Form Ssa 820 F4 PDF Details

In our journey through the maze of Social Security Administration (SSA) paperwork, the SSA-820-F4 form emerges as a critical document for self-employed individuals navigating the complexities of disability benefits. Designed specifically for those whose vision hasn't dimmed their entrepreneurial spirit or those battling other disabilities while running their own businesses, this form serves as a Work Activity Report. The essence of this document is to meticulously record the work activity of self-employed persons, ensuring that the SSA can make informed decisions regarding disability claims. The form dives into various aspects of a business owner's work life, from basic identification details to the nuanced specifics of business operations, income, and the impact of disability on work capacity. Filling out this form is not mandatory, but skipping it may delay or complicate the evaluation of your claim. Notably, the SSA reassures applicants about the confidentiality and potential disclosure of the information provided, strictly within the bounds of federal laws and regulations aimed at safeguarding privacy while ensuring program integrity through data matching with other agencies. Completing the SSA-820-F4 is more than just a bureaucratic task; it’s a crucial step in securing one's financial well-being while dealing with disabilities that challenge one's ability to work.

QuestionAnswer
Form NameForm Ssa 820 F4
Form Length4 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min
Other namesssa work activity, form ssa 820 work activity report, 1991 820, 820 work report

Form Preview Example

SOCIAL SECURITY ADMINISTRATION

Form Approved

OMB No. 0960-0598

WORK ACTIVITY REPORT (Self-Employed Person)

Name of disabled person

Blind Not Blind

Social Security Number

- -

Name of W/E (If other than disabled person)

Social Security Number

- -

PAPERWORK/PRIVACY ACT NOTICE

The information requested on this form is authorized by Section 223 and Section 1632 of the Social Security Act. The information provided will be used in making a decision on your claim. While completion of this form is voluntary, failure to provide all or part of the requested information could prevent an accurate and timely decision on your claim and could result in the loss of benefits. Information you furnish on this form may be disclosed by the Social Security Administration to another person or governmental agency only with respect to Social Security programs and to comply with Federal law requiring the exchange of information between Social Security and another agency. We may also use the information you give us when we match records by computer. Matching programs compare our records with those of other Federal, State or local government agencies.

Many agencies may use matching programs to find or prove that a person qualifies for benefits paid by the Federal government. The law allows us to do this even if you do not agree to it. Explanations about these and other reasons why information you provide us may be used or given out are available in Social Security Offices. If you want to learn more about this, contact any Social Security Office.

PAPERWORK REDUCTION ACT: This information collection meets the clearance requirements of 44 U.S.C. §3507, as amended by Section 2 of the Paperwork Reduction Act of 1995 . You are not required to answer these questions unless we display a valid Office of Management and Budget control number. We estimate that it will take you about 30 minutes to read the instructions, gather the necessary facts, and answer the questions. SEND THE COMPLETED FORM TO YOUR LOCAL SOCIAL SECURITY OFFICE. The office is listed under U.S. Government agencies in your telephone directory or you may call Social Security at 1-800-772-1213 . You may send comments on our time estimate above to: SSA, 6401 Security Blvd., Baltimore, MD 21235-6401. Send only comments relating to our time estimate to this address, not the completed form.

Please use this form to describe your work activity since (Date disability began or, if later,

date of prior investigation)

 

u

 

1. Date (to be entered by SSA)

ANSWER EACH QUESTION AS FULLY AS POSSIBLE

A. List name and address of business (include ZIP code)

2.

 

B. Please Check if

 

 

C. Briefly indicate the primary product or service

 

 

 

Farm

 

Non-Farm

 

 

 

 

 

 

 

 

A. Describe the business in terms of arrangement and /or ownership (Check one)

Sole Owner

 

Partnership

 

Farm Tenant

 

Farm Landlord

B. Give your monthly self-employment income since the above date (average if not sure)

3.

Month

Year

Gross

Net

Month

Year

Gross

Net

Month

Year

Gross

Net

 

 

 

 

 

 

 

 

 

 

 

 

 

Month

Year

Gross

Net

Month

Year

Gross

Net

Month

Year

Gross

Net

C. List any months in which you earned more than $200.00 or worked more than 40 hours in your u business since the date shown in item 1.

A. Describe (briefly) what you did in the business in terms of management decisions, responsibilities, hours, production and services before your illness or injury.

4.

B. Was this business your sole livelihood

 

YES

 

NO

 

 

prior to your illness or injury?

 

 

 

 

 

 

Please describe your present work activities and any changes in your business because of your illness or injury. Explain such things as reduced hours of business, lower volume, fewer acres under cultivation or other. (If you use extra help, write "extra help" here and provide the details when you get to item 9).

5.

Form SSA-820-F4 (2-1991) ef (12-2008)

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If you need more space

 

 

for any answer, use Page 3.

Do (did) you make management decisions after your illness or injury?

 

YES

 

NO

(If "yes," describe the kinds of decisions made, the time spent making them and any changes that have taken place).

6.

 

A. If you began your business after you were injured or became ill, did you receive any special assistance

 

 

from an agency or other source in setting up your business?

 

 

 

 

 

 

YES

NO

 

 

 

 

 

 

 

 

 

7.

B. Does this assistance continue or have additional special services been supplied?

 

YES

NO

 

(If "yes," please describe)

 

 

 

 

A. What is the value of any normal business expense which you do (did) not pay including that which is furnished or paid for by another person or organization (such as free space or utilities)? Why were such items supplied to you for free and by whom were they furnished?

8.

B. Describe any special expenses related to your illness or injury that you paid which are necessary for you to work (for example, attendant care, medical devices, equipment, prostheses, or similar items or services).

DESCRIBE ANY ADDITIONAL HELP YOU NEED (NEEDED) IN PERFORMING YOUR USUAL DUTIES BECAUSE OF YOUR ILLNESS OR INJURY.

9.

A. Number of assistants

 

 

B. Time they devoted to helping you

C. What do (did) they do?

 

 

 

 

 

D. Are/were assistants (check one)

 

 

E. If paid, how much?

 

 

 

PAID

 

UNPAID

 

 

F. Is (are) assistant(s) related to you? (check one)

G. If yes, what is the relationship?

 

 

 

YES

 

NO

 

 

 

 

 

 

 

 

 

H. Why was the additional help needed?

Form SSA-820-F4 (2-1991) ef (12-2008)

2

If you need more space

 

 

for any answer, use Page 3.

10.

11.

Use this section for additional space to answer any previous questions and to give any additional information you think will be helpful. Please refer to the previous questions by number, such as 4A or 4B or 5.

If more space is needed, use an extra sheet.

Check the appropriate block below:

I am not receiving Social Security disability benefits and/or Supplemental Security Income (SSI).

I am receiving Social Security disability benefits and/or Supplemental Security Income (SSI), and I understand that the information provided above may result in my benefits being stopped. I have been given the opportunity to submit any evidence I wanted and to make any statements concerning my claim.

PLEASE READ THE FOLLOWING STATEMENT, THEN SIGN, DATE AND PROVIDE ADDRESS AND TELEPHONE NUMBER.

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 claimant/beneficiary or representative

 

Date

 

 

 

 

Mailing address (Number and Street, Apt. no., P.O. Box, or Rural Route.)

Telephone (Include area

 

 

 

code)

 

 

 

 

City

State

County

ZIP Code

 

 

 

-

 

 

 

 

Form SSA-820-F4 (2-1991) ef (12-2008)

3

SSA USE ONLY

12.

A. Contact made:

(check one)

 

IN PERSON

 

 

BY MAIL

 

BY TELEPHONE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

B. Completed by:

 

CLAIMANT

 

 

SSA REPRESENTATIVE

 

OTHER

(check one)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

C. If "Other" show

 

 

 

 

 

 

 

 

 

 

 

 

 

Name:

 

 

Address (include ZIP code)

 

 

 

 

 

 

Phone Number (include area code)

Relationship

 

 

 

 

 

 

 

 

 

 

13. Interviewer/reviewer check list ("