Appendices - Field Worksheets
Administrative Go-Bag
A document and process kit for portals, benefits, appeals, forms, and institutional gates.
The gate is often boring. Prepare anyway.
Keep copies
- IDs and proof of address.
- Income records and tax records.
- Lease, utility bills, insurance cards.
- Benefit letters and case numbers.
- School, clinic, veteran, union, or legal-aid contacts.
- Denial letters, appeal forms, screenshots, and deadlines.
Phone log
| Date | Office | Person | Reference number | Promise | Deadline |
|---|---|---|---|---|---|
First move
Ask: “Is there an appeal, reconsideration, supervisor review, hardship process, or written explanation?”