Work History and Job-Demands Organizer

A helper should use only the information needed and respect the disabled person’s choices and lawful authority.

Use the exact date or wording from the complete document. Add the document name and page or section when you can.

Use the figures and time period shown in your records. Do not guess or leave out facts because they seem unimportant.

Describe actual duties, hours, demands, changes, help, absences, or special conditions rather than relying only on a title.

Use exact wording when you have it. You may skip this question and return later.

Describe actual duties, hours, demands, changes, help, absences, or special conditions rather than relying only on a title.

Copy dates and instructions exactly from the complete notice, plan, policy, decision, or other source. Do not rely on this organizer to calculate a deadline.

Include the document name, page or line, exact quote, and anything that still needs to be checked.

List questions for an official source, benefits counselor, accredited representative, lawyer, or other qualified professional.

Write small, specific actions such as checking an official source, requesting a record, calling a benefits counselor, or finding qualified help. Verify any time limit separately.