Form Ssa 10 PDF Details

Navigating the Social Security Administration's Form SSA-10, an essential document for individuals applying for widow's or widower's insurance benefits, reveals the comprehensive nature of this application process. This form serves not only as an application for insurance benefits under Title II, which encompasses Federal Old-Age, Survivors, and Disability Insurance, but also under Part A of Title XVIII for Health Insurance for the Aged and Disabled. Its detailed structure is designed to capture sufficient information for determining eligibility for a lump-sum death payment and potentially other benefits including those under the Railroad Retirement Act and Veterans Administration payments. Applicants find sections dedicated to providing information about the deceased, including their Social Security contribution history and military service, as well as pertinent details about the applicant's relationship to the deceased, their own work history, and marital background. Importantly, the form also addresses the possibility of receiving Medicare benefits, highlighting the interconnection between various government benefits following the loss of a spouse. Completion of this form requires thorough attention to detail, as it directly impacts the applicant's eligibility for benefits and the financial support they can receive during a challenging period of adjustment.

QuestionAnswer
Form NameForm Ssa 10
Form Length8 pages
Fillable?No
Fillable fields0
Avg. time to fill out2 min
Other namesssa 10, social security ssa 10 form, form ssa 1099 social security statement, social security administration form ssa 10

Form Preview Example

SOCIAL SECURITY ADMINISTRATION

Page 1 of 8

Form SSA-10 (10-2019) UF

Form Approved

Discontinue Prior Editions

OMB No. 0960-0004

 

 

APPLICATION FOR WIDOW'S OR WIDOWER'S INSURANCE BENEFITS*

(Do not write in this space)

 

With this application, you are applying for all insurance benefits for which you are eligible under

 

 

Title II (Federal Old-Age, Survivors, and Disability Insurance) and Part A of Title XVIII (Health

 

 

Insurance for the Aged and Disabled) of the Social Security Act as presently amended. The

 

 

information you furnish on this application will ordinarily be sufficient for a determination on the

 

 

lump-sum death payment. If you were receiving spouse's benefits at the time of your spouse's

 

 

death, you only need to complete the circled items. All other claimants must complete the entire

 

 

form.*This may also be considered an application for survivors benefits under the Railroad

 

 

Retirement Act and for Veterans Administration payments under title 38 U.S.C., Veterans Benefits,

 

 

Chapter 13 (which is, as such, an application for other types of death benefits under title 38).

 

 

1. (a) PRINT name of deceased wage earner or

FIRST NAME, MIDDLE INITIAL, LAST NAME

 

 

 

self-employed person (herein referred to as

 

 

 

 

the "deceased")

 

 

 

 

(b) Check (X) one for the deceased

Male

Female

 

 

 

 

 

 

(c) Enter deceased's Social Security Number

 

 

 

 

 

 

 

 

2. (a) PRINT your name

FIRST NAME, MIDDLE INITIAL, LAST NAME

 

 

 

 

 

 

 

 

 

 

 

(b) Enter your Social Security Number

 

 

 

 

 

 

 

 

 

(c) Enter your name at birth if different

FIRST NAME, MIDDLE INITIAL, LAST NAME

 

 

 

from item 2(a)

 

 

PART I - INFORMATION ABOUT THE DECEASED

3.

Enter date of birth of deceased

MONTH, DAY, YEAR

 

 

 

 

 

 

 

 

4.

(a) Enter date of death

MONTH, DAY, YEAR

 

 

 

 

 

 

 

 

 

(b) Enter place of death

 

CITY AND STATE

 

 

 

 

 

 

 

 

5.

Enter name of the State or foreign country where the deceased had

 

 

 

a fixed, permanent home at the time of death.

 

 

 

6.

(a) Did the deceased ever file an application for Social Security

Yes

No

 

benefits, a period of disability under Social Security, Supplemental

(If "Yes," answer

(If "No," go

 

Security Income, or hospital or medical insurance under Medicare?

 

(b) and (c).)

on to item 7.)

 

If unknown, check this box

 

 

 

 

 

 

 

 

 

 

 

(b) Enter name(s) of person(s) on whose

FIRST NAME, MIDDLE INITIAL, LAST NAME

 

 

Social Security record(s) other application

 

 

 

 

was filed.

