How to file for disability, Filing for SSI
Disability Requirements, Disability Status
How long is the wait?, Disability Application
The Social Security List of Impairments
Qualifying for Disability, Mental Disability
Disability Lawyer Info, Disability Back Pay

What do I have to take with me when I file for Social Security Retirement benefits?

When you file for Social Security retirement, you will need to bring a certified copy of your birth certificate simply due to the fact that your retirement benefit is based on your age.

If you are married and plan to file on the record of your spouse, or if you plan to apply for a survivor benefit based on the record of a deceased spouse, you should bring the relevant marriage certificate.

If you are divorced and plan to file for benefits on the record of a divorced spouse you should bring a certified copy of your divorce certificate.

Regarding earnings, you may wish to bring your tax return to verify your earnings for the previous year, so that any earnings discrepancies can be corrected at the time of the interview.

Regarding prior military service, you should bring your DD 214 to prove your military service dates, since military service may increase your benefit.

Lastly, you should also be prepared to provide information about your marriages and spouses. And be prepared to state your intentions with regard to work activity (are you working now?, are you going to retire?, or will you be continuing to work?).

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  • Social Security Retirement Questions

    Additional Social Security Retirement Questions

  • What is a social security retirement overpayment?

  • Will my Social Security check be reduced if I work?

  • How much can I work before my Social Security check actually gets reduced?

  • How will self-employment affect Social Security benefits?

    For the sake of clarity, SSDRC.com is not the Social Security Administration, nor is it associated or affiliated with SSA. This site is a personal, private website that is published, edited, and maintained by former caseworker and former disability claims examiner, Tim Moore, who was interviewed by the New York Times on the topic of Social Security Disability and SSI benefits in an article entitled "The Disability Mess" and also by the Los Angeles Times on the subject of political attempts to weaken the Social Security Disability system.

    The goal of the site is to provide information about how Social Security Disability and SSI work, the idea being that qualified information may help claimants pursue their claims and appeals, potentially avoiding time-consuming mistakes. If you find the information on this site helpful and believe it would be helpful to others, feel free to share links to its homepage or other pages on website resource pages, blogs, or social media. Copying of this material, however, is prohibited.

    To learn more about the author, please visit the SSDRC.com homepage and view the "about this site" link near the bottom of the page.