When to apply for Social Security benefits is an important decision that requires careful consideration, but it is also important to know how to apply.
It is very easy to find advice about when you should apply for Social Security benefits. Information is available all over the Internet. Some of it is good advice. Some of it is bad and some is terrible.
What often gets lost in that discussion is the process of actually applying for benefits. You need to know where to apply and what you will need in the process.
Recently, My San Antonio provided some of that information in "Can I Apply for Social Security Online?"
You can apply for Social Security by going to your local Social Security office, by calling a representative or by filling in the application yourself online.
Regardless the method of application, you will need to provide information to satisfy the Social Security Administration that you are entitled to benefits. That information does not necessarily have to come in the form of specific documents. However, the Social Security Administration does commonly ask for a copy of your original birth certificate or some other proof of your date of birth.
If your birth certificate does not establish it, then you will need to provide proof of citizenship or other legal status.
It is common to be asked to provide proof of income for the last tax year. You will also need to provide information about your spouse, any dependent children and whether you have previously applied for Social Security benefits.
If you have questions about the application process, you can ask a Social Security Administration representative or contact me for a consultation.
Reference: My San Antonio (March 14, 2016) "Can I Apply for Social Security Online?