in the 15 years prior to adjudication. If you cannot perform past relevant work, then it must be considered whether you, considering age, education and work experience, can do other work.

In short, after considering whether there is medical improvement and whether it is related to ability to work, the analysis turns to the last two steps of the Continuing Disability Review process, which are identical to the last two steps of the five-step sequential evaluation process for determining initial entitlement to disability benefits.

As with the sequential evaluation process for determining initial entitlement to disability benefits, a proper determination of residual functional capacity is essential. Many impairment-related factors must be considered in assessing your functional capacity for basic work activities. Age is one key factor. Medical literature shows that there is a gradual decrease in organ function with age. Studies have also shown that the longer an individual is away from the workplace and is inactive, the more difficult it becomes to return to ongoing gainful employment. In addition, a gradual change occurs in most jobs so that after about 15 years, it is no longer realistic to expect that skills and abilities acquired in these jobs will continue to apply to the current workplace. Thus, if you are age 50 or over and have been receiving disability benefits for a considerable period of time, this factor will be considered along with your age in assessing your residual functional capacity.

If disability is found to continue after applying the medical improvement standard’s sequential evaluation process, the Social Security Administration will then apply additional steps in some cases to evaluate whether drug addiction or alcoholism is a contributing factor material to the finding of disability. The test is whether the recipient would still be disabled if he or she stopped using drugs or alcohol.

Cessation of Benefits Because of Performance of Substantial Gainful Activity

The principles of cessation of benefits because of performance of substantial gainful activity are easy to state: When you return to work and perform substantial gainful activity, benefits will stop. Whether benefits stop right away or after completion of a nine-month trial work period, and whether benefits will resume again if you stop performing substantial gainful activity depends on whether the Social Security Administration finds that you medically improved to the point that you are no longer disabled.

However, the regulations are confusing.

The possibility of cessation of benefits based on performance of substantial gainful activity appears as step one of the Continuing Disability Review sequential evaluation process. However, there are exceptions, and you get to the first group of exceptions only after it is determined that your impairment either did not improve or the medical improvement was not related to the recipient’s ability to work. Since this is a sequential evaluation process, why do we need an exception that calls for benefits to stop because of working even when there is no medical improvement?

If you are working but did not medically improve, an exception provides that even though you are is still disabled, benefits may be stopped for performance of substantial gainful activity after completion of any applicable trial work period.

Thus, one regulation provides the basis for skipping step one of the sequential continuing disability review process and another regulation provides the basis for stopping benefits for someone who continues to be disabled after completion of the trial work period and is therefore eligible for a reentitlement period.

Are You Eligible for a Trial Work Period?

If you are receiving disability insurance benefits you are generally entitled to a trial work period. That is, you are eligible to test your ability to return to work for nine months, not necessarily consecutive, during which time full benefits continue.

However, the general rule is that if your impairment is not expected to improve, the Social Security Administration will not conduct a continuing disability review until the completion of the nine-month trial work period. Furthermore, the regulations recognize some possibilities for a recipient not being entitled to a full nine-month trial work period.

First, if your impairment was expected to improve and you return to work with no significant medical limitations and acknowledges to the Social Security Administration that medical improvement has occurred, the Social Security Administration may find that your disability ended in the month you returned to work. Thus, you are not entitled to a nine-month trial work period.

Second, a trial work period can end when “new evidence, other than evidence relating to any work you did during the trial work period, shows that you are not disabled” even though the full nine-month trial work period has not been completed.

It is also possible for a recipient to use up the trial work period more or less without noticing. Recipients who have done some part-time work, as so many do these days while waiting for a hearing to be held, may find that although the work was well below the substantial gainful activity level, it counts for trial work. After the date of application and after the five-month waiting period, any month in which you earn over a certain amount constituting “services” for trial work period purposes, qualifies as a trial work period month, even if those months of work are also determined to be unsuccessful work attempts and even if your income did not constitute substantial gainful activity.

If you are self-employed, whether work constitutes “services” is determined by looking at both income and the number of hours worked. If income exceeds the “services” amount used for recipients employed by other people, then the work for that month constitutes “services.” But even if you do not earn this much, as long as you are working enough hours in a month, the month counts as a services month.

