Applying For Social Security

“If you are prepared, then you are able to feel confident,” is a quote by Robert J. Ringer, and is an excellent tip for anyone applying for Social Security benefits. After you become familiar with the specifics of applying for Social Security the application process will go smoother. 

1. Start the application process. Call the local Social Security office in your area to set up an appointment for an in person interview, or for a phone interview. Social Security office hours are from 7:00 a.m. to 7:00 p.m. Monday through Friday. You can also apply for Social Security benefits over the internet.
2. Setting up an appointment for the deaf and hard of hearing. If you are deaf or hard of hearing, call TTY 1-(800) 325-0778 to start the Social Security application process.
3. Required documents. The documents required are determined by the type of Social Security benefits you are applying for. You will need your original birth certificate (or copy certified by issuing agency), proof of birth if you were not born in the U.S., Social Security number, W-2 forms and/or self-employment tax return form last year, and bank routing number and bank account number for direct deposit of  benefits. You will need your military service discharge papers (DD-214), medical records, children’s Social Security numbers, and spouse’s Social Security number, if applicable.
4. Review and notification process. If, there additional questions after benefits application has been submitted, you will be contacted by phone. When a decision has been made you will be sent a notification letter by mail. If, you disagree with the decision you have the right to appeal.
5. Mailed documents. Do not write on any original documents mailed to your local Social Security office. Do write your Social Security number on a separate sheet of paper and enclose in the envelope. All documents will be returned.
6. Documents that should not be mailed. Because these documents are expensive to replace, bring foreign birth records and any documents from the Department of Homeland Security (DHS) or Immigration and Naturalization Service (INS), to your local Social Security office. 

The potentially stressful process of applying for Social Security can be made stress free by being proactive. Learn all you can about the process, and go to interview with the correct documentation.