🗂️ Free SSI review-prep tool

SSI Redetermination Prep & Resource Record Tracker

Turn a redetermination letter into a working checklist: what SSA is reviewing, what changed, what documents you have, what is still missing, and the income/resource/living-arrangement timeline behind the answers.

Scope: SSA redeterminations review non-medical eligibility factors such as income, resources and living arrangements. This tool organizes your record; it does not calculate official SSI eligibility or payment amounts.

1. Review setup

Recipient initials / nicknameReview typeLetter receivedAppointment / form dateRepresentative payee?Review period startReview period endOffice / reference

2. Readiness dashboard

3. SSA document checklist

Mark only what is relevant to your case. “Not applicable” does not lower completeness.

4. Monthly eligibility-factor snapshots

MonthEarned income ($)Other income ($)Countable-looking resources ($)Living arrangement

Household contribution / rent paid ($)People in householdNotes / change from prior month

Month	Earned	Other	Resources	Living arrangement	Contribution	Notes	Action

5. Change-report chronology

Date reportedChange typeHow reportedConfirmation / reference

What changed / what was reported

6. Local evidence vault

Drop paystubs, bank statements, leases, bills, insurance/resource records or SSA letters

Stored in this browser only. Use redacted copies when possible; do not store passwords or full account credentials.

7. Interview / form brief

8. Export, backup & delete

Documents commonly requested

SSA lists examples such as pay stubs or tax returns, proof of other income, bank statements, life-insurance policies, burial contracts, proof of other resources and household receipts/bills. Not every case needs every item, so this tool lets you mark items not applicable instead of pretending one checklist fits everyone.

Why keep a change-report log

A dated log of what changed, when you reported it and what confirmation you retained can make a later review much easier to reconstruct. The tracker does not transmit change reports to SSA.