In either case you will need to notify the SSA as soon as your spouse has passed. Other factors that will need to be disclosed on the application include.
How Do Social Security Survivors Benefits Work Personal Finance Advice Social Security Financial Strategies
When youre applying for Social Security survivor benefits the Social Security Administration SSA will need a lot of information about you and the decedent.
![](https://i.pinimg.com/originals/bc/65/60/bc6560bce7535b8c896bed408c9f6158.png)
What do i need to apply for social security widow benefits. Though the requirements may be complex the application process for widow benefits is relatively simple. Your Social Security number as well as the deceased workers. Documents You Need to Submit to the Social Security Office.
Citizenship or lawful alien status. Your original birth certificate or other proof of birth more info You may also submit a copy of your birth certificate certified by the issuing agency. After all you simply go online to apply or call Social Security at 1-800-772-1213 TTY 1-800-325-0778 or visit your local Social Security office.
Your W-2 form from the last year. To qualify for survivors benefits you must be a. When its time to apply for your Social Security benefits youll need to have the following documents in hand.
If you were born on any other day of the month you do not meet this requirement until the following month. Military service papers if applicable. The documents we may ask for are.
Regardless of how you choose to apply for SS there are certain documents you need to submit along with your application. Your Social Security number Your birth certificate or proof of US. Your original birth certificate or a certified copy.
It is commonly known that a widow or widower entering retirement is entitled to claim Social Security benefits based on his or her own work record the worker benefit or on the work record of his or her deceased spouse the survivor benefit. While each document may not be required it is easier to come prepared than to have to make several trips or follow-up appointments. You cannot file your Social Security application unless you report your earnings.
Otherwise you will need to apply for survivor benefits by phone at 800-772-1213 or in person at your local Social Security office. Local Social Security offices are currently closed to walk-in visits due to the COVID-19 pandemic. Citizenship Your W-2 forms or self-employment tax return or both for the last year you worked.
If you were born on the first or second day of the month you meet this requirement in the month of your 62nd birthday. Your Social Security card. If you have a dire need situation regarding your benefits or need to update information attached to your Social Security.
You will either need to apply over the phone or at your local Social Security office. Widow or widower at any age who is caring for a deceased workers child. Many Social Security services are available online and by phone.
Whether you apply online or in person you will need the following information when you apply for your Social Security benefits. Documents Youll Need. The Social Security claims process may require the following documents.
Other information regarding employment that is required to apply for benefits includes either a record of your earnings or a copy of your Social Security Statement. Widow or widower age 60 or older age 50 if you are disabled who was married to the deceased for at least nine months. Dont forget the Earnings Test may apply if a surviving spouse is earning income.
That said you cant apply for these benefits online. If you apply online a list of documents we need to see will appear at the end of the application along with instructions on where to submit them. You can file for survivor benefits for adults or children as early as the month the covered worker or retiree dies.
Individuals who dont have a copy of the statement can get one online by creating an account with the SSA. Proof of deatheither from a funeral home or death certificate. You must be at least age 62 for the entire month to be eligible to receive benefits.
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