Sunday, August 14, 2022

How To Fill Out The Social Security Application

Don't Miss

Is There A Maximum Income I Can Earn While Receiving My Oas Pension

How to fill out Social Security Application Form to change your single name to married name

Yes. If your annual income is higher than the income threshold for the previous tax year, you may be subject to the OAS Recovery Tax, and you may have to repay part of your OAS pension. The OAS Recovery Tax requires that OAS pensioners repay their OAS pension at a rate of 15 percent of their income above a certain threshold.

Who Can Receive The Old Age Security Pension

If you live in Canada

You must:

  • be 65 or older
  • be a Canadian citizen or a legal resident of Canada at the time we approve your pension application
  • have lived in Canada for at least 10 years after turning 18 years old

If you live outside Canada

You must:

  • be 65 or older
  • have been a Canadian citizen or legal resident of Canada on the day before you left Canada
  • have lived in Canada for at least 20 years after turning 18 years old

If you do not meet the requirements listed above, you may still qualify for a pension from another country, from Canada, or from both if you have:

  • lived in one of the countries with which Canada has a social security agreement in force
  • contributed to the social security system of one of the countries with which Canada has a social security agreement in force

To see the list of countries with which Canada has a social security agreement, visit Lived or living outside Canada – Pension and benefits.

How To Submit Form Ssa

To submit your completed form, you can either mail the form and your documentation to your local Social Security office or you can take it in person. The benefit of visiting an office in person is that you can show your documents to an SSA employee instead of mailing them to the office and being without them for any period of time.

Read Also: How Much Social Security Can I Draw

Report The Death Of A Social Security Or Medicare Beneficiary

You must report the death of a family member receiving Social Security or Medicare benefits. The Social Security Administration processes death reports for both. Find out how you can report a death and how to cancel benefit payments. In addition to canceling SSA and Medicare benefits, find out what other benefits and accounts you should cancel.;

How To Submit A Form Ss


In most cases, youll have to either mail your form or take it in person to a Social Security office. If youre mailing in your form, youll also have to mail in your supporting documents. This may mean being without these documents for weeks. If you bring your form in person to an office, you can present your identification documents and get them right back. This is why its best to visit in person if you can manage it.

You can request a replacement card online through the SSA website in some states. To do this, you must be at least 18 and not be requesting a name change on your replacement card. To see if your state allows online applications, head to the SSA website, scroll down a bit and click on Social Security Number. Note that first-time applicants cant submit the form online, and if you see a website claiming to do this, its likely not an above-board operation.

If youre applying for your first card and youre over the age of 12, youll have to visit an office in person for an interview. This is because almost all U.S. citizens get a Social Security card shortly after birth , so its rare that a person was never issued a card. Therefore, the SSA requires an interview to make sure you really have never been issued a card or number before.

Also Check: What Can Someone Use Your Social Security Number For

Onset Date Of Disability

Question 10 says “Enter the date you became unable to work because of your illness, injuries, or conditions.” This date is called your alleged onset date, the date that you claim your disability began. The onset date is important and will affect how much backpay you will receive if you claim is approved. The earlier your onset date, the more backpay you’ll get.

If your disability began with a specific incident like a car accident, then this may be an easy question for you to answer. However, if your disability is caused by one or more illnesses that have worsened gradually over time, then the question will probably be difficult. Most people have never tried to remember the date they became disabled. The date of disability is usually considered to be when your medical condition started to make you unable to do your job effectively.

If you have never thought about when you became disabled, sit down with a calendar or talk with friends or family to jog your memory about the history of your disability. For example, it may be that you were diagnosed with fibromyalgia in October 2009 while you were still employed, but the illness worsened over time and resulted in some poor job performance. Friends and family may be able to help you remember when the illness impaired your ability to work, and that would be your onset date.

How To Find Your Social Security Office

Finding the closest Social Security office to you is an easy enough process. Just head to the SSA website and enter your zip code to find your nearest office. In some larger U.S. cities like New York City, Philadelphia and Phoenix, the SSA has offices dedicated specifically to card services and other offices for everything else. If you live in one of these cities, make sure to find your nearest card center.

Read Also: How Do I Get My 1099 For Social Security

Cautions About Your Private Information

While there are businesses you can pay to fill out a Social Security card application for you and tell you which documents to submit, the SSA doesnt recommend taking that route. We dont recommend it either because its best to limit who gets your sensitive personal information. Whats more, if you complete the paperwork yourself, its free. Theres no charge to get a Social Security card, even if its your 10th replacement card.

