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Natasha Volkova

Filing paper SDI claim form - exact process steps with my doctor?

My doctor doesn't use SDI Online and told me they only submit paper forms for disability claims. I just received the DE 2501 form in the mail and I'm confused about the exact process. From what I understand, I fill out Part A (claim statement), then take it to my doctor who completes Part B (medical certification), and then they mail it in the envelope provided? Or am I supposed to mail it myself after they fill it out? This is my first time filing for disability and I'm stressed about doing something wrong. Is there anything else I need to do besides wait for a response from EDD? How long does it typically take to hear back after submitting a paper claim? I need to plan financially since I've been out of work due to my back surgery for 2 weeks already.

You've got the process mostly right. You complete Part A (your personal info, employment details, etc), then your doctor fills out Part B with your medical info. The most important thing is making sure your doctor completes their section accurately with proper diagnosis codes and dates. As for who mails it - technically either of you can mail it, but I always recommend YOU mail it yourself. This way you can make a copy for your records before sending (super important if there are issues later). Just confirm with your doctor when they'll have their part done, then pick it up and mail it in the envelope provided. After mailing, expect 10-14 days before you hear anything. You should receive your EDD Customer Account Number first, then payment info. Make sure to create an SDI Online account even though you're filing by paper - you'll need this to track your claim status.

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Thanks for the advice! I didn't think about making a copy before sending it in. That's so smart. I'll definitely do that. Should I follow up with EDD if I don't hear anything after the 2 weeks?

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paper forms are the WORST!! i did this last year and my dr office lost the form TWICE before finally sending it. make sure u get the name of the person at ur doctors office who's handling it and follow up with them directly like every few days seriously. and yeah make copies of EVERYTHING.

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Oh no, that sounds awful! I'm actually pretty worried about that happening. My doctor's office isn't the most organized place. I'll definitely make a copy and get the name of whoever's handling it.

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Just to add some important details from my experience with paper forms: 1. Make sure both you AND your doctor sign and date all required fields. Missing signatures are the #1 reason claims get delayed. 2. If your doctor hands the form back to you unsealed, review it before mailing to catch any obvious errors (missing dates, blank fields, etc.) 3. Mail it with tracking if possible - that envelope they provide has no tracking. 4. Create your SDI Online account using your Social Security Number BEFORE you get your Customer Account Number. This way you can link your claim as soon as it's in the system. 5. Processing time for paper forms is usually 14-21 days right now (2025 is slower than previous years with staff reductions). Good luck!

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This is super helpful, thank you! I didn't realize processing times were slower this year. I'm going to set up my SDI Online account today so it's ready to go.

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If you wait more than 3 weeks without hearing anything, you should definitely call EDD. But good luck actually getting through to a human! I spent DAYS trying to reach someone when my paper claim had issues. Busy signals, disconnects, hours on hold just to get hung up on. I finally used a service called Claimyr (claimyr.com) that got me connected to an EDD agent in about 20 minutes. They have a video showing how it works: https://youtu.be/1X-mEsLtbmQ?si=1hcSq3KFtCr4oAmd It was worth it to finally talk to someone who could tell me exactly what was happening with my claim instead of stressing for weeks. My issue turned out to be a simple coding error by my doctor that was holding everything up.

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omg thx for mentioning this! ive been trying 2 call them for 3 days and keep getting hung up on after waiting forever. gonna try this.

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Does this actually work? Seems kinda sketchy to me but I'm desperate at this point lol

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It worked for me! I was skeptical too but I was at my wit's end after trying to call for a week straight. Much better than continuing to waste hours every day trying to get through.

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You're missing a step! After you file the initial paper claim, you still need to submit ONGOING certification forms (DE 2500A) every two weeks to keep getting paid. Many people miss this and wonder why their payments stop. The initial form just establishes your claim. EDD will mail you the certification forms, but you can also download them from the EDD website if they're delayed in the mail. I learned this the hard way and missed out on payments because I thought the doctor's certification covered the entire disability period. It doesn't!

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Wait, seriously? No one told me about ongoing certification forms! Does my doctor need to fill those out every two weeks too, or just me?

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Just you! The DE 2500A forms are simple - basically asking if you worked, received other income, or were in the hospital during each certification period. Your doctor only needs to submit updated medical info if EDD specifically requests it or if your return-to-work date changes.

