SSA Field Office Visit Toolkit

☐ Create a my Social Security account

☐ Print your earnings record

☐ Review your benefit amount

☐ Write down your questions

☐ Gather supporting documents

☐ Schedule an appointment if needed

☐ Bring a notebook

☐ Government-issued photo ID

☐ Social Security card

☐ Medicare card

☐ Birth certificate (if applicable)

☐ Marriage certificate

☐ Divorce decree

☐ Death certificate

☐ W-2s

☐ Tax returns

☐ Pay stubs

☐ Bank statements

☐ SSA notices

☐ Award letters

☐ Overpayment notices

☐ Proof of address

☐ Immigration documents (if applicable)

RETIREMENT BENEFITS ("RIB")

• Am I fully insured for retirement benefits?

• What is my Full Retirement Age (FRA)?

• How much would I receive if I file now?

• How much if I wait?

• How will working affect my retirement benefits?

• Are there any missing earnings on my record?

• Am I eligible for delayed retirement credits?

MEDICARE

• When should I enroll in Medicare?

• Will I owe a late enrollment penalty?

• Why is my Part B premium changing?

• Is my Part B premium being paid by another program?

• Why did my Social Security payment change after my Medicare premium changed?

SUPPLEMENTAL SECURITY INCOME ("SSI")

• How will working affect my SSI payment?

• What income must I report?

• What resources count toward my eligibility?

• What work incentives may apply to me?

DISABILITY INSURANCE BENEFITS ("DIB" or "SSDI")

• When is my Continuing Disability Review?

• Can I work while receiving SSDI?

• What work incentives apply to me?

SURVIVOR BENEFITS

• Am I eligible for survivor benefits?

• Should I switch from my own retirement benefit to survivor benefits?

• What documents are needed?

EARNINGS RECORD

• Can someone review my earnings history with me?

• Are there any missing wages?

• How do I correct earnings?

• Were my wages posted to another person's record?

OVERPAYMENTS

• Why was I overpaid?

• Can I request a waiver?

• Can I appeal?

• What repayment options do I have?

Representative's name: _________________________________

Date of Visit: _________________________________

SSA Office: _________________________________

Questions asked: _________________________________

Answers received: _________________________________

Forms completed: _________________________________

Documents submitted: _________________________________

(Be sure to get copies of what your signed with the SSA Date Stamp as proof of receipt)

Next steps: _________________________________

Follow-up date: _________________________________

☐ Review paperwork

☐ Upload additional evidence

☐ Monitor your my Social Security account

☐ Read all notices carefully

☐ Track deadlines

☐ Save copies