Applying For Disability Online

Is there a special way to fill out the Social Security disability application?

If you decide to file online, you may need some guidance filling in these forms. Here is some information about the answers you’ll need to provide to Social Security.

To apply online, you’ll need to enter information such as dates of employment, your employers’ names, your spouse’s information, and contact information for the doctors and hospitals you’ve visited. You’ll also need to provide routing information for your bank account so that Social Security can direct deposit your disability check. If you don’t have an account, you can sign up for a DirectExpress debit card.

Don’t wait until you’ve gathered all your information. You can get started now and save your application and go back to it as many times as you need.

You should take advantage of getting an early filing date by starting your online applicaiton now, since the date you begin your online application counts as your application date, which is important for the amount of disability backpay you’ll receive.

Read Also: How To Get Your Social Security Card Fast

Original Card For A Noncitizen Adult

In general, only noncitizens who have permission to work from the Department of Homeland Security can apply for a Social Security number . If you do not have permission to work but need an SSN for other purposes, see “If you do not have permission to work” for further information.

Enumeration Beyond Entry

You may be eligible to apply using our automated process called Enumeration Beyond Entry if you are applying to the United States Citizenship and Immigration Services for work authorization or lawful permanent resident status.

You may not need to visit a Social Security office or Social Security Card center if you apply using the Form I-765 or I-485. If you are approved for either application through USCIS, and elect to apply for an SSN, USCIS will send us the information to issue you an original SSN card or replacement card. You should receive your SSN card no later than 7 to 10 business days after you receive your Employment Authorization Document or I-551 from USCIS. We will mail the card to the address provided on the application. For more information, see âApply For Your Social Security Number While Applying For Your Work Permit and or Lawful Permanent Residencyâ.


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 . We cannot accept a receipt showing you applied for the document.

Replacement Card For A Foreign Born Us Child

You can replace your child’s Social Security card for free if it is lost or stolen. However you may not need to get a replacement card, knowing your childâs Social Security number is what’s important. You are limited to three replacement cards in a year and 10 during a lifetime. Legal name changes do not count toward these limits. Also, you may not be affected by these limits if you can prove you need the card to prevent a significant hardship.


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 . We cannot accept a receipt showing you applied for the document.

Also Check: Can You Get Ssdi And Social Security

If You Need A New Social Security Card You Need To Fill Out This Form

      InvestopediaForbes AdvisorThe Motley Fool, CredibleInsider

        To get a Social Security card, either for the first time or as a replacement, you have to complete Social Security Form SS-5 and submit at least two supporting documents to prove your identity, age, and citizenship status. If youre feeling overwhelmed by the process, dont worrywell walk you through the steps to complete it.

        Restricted Applications When Caring For A Child

        Form SSA

        Spouses are able to restrict their benefits when they are caring for a child under the age of 16. You can choose to restrict your benefits and receive spousal benefits while receiving child-in-care spousal benefits.

        Once the child reaches the age of 16, the child-in-care benefit generally stops. If you are under 62 years of age, there is no other social security option for you. But the child can in fact still receive benefits. If you are at least 62, you will have the option to file for your own benefits, spousal benefits, or wait until FRA to receive your benefits.

        You May Like: What Do You Need To Apply For Social Security Benefits

        Other Information Youll Need

        If youre married, youll also need to provide your spouses name, Social Security number , date of birth and age. Youll also need to have the date and place of marriage, and this goes for any former spouses as well. For logistical purposes, youll want to indicate what month you want your benefits to begin, and youll need to provide your banks routing number and your account number.

        As part of your application, you can also indicate if you would like to enroll in Medicare Part B, but youll have to be eligible.

        You should also note in your application if:

        • You have any unmarried children under the age of 18 or disabled children under the age of 22.
        • You or someone else has ever filed for Social Security benefits, Medicare or Supplemental Security Income on your behalf
        • Youve ever used a different SSN

        Restricted Applications And Spousal Benefits

        Let’s say a spouse claimant is born on or before January 1, 1954, and is at or past FRA. They have the right to restrict the application to exclude RIB. But these types of claimants should take an RIB application in a reduced benefit situation when the spouse is insured for RIB as the “deemed filing” provision applies.

        A reduced benefit situation means;you are filing before you reach FRA. When you file before you reach FRA, you are deemed to be filing for spousal benefits at the same time you file for your own retirement benefits .

