This Employer Observation Form is a valuable tool designed for use in cases where the claimant is still working, but struggling to maintain the same level of performance as their healthy peers. Often, claimants with both mental and physical impairments remain employed out of necessity, but their functional limitations are overlooked or misunderstood by SSA due to a lack of formal documentation.
 
This form helps bridge that gap by:
Capturing firsthand observations from supervisors regarding how the claimant’s performance compares to healthy coworkers
Documenting real-world limitations in areas such as task completion, focus, memory, supervision needs, stress tolerance, and physical ability
Highlighting key issues such as the inability to perform work independently, difficulty adapting to changes, or needing accommodations to sustain employment
Supporting arguments for a closed period, unsuccessful work attempt, or establishing that work is performed under special conditions
 
With 17 carefully crafted questions and a professional disclaimer clarifying that the employer is not being asked to determine disability, this form provides crucial context for DDS or hearing-level review.
 
Perfect for:
Clients currently working part-time or under accommodations
Cases where SSA may argue the claimant is performing substantial gainful activity (SGA)
Strengthening medical-vocational profiles in borderline or complex cases
 
This form ensures your client's current work situation is properly documented and understood in the broader context of their impairment. A must-have for building a well-supported disability claim.