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Social Security disability cases pose many challenges. In practice, federal court review of Social Security agency decisions differs widely from district to district and from circuit to circuit. This pocket guide is a primer for judges deciding Social Security disability appeals at the district court level. It addresses issues that regularly arise in these appeals and highlights relevant provisions in the U.S. Code, the Code of Federal Regulations, and the Federal Register.

This title is temporarily out-of-stock. Requests are being held and will be filled when reprints are available. (August 27, 2019)

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This report summarizes a Center study of instances of individuals’ unredacted Social Security numbers appearing in documents filed in federal district and bankruptcy courts in November 2013 and available through the Public Access to Court Electronic Records (PACER) service. The presence of Social Security numbers for approximately 75% of these individuals appears to violate rules adopted by the Judicial Conference of the United States. 


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Memorandum to the Privacy Subcommittee of the Judicial Conference Committee on Rules of Practice and Procedure, April 5, 2010.

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Form 26: Preliminary Report and Discovery Schedule

Form 27: Scheduling Order for Social Security Cases

Form 28: Order Setting Schedule for Social Security Cases

Form 29: Provisional Discovery Plan

Form 30: Memorandum and Order Regarding Discovery

Form 31: Items for Possible Inclusion in the Rule 16 Case Management Conference Notice

When Significant Electronic Discovery Is Anticipated

Form 32: Order for Settlement Conference

Form 33: Order Dismissing Case When Parties Have Not Timely Advised Court of the Outcome

of Settlement Efforts

Form 34: Order Dismissing Case When Parties Have Advised the Court That the Case Has


Form 35: Order Setting Pretrial Requirements Before Judge Charles R. Butler, Jr.

Form 36: Final Pre-trial Order, with Instructions

Form 37: Order for Pretrial Preparation

Form 38: Pretrial Order

Form 39: Order Setting Jury Trial, Final Pretrial Conference, and Requirements for the Proposed

Final Pretrial Order

Form 40: Order for Final Pretrial Conference

Form 41: Trial Order

Form 42: Jury Questionnaire

Form 43: Jury Questionnaire—Civil

Form 44: Stipulation and Order for Tailored Jury Trial

Form 45: Judge Paul A. Zoss’s Voir Dire

Form 46: Civil Jury Trial Checklist

Form 47: Guidelines for Preparation of Jury Instructions

Form 48: Expectations and Requirements for Trials

Form 49: Procedure for Presentation of Direct Testimony by Written Statement

Form 50: Standard Referral Order for Referring Matters to Magistrate Judges

Form 51: Order of General Reference to Magistrate Judges

Form 52: Notice, Consent, and Order of Reference: Exercise of Jurisdiction by a United States

Magistrate Judge

Form 53: Consent to Proceed Before a United States Magistrate Judge and Designation

In Print: Available for Distribution

A 1985 examination of the controversy and difficulties encountered by the Social Security Administration when determining disability and adjudicating appeals. The report presents overviews of the Social Security Disability and Supplemental Security Income programs and the role judicial review played in those programs.

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