 

 

 

(c) Enter Social Security Number(s) of person(s) named in (b). If unknown, check this box

Answer Item 7 Only if the Deceased Died Prior to Full Retirement Age or Prior to 1 Year Past Full Retirement Age, and Within the Past 4 Months.

7. (a) Was the deceased unable to work because of illnesses, injuries

Yes

No

(If "Yes," answer (b).)

(If "No," go on

 

or conditions at the time of death?

 

 

 

to item 8.)

 

(b) Enter the date the deceased became unable to work.

MONTH,DAY,YEAR

 

 

 

 

8. (a) Was the deceased in the active military or naval service

Yes

No

 

(including Reserve or National Guard active duty or active duty

(If "Yes," answer

(If "No," go on

 

for training) after September 7, 1939 and before 1968?

(b) and (c).)

to item 9.)

 

(b) Enter dates of service.

(Month, year)

(Month, year)

 

FROM:

TO:

 

 

 

 

 

 

 

(c) Has anyone (including the deceased) received, or does anyone

Yes

No

 

expect to receive, a benefit from any other Federal agency?

 

 

 

 

Form SSA-10 (10-2019) UF

 

Page 2 of 8

ANSWER ITEM 9 ONLY IF DEATH OCCURRED WITHIN THE LAST 2 YEARS.

 

9. (a) About how much did the deceased earn from employment and

Amount

 

 

self-employment during the year of death?

$

 

 

(b) About how much did the deceased earn the year before death?

Amount

 

 

$

 

 

 

 

10. (a) Did the deceased have wages or self-employment income

Yes

No

 

covered under Social Security in all years from 1978 through

(If "Yes," skip to

(If "No,"

 

last year?

 

item 11.)

answer (b).)

 

 

 

(b) List the years from 1978 through last year in which the

 

 

 

deceased did not have wages or self-employment income

 

 

 

covered under Social Security.

 

 

11. CHECK IF APPLICABLE

 

 

I am not submitting evidence of the deceased's earnings that are not yet on his/her earnings record. I understand that these earnings will be included automatically within 24 months, and any increase in my benefits will be paid with full retroactivity.

INFORMATION ABOUT THE DECEASED'S MARRIAGE(S)

12.Answer this item ONLY if the deceased had other marriages.

(a)If the deceased married after his or her marriage to you, enter the information on the last marriage.

(If none, write "NONE".)

Spouse's Name (including maiden name)

When (Month, Day, and Year)

Where (Name of City and State)

 

 

 

How Marriage Ended

When (Month, Day, and Year)

Where (Name of City and State)

 

 

 

Marriage performed by

Spouse's date of birth (or age)

If spouse deceased, give date

Clergyman or public official

 

of death

 

 

Other (Explain in Remarks)

 

 

 

 

 

Spouse's Social Security Number (If none or unknown, so indicate)

(b)If the deceased had any other marriages, and the marriage lasted at least 10 years or ended due to death of the spouse (whether before or after you married the deceased), enter the information below. If the deceased divorced then remarried the same individual within the year immediately following the year of the divorce, and the combined period of marriage totaled 10 years or more, include the marriage. (If none, write "NONE".)

Spouse's Name (including maiden name)

When (Month, Day, and Year)

Where (Name of City and State)

 

 

 

How Marriage Ended

When (Month, Day, and Year)

Where (Name of City and State)

 

 

 

Marriage performed by

Spouse's date of birth (or age)

If spouse deceased, give date

Clergyman or public official

 

of death

 

 

Other (Explain in Remarks)

 

 

 

 

 

Spouse's Social Security Number (If none or unknown, so indicate)

USE "REMARKS" SPACE ON BACK PAGE FOR INFORMATION ABOUT ANY OTHER MARRIAGE AS DESCRIBED IN 12b.

13.Is there a surviving parent (or parents) who was receiving support from the deceased at the time of death or at the time the deceased became disabled under

Social Security Law?

Yes (If "Yes," enter the name and address in"Remarks.")

PART II - INFORMATION ABOUT YOURSELF

14. (a) Enter name of State or foreign country where you were born.

