Social Security Know How

There is no need to stand in line at the Social Security office, pull a number, and wait for an appointment. Most seniors find it easier to go online instead; this method is quicker, better use of gas, and much better use of time. In fact, if you have never done an application before and feel a bit nervous, we have representatives in our office that will assist you over the phone.

Information You Need to Apply for Benefits

Having all your information with you will make the process quicker and easier.

  • Your date and place of birth and Social Security number
  • Your bank or other financial institution’s Routing Transit Number and the account number
  • The amount of money earned last year and this year. If you are filing for benefits in the months of September through December, you will also need to estimate next year’s earnings
  • The name and address of your employer(s) for this year and last year; the beginning and ending dates of any active U.S. military service you had before 1968
  • The name, Social Security number and date of birth or age of your current spouse and any former spouse. You should also know the dates and places of marriage and dates of divorce or death (if applicable).

Social Security will help you review your earnings history when they receive the application.

To apply online for Social Security click here: SocialSecurity.gov: How to Apply Online for Social Security Retirement Benefits

Remember we can help you with this process, we’re just a phone call away! Call us at 1 (855) 474-6234