On Behalf of Simon & Gilman, LLP | May 9, 2022 | Firm News |
The Social Security Administration (SSA) uses a comprehensive application process to determine eligibility. Part of this process entails information and document gathering, which the SSA uses to decide whether a person has the qualifications to receive benefits.
It is important for applicants to provide all the documents requested, and also to ensure that the information provided is accurate. Here are a few of the documents you may need when submitting your application.
Personal information
Personal information allows the SSA to verify your identity. You must provide your Social Security number, the location of your birth, and your birthdate. You must provide the same information for your current spouse or former spouses, as well as any children under the age of 18. The SSA will also request banking information, including bank name and account routing number.
Medical information
Your medical condition is another essential factor in determining eligibility. You will need the name and contact information of any doctors, hospitals, or health care clinics providing care. The SSA also requires the names of your medications and who prescribed them, as well as information on medical screenings and diagnostic tests.
Other documents
The SSA also has requirements regarding your financial status and employment history. As a result, you must provide your earnings for this year and the previous year. You must also provide employment information regarding jobs for the previous 15 years. W-2 forms are also required, as are documents relating to workers’ compensation payments or lump sum annuities.
In the event you do not have access to the above information, reach out to the SSA for assistance. They can provide additional information on other documents you can submit, or they can help you access the ones that are currently missing.
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