Documents Required to File for Social Security Benefits
Reluctance and excitement are among the feelings associated with applying for Social Security benefits. Reluctance comes with the realization that filing for Social Security means you're getting older; the excitement ensues with a new phase of your life and not knowing what to expect. Prepare for filing with the Social Security Administration ahead of time by obtaining or assembling your essential documents and information.
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Personal
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You will need your date and place of birth and perhaps your birth certificate. If you were not born in the United States, you will need proof of citizenship or lawful alien status. Names you have used during your employment life may be required, particularly if you have not updated your name on the Social Security records. The Social Security Administration says you must be at least 61 years and 9 months to apply for retirement benefits, and you should apply no more than four months before you want to begin receiving benefits.
Employment
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If you were employed last year, your W-2 or maybe even your income tax return will contain the information necessary to complete the Social Security application for benefits. Social Security records are often a year behind. For employment in the year of application, you may need paycheck stubs or records reflecting your income.
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Social Security Number
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You do not need your Social Security card, and Social Security recommends that you do not carry it with you, according to Social Security Online. You will need the number and the name on the card, particularly if it is not the name you currently use. If you are applying for benefits based on the work record of a spouse, you will need the date of birth and Social Security number of your spouse and a marriage certificate, if Social Security does not have the information.
Military Discharge
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The Social Security Administration has records for service in the military subsequent to 1968, but may need your DD-214 or discharge papers if you served prior to 1968.
Missing Documents
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If you do not have all the documents needed to file for Social Security benefits, the Social Security Administration's website suggests that you contact the local Social Security office for help as quickly as possible. The SSA may be able to obtain the records and help you proceed with your application. It has access to the Bureau of Vital Statistics and sources online to speed the process for you.
Other Records
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Depending on personal circumstances, Social Security may request other documents and records specific to your benefits qualification. Consider special situations relating to your personal life and anticipate the documents necessary to complete the qualification for benefits.
Applying
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You can call the Social Security Administration to ask questions or apply for benefits. You can also make an appointment with your local Social Security office to complete an application for benefits with assistance, or you can apply online at the secure application form on the website.
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