---
title: "Ask a treating doctor for facts used in the disability evaluation"
url: "https://ailawframework.com/practice/social-security-and-veterans-entitlements/prepare-the-request-to-a-treating-doctor-for-disability-support-pension/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A56-P20261018-5-US"
practice_area: "Social Security & Veterans' Entitlements"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Ask a treating doctor for facts used in the disability evaluation

> Draft a letter asking for the doctor's findings on current work, the severity of the impairment, the clinical findings, past work, and the ability to do work activities.…

Canonical page: https://ailawframework.com/practice/social-security-and-veterans-entitlements/prepare-the-request-to-a-treating-doctor-for-disability-support-pension/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Social Security & Veterans' Entitlements](https://ailawframework.com/practice/social-security-and-veterans-entitlements.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | Draft a letter asking for the doctor's findings on current work, the severity of the impairment, the clinical findings, past work, and the ability to do work activities. Do not ask the doctor to state that a listing is met. |
| What the lawyer must review | The Social Security Administration's disability guide uses a sequential evaluation. For an adult the steps are current work activity, severity, whether the impairment meets or medically equals a listing, past relevant work, and the ability to do other work given age, education and work experience. For a child applying for supplemental security income the steps are current work activity, severity, and whether the impairment meets, medically equals or functionally equals a listing. The listing criteria are in Part III, which you open. You do not ask the doctor to apply them. You check every sentence of the letter before it is sent. If the Administration can decide at a step, it stops. Formal Opinion 512: you remain responsible for the letter. |
| Written for | United States |
| Applies to | [Prepare the request to a treating doctor for Disability Support Pension evidence](https://ailawframework.com/practice/social-security-and-veterans-entitlements/prepare-the-request-to-a-treating-doctor-for-disability-support-pension.md) |

## Checking plan

- What the AI does: Draft a letter asking for the doctor's findings on current work, the severity of the impairment, the clinical findings, past work, and the ability to do work activities. Do not ask the doctor to state that a listing is met.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- The doctor is asked for findings. The doctor is not asked to decide the claim.
- Part III of the guide has the listing criteria. This letter does not say a listing is met.

## Sources

- [Social Security Administration: Disability Evaluation Under Social Security, general information](https://www.ssa.gov/disability/professionals/bluebook/general-info.htm) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Letter asking a treating practitioner for Disability Support Pension evidence](https://ailawframework.com/precedents/social-security-and-veterans-entitlements/letter-to-treating-practitioner-dsp-evidence.md) | Letter | Yellow | A letter asking the treating practitioner for the diagnosis, treatment, day-to-day impact and prognosis that Services Australia says it needs for a Disability Support Pension claim. |

Signed-in accounts can read the full text of each one.

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*