- Your Social Security card or a record of your number.
- Your original birth certificate, a copy certified by the issuing agency, or other proof of your age. ...
- If you were not born in the U.S., proof of U.S. citizenship or lawful alien status. ...
- A copy of your U.S. military service paper (s) if you served before 1968. A photocopy is acceptable.
- A copy of your W-2 form (s) and/or self-employment tax return for last year. A photocopy is acceptable.
What documents are needed to get a Social Security card?
- Facial recognition
- Proof of citizenship, identity, and residence: EDL/EID (Enhanced driver license or ID card)
- CDL approved documents (CLP or CDL card)
- RCW 26.23.150: Recording of social security numbers - Compliance with federal requirement – Restricted disclosure
What documents have your SSN?
The most common documentation for proof of SSN includes:
- Social Security card
- 1040 Tax Return (federal or state versions acceptable)
- W2 and/or 1099s (includes 1099 MISC, 1099G, 1099R, 1099SSA, 1099DIV, 1099S, 1099INT)
What documents show my SSN?
What documents show my Social Security number? Instead, a recent pay stub, W-2 (wage and tax statement), SSA-1099 (Social Security Benefit Statement) or other tax documents showing your full name and entire SSN may be acceptable proof of your SSN.
What you must know about social security?
Your monthly Social Security benefit is calculated by taking your average monthly wage over your 35 highest-paid years in the labor force, adjusting it for inflation, and applying it to a special formula.
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What documentation is required for Medicare?
Applying for Medicare: What Documents Do I Need? You'll need to prove that you're eligible to enroll in Medicare. You might need to submit documents that verify your age, citizenship, military service, and work history. Social Security can help you get copies of any documents you no longer have.
Can I apply for Social Security and Medicare at the same time?
Ready To Start Medicare? If you'll turn 65 within three months, you can use our online application to apply for Medicare and Social Security retirement benefits at the same time, or you can use it to apply for just Medicare.
Do you need SS to get Medicare?
Collecting Social Security is by no means a prerequisite to getting Medicare. In fact, it's often advisable to sign up for Medicare as soon as you're eligible (assuming you don't have other health coverage) but wait on Social Security to avoid a reduction in benefits, or boost them as much as possible.
How much money can you have in the bank on Social Security retirement?
$2,000SSA limits the value of resources you own to no more than $2,000. The resource limit for a couple is only slightly more at $3,000. Resources are any assets that can be converted into cash, including bank accounts.
At what age is Social Security no longer taxed?
However once you are at full retirement age (between 65 and 67 years old, depending on your year of birth) your Social Security payments can no longer be withheld if, when combined with your other forms of income, they exceed the maximum threshold.
How do I apply for Social Security for the first time?
You can apply:Online; or.By calling our national toll-free service at 1-800-772-1213 (TTY 1-800-325-0778) or visiting your local Social Security office. ... If you do not live in the U.S. or one of its territories, you can also contact your nearest U.S. Social Security office, U.S. Embassy or consulate.
When should you apply for Medicare?
Generally, we advise people to file for Medicare benefits 3 months before age 65. Remember, Medicare benefits can begin no earlier than age 65.
Do I automatically get Medicare when I turn 65?
You automatically get Medicare when you turn 65 Part A covers inpatient hospital stays, skilled nursing facility care, hospice care, and some home health care. Part B covers certain doctors' services, outpatient care, medical supplies, and preventive services.
What is the best way to apply for Medicare?
The best way to apply for Medicare is online at socialsecurity.gov or by speaking with a representative at 1-800-772-1213, Monday through Friday, b...
How long does it take for a Medicare application to be approved?
Depending on the application method that you choose, approval by phone, mail, or online can take 30 to 60 days. However, applications can be proces...
What do I need to do to enroll in Medicare?
You will need basic information and documentation such as your Social Security card, citizenship status, birth certificate, earnings statements, fe...
Is it mandatory to go on Medicare when you turn 65?
No, it’s not mandatory to go on Medicare when you turn 65. However, declining the federal benefit can end up being complicated in certain scenarios...
How much does Medicare cost at 65 years old?
Most people don’t pay a monthly premium for Part A. The premium for Part B is currently $148.50, but it can be more if you have a high income. The...
What to do if you don't have all your Social Security documents?
If You Don't Have All Of The Documents. Even if you don't have everything, don't delay applying for Social Security retirement benefits. You can provide the missing documents later. We may be able to help you get them. In many cases, your local Social Security office can contact your state Bureau of Vital Statistics and verify your information ...
What to do if you don't have all the documents?
If You Don't Have All Of The Documents. Even if you don't have everything, don't delay applying for Social Security retirement benefits . You can provide the missing documents later. We may be able to help you get them.
Medicare Eligibility
Your Initial Enrollment Period for Medicare lasts for seven months, starting three months before you reach the age of 65 and ending three months after. Eligibility for Medicare benefits is available for people age 65 and older.
What to Bring When Applying for Medicare
If you’re collecting Social Security benefits before you turn 65, you’ll automatically be enrolled in Medicare. You won’t need to dig up any documents to apply. The same goes for being eligible due to collecting SSDI after 24 months.
Documents for Medicare Advantage and Medigap
Whether you sign up for Medicare Advantage or Medigap, you’ll need both your Medicare number and the date your Original Medicare coverage started. This information will be on your Medicare card. You can also access this information through your dashboard on the Social Security website if you created an account to enroll.
What If I Lost My Documents?
If you lost your documents or can’t locate them, you still have time to obtain new copies before applying for Medicare. This involves contacting your state or local offices for copies of records and other documents that you might not have readily available. Here’s how you can obtain new copies.
Enrolling in Medicare
Once you’ve got all of your documents in order, you’re ready to apply! To get started, check out my guide: How to Apply for Medicare.
Social Security May Request Birth Certificates and Tax Information
The application process for Medicare asks for several pieces of information, including:
Seniors Can Use Other Documents to Prove Their Eligibility
If a senior doesn’t have a record of their birth in the form of a birth certificate, another document such as a passport can be used. If they don’t have a passport, Social Security may accept immunization or other medical records, school records or state census records as proof of age.
Ways to Apply
You can complete an application for Retirement, Spouse's, Medicare or Disability Benefits online.
Retirement or Spouse's Benefits
You can apply online for Retirement or spouse's benefits or continue an application you already started.
Disability Benefits
You can apply online for disability benefits or continue an application you already started.
Appeal a Disability Decision
If your application for disability benefits was denied recently for medical reasons, you can request an appeal online or continue working on an appeal you already started.
Medicare Benefits
You can apply online for Medicare or continue an application you already started.
Extra Help with Medicare Prescription Drug Costs
You can apply online for Extra Help with Medicare prescription drug costs.
Supplemental Security Income (SSI) Benefits
If you want to apply for Supplemental Security Income (SSI), please read: