Form SSA-8 PDF Details

Answer item 5 only if the deceased worked within the past 2 years. Answer item 6 only if the deceased died prior to age 66 and within the past 4 months.

Item 17: Answer item 17 only if you are the surviving spouse.

Item 16: If you are the surviving spouse, and if you are under age 66, answer item 16.

Witnesses: Witnesses are required only if this application has been signed by mark (X) above; two witnesses to the signing who know the applicant must sign below.

Where to send: Send or bring the completed form to your local Social Security office.

Railroad Retirement Act: This may serve as an application for insurance benefits payable under the Railroad Retirement Act.

QuestionAnswer
Form NameForm SSA-8
Form Length4 pages
Fillable?Yes
Fillable fields125
Avg. time to fill out21 min
Edition12-2024
Issuing agencySocial Security Administration
Where to sendYour local Social Security office
Filing deadlineWithin 2 years after the date of death of the wage earner or self-employed person
Other namesSSA-8, SSA8, SSA 8, Form SSA-8, SSA-8 form, Application for Lump-Sum Death Payment, Social Security death benefit form
Official sourceForm SSA-8 (Rev 12-2024), Social Security Administration

How to Fill Out Form SSA-8

Form SSA-8 at a glance

What it is: Form SSA-8 is the Application for Lump-Sum Death Payment of the Social Security Administration.

Where and when to file: File this application within 2 years after the date of death of the wage earner or self-employed person.

A filled-in Form SSA-8 example: a widow applies for the lump-sum death payment

Form SSA-8 example filled out, example: a widow applies for the lump-sum death payment
Maria Sample applies for the lump-sum death payment after her husband died. He died at age 76 in Anytown, Virginia, and she files within 2 years of his death. The picture shows the filled form; its names and figures are sample values. He earned about 12000 in the year of death and 30000 the year before. He died after age 66, so Unable to work at the time of death stays empty. He had no military service, so the dates of service and the other Federal benefit stay empty. Work covered by another country's social security system is answered No because he never worked abroad, and the marriage did not end, so how it ended stays empty. Prior marriages that lasted at least 10 years says no prior marriages, so the rest of it stays empty. There is no child, so Surviving children of the deceased says None. She is over age 66, so Surviving spouse under age 66 who is disabled stays empty. She was not married before, so Surviving spouse married before the deceased stays empty. Witnesses to a signature by mark stays empty because she signed in ink, and Remarks is left blank because she needs no explanation.

How to fill out Form SSA-8, box by box

Your name, the deceased, and the date and place of death

Form SSA-8 example filled out, your name, the deceased, and the date and place of death

In Box 1, print your name: first name, middle initial, last name.

In Box 2(a), print the name of the Deceased Wage Earner or Self-Employed Person (herein referred to as the "deceased"): first name, middle initial, last name. In 2(b), enter the deceased's Social Security Number.

In Box 3, enter the date of birth of the deceased (MM/DD/YYYY).

In Box 4(a), enter the date of death (MM/DD/YYYY). In 4(b), enter the place of death (City and State).

Earnings of the deceased in the past 2 years

Form SSA-8 example filled out, earnings of the deceased in the past 2 years

Answer item 5 only if the deceased worked within the past 2 years. In 5(a), enter about how much the deceased earned from employment and self-employment during the year of death. In 5(b), enter about how much the deceased earned the year before death.

Unable to work at the time of death

Form SSA-8 example filled out, unable to work at the time of death

Answer item 6 only if the deceased died prior to age 66 and within the past 4 months. In 6(a), mark Yes or No: was the deceased unable to work because of illness, injuries or conditions at the time of death? If Yes, answer 6(b); if No, go on to item 7. In 6(b), enter the date the deceased became unable to work (MM/DD/YYYY).

Military or naval service of the deceased

Form SSA-8 example filled out, military or naval service of the deceased

In 7(a), mark Yes or No: was the deceased in the active military or naval service (including Reserve or National Guard active duty or active duty for training) after September 7, 1939 and before 1968? If Yes, answer 7(b) and 7(c); if No, go on to item 8. In 7(b), enter dates of service: From (MM/YYYY) To (MM/YYYY). In 7(c), mark Yes or No: has anyone (including the deceased) received, or does anyone expect to receive, a benefit from any other Federal agency?

Railroad industry for 7 years or more

Form SSA-8 example filled out, railroad industry for 7 years or more

In Box 8, mark Yes or No: did the deceased work in the railroad industry for 7 years or more?

Work covered by another country's social security system

Form SSA-8 example filled out, work covered by another country's social security system

In 9(a), mark Yes or No: did the deceased ever engage in work that was covered under the social security system of a country other than the United States? If Yes, answer 9(b); if No, go on to item 10. In 9(b), if Yes, list the country(ies).