        In the cases of an ex-spouse, they have to have reached age 62; however, they are not required to have filed yet. Filing before FRA prevents you from using claiming strategies that might otherwise allow you to later switch between benefits.

        For those born on or after January 2, 1954, when you file for benefits you will also;be deemed to be filing for all benefits you are eligible for. You will not be able to restrict the scope of your application to only one benefit type unless you are a widow.

        Recommended Reading: How Much Social Security Do You Get At Age 64

        Ssa And The Ssdi Application

        If youd like to initiate the SSDI process at a local Social Security office, contact Social Security at the general information line 1-800-772-1213. Explain to the SSA representative that you want to apply for disability income benefits. The representative will schedule an in-person or telephone appointment.

        Ask the representative about the information required to complete the application. He or she can have the needed forms and paperwork mailed to you before the appointment takes place. The checklist of required documents will be included in the SSA packet.

        The Rules Have Changed For Those Born Later

        How to Apply Social Security Card and Fill out the Form Requirements

        If you were born on or after January 2, 1954, a restricted application may not be used for the purpose of claiming a spousal or ex-spousal benefit, but widows may use a restricted application at any claiming age.

        According to the SSA, their Scope of the Application section provides:

        When a claimant is eligible for more than one benefit at the time of filing, he or she may, for any reason, choose to limit or restrict the scope of the application to exclude a class of benefits unless there is an exception. The reason may be to receive higher current benefits or to maximize the amount of benefits over a period-of-time, including the effect of delayed retirement credits .

        There are a few key points to note about the restricted application rules:

      • A spouse must be at full retirement age and have been born on or before January 1, 1954. They can then file a restricted application for a spousal benefit only. They also must not have already begun their own benefits.
      • A widow or survivor of a deceased ex-spouse may file a restricted application; this is true even if they have not yet reached FRA. It doesn’t matter when they were born.
      • A claimant who is caring for a child who is entitled to the childs benefits may have the option to restrict the application to spouses benefits only. This is the case even if they have not yet reached their FRA.
      • Don’t Miss: What Age Can I Sign Up For Social Security

        Make Sure You Have Completed Each Item On The Application Checklist Before Continuing On

        There are a few ways to apply for disability but the fastest and easiest way to file your claim is online at Social Securitys website.

        You can gather all of the information youll need before you start the application. It is much less stressful to have everything organized and ready before you begin. You can work at your own pace and take as much time as you need to think about your answers before you enter them.

        In this video well go through the online application step by step.

        Social Security is looking for specific information. and they want you to present it in a very specific way. Before you begin your application please watch this entire video. It will give you everything you need to present your claim to Social Security in the best way possible which will greatly increase your chances of being approved.

        We recommend having the course open and this video available as a reference on a separate page from your online application. This will make it easier for you in the event you have questions, you can pause the online application and watch this video before moving on.

        Lets get started!

        The first thing you will need to do is log on to the Social Security website at

        At the top of the screen near the middle is a tab labeled Disability, click on that tab.

        The second step is to complete the online disability benefits application.

        This step will provide Social Security with the information they need regarding your eligibility for benefits.

        Retirement And Spousal Benefits

        To apply for earned benefits or spousal benefits, you must be at least age 61 and 8 months old and planning on collecting benefits in the next four months. To receive your full benefit, wait until your full retirement age . For retirement benefits, your benefit increases by 8% every year you wait to claim between full retirement age and age 70.

        Don’t Miss: When Will People On Social Security Get Their Stimulus Checks

        Before You Start The Adult Disability Report

        The Adult Disability Report can be completed in paper format or online . Whichever you prefer, there are a few things you should do before you begin.

        Read the attached instructions carefully. The instructions contain the following useful bits of information; among others:

        • You may ask for help from a friend or family member to complete the form. Social Security representatives are also available to assist you if necessary.
        • Answer every question on the form, and write “don’t know,” “none,” or “does not apply” where appropriate. Leaving questions blank could delay the processing of your application.
        • If you need more space for your response to a question, use Section 11 – Remarks. Be sure to write the number of the question you’re answering.
        • You do not need to request your own medical records. Social Security will obtain your records using the treatment information you provide on the ADR.

        Gather documents related to your medical and vocational history. Many of the questions on the ADR ask for specific information you probably won’t know off the top of your head, like dates, addresses, phone numbers, and medications. Collecting your important records before you begin will save you lots of time and headache.

        More articles

        Popular Articles