Employer plans, individual policies, claims, and appeals
Private Disability and ERISA
Keep plan or policy wording, occupation definitions, proof, surveillance, offsets, deadlines, and appeal steps organized and separate.
Use this as a starting point.
Disability rules differ by program and can change. This site helps you organize information; it does not decide eligibility or replace legal or medical advice. Check every date and instruction against the complete official notice.
Private Disability and ERISA Starting Organizer
Map plan or policy terms, claim stage, definitions, proof, denial, and appeal record.
Open free organizerMedical Treatment Timeline
Create a source-labeled chronology of care without diagnosing.
Open free organizerSymptom and Functional-Limitation Organizer
Describe frequency, duration, assistance, variability, and aftereffects.
Open free organizerWork History and Job-Demands Organizer
Capture actual duties and demands rather than relying only on job titles.
Open free organizerWorkers’ Compensation and Disability Overlap Map
Keep workers’ compensation, SSDI, SSI, private disability, and employment rights separate.
Open free organizerEmployment Accommodation Organizer
Organize essential functions, limitations, requests, responses, leave, confidentiality, and retaliation.
Open free organizer