Once you perform “services” for 9 months in what the Social Security Administration calls a rolling 60-month period, the trial work period is used up. To determine whether the 9 months of work fall within the 60-month rolling period, take the last month that qualifies as a services month and count backward in time for 60 months. If during that 60-month period there are 9 months of trial work, the trial work period ends.

Although you are entitled to only one trial work period during a period of disability, you can actually have more than nine months of trial work if the months are spaced widely enough apart so that nine of them do not fall in any 60-month period.

Will the Social Security Administration Conduct a Medical Review During a Trial Work Period?

A trial work period ends after you perform services in nine months during a rolling period of 60 months. But it can also end earlier. It can end the month in which new evidence shows that you are not disabled, even though you have not worked a full 9 months.

However, in order for the trial work period to end and benefits to be terminated before the nine months of trial work are used up, the Social Security Administration must have new evidence of improvement other than evidence relating to the work you have done. This provision is meant as a work incentive. It is the Social Security Administration’s way of providing that the work itself won’t be used against you.

For the Social Security Administration to discover new evidence of improvement, it must conduct a continuing disability review. In fact, return to work is a trigger for a continuing disability review. The Social Security Administration will start a continuing disability review under the following circumstances:

Substantial earnings are reported to your wage record;

You tell the Social Security Administration that you have returned to work;

Your State Vocational Rehabilitation Agency tells the Social Security Administration that you are now working;

Someone in a position to know of your physical or mental condition tells the Social Security Administration that you have returned to work.

Although the Social Security Administration provides the trial work period as an incentive for recipients to return to work, the specter of a continuing disability review operates as a distinct disincentive for return to work.

In order to increase the incentive for returning to work, there is an exception for those who have received disability benefits for at least 24 months. For such recipients the Social Security Administration will not start a medical continuing disability review based solely on a report of work activity.

Nevertheless, although recipients of disability benefits who have received benefits for 24 months are protected from the Social Security Administration initiating a continuing disability review solely because of work activity, such recipients are subject to regularly scheduled medical CDRs and medical CDRs that are initiated for other reasons.

If the Social Security Administration erroneously starts a medical continuing disability review solely because of work activity for a recipient who received 24 months of benefits, the Social Security Administration will vacate any medical cessation determination as long as it receives information about its error within 12 months of the date of the cessation determination.

The Social Security Administration also says that for those recipients who have received benefits for 24 months, it will not consider the activities performed in the work done by the recipient during the current period of entitlement based on disability if the activities support a finding that disability has ended. But the Social Security Administration will consider the work activities if they support a conclusion that disability continues. For those not subject to protection from continuing review because they have received benefits for 24 months, at the conclusion of the trial work period, SSA will consider whether the work performed during the trial work period shows that the disability has ended.

Evaluation After a Trial Work Period

Consider this example:

A recipient with a high school education and a medium unskilled work background who was 49 when he was found disabled returns to work at a full-time sedentary job with earnings above the substantial gainful activity level. He works for 11 months by the time SSA evaluates his case. The rule is that after the 9-month trial work period is over, monthly benefits will end when the claimant performs substantial gainful activity. Since our hypothetical claimant is performing Substantial Gainful Activity in the tenth month of work, the tenth month of work is the month disability is found to have ceased. He is paid for that month and the next two months.

The Social Security Administration refers to this as finding that “disability ceased.” This is not a finding that the claimant no longer has a disabling impairment or that the claimant has medically improved. It is a finding only that the claimant is engaging in Substantial Gainful Activity after the end of the trial work period.

After working for 9 months, disability ends because of performance of substantial gainful activity pursuant to step one of the CDR process.

For someone who has not yet received 24 months of benefits, the Social Security Administration still has to determine whether or not the person continues to meet the “disability requirements of the law” (that is, whether there has been medical improvement).

But if you have already received 24 months of benefits by the time the continuing disability review is begun, the Social Security Administration will not conduct a continuing disability review. Since there will be no continuing disability review to find your medical disability has ended, it will be considered to continue.

How does the Social Security Administration consider the work done in the trial work period after it is over? That is, will the Social Security Administration use the work activity itself as evidence that you are no longer medically disabled? The trial work period regulation says that the Social Security Administration will not consider the work performed during the trial work period as showing that disability has ended until you have performed nine months of trial work. But then the Social Security Administration will consider that work.

But if you have received benefits for 24 months before a continuing disability review is begun, the Social Security Administration will not consider the work if it supports a finding that disability has ended; the Social Security Administration will consider the work activity if it supports a finding that disability continues.

