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Heart Conditions and Disability Benefits

Heart disease is a leading cause of disability. If your heart condition prevents you from working, you may qualify for SSI or SSDI. Here's what you need to know.

In this article, we'll cover:

  1. Heart conditions that qualify
  2. SSA's cardiovascular listings
  3. Evidence required
  4. Tips for approval

1. Heart Conditions That Qualify

Common qualifying conditions:

  • Chronic heart failure
  • Coronary artery disease
  • Heart attack damage
  • Cardiomyopathy
  • Arrhythmias
  • Heart valve disease
  • Congenital heart disease
  • Peripheral arterial disease

When they qualify:

  • Despite treatment
  • Significantly limit activity
  • Prevent substantial work
  • Expected to last 12+ months

What SSA looks for:

  • Objective test results
  • Functional limitations
  • Response to treatment
  • Overall cardiac health

2. SSA's Cardiovascular Listings

Section 4 of the Blue Book:

  • Specific criteria for heart conditions
  • Must meet precise requirements
  • Based on test results
  • Different listings for different conditions

Listing 4.02 - Chronic Heart Failure:

  • Systolic or diastolic failure
  • With specific test results
  • Despite treatment
  • Limiting symptoms

Listing 4.04 - Ischemic Heart Disease:

  • With angiographic evidence or positive stress test
  • And functional limitations
  • Despite treatment
  • Angina, shortness of breath

Listing 4.05 - Recurrent Arrhythmias:

  • Documented by EKG
  • Not controlled by medication
  • Causing syncope or near-syncope
  • Despite treatment

Key tests:

  • Ejection fraction (EF)
  • Stress test results
  • Angiography
  • Echocardiogram
  • Holter monitor
  • EKG/ECG

Important: Objective test results are critical. SSA relies heavily on cardiac testing, not just symptoms.

3. Evidence Required

Medical records:

  • Cardiologist treatment notes
  • Hospital records
  • Procedure/surgery records
  • ER visits

Test results:

  • Echocardiogram with EF
  • Stress test (with specific results)
  • Cardiac catheterization
  • EKG/Holter results
  • Blood work (BNP levels, etc.)

For heart failure:

  • Ejection fraction measurements
  • NYHA classification
  • Symptoms documented
  • Treatment response

Functional limitations:

  • How far can you walk?
  • What activities cause symptoms?
  • How often do you need to rest?
  • What physical limitations?

Doctor's statement:

  • Specific cardiac diagnosis
  • Test results and their meaning
  • Functional limitations
  • Work restrictions

4. Tips for Approval

Get objective testing:

  • Echocardiogram with EF
  • Exercise stress test if safe
  • Cardiac catheterization if needed
  • Regular EKGs

Document symptoms:

  • Chest pain frequency and triggers
  • Shortness of breath
  • Fatigue levels
  • Edema (swelling)

Track activity limitations:

  • How far you can walk
  • Climbing stairs
  • Household activities
  • What causes symptoms

Follow treatment:

  • Take all medications
  • Attend all appointments
  • Follow dietary restrictions
  • Cardiac rehabilitation if recommended

Report all symptoms:

  • Not just primary heart issues
  • Fatigue
  • Sleep problems
  • Mental health effects
  • Side effects of medications

Explain work impact:

  • Why you can't sustain work
  • Physical limitations
  • Need for rest
  • Unpredictable symptoms

Common Challenges

"Stable" condition:

  • Stable doesn't mean able to work
  • May be stable at rest but limited with activity
  • Document activity limitations
  • Explain what "stable" means for function

Improved after procedure:

  • Some improvement doesn't mean work-ready
  • Document remaining limitations
  • Continued restrictions
  • Ongoing symptoms

Age considerations:

  • Under 55: Must show can't do any work
  • Over 55: Rules more favorable
  • Over 60: Even more favorable
  • Age affects determination

After Approval

Continue care:

  • Keep seeing cardiologist
  • Document ongoing condition
  • Prepare for CDRs
  • Maintain treatment

Monitor benefits:

  • Track payments
  • Report changes
  • Stay compliant
  • Understand your program

How Purple Helps

Purple supports those with heart conditions:

  • Track medical expenses
  • Manage benefit deposits
  • Simple financial management
  • Less stress
  • Easy banking

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Purple is a financial technology company, not a bank. Banking services are provided by OMB Bank, Member FDIC.