Spouse of the deceased at the time of death

Form SSA-8 example filled out, spouse of the deceased at the time of death

In 10(a), mark Yes or No: is the deceased survived by a spouse? If Yes, enter information about the marriage at the time of death. If No, go on to item 10(b) if the deceased had prior marriages or item 11 if the deceased never married.

Enter the Spouse's Name (including Maiden Name), When (MM/DD/YYYY) and Where (Name of City and State). Enter How marriage ended, and When (MM/DD/YYYY) and Where (Name of City and State).

For Marriage performed by, mark Clergyman or public official or Other (Explain in "Remarks"). Enter the spouse's date of birth (or age) and Social Security Number (If none or unknown, please indicate).

Prior marriages that lasted at least 10 years

Form SSA-8 example filled out, prior marriages that lasted at least 10 years

If the deceased had a prior marriage(s) that lasted at least 10 years, enter the information. If the deceased married the same individual multiple times and the remarriage took place 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 no prior marriages or if information is unavailable, please indicate.

Surviving children of the deceased

Form SSA-8 example filled out, surviving children of the deceased

In 11, list ALL the deceased's surviving children (including natural children, adopted children, and stepchildren) or dependent grandchildren (including stepgrandchildren) who are now or were in the past 12 months unmarried AND:

Under age 18; or age 18 to 19 and attending elementary or secondary school up to grade 12 full time; or age 18 or older with a disability that began before age 22. If none, write "None."

Surviving parent and benefits filed for before

Form SSA-8 example filled out, surviving parent and benefits filed for before

In Box 12, mark Yes or No: is there a surviving parent (or parents) of the deceased who was receiving support from the deceased either at the time the deceased became disabled under the Social Security law or at the time of death? If Yes, enter the name and address of the parent(s) in "Remarks".

In Box 13, mark Yes or No: have you filed for any Social Security benefits on the deceased's earnings record before?

Living together at the time of death

Form SSA-8 example filled out, living together at the time of death

In 15(a), mark Yes or No: were the deceased and the surviving spouse living together at the same address when the deceased died? If Yes, go on to item 16. If No, answer 15(b): if either the deceased or surviving spouse was away from home (whether or not temporarily) when the deceased died, give Who was away? (Deceased or Surviving spouse), Date last home, Reason absence began and Reason they were apart at time of death. If separated because of illness, enter nature of illness or disabling condition.

Surviving spouse under age 66 who is disabled

Form SSA-8 example filled out, surviving spouse under age 66 who is disabled

If you are the surviving spouse, and if you are under age 66, answer item 16. In 16(a), mark Yes or No: are you currently disabled and unable to work or was there a period during the last 14 months when you were disabled and unable to work? If Yes, enter in 16(b) the date you became disabled (MM/DD/YYYY).

Surviving spouse married before the deceased

Form SSA-8 example filled out, surviving spouse married before the deceased

Answer item 17 only if you are the surviving spouse. In item 17, mark Yes or No: were you married before your marriage to the deceased? If yes, enter information about your prior marriage(s) that lasted at least 10 years or ended due to death of the spouse.

Signature, mailing address and remarks

Form SSA-8 example filled out, signature, mailing address and remarks

Sign the form in ink: the applicant declares under penalty of perjury that all the information on this form, and on any accompanying statements or forms, is true and correct to the best of the applicant's knowledge.

Enter the date (MM/DD/YYYY), the telephone number(s) at which you may be contacted during the day (area code), and your mailing address (number and street, apt. no., P.O. box, or rural route), city and state, ZIP code, and the name of the county (if any) in which you now live.

In Remarks, you may use this space for any explanation. If you need more space, attach a separate sheet.

Direct deposit payment information

Form SSA-8 example filled out, direct deposit payment information

For direct deposit payment information, enter the financial institution, routing transit number and account number, and mark Checking or Savings, or Enroll in Direct Express.

Witnesses to a signature by mark

Form SSA-8 example filled out, witnesses to a signature by mark

Witnesses are required only if this application has been signed by mark (X). If signed by mark (X), two witnesses to the signing who know the applicant must sign, giving their full addresses.

More rules for Form SSA-8

It will take about 10 minutes to read the instructions, gather the facts, and answer the questions.

If your situation is different

The named deceased's Social Security record

You apply for the lump sum death payment for which you are eligible under Section 202(i) of the Social Security Act, as presently amended, on the named deceased's Social Security record.

Common questions about Form SSA-8

What is a SSA 8 form?

Form SSA-8 is the Application for Lump-Sum Death Payment of the Social Security Administration. This may serve as an application for insurance benefits payable under the Railroad Retirement Act.

Is there a deadline?

File this application within 2 years after the date of death of the wage earner or self-employed person.

Where do I file it?

Send or bring the completed form to your local Social Security office. Find your local Social Security office through SSA's website at www.socialsecurity.gov.

Sources

[1] Form SSA-8 (12-2024), Application for Lump-Sum Death Payment, Social Security Administration (the Official source link on this page).

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