What Do You Need to Get Your Ss Card

Applying for your Social Security benefits is less of a daunting process than it may seem, especially since the Social Security Administration (SSA) allows you to apply online. Once you've determined the best age to apply for your situation, the actual awarding is fairly straightforward. The SSA will need a few documents and some supplementary data from you in order to brainstorm sending you your benefits. Let'southward go through all the necessary documents you'll need to have.

If you need help setting and reaching retirement goals, consider working with a financial advisor to help yous build a smart retirement plan.

Documents Y'all'll Need

When it's fourth dimension to apply for your Social Security benefits, you'll need to accept the following documents in mitt:

• Your Social Security menu
• Your original nascence document, or a certified re-create
• Proof of U.Due south. citizenship or lawful alien status
• Military service papers, if applicable
• Your W-2 form from the last year

If you lot can't admission any of these documents for ane reason or some other, don't concur off on applying. Your local Social Security office can help you obtain certified copies or equivalent information, or yous can submit them afterwards in the process. Delaying signing upwards for benefits could effect in y'all losing benefits.

Note that the SSA tin have photocopies of some of these documents, such as your W-2 and revenue enhancement returns. However, you'll need to submit the original of other forms, such as your birth certificate.

Other Information You'll Demand

If you're married, you'll also need to provide your spouse'south name, Social Security number (SSN), date of nascency and age. You'll also need to have the date and place of union, and this goes for whatsoever former spouses also. For logistical purposes, you lot'll want to indicate what month you desire your benefits to brainstorm, and you'll need to provide your bank'south routing number and your business relationship number.

As part of your awarding, you tin can also bespeak if you lot would similar to enroll in Medicare Part B, simply y'all'll have to be eligible.

You should too annotation in your application if:

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

Piece of work Information You'll Need

What you do (or did) for a living may take an impact on your benefits, and so you'll need to supply the SSA with some employment information also. This includes the proper name and address of your employer for both this yr and last yr.

You'll besides need to know how much money y'all earned this year, last year and potentially next twelvemonth. You'll need an estimate of next yr'southward income if you're applying in September, October, Nov or Dec.

Similar to the above department, you should as well point on your awarding if any of these conditions employ to you:

• Yous've been unable to work because of injury, illness or some other condition at any indicate within the past 14 months.
• You've qualified for a alimony or an annuity from a federal or state government employer.
• Y'all or your spouse accept ever worked for the railroad industry in whatsoever capacity
• You've earned any Social Security credit under the social security organisation of another country

Bottom Line

Most of the documents and information you'll need for your Social Security application should be easy enough to get your hands on. If yous have trouble doing and then, your best bet is to visit your local Social Security office and start your awarding anyway. Odds are, the SSA volition be able to assist y'all runway down any documents or information you lot don't have. For example, you tin can use Form SS-v to order a new Social Security card.

Once yous've gathered all the necessary info and documents, you should have no problem with your application. Then you'll be well on your way to supplementing your retirement savings with Social Security benefits.

Tips For a Successful Retirement

• Saving for retirement requires a stiff fiscal plan and smart investing. A fiscal advisor help you on both fronts. Finding a qualified financial counselor doesn't have to be hard. SmartAsset'southward free tool matches you lot with up to three financial advisors in your area, and y'all can interview your advisor matches at no toll to make up one's mind which one is right for yous. If you're set to find an counselor who can assistance you reach your fiscal goals, get started now.
• Don't forget to include Social Security payments in your retirement plans. They may not have a titanic bear on on your finances in retirement, just they tin line your pockets with some extra cash when you might need information technology. SmartAsset's Social Security calculator can help yous go an idea of your future benefits.
• If you are thinking about where to retire, SmartAsset's retirement taxation-friendliness tool can assistance you effigy out how your Social Security benefits, property taxes, and retirement account and alimony withdrawals will be taxed in each state.

Photo credit: ©iStock.com/kali9, ©iStock.com/Bill Oxford, ©iStock.com/adamkaz

Hunter Kuffel, CEPF® Hunter Kuffel is a personal finance writer with expertise in savings, retirement and investing. Hunter is a Certified Educator in Personal Finance® (CEPF®) and a member of the Order for Advancing Business Editing and Writing. He graduated from the University of Notre Dame and currently lives in New York City.

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Source: https://smartasset.com/retirement/documents-to-apply-for-social-security

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