Guides

SSDI guides for representatives

For attorneys, non-attorney representatives and intake teams at SSDI firms. Not for individual claimants; Zicron doesn't represent claimants.

• SSDI medical evidence checklist for representatives

  The evidence SSA weighs at each of the five sequential steps, what to request from providers, and how to get a treating-source statement that holds up under 20 CFR 404.1520c (supportability and consistency).

• SSDI intake screening: how firms qualify leads faster

  For SSDI representation and intake firms: what to ask at each of SSA's five steps, how rule-based screening sorts leads before an intake specialist calls, what it can't tell you, and how to evaluate screening software.