If you have already presented, or if you are now presenting, a public or religious record of your birth established before you were age 5, go on to item 15.

(b) Was a public record of your birth made before age 5? (If "yes", go to item 15.)

Yes

No

Unknown

(c) Was a religious record of your birth made before age 5?

Yes

No

Unknown

 

 

 

 

Form SSA-10 (10-2019) UF

 

Page 3 of 8

INFORMATION ABOUT YOUR MARRIAGE(S)

 

 

15. (a) Enter information about your marriage to the deceased.

 

 

Spouse's Name (including maiden name)

When (Month, Day, and Year)

Where (Name of City and State)

 

 

 

How Marriage Ended

When (Month, Day, and Year)

Where (Name of City and State)

 

 

 

Marriage performed by

Spouse's date of birth (or age)

If spouse deceased, give date

Clergyman or public official

 

of death

 

 

Other (Explain in Remarks)

 

 

 

 

 

Spouse's Social Security Number (If none or unknown, so indicate)

(b) If you remarried after the marriage shown in 15.(a), enter information about the last marriage. (If none, write "NONE".)

Spouse's Name (including maiden name)

When (Month, Day, and Year)

Where (Name of City and State)

 

 

 

How Marriage Ended

When (Month, Day, and Year)

Where (Name of City and State)

 

 

 

Marriage performed by

Spouse's date of birth (or age)

If spouse deceased, give date

Clergyman or public official

 

of death

 

 

Other (Explain in Remarks)

 

 

 

 

 

Spouse's Social Security Number (If none or unknown, so indicate)

(c)Enter information about any other marriage you may have had that lasted at least 10 years (see item 12(b) for counting consecutive multiple marriages to the same individual) or ended due to death of the spouse (whether before or after you married the deceased). (If none, write "NONE".)

Spouse's Name (including maiden name)

When (Month, Day, and Year)

Where (Name of City and State)

 

 

 

How Marriage Ended

When (Month, Day, and Year)

Where (Name of City and State)

 

 

 

Marriage performed by

Spouse's date of birth (or age)

If spouse deceased, give date

Clergyman or public official

 

of death

 

 

Other (Explain in Remarks)

 

 

 

 

 

Spouse's Social Security Number (If none or unknown, so indicate)

*USE "REMARKS" SPACE ON BACK PAGE FOR INFORMATION ABOUT ANY OTHER MARRIAGE AS DESCRIBED IN 15c.

IF YOU ARE APPLYING FOR SURVIVING DIVORCED SPOUSE'S BENEFITS, OMIT 16 AND GO ON TO ITEM 17.

16.(a) Were you and the deceased living together at the same address when the deceased died?

Yes (If "Yes," go to

item 17.)

No No(If "No," answer (b).)

 

(b) If either you or the deceased were away from home (whether or not temporarily) when the deceased died, give the

 

following: Who was away?

Deceased

Surviving Spouse

 

 

 

 

 

 

 

 

 

Date last at home:

Reason absence began:

 

Reason you were apart at time of death:

 

 

 

 

 

 

 

 

If separated because of illness,

enter nature of illness or disabling condition.

 

 

 

 

 

 

 

 

 

17. (a) Have you (or has someone on your behalf) ever filed

 

Yes

(If "Yes," answer

No

(If "No," go to

 

an application for Social Security benefits, a period of

 

 

(b) and (c).)

 

item 18).)

 

disability under Social Security, Supplemental Security

 

 

 

 

 

 

Income, or hospital or medical insurance under Medicare?

 

 

 

 

 

(b) Enter name of person on whose Social Security record you filed other application.

(c) Enter Social Security Number of person named in (b). (if unknown, check this box)

Form SSA-10 (10-2019) UF

 

 

 

 

Page 4 of 8

DO NOT ANSWER QUESTION 18 IF YOU ARE FULL RETIREMENT AGE OR OLDER. GO ON TO QUESTION 19.

18. (a) Are you, or during the past 14 months have you been,

 

Yes

(If "Yes," answer

No

(If "No," go on

 

unable to work because of illnesses, injuries or conditions?

 

(b) .)

to item 19.)

