Vital Documents Checklist

Why this matters: Without ID, a person can't get housing, benefits, a job, or medical care. These documents unlock everything else. Start here.

① State ID / Driver's License

Do they have it?

Yes — has valid state ID or driver's license Expired — has one but it's expired Lost/Stolen — had one, needs replacement Never had — needs first-time ID

ID number (if known):

What state was it from?

To get / replace — go to the DMV:

Checked current DMV fee Gathered proof of identity (birth cert, SS card, etc.) Gathered proof of address (shelter letter, HMIS printout) Went to DMV with client (or client went alone) ID received

Notes / appointment date / receipt #:

② Social Security Card

Do they have it?

Yes — has the physical card Knows the number — no card but knows SSN Lost — needs replacement (free) Never had / doesn't know — needs new card

To get / replace — FREE through SSA:

Applied online at ssa.gov (fastest if they have ID) OR visited local SSA office with client Brought proof of identity and citizenship Replacement card received (mailed in ~2 weeks)

Notes / confirmation #:

③ Birth Certificate

Do they have it?

Yes — has certified copy No — needs to order one

What state / county were they born in?

Mother's maiden name (needed to order):

To order — through that state's Vital Records office:

Identified correct Vital Records office Checked current fee Submitted order (online, mail, or in person) Certificate received

Notes / order confirmation #:

④ Proof of Citizenship / Immigration Status (if not a US citizen)

US citizen — skip this section Has green card / permanent resident card Has other immigration documents Needs help — referred to immigration legal aid

Document type and number:

Notes:

⑤ Health Insurance (OHP / Medicaid)

Do they have it?

Yes — enrolled in Oregon Health Plan No — needs to apply Not sure — need to check status

To enroll:

Applied through OregonHealthCare.gov or by phone Helped client pick a Coordinated Care Organization (CCO) Enrollment confirmed

CCO name / member ID:

⑥ SNAP / Food Benefits (EBT Card)

Do they have it?

Yes — receiving SNAP No — needs to apply Had it, lost card — needs replacement EBT card

To apply / replace:

Applied through Oregon DHS (online, phone, or in person) Reported homeless status (no address needed — can use shelter/DHS office) EBT card received

Notes / case #:

✓ Documents Summary

State ID — done Social Security card — done Birth certificate — done Immigration docs — done / N/A Health insurance (OHP) — done SNAP / EBT — done

What's still missing? Next steps:

Copies stored where? (HMIS, client file, etc.):

Vital Documents Checklist

✓ All fields complete!

① State ID / Driver's License

Do they have it?

To get / replace — go to the DMV:

② Social Security Card

Do they have it?

To get / replace — FREE through SSA:

③ Birth Certificate

Do they have it?

To order — through that state's Vital Records office:

④ Proof of Citizenship / Immigration Status (if not a US citizen)

⑤ Health Insurance (OHP / Medicaid)

Do they have it?

To enroll:

⑥ SNAP / Food Benefits (EBT Card)

Do they have it?

To apply / replace:

✓ Documents Summary