Documents You May Need To Provide

The local SSA Office, will/may need to see certain documents in order to pay benefits or before your case has been completely processed. These documents are to be taken “inperson” to your local SSA office, thereafter, your application has been submitted:

  • your original birth certificate or other proof of birth You may also submit a copy of your birth certificate

  • proof of U.S. citizenship or lawful alien status if you were not born in the United States

  • a copy of your U.S. military service paper(s) (e.g., DD-214 - Certificate of Release or Discharge from Active Duty) if you had military service before 1968; and

  • a copy of your W-2 form(s) and/or self-employment tax return for last year.

Information About You:(The local SSA Office will complete a phone interview to verify some or all of the following information):

  • 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. You should also know the dates and places of marriage and dates of divorce or death (if appropriate);

  • 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;

  • 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 Social Security record you applied);

  • Whether you have used any other Social Security number;

  • Date you moved into you home or current place of residence

  • Permanent Residence Card (with issue and end dates)

  • Names of hospitals and doctors that you have seen pertaining to either the diagnosis or physical incident.

  • A list of all medications you have been taking since the diagnosis or physical incident.

  • Name of the last school thereafter high school and the location and date (year).

    Note

    If our records show that documents proving age or citizenship/lawful alien status have already been submitted for an earlier Medicare or Social Security claim (such as Disability, Supplemental Security Income, etc.), you do not need to submit the documents again.

    Information About Your Work

    • The name and address of your employer(s) for this year and last year;

    • The amount of money earned last year and this year. If you are filing for benefits in the months of September through December, you will also need to estimate next year's earnings;

    • A copy of your Social Security Statement or a record of your earnings. If you do not have a Statement, you can view your Social Security Statement online by creating an account and signing in with us. Even if you do not have a record of your earnings or you are not sure if they are correct, please fill out the application. We will help you review your earnings when you apply;

    • The beginning and ending dates of any active U.S. military service you had before 1968;

    • Whether you became unable to work because of illnesses, injuries or conditions at any time within the past 14 months. If "Yes," we will also ask the date you became unable to work;

    • Whether you or your spouse have ever worked for the railroad industry;

    • Whether you have earned Social Security credits under another country's social security system; and

    • Whether you qualified for or expect to receive a pension or annuity based on your own employment with the Federal government of the United States or one of its States or local subdivisions.

      Important

      The local SSA office accepts ONLY photocopies of W-2 forms, self-employment tax returns or medical documents, but must see the original of most other documents, such as your birth certificate. (We will return them to you.)

    • SBHH corresponds all information with you in private and submits documents that are applicable for a winning case, that the agencies prolong in identifying on your behalf. Therefore, the wait time can be cut into half. Therefore, packages include, some of the following:

    • Package Cover Letter

    • SSA 827

    • SSA1696

    • 2 SSA3380

    • SSA Online Applications

    • SSA 8000

    • HIPPA 960 Medical Requests

    • Letters to Medical Providers

    • Packages are mailed (for wet signatures) and faxed

    • Thereafter, scheduled SSA phone and medical interviews appointments

    • Reminders of Appointments

    • Notices from SSA Office pertaining to cases with urgent signatures

    • Verification that your case has been assigned to a DDS worker and location of file

    • Verification of results