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 a Cincinnati elder law attorney.
Remember: “An ounce of prevention is worth a pound of cure.” When making your estate plans or when probating an estate or administering a trust, do not go it alone. Be sure to engage a Cincinnati estate planning attorney.
For more information about estate planning, probate or trust administration in Cincinnati (and throughout the rest of Southwest Ohio) and to review free resources regarding estate planning, probate or trust administration, visit my website. If you have questions regarding this article or a particular legal matter, feel free to contact me at 513-399-PLAN (7526).
Reference: My San Antonio (March 14, 2016) "Can I Apply for Social Security Online?"