What documents are needed for disability in Texas?

By Hogan Smith

Updated 04/28/2025


Applying for Social Security Disability benefits in Texas requires gathering the right documents to prove your eligibility. Having complete and accurate paperwork can make the difference between a smooth approval and unnecessary delays or denials. Here’s a guide to the essential documents you’ll need when filing for disability benefits in Texas.

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Basic Identification Documents


  • Government-Issued Photo ID
    A current driver's license, state ID, or passport to verify your identity.
  • Social Security Card
    You'll need your Social Security number for both SSDI (Social Security Disability Insurance) and SSI (Supplemental Security Income) applications.
  • Birth Certificate
    To prove your age and citizenship or lawful alien status.
  • Proof of U.S. Citizenship or Legal Residency
    For non-citizens, appropriate immigration documents are required.


Work History Documents


  • Detailed Work History Report
    A record of jobs you have held over the past 15 years, including:
  • Employer names
  • Job duties
  • Dates of employment
  • Hours worked per week
  • Rate of pay
  • Recent W-2 Forms or Tax Returns
    To show your income history and support your claim for SSDI.
  • Military Service Records (if applicable)
    If you served in the military, you will need your discharge papers (Form DD-214).


Medical Documentation


  • Medical Records
    Complete and up-to-date documentation from all doctors, hospitals, clinics, and specialists you have seen for your disability.
  • Doctor’s Statements
    A detailed statement from your primary physician outlining your diagnosis, treatment, and how your condition affects your ability to work.
  • Hospitalization and Surgery Records
    Records of any hospital stays, surgeries, and treatments related to your disabling condition.
  • Medication Lists
    A current list of all medications you are taking, including dosages and the prescribing doctors.
  • Mental Health Records (if applicable)
    If you are applying for a mental health-related disability, include therapy notes, psychiatric evaluations, and treatment plans.


Financial Records (for SSI applicants)

If you are applying for Supplemental Security Income (SSI), which is needs-based, you will also need to provide:


  • Bank Statements
    Current balances for all checking, savings, and investment accounts.
  • Housing Information
    Lease agreements, mortgage statements, or documentation of your living arrangements.
  • Proof of Other Income
    Records of any other sources of income, including pensions, unemployment, or support from family.
  • Asset Information
    Information about owned property, vehicles, or other assets.


Additional Forms Required by the SSA


  • Adult Disability Report (SSA-3368)
    Provides detailed information about your disability, treatment, and how it impacts your ability to work.
  • Authorization to Disclose Information (SSA-827)
    This form gives the SSA permission to request your medical records.


Tips for a Strong Disability Application in Texas


  • Stay Organized
    Keep all your records in a dedicated folder or digital file.
  • Be Thorough
    Include as much detail as possible about your work history, medical treatments, and financial situation.
  • Update Your Documents
    Make sure your medical records and work history are current when you submit your application.
  • Respond Promptly to SSA Requests
    If the SSA asks for more information, submit it quickly to avoid delays.

How Hogan Smith Can Help

At Hogan Smith, we understand how complicated applying for disability benefits can be — especially when it comes to gathering the necessary documents. Our team can help by:


  • Reviewing your documents to ensure nothing critical is missing.
  • Helping you organize your medical evidence for maximum impact.
  • Assisting you with completing SSA-required forms.
  • Representing you throughout the claims or appeals process if needed.

Contact Hogan Smith Today

If you're getting ready to apply for disability benefits in Texas or have questions about what paperwork you need, contact Hogan Smith today for a free consultation. We’re here to guide you every step of the way and help you fight for the benefits you deserve.


Further Reading

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Updated February 10, 2025

A black and white icon of a newspaper on a white background.

Updated February 10, 2025

A black and white icon of a newspaper on a white background.

Updated February 10, 2025

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