- 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. ...
- The names of any unmarried children under age 18, age 18-19 and in elementary or secondary school, or disabled before age 22;
- Your bank or other financial institution's Routing Transit Number and the account number [ more info ];.
- 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 ...
- 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).
Full Answer
What documents do I need to apply for Medicare?
You can also use our Checklist For The Online Medicare, Retirement, And Spouses Application to help you gather the information you need to apply. Documents we may ask for include: 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.
What information do I need to provide when applying for SSN?
Before applying, be ready to provide your Social Security number and information about: Dates of current and previous marriages, and where you were married. U.S. military service dates and branches. Employer names and dates for the past two years.
What should I do before applying for Social Security retirement benefits?
Before you apply, take time to review the basics, understand the process, and gather the documents you’ll need to complete an application. You can start your retirement benefits as early as age 62 or as late as age 70.
How do I schedule a Social Security Office appointment?
Alternatively, you can contact your nearest Social Security office and schedule your appointment through the facility. However, keep in mind that you cannot schedule your appointment at a Social Security office branch online. After you schedule your appointment, you may be wondering what to bring to your Social Security office appointment.
What documents does Social Security need?
Social SecurityYour 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.More items...
What do you need to bring when applying for Medicare?
What do you need to bring when applying for Medicare?Birth certificate. ... Proof of U.S. citizenship or legal residency. ... Your Social Security card (if already receiving SSA benefits) ... Health insurance information. ... Tax information. ... Military documents. ... Part B enrollment application.
What questions are on the Social Security application?
Information About YouYour 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. ... The names of any unmarried children under age 18, age 18-19 and in elementary or secondary school, or disabled before age 22;More items...
How long does it take Social Security to process an application for Medicare?
You can also call the Social Security Administration at 1-800-772-1213 or go to your local Social Security office. It takes about 45 to 90 days to receive your acceptance letter after submitting your Medicare application.
Do you automatically get Medicare with Social Security?
You automatically get Medicare because you're getting benefits from Social Security (or the Railroad Retirement Board). Part B covers certain doctors' services, outpatient care, medical supplies, and preventive services.
What ID do I need for Medicare card?
At a Medicare Office Also, you should take two forms of identification with you (eg. a birth certificate, student card, healthcare card, driver's licence or passport). You can also choose to stay on your parent's card and have a copy made to keep with you. You don't need identification to do this.
How much money can you have in the bank on Social Security?
$2,000You can have up to $2,000 in cash or in the bank and still qualify for, or collect, SSI (Supplemental Security Income).
How many months in advance should you apply for Social Security benefits?
four monthsYou can apply up to four months before you want your retirement benefits to start. For example, if you turn 62 on December 2, you can start your benefits as early as December, and apply in August. Even if you are not ready to retire, you still should sign up for Medicare three months before your 65th birthday.
How do you answer a disability question?
How to Answer Disability QuestionnairesWrite clearly and legibly. Avoid erasures as much as possible. ... Do not leave any section of the form blank (unless otherwise specified). ... Give consistent answers. ... Answer the questions truthfully. ... Follow the instructions on the form.
Which do you apply for first Social Security or Medicare?
A: The need for health coverage can arise before your need for Social Security benefits. Social Security and Medicare are interrelated, but it's possible to sign up for one without the other. You're allowed to collect Social Security as early as age 62. Meanwhile, Medicare eligibility begins for most people at age 65.
Do you automatically get a Medicare card when you turn 65?
You should receive your Medicare card in the mail three months before your 65th birthday. If you are NOT receiving benefits from Social Security or the RRB at least four months before you turn 65, you will need to sign up with Social Security to get Parts A and B.
Do you get a full month Social Security on the month of your birthday?
Social Security benefits are not prorated. They start the month following the birthday. The schedule, according to AARP, follows this rule: When the birth date falls between the 1st and 10th of the month, the payment is issued on the second Wednesday of the month following the birthday month.
What Documents Do You Need to Apply for Retirement Benefits?
We request different documents depending on your circumstances. You can help by being ready to provide the information and documents listed below. You can also use our Checklist For The Online Medicare, Retirement, And Spouses Application to help you gather the information you need to apply.
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.
Apply for Retirement Benefits
Starting your Social Security retirement benefits is a major step on your retirement journey. This page will guide you through the process of applying for retirement benefits when you’re ready to take that step. Our online application is a convenient way to apply on your own schedule, without an appointment.
Ready To Retire?
Before you apply, take time to review the basics, understand the process, and gather the documents you’ll need to complete an application.
How to make an appointment with Social Security?
One of your options is to call the Social Security Administration (SSA) and arrange your appointment by phone. Alternatively, you can contact your nearest Social Security office and schedule your appointment through the facility.
What is a Social Security appointment?
The Social Security office appointment is a meeting time that most program applicants need to schedule. If you want to apply for Social Security (SS) benefits, you should consider arranging your meeting time. This helps to reduce the likelihood that you will need to wait a long time if you go to the office to apply.
What to do if you are denied Social Security?
If someone you know was denied Social Security benefits or Supplemental Security Income, they can request an appeal. We provide information how to appeal decisions for both medical and non-medical reasons. View the brief “How To: File an Appeal if You Disagree with a Decision” video for more information.
What is a supplemental SSI account?
The account also provides safe and secure access to a variety of services, like requesting a replacement Social Security or Medicare card, printing a proof of benefits, and much more. For SSI benefits, some states pay a supplemental SSI amount in additional to the Federal amount.
How long is the waiting period for SSDI?
For SSDI, we pay SSDI benefits beginning in the sixth full month of disability. This is referred to as a 5-month waiting period. However, under the law, qualifying individuals living with amyotrophic lateral sclerosis (ALS) — known as Lou Gehrig's disease — are exempt from this waiting period.
What is original social security card?
An original number and card is for someone who has never had a Social Security number assigned to them. Whether you are helping an adult or child, U.S. citizen or not, we make it easy to know what information to gather and what to do.
Is it important to be prepared before filing for disability?
It's important to be prepared before filing an application for disability benefits. We have important information about the basics of the SSDI program, eligibility criteria, and the application process to make it easier to help.
Do you have to report changes to Social Security?
People who receive benefits from Social Security are required to report any change that could affect their eligibility for disability, retirement, and Supplemental Security Income benefits.
Learn what documents you will need to get a Social Security Card
Submitting Documents to Social Security: Please do not mail original primary documents that should be kept secure in your possession, such as driver’s licenses, passports, or immigration documents. If you prefer, you may choose to mail us secondary evidence of identity and less sensitive material.
Original Card for a U.S. Born Adult
You must present original documents or copies certified by the agency that issued them. We cannot accept photocopies or notarized copies. All documents must be current (not expired). We cannot accept a receipt showing you applied for the document.
What original documents do I need?
We can accept only certain documents as proof of U.S. citizenship. These include a U.S. birth certificate or a U.S. passport.