 

(b) Enter the date you became unable to work.

 

(Month, day, year)

 

 

 

 

 

 

 

 

 

 

19. Were you in the active military or naval service (including

 

Yes

 

No

 

 

 

Reserve or National Guard active duty or active duty for

 

 

 

 

 

training) after September 7, 1939 and before 1968?

 

 

 

 

 

 

 

 

 

 

 

 

 

20. Did you or the deceased work in the railroad industry for 5

 

Yes

 

No

 

 

 

years or more?

 

 

 

 

21. (a) Did you or the deceased have Social Security credits

 

Yes

(If "Yes," answer

No

(If "No," go on

 

(for example, based on work or residence) under another

 

 

 

(b).)

to item 22.)

 

country's Social Security System?

 

 

 

 

 

 

(b) If "Yes," list the country(ies)

 

 

 

 

 

 

 

 

 

 

 

 

 

22. (a) Have you qualified for, or do you expect to qualify

 

 

 

 

 

 

 

for, a pension or annuity (or a lump sum in place of a pension

 

 

(If "Yes," check

 

 

 

 

or annuity) based on your own employment and earnings for the

 

 

 

(If "No," go on

 

 

Yes

which of the items

No

 

Federal Government of the United States, or one of its States

 

 

 

in item (b) applies

to item 23.)

 

or local subdivisions that was not covered under Social

 

 

to you.)

 

 

 

 

Security? (Social Security benefits are not

 

 

 

 

 

 

government pensions.)

 

 

 

 

 

 

 

(b)

 

 

 

 

 

 

 

I receive a government pension or annuity.

 

I have not applied for but I expect to begin

 

I received a lump sum in place of a

 

receiving my pension or annuity:

 

 

 

 

 

 

 

 

 

 

government pension or annuity.

 

 

 

 

 

 

 

I applied for and am awaiting a decision on my

 

 

 

 

 

 

 

 

(Month, day, year)

 

 

 

pension or lump sum.

 

(If the date is not known, enter "Unknown".)

 

 

 

 

 

 

 

 

MEDICARE INFORMATION

If this claim is approved and you are still entitled to benefits at age 65, or you are within 3 months of Age 65 or older you could automatically receive Medicare Part A (Hospital Insurance) and Medicare Part B (Medical Insurance) coverage at age 65. If you live in Puerto Rico or a foreign country, you are not eligible for automatic enrollment in Medicare Part B, and you will need to contact Social Security to request enrollment.

COMPLETE ITEM 23 ONLY IF YOU ARE WITHIN 3 MONTHS OF AGE 65 OR OLDER

Medicare Part B (Medical Insurance) helps cover doctor's services and outpatient care. It also covers some other services that Medicare Part A doesn't cover, such as some of the services of physical and occupational therapists and some home health care. If you enroll in Medicare Part B, you will have to pay a monthly premium. The amount of your premium will be determined when your coverage begins. In some cases, your premium may be higher based on information about your income we receive from the Internal Revenue Service. Your premiums will be deducted from any monthly Social Security, Railroad Retirement, or Office of Personnel Management benefits you receive. If you do not receive any of these benefits, you will get a letter explaining how to pay your premiums. You will also get a letter if there is any change in the amount of your premium.

You can also enroll in a Medicare prescription drug plan (Part D). To learn more about the Medicare prescription drug plans and when you can enroll visit www.medicare.gov or call 1-800-MEDICARE (1-800-633-4227; TTY 1-877-486-2048). Medicare also can tell you about agencies in your area that can help you choose your prescription drug coverage. The amount of your premium varies based on the prescription drug plan provider. The amount you pay for Part D coverage may be higher than the listed plan premium, based on information about your income we receive from the Internal Revenue Service.

If you have limited income and resources, we encourage you to apply for the Extra Help that is available to assist you with

Medicare prescription drug costs. The Extra Help can pay the monthly premiums, annual deductibles and prescription co-

payments. To learn more or apply, please visit www.socialsecurity.gov, call 1-800-772-1213 (TTY 1-800-325-0778) or visit the

nearest Social Security office.

 

 

23.Do you want to enroll in the Medicare Part B (Medical Insurance)?