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I had my gallbladder removed last april and had to do paper forms to. My doctor filled it out but didnt put the right diagnosis code so my claim got denied at first. Make sure they put the correct ICD-10 code for your condition! They had to resubmit mine and i lost like 3 weeks of benefits because of the error.

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is there anyway to see the status of your claim when you do paper forms? i submitted mine 2 weeks ago and have no idea if they even received it.

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Yes, you can check your claim status online even if you filed by paper. Create an SDI Online account at edd.ca.gov, and once your claim is in their system (usually 7-10 days after they receive it), you'll be able to see the status there. You can also call, but as others mentioned, getting through on the phone is extremely difficult.

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UPDATE: I followed all your advice and wanted to share how it went! I made copies of everything, mailed the form with tracking, and set up my SDI Online account right away. It took exactly 19 days before my claim appeared in the system as "processing" and then another 5 days before it changed to "approved." The first payment was issued 2 days after approval. The whole process took about 26 days total from mailing to first payment. One thing I didn't expect - they initially calculated my benefit amount incorrectly based on wrong wage information. I had to call (used Claimyr after trying unsuccessfully for 2 days) to get it corrected. Really glad I kept pay stubs to prove my actual earnings! Thanks everyone for your help!

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Great news! Thanks for coming back to update us. This will help others who find this thread later. And excellent point about keeping pay stubs - wage information errors are actually quite common with EDD.

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congrats! glad it worked out 4 u!

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This is such a helpful thread! I'm in a similar situation - just had knee surgery and my doctor also only does paper forms. Reading through everyone's experiences, I'm definitely going to follow the advice about making copies and getting tracking. One question though - when you're filling out Part A, did you have any issues with the employment history section? My employer uses a temp agency for payroll so I'm not sure if I should put down the temp agency or my actual workplace. Anyone dealt with this before?

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Just want to add one more tip from my recent experience - if you're dealing with a back surgery like OP mentioned, make sure your doctor includes specific functional limitations in Part B (like "cannot lift more than 10 lbs" or "cannot sit for more than 30 minutes"). I initially got a vague medical certification that just said "post-surgical recovery" and EDD requested additional documentation. My doctor had to submit a more detailed form explaining exactly what I couldn't do work-wise. This delayed my claim by about 10 days, so definitely discuss this with your doctor upfront to avoid the back-and-forth!

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This is such great advice! I wish I had known this before my doctor filled out my form. They were pretty vague about my limitations too and just wrote "recovering from back surgery." I'm worried EDD might request more documentation later. Should I proactively have my doctor submit additional details, or wait to see if EDD asks for it? I don't want to complicate things but also don't want delays if I can avoid them.

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I'd wait to see if EDD requests more info first rather than proactively submitting additional documentation. Adding extra paperwork when they haven't asked for it can sometimes confuse their system or cause processing delays. However, I would definitely have your doctor prepare a more detailed letter with specific functional limitations ready to go, so if EDD does request clarification, you can get it submitted quickly. Most of the time, if your initial claim gets approved without them asking for more details, you're good to go. But having that backup documentation ready can save you weeks if they do need it!

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I'd wait to see if EDD asks for more documentation rather than submitting additional info proactively. From what I've seen, sending unsolicited paperwork can sometimes confuse their system and cause delays. If your claim gets approved without issues, you're good to go. If they do request more details later, you can have your doctor submit a supplemental form at that point. Just make sure to respond quickly if they do ask - you usually only have 10 days to provide additional medical documentation once they request it.

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I'd wait to see if EDD asks for it rather than submitting additional documentation proactively. Adding more paperwork when they haven't requested it can sometimes slow things down or create confusion in their system. However, if your claim gets approved but then you have issues with ongoing certifications or they question your disability status later, that's when having your doctor submit more detailed functional limitations would be helpful. Keep in touch with your doctor's office so they can quickly provide additional details if EDD does request them. Most of the time, as long as your initial claim gets approved, you'll be fine with the standard bi-weekly certifications.

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I'd wait to see if EDD asks for it first, unless your claim gets denied or delayed. Adding documentation after they've already processed the initial form can sometimes confuse things or restart parts of the review process. If you're within the first few weeks of filing and haven't heard anything yet, you could have your doctor submit a brief addendum with more specific limitations, but make sure it references your original claim number. If your claim is already approved and you're getting payments, definitely don't mess with it unless EDD specifically requests more info. The key is that vague descriptions CAN work - it just depends on the reviewer you get.

