Tag Archives: SS application

How to Apply for Social Security Benefits

When applying for social security benefits bring the appropriate information for your application to be approved. This includes information on:

applying for social security benefits

If you are applying for Retirement or Medicare:

Information about you

  • Your date and place of birth and Social Security number;
  • The name, Social Security number and date of birth or age of your current spouse and any former spouse. You should also know the dates and places of marriage and dates of divorce or death (if appropriate);
  • The names of any unmarried children under 18, 18-19 and in secondary school or disabled before age 22;
  • Your bank or other financial institution’s Routing Transit Number and the account number.
  • Your citizenship status;
  • Whether you or anyone else has ever filed for Social Security benefits, Medicare or Supplemental Security Income on your behalf (if so, we will also ask for information on whose Social Security record you applied);
  • Whether you have used any other Social Security number;
  • If you are applying for retirement benefits, the month you want your benefits to begin; and
  • If you are within 3 months of age 65, whether you want to enroll in Medical Insurance (Part B of Medicare).

Information about work

  • The name and address of your employer(s) for this year and last year;
  • The amount of money earned last year and this year. If you are filing for benefits in the months of September through December, you will also need to estimate next year’s earnings;
  • A copy of your Social Security Statement or a record of your earnings. If you do not have a Statement, you can view your Social Security Statement online by creating an account and signing in with us. Even if you do not have a record of your earnings or you are not sure if they are correct, please fill out the application. We will help you review your earnings when you apply;
  • The beginning and ending dates of any active U.S. military service you had before 1968;
  • Whether you became unable to work because of illnesses, injuries or conditions at any time within the past 14 months. If “Yes,” we will also ask the date you became unable to work;
  • Whether you or your spouse have ever worked for the railroad industry;
  • Whether you have earned Social Security credits under another country’s social security system; and
  • Whether you qualified for or expect to receive a pension or annuity based on your own employment with the Federal government of the United States or one of its States or local subdivisions.

Documents to bring with you

  • your original birth certificate or other proof of birth [more info] (You may also submit a copy of your birth certificate certified by the issuing agency);
  • proof of U.S. citizenship or lawful alien status if you were not born in the United States [more info];
  • a copy of your U.S. military service paper(s) (e.g., DD-214 – Certificate of Release or Discharge from Active Duty) if you had military service before 1968; [more info]; and
  • a copy of your W-2 form(s) [more info] and/or self-employment tax return [more info] for last year.

If you are a Spouse or Divorced Spouse

You may be asked to provide any of the following documents to show that you are eligible

  • Birth certificate or other proof of birth;
  • Proof of U.S. citizenship or lawful alien status if you were not born in the United States [More Info];
  • U.S. military discharge paper(s) if you had military service before 1968;
  • W-2 forms(s) and/or self-employment tax returns for last year.
  • Final divorce decree, if applying as a divorced spouse; and
  • Marriage certificate.

If you are a child

  • Your birth certificate or other proof of birth;
  • Proof of U.S. citizenship or lawful alien status if you were not born in the United States [More Info];
  • U.S. military discharge paper(s); and
  • W-2 forms(s) and/or self-employment tax returns for last year.

Apply for social security benefits

You Can Apply For Social Security

Online – Fill out the Social Security Retirement/Medicare Benefit Application to apply for retirement, spouse’s, ex-spouse’s or Medicare benefits.

By phone – Call 1-800-772-1213. If you are deaf or hard of hearing, you can call TTY 1-800-325-0778.

In personCall to make an appointment and visit your local Social Security office.

If you do not live in the U.S. or one of its territories you can contact the nearest U.S. Social Security office, U.S. Embassy or consulate.