Do I Qualify For Social Security Disability Benefits?

Already a Member? Login

GUIDES

All Guides

Updated 12/1/2023

Disability benefits under Social Security can be difficult to understand. There are numerous stringent requirements that must be satisfied before Social Security will even formally review an applicant’s disability. Your client’s circumstances must be considered under the applicable rules, in order to determine whether disability benefits may be available.

To help make the analysis easier, we have created the “Do I Qualify for Social Security Disability Benefits?” flowchart. It addresses some of the most common issues that arise for a client facing a disability, including:

Impact if the client is legally blind
Social Security work credits required for eligibility
The “Recent Work Test” and “Duration of Work Test”
Earned income limitations
Impact of being a widow or a surviving divorced spouse
Impact of the client’s ability to perform work

Become a Member

View Sample

Related Guides

Am I Eligible For Social Security Benefits If I Have Been Divorced?

Category: General, Retirement / Decumulation, Life Events

Am I Eligible For Social Security Benefits As A Surviving Spouse?

Category: Retirement / Decumulation

Am I Eligible for Social Security Benefits As A Spouse?

Category: Retirement / Decumulation

Will My Social Security Benefits Be Reduced?

Category: Retirement / Decumulation, General

What Issues Should I Consider With My Social Security Retirement Benefits?

Category: Retirement / Decumulation, General, Life Events

Getting Your Referral Stats

“Having been trained in a CPA firm, checklists were how everything was done, I was amazed to learn how little checklists were utilized in FP [Financial Planning]. I had created my own but FP Pathfinder has outdone me in creating current issue lists and updates. This is a must for any advisor. ”

— Advisor from California

“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”

— Scott, an advisor in Oregon

“I love your resources, you guys & gals have helped us take our practice to the next level!”

— Trevor, an advisor in California

“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”

— Larry, an advisor in Oregon

“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”

— An advisor in Texas

“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”

— Ben G, an advisor in Wisconsin

“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING!”

— An advisor in Kentucky

Congrats!

Welcome Aboard!

Account Set-up

Tailor Your Experience

Congrats!