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I'd actually recommend being proactive about it if you can. When I had my knee replacement last year, I learned that it's much easier to get additional documentation submitted early rather than dealing with EDD requests later. You could call your doctor's office and ask them to send a brief addendum letter specifying your functional limitations - things like weight restrictions, sitting/standing limitations, inability to drive, etc. Most doctors' offices are familiar with this and can fax it directly to EDD referencing your claim number. It's better to have too much documentation than not enough, especially with back surgeries since EDD tends to scrutinize those claims more carefully.

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I'd wait to see if EDD asks for it first. Adding more documentation after you've already submitted can sometimes confuse things or create inconsistencies that delay processing even more. If your claim gets approved without issues, then you're good to go. But if they do request additional medical info, THEN have your doctor provide those specific functional limitations that @Collins Angel mentioned. Just keep an eye on your claim status in SDI Online and be ready to respond quickly if they ask for more details.

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I'd honestly wait to see if EDD asks for more documentation first. Adding extra paperwork when they haven't requested it can sometimes confuse things or slow down processing. Your doctor already submitted the form, so let EDD review what they have. If they need more specific functional limitations, they'll send you a DE 2501F form or similar requesting additional medical info. Then you can have your doctor be more detailed about what you can't do. Most claims with "recovering from back surgery" go through fine - it's pretty clear what that means functionally. Don't stress too much about it!

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I'd wait to see if EDD asks for more documentation rather than submitting additional paperwork proactively. Adding extra documents when they haven't requested them can sometimes confuse their system or create processing delays. However, I would definitely keep detailed notes about your specific limitations and have your doctor ready to provide a more comprehensive form if needed. That way if EDD does request additional info, you can get it to them quickly. Most claims with basic "recovering from surgery" language do get approved, especially if the dates and diagnosis codes are correct. @Eva St. Cyr

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I'd wait to see if EDD asks for it first. Adding more documentation when they haven't requested it might actually slow things down since they'll need to review everything again. However, if your claim gets approved and then you have issues with ongoing certifications or if they do a medical review later, having your doctor ready with those specific functional limitations will be helpful. Just make sure your doctor knows they might need to provide more detailed info if EDD contacts them directly. In my experience, EDD usually asks for additional medical documentation within the first 2-3 weeks if they need it.

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I'd wait to see if EDD asks for it first, unless your claim gets stuck in processing for longer than expected. Adding documentation after the fact can sometimes confuse their system or create duplicate files. However, if it's been more than 3 weeks since you submitted and you haven't heard anything, then it might be worth having your doctor submit a more detailed medical statement. You could also call EDD to ask if they need additional medical information - sometimes they'll tell you right away if the certification looks insufficient. Just make sure any additional documentation clearly references your original claim number if you do end up submitting more details later.

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I'd wait to see if EDD asks for more documentation first. Adding unsolicited paperwork can sometimes confuse their system and cause delays. However, if you're still early in the process (like within the first week after your doctor submitted the form), you could call your doctor's office and ask them to send a brief addendum with specific functional limitations. Just make sure they reference your original claim and include your name/DOB so EDD can match it up properly. If you're past that point, I'd honestly just wait - most claims with vague initial descriptions still get approved, and you can always provide more detail later if they request it.

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I'd personally wait to see if EDD asks for it rather than submitting additional documentation proactively. In my experience, sending unsolicited paperwork can sometimes create confusion in their system or even delay processing. However, if you're still early in the process (like within the first week after your doctor submitted the form), you could call your doctor's office and ask them to send a brief addendum with more specific functional limitations. Just make sure they reference your original claim and clearly mark it as "additional medical information" so EDD knows it goes with your existing file. @Eva St. Cyr - has your claim already been submitted, or is your doctor still working on the form?

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I'd wait to see if EDD requests more info before having your doctor submit additional details. Adding documentation when it wasn't requested can sometimes confuse the process or delay things further. However, if you're really concerned, you could call EDD (or use that Claimyr service others mentioned) to ask if your current medical certification is sufficient. That way you'd know for sure without potentially complicating your claim. Most of the time, if EDD needs more details, they'll send a specific form requesting exactly what they want from your doctor.