If you are self-employed, there is a work incentive provision if you have received benefits for 24 months before a continuing disability review is begun. The Social Security Administration compares your countable income to the Substantial Gainful Activity amount. If you are not earning more than this amount, the work is not Substantial Gainful Activity. Even if you are earning more than the Substantial Gainful Activity amount in a particular month, but you are not rendering significant services to the business in the particular month, the work will not be considered Substantial Gainful Activity. The Social Security Administration will also not consider the services performed in work when it evaluates whether there was medical improvement unless the particulars of the work activity support a finding that disability continues.

Extended Period of Eligibility / Reentitlement Period

If it is determined that you are performing Substantial Gainful Activity after the trial work period is over, disability is found to cease. You are paid for the first month of Substantial Gainful Activity and the next two months. Whether you are paid benefits in the months after those three months depends on whether you are actually performing Substantial Gainful Activity in those months and whether you continue to have a disabling impairment.

For 36 months counting from the end of the trial work period (the “reentitlement period”) benefits will not be paid for any month in which you are performing substantial gainful activity. On the other hand, benefits will be paid for any month in which you are not performing Substantial Gainful Activity as long as you continue
to have a disabling impairment.

What happens after the 36-month reentitlement period is over? This depends on whether you worked at the Substantial Gainful Activity level during the reentitlement period. If you are working at the Substantial Gainful Activity level at any time during the 36-month reentitlement period, the Social Security Administration will find that your entitlement to disability benefits terminates with the very first month of Substantial Gainful Activity after the end of the reentitlement period.

If you worked enough at the beginning of the 36-month reentitlement period to have benefits cease because of performance of Substantial Gainful Activity, and then stopped working during the reentitlement period, your benefits will resume and continue beyond the 36-month reentitlement period until the very first month you perform Substantial Gainful Activity.

Because there are significant consequences for using up the trial work period, it is recommended that you keep your income below the trial work services amount.

Expedited Reinstatement

If your disability benefits were terminated because of the performance of Substantial Gainful Activity, and you stopped working after the end of the reentitlement period, you can request “expedited reinstatement” for 60 months after entitlement is terminated because you returned to work at the Substantial Gainful Activity level.

To qualify for expedited reinstatement you must:

  1. Not be performing Substantial Gainful Activity in the month you apply for expedited reinstatement;
  2. Be unable to work at the Substantial Gainful Activity level due to your medical condition;
  3. Have your current medical impairment be the same as or related to the original impairment; and
  4. Be under a disability based on application of the medical improvement review standards.

Who Will Be Inside the Social Security Hearing Room?

By English Blogs

Who Will Be Inside the Social Security Hearing Room?

Lawrence disability attorney The Social Security Disability Hearing is an informal event designed to put you at ease. But if you have any concerns or questions about the hearing, you should consult with an experienced Lawrence disability attorney for obtain more information.

Your Lawrence Disability Attorney Will Tell Where People Will Be Situated Inside the Hearing Room

You and your Lawrence disability attorney will sit alongside at the conference table. A vocational witness or a doctor who might be called by the judge to testify will also be seated at the conference table.

The judge’s assistant will be seated either at the conference table or a small table adjacent to the conference table. The assistant is responsible for using a computer to create a CD-ROM that contains the recording of the hearing.

Witnesses at the Hearing

You may bring witnesses as well as observers into the hearing room. As your Lawrence disability attorney will remind you, the hearing is private. No one outside of the judge, his staff and witnesses called by the judge can be present without your permission.

Your Lawrence Disability Lawyer Will Explain That the Social Security Disability Hearings Are Informal

Unlike court hearings, Social Security disability hearings are informal. They were specifically designed to be a relaxed experience. Both the SSA and your Lawrence disability lawyer know that you will be an effective witness if you are not inhibited by fear or stress.

However, there are some formal procedures that must be observed:

  • You and every witness will testify under oath.
  • Only one individual a time may testify. This means that you are not allowed to ask anyone else in the room to help you answer questions, and your witnesses or friends cannot interrupt your testimony to help you answer.

Lawrence disability attorney Gerard A. Palma can help you properly file for SSD benefits and prepare you for the SSD hearing. For a free initial consultation, please call his law offices today at 888-295-4955.

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