SSDI Appeals Guide
Medical Records

Medical Records Request Letter Bundle

Pre-written letters that get your records faster

About This Packet

A set of template letters for requesting medical records from doctors, hospitals, and specialists — tailored for SSDI applications. Includes instructions on which records matter most and where to send them.

What's Included

  • Letter for your primary care physician
  • Letter for specialists (cardiology, orthopedics, etc.)
  • Letter for hospitals / emergency rooms
  • Letter for mental health providers
  • Letter for physical / occupational therapy
  • Instructions on what records SSA looks for
  • HIPAA release authorization reference guide

When to Use This

Before filing your initial SSDI application or when preparing an appeal. SSA needs medical records that prove your condition limits your ability to work — these letters help you gather that evidence systematically.

How to Use It

Print the applicable letters, fill in your name and the provider's information, and deliver by mail, fax, or email using the provider's records request process. Keep copies of everything you send.

Format: PDF download — 6 letters + guide

Legal Disclaimer: This packet is for informational and reference purposes only. It does not constitute legal advice. SSDI laws and procedures vary by state and are subject to change. For advice specific to your situation, please consult a licensed disability attorney. SSDI Appeals Guide and Kurtz & Boon LLC are not law firms.

$9
One-time purchase · Instant access
Download immediately after purchase
Fillable PDFs — edit on your computer
7 documents included
Lifetime access — updates free
Buy Now — $9

Secure checkout via Stripe