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I'd wait to see if EDD asks for it first before submitting additional documentation. Adding more paperwork when they haven't requested it can sometimes confuse the process or delay things further. If your claim gets approved without issues, you're golden. But if they do ask for more details later, just have your doctor be very specific about functional limitations - things like weight restrictions, sitting/standing limitations, inability to bend or twist, etc. Keep it work-related and measurable. EDD wants to know exactly why you can't perform your normal job duties, not just that you're "recovering.

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I'd wait to see if EDD asks for it first. Adding documentation now might actually confuse things since your claim is probably already being processed with what your doctor initially submitted. EDD has a pretty standard process - if they need more details, they'll send you a specific request form (usually DE 2500B or similar). That way you know exactly what additional information they want. If you submit extra stuff now, it might sit in a different queue and potentially delay things. Just keep track of your claim status online and respond quickly if they do request more info.

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I'd wait to see if EDD requests more documentation first - adding extra paperwork when they haven't asked for it can sometimes confuse things or slow down processing. Since your form is already submitted, let it go through their initial review process. If they need more specific functional limitations, they'll send you or your doctor a request for additional medical information. At that point, you can have your doctor be very detailed about what you can't do. Most claims with basic "recovering from surgery" descriptions do get approved initially, especially for obvious conditions like back surgery. Just keep an eye on your claim status online and be ready to respond quickly if they do ask for more details!

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I'd wait to see if EDD asks for it first rather than proactively submitting more paperwork. In my experience, sending additional documentation when they haven't requested it can sometimes slow things down or confuse the process. If your claim gets approved without issues, you're good to go. If they do request more details later, you can always have your doctor submit a supplemental form at that point. Just make sure to respond quickly if they do ask - they usually give you a specific timeframe to provide additional info. Keep your doctor's contact info handy in case you need them to clarify anything!

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I'd wait to see if EDD asks for it first - don't want to risk confusing them with duplicate paperwork. But definitely keep detailed notes about your specific limitations and pain levels in case they do request more info later. If your claim gets approved without issues, you're golden. If they ask for clarification, you'll be ready with specifics. Also make sure you're documenting your recovery progress in case they need updates for your return-to-work timeline!

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I'd wait to see if EDD asks for more documentation rather than proactively submitting additional info. In my experience, sending unsolicited paperwork can sometimes confuse their system and actually slow things down. However, I would definitely prepare a more detailed statement from your doctor now while everything is fresh, so if EDD does request clarification, you can get it submitted quickly. Keep in touch with your doctor's office and let them know they might need to provide more specific functional limitations if requested. Most doctors are familiar with this process once they know what EDD is looking for.

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I'd wait to see if EDD requests more info rather than submitting additional documentation proactively. Adding extra paperwork when they haven't asked for it can sometimes confuse their system or create processing delays. However, if your claim gets approved and you're worried the vague description might cause issues with future medical reviews, you could ask your doctor to send a brief addendum letter clarifying your specific limitations. Just make sure to reference your claim number if you do. Most of the time, if EDD needs more details, they'll send you a specific form (like DE 2525XX) requesting exactly what they want to see.

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I'd wait to see if EDD asks for it rather than submitting additional documentation proactively. Adding more paperwork when they haven't requested it can sometimes slow things down or create confusion in their system. However, if your claim gets approved but then you have issues with ongoing certifications or they question your disability status later, THAT'S when having your doctor submit more detailed functional limitations becomes really important. Keep in touch with your doctor's office so they know they might need to provide additional details if EDD requests it - that way they can respond quickly if needed.

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I'd wait to see if EDD requests it first before submitting additional documentation. Adding extra paperwork when they haven't asked for it can sometimes confuse things or slow down processing. However, if you're still early in the process (like within the first week of your doctor submitting the form), you could call your doctor's office and ask them to add a brief note with specific functional limitations. But if it's already been submitted and is in EDD's system, I'd just wait. Most of the time they'll contact you directly if they need more details, and you can have your doctor provide the additional info then. Keep your doctor's contact info handy just in case!

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I'd say wait and see if EDD requests it first, unless your claim status shows any issues when you check online. Adding documentation after the fact without being asked can sometimes confuse their system or create duplicate files. However, if it's been more than the typical processing time (2-3 weeks) and your claim is stuck in "pending" status, that might be a sign they need more detailed medical info. In that case, you could have your doctor submit a supplemental form with specific functional limitations. Just make sure to reference your original claim number on any additional paperwork so they can match it up properly!

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