When to apply for Social Security benefits and how to apply for Social Security benefits can be a challenge.
The question always arises on when one should apply for Social Security benefits. But how to apply for Social Security benefits comes up occasionally and there is no shortage of advice.
A potential recipient needs to know where to apply and what they will need in the process. Recently, My San Antonio provided some of that information in “Can I Apply for Social Security Online?“
You can apply for Social Security by going to your local Social Security office, by calling a representative or by filling in the application yourself online.
Regardless the method of application, you will need to provide information to satisfy the Social Security Administration that you are entitled to benefits. That information does not necessarily have to come in the form of specific documents. However, the Social Security Administration does commonly ask for a copy of your original birth certificate or some other proof of your date of birth.
If your birth certificate does not establish it, then you will need to provide proof of citizenship or other legal status.
It is common to be asked to provide proof of income for the last tax year. You will also need to provide information about your spouse, any dependent children and whether you have previously applied for Social Security benefits.
An elder law attorney can answer your questions and advise you on the process.