Yes

No

 

Form SSA-10 (10-2019) UF

 

 

 

 

 

 

 

 

 

Page 5 of 8

ANSWER ITEM 24 ONLY IF THE DECEASED DIED BEFORE THIS YEAR.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

24.(a) How much were your total earnings last year?

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(b) Place an "X" in each block for each month of last year in which you did

 

NONE

 

 

ALL

not earn more than *$

in wages, and did not perform

 

 

 

 

substantial services in self-employment. These months are exempt

 

 

 

 

 

 

 

months. If no months were exempt months, place an "X" in "NONE."

 

Jan.

 

Feb.

Mar.

 

Apr.

If all months were exempt months, place an "X" in "ALL."

 

 

 

 

 

 

 

 

 

 

May

 

Jun.

Jul.

 

Aug.

*Enter the appropriate monthly limit after reading the information,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sept.

 

Oct.

Nov.

 

Dec.

"How Work Affects Your Benefits" (Publication No. 05-10069).

 

 

 

 

25. (a) How much do you expect your total earnings to be this year?

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(b) Place an "X" in each block for each month of this year in which you did

 

 

 

 

 

 

 

not or will not earn more than *$

 

in wages, and did not or will

NONE

 

 

ALL

not perform substantial services in self-employment. These months are

 

 

 

 

 

 

 

 

 

 

exempt months. If no months are or will be exempt months, place an "X"

 

 

 

 

 

 

in "NONE." If all months are or will be exempt months, place an

 

 

Jan.

 

Feb.

Mar.

 

Apr.

"X" in "ALL."

 

 

 

 

 

 

 

 

 

 

 

 

 

 

May

 

Jun.

Jul.

 

Aug.

*Enter the appropriate monthly limit after reading the information, "How Work

 

 

 

 

 

 

 

 

Sept.

 

Oct.

Nov.

 

Dec.

Affects Your Benefits" (Publication No. 05-10069).

 

 

 

 

ANSWER ITEM 26 ONLY IF YOU ARE NOW IN THE LAST 4 MONTHS OF YOUR TAXABLE YEAR (SEPT.,

 

 

OCT., NOV., AND DEC., IF YOUR TAXABLE YEAR IS A CALENDAR YEAR).

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

26. (a) How much do you expect to earn next year?

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(b) Place an "X" in each block for each month of next year in which you do

 

 

 

 

 

 

 

not expect to earn more than *$

 

in wages, and do not expect

NONE

 

 

ALL

to perform substantial services in self-employment. These months will be

 

 

 

 

 

 

 

 

exempt months. If no months are expected to be exempt months, place

 

 

 

 

 

 

 

an "X" in "NONE." If all months are expected to be exempt months, place

Jan.

 

Feb.

Mar.

 

Apr.

an "X" in "ALL."

 

 

 

 

 

 

 

 

 

 

 

 

 

 

May

 

Jun.

Jul.

 

Aug.

*Enter the appropriate monthly limit after reading the

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sept.

 

Oct.

Nov.

 

Dec.

information, "How Work Affects Your Benefits."

 

 

 

 

27. If you use a fiscal year, that is, a taxable year that does not end

Month

 

 

 

 

 

 

 

 

 

 

 

 

 

 

December 31 (with income tax return due April 15), enter here the

 

 

 

 

 

 

 

 

month your fiscal year ends.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

IF YOU ARE FULL RETIREMENT AGE OR OLDER, GO ON TO ITEM 29. OTHERWISE, PLEASE READ CAREFULLY THE INFORMATION ON PAGE 8 AND ANSWER ONE OF THE FOLLOWING ITEMS.

28. After reading the information on page 8, check one of thefollowing:

(a) I want benefits beginning with the earliest possible month.

(b)I am full retirement age (or will be within 4 months) and I want benefits beginning with the earliest possible month, providing that there is no permanent reduction in my ongoing monthly benefits.

(c) I want benefits beginning with

 

. I understand that either a higher initial payment or a higher continuing

 

monthly benefit amount may be

 

 

 

 

possible, but I choose not to take it.

 

 

ANSWER QUESTION 29 ONLY IF YOU ARE NOW AT LEAST AGE 61 YEARS, 8 MONTHS.

 

 

 

 

29. Do you wish this application to be considered an application for

 

 

retirement benefits on your own earnings record?

Yes

No

Form SSA-10 (10-2019) UF

Page 6 of 8

REMARKS (You may use this space for any explanations. If you need more space, attach a separate sheet.)

 

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

_______________________________________________________________________________________________________

Direct Deposit Payment Address (Financial Institution)

Routing Transit Number

Account Number

Checking

Savings

Enroll in Direct Express

Direct Deposit Refused

I declare under penalty of perjury that I have examined all the information on this form, and on any accompanying statements or forms, and it is true and correct to the best of my knowledge. I understand that anyone who knowingly gives a false or misleading statement about a material fact in this information, or causes someone else to do so, commits a crime and may be sent to prison, or may face other penalties, or both.

SIGNATURE OF APPLICANT

Date (Month, day, year)

 

 

 

Signature (First name, middle initial, last name) (Write in ink)

Telephone number(s) at which you may

 

be contacted during the day

 

AREA CODE

 

 

Applicant's Mailing Address (Number and street, Apt. No., P.O. Box, or Rural Route)

 

(Enter Residence Address in "Remarks," if different.)

 

City and State

ZIP Code

Country (if any) in which you now live

Witnesses are required ONLY if this application has been signed by mark (X) above. If signed by mark (X), two witnesses to the signing who know the applicant must sign below, giving their full addresses. Also, print the applicant's name in the

Signature block.

1. Signature of Witness

2. Signature of Witness

Address (Number and Street, City, State and ZIP Code)

Address (Number and Street, City, State and ZIP Code)

Form SSA-10 (10-2019) UF

 

 

 

 

 

Page 7 of 8

RECEIPT FOR YOUR CLAIM FOR SOCIAL SECURITY WIDOW'S OR WIDOWER'S INSURANCE BENEFITS

 

 

 

 

 

 

 

BEFORE YOU RECEIVE A

 

SSA OFFICE

DATE CLAIM RECEIVED

 

NOTICE OF AWARD

 

 

 

TELEPHONE NUMBER(S)

 

 

 

 

 

 

TO CALL IF YOU HAVE A

 

 

 

 

 

 

QUESTION OR

AFTER YOU RECEIVE A

 

 

 

SOMETHING TO REPORT

 

 

 

NOTICE OF AWARD

 

 

 

 

 

 

 

 

 

 

 

 

 

Your application for Social Security benefits has been received

In

the meantime, if you change your address, or if there is some

and will be processed as quickly as possible.

other change that may affect your claim, you - or someone for

 

 

 

 

you - should report the change. The changes to be reported are

You should hear from us within

 

days after you have given

listed on page 8. Always give us your claim number when

us all the information we requested. Some claims may take

writing or telephoning about your claim.

longer if additional information is needed.

If you have any questions about your claim, we will be glad to

 

 

 

 

 

 

 

 

help you.

 

CLAIMANT

DECEASED'S SURNAME IF DIFFERENT FROM CLAIMANT'S

SOCIAL SECURITY CLAIM NUMBER

PRIVACY ACT NOTICE

Collection and Use of Personal Information

Sections 202(e) and 202(f) of the Social Security Act, as amended, allow us to collect this information. Furnishing us this information is voluntary. However, failing to provide us with all or part of the information could prevent us from making an accurate and timely decision on your entitlement for widow or widower benefits.

We will use the information to make a determination for entitlement to widow or widower benefits. We may also share your information for the following purposes, called routine uses:

•To contractors and other Federal agencies, as necessary, for assisting Social Security Administration (SSA) in the efficient administration of its programs. We contemplate disclosing information under this routine use only in situations in which SSA may enter a contractual or similar agreement, with a third party to assist in accomplishing an agency function relating to this system of records; and

•To third party contacts, especially in situations where the party to be contacted has, or is expected to have, information relating to the individual’ capability to manage his/her affairs or his/her eligibility for or entitlement to benefits under the Social Security

program; when the data are needed to establish the validity of evidence; to verify the accuracy of information presented by the individual and, if it concerns his/her eligibility for benefits under the Social Security program.

In addition, we may share this information in accordance with the Privacy Act and other Federal laws. For example, where authorized, we may use and disclose this information in computer matching programs, in which our records are compared with other records to establish or verify a person’ eligibility for Federal benefit programs and for repayment of incorrect or delinquent debts under these programs.

A list of additional routine uses is available in our Privacy Act System of Records Notices (SORN) 60-0089, entitled Claims Folders System, as published in the Federal Register (FR) on April 1, 2003, at 68 FR 15784 and 60-0090 entitled Master Beneficiary Record, as published in the FR on January 11, 2006, at 71 FR 1826. Additional information, and a full listing of all our SORNs, is available on our website at www.ssa.gov/privacy.

Paperwork Reduction Act Statement - This information collection meets the requirements of 44 U.S.C.§ 3507, as amended by section 2 of the Paperwork Reduction Act of 1995. You do not need to answer these questions unless we display a valid Office of Management and Budget (OMB) control number. The OMB control number for this collection is 0960-0004. We estimate that it will take about 15 minutes to read the instructions, gather the facts, and answer the questions. Send only comments relating to our time estimate above to: SSA, 6401 Security Blvd, Baltimore, MD 21235-6401.

Form SSA-10 (10-2019) UF

 

 

Page 8 of 8

 

 

 

 

 

 

 

CHANGES TO BE REPORTED AND HOW TO REPORT

 

 

 

FAILURE TO REPORT MAY RESULT IN OVERPAYMENTS THAT MUST BE REPAID, AND IN POSSIBLE

 

 

 

 

 

 

 

 

MONETARY PENALTIES.

• You change your mailing address for checks or residence.

Disability Applicants

(To avoid delay in receipt of checks, you should ALSO file a

1. You return to work (as an employee or self-employed)

regular change of address notice with your post office.)

regardless of amount of earnings.

• Your citizenship or immigration status changes.

2. Your condition improves.

• You go outside the U.S.A. for 30 consecutive days or longer.

WORK AND EARNINGS

• Any beneficiary dies or becomes unable to handle benefits.

For those under full retirement age, the law requires that a

• Work Changes - On your application you told us you expect

report of earnings be filed with SSA within 3 months and 15

days after the end of any taxable year in which you earn more

total earnings for

to be $

.

than the annual exempt amount. You may contact SSA to file a

 

 

 

 

 

 

 

 

 

report. Otherwise, SSA will use the earnings reported by your

You

(are)

(are not) earning wages of more than

employer(s) and your self-employment tax return (if applicable)

$

 

 

a month

 

 

 

as the report of earnings test. It is your responsibility to ensure

You

(are)

(are not) self-employed rendering substantial

that the information you give concerning your earnings is

correct. You must furnish additional information as needed

services in your trade or business.

 

 

when your benefit adjustment is not correct based on the

(Report AT ONCE if this work pattern changes.)

earnings on your record.

 

• Change of Marital Status - Marriage, divorce, annulment of

HOW TO REPORT

marriage. You must report a change in marital status even if

You can make your reports by telephone, mail, in person, or

you believe that an exception applies.

online, whichever you prefer. If you are awarded benefits, and

• You are confined for more than 30 continuous days to jail,

one or more of the above change(s) occur, you should report

prison, penal institution, or correctional facility for conviction

by:

of a crime or you are confined to a public institution by court

• Visiting the section "Online Services" at our web

order in connection with a crime.

 

 

• Custody Change - Report if a person for whom you are filing,

site at www.socialsecurity.gov;

• Calling us TOLL FREE at 1-800-772-1213;

or who is in your care dies, leaves your care or custody, or

changes address.

 

 

 

• If you are deaf or hearing impaired, calling us TOLL FREE

 

 

 

 

 

 

 

 

 

• You begin to receive a pension, annuity, or a lump sum

at TTY 1-800-325-0778; or

payment based on your government employment not covered

• Calling, visiting or writing your local Social Security office

by Social Security or your pension or annuity amount

changes or stops.

 

 

 

shown at the phone number and address on your

• You have an unsatisfied warrant for more than 30 continuous

claim receipt.

days for your arrest for a crime or attempted crime that is a

For general information about Social Security, visit our web

felony or flight to avoid prosecution or confinement, escape

site at www.socialsecurity.gov.

from custody, and flight-escape. In most jurisdictions that do

 

not classify crimes as felonies, this applies to a crime that is

 

punishable by death or imprisonment for a term exceeding 1

 

year (regardless of the actual sentence imposed).

 

FIGURING YOUR YEARLY EARNINGS

To figure your total yearly earnings, count all gross wages (before deductions) and net earnings from self-employment which you earn during the entire year. This includes earnings both before and after your retirement date, and applies to all earned income whether or not covered by Social Security.

In figuring your total yearly earnings, however, DO NOT COUNT ANY AMOUNTS EARNED BEGINNING WITH THE MONTH YOU ATTAIN FULL RETIREMENT AGE. Count only amounts earned before the you attain full retirement age.

PLEASE READ THE FOLLOWING INFORMATION CAREFULLY BEFORE ANSWERING QUESTION 28.

Benefits may be payable for some months prior to the month in which you file this claim (but not for any month before you reach age 60 (unless you are disabled)) if:

• YOU WILL EARN OVER THE EXEMPT AMOUNT THIS YEAR.

(For the appropriate exempt amount, see "How Work Affects Your Benefits" (Publication No. 05-10069)

If your first month of entitlement is prior to full retirement age, your benefit rate will be reduced. However, if you do not actually receive your full benefit amount for one or more months before full retirement age because benefits are withheld due to your earnings, your benefit will be increased at full retirement age to give credit for this withholding. Thus, your benefit amount at full retirement age will be reduced only if you receive one or more full benefit payments prior to the month you attain full retirement age.

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social security ssa 10 blanks to consider

You should put down your particulars within the part Enter name of the State or, If Yes answer b and c, No If No go on to item, b Enter names of persons on whose, FIRST NAME MIDDLE INITIAL LAST NAME, Answer Item Only if the Deceased, a Was the deceased unable to work, Yes, If Yes answer b, If No go on to item, b Enter the date the deceased, MONTHDAYYEAR, a Was the deceased in the active, Yes, and If Yes answer b and c.

stage 2 to entering details in social security ssa 10

The system will ask you for particulars to automatically submit the area c Has anyone including the, and Yes.

part 3 to completing social security ssa 10

The Form SSA UF ANSWER ITEM ONLY IF, Amount, b About how much did the deceased, Amount, a Did the deceased have wages or, b List the years from through, CHECK IF APPLICABLE, Yes, If Yes skip to item, No If No answer b, I am not submitting evidence of, INFORMATION ABOUT THE DECEASEDS, When Month Day and Year Where Name, How Marriage Ended, and When Month Day and Year box will be the place to insert the rights and obligations of both sides.

social security ssa 10 Form SSA  UF ANSWER ITEM  ONLY IF, Amount, b About how much did the deceased, Amount, a Did the deceased have wages or, b List the years from  through, CHECK IF APPLICABLE, Yes, If Yes skip to item, No If No answer b, I am not submitting evidence of, INFORMATION ABOUT THE DECEASEDS, When Month Day and Year Where Name, How Marriage Ended, and When Month Day and Year blanks to fill

Complete the file by looking at these particular sections: Other Explain in Remarks, Spouses Social Security Number If, b If the deceased had any other, Spouses Name including maiden name, When Month Day and Year Where Name, How Marriage Ended, When Month Day and Year, Where Name of City and State, Marriage performed by, Clergyman or public official, Other Explain in Remarks, Spouses date of birth or age, If spouse deceased give date of, Spouses Social Security Number If, and USE REMARKS SPACE ON BACK PAGE FOR.

social security ssa 10 Other Explain in Remarks, Spouses Social Security Number If, b If the deceased had any other, Spouses Name including maiden name, When Month Day and Year Where Name, How Marriage Ended, When Month Day and Year, Where Name of City and State, Marriage performed by, Clergyman or public official, Other Explain in Remarks, Spouses date of birth or age, If spouse deceased give date of, Spouses Social Security Number If, and USE REMARKS SPACE ON BACK PAGE FOR fields to fill out

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