Washington State Paralegal Association

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  • SSDI Planning Guide for Paralegals

SSDI Planning Guide for Paralegals

  • 08/18/2025
  • 9:00 AM - 12:15 PM
  • Webcast

Register: https://ipe-sems.com/products/100682

Overview

Support SSDI Clients and Attorneys and Keep Claims on Track

Social Security Disability paralegals carry a heavy burden on their shoulders: the SSA allows non-attorneys to represent claimants, so where do paralegal duties end and the attorney's job begin? This legal guide will help you improve your SSDI claim practices and tame the madness of endless client calls, hectic hearing schedules, and endless volumes of supporting documents. Update your knowledge and hone your organizational skills to improve claim outcomes - register today!

  • Clarify current SSDI claims process steps and eligibility requirements.
  • Get guidance for building client files and compiling critical documentation.
  • Master the application and filing procedure intricacies.
  • Establish effective SSA and client communications practices.

Abbreviated Agenda

  1. Social Security Benefits, Eligibility Criteria, and Claim Process Overview
  2. Claim Evaluation and Issues Impacting Disability Determination
  3. Your Most Important Role - Client Contact
  4. Obtaining Relevant Records and Organizing the Case File: Tips From the Pro Paralegals
  5. SSA Forms and Communication: Get to Know Your BSO (And Other Cool Things You Can Do Online)
  6. The Hearing Process in Summary: Requests, Briefs, and Matters Addressed

Washington State Paralegal Association
1402 Lake Tapps Parkway SE
Ste. F104/PMB133
Auburn, WA. 98092

206.653.7259

info@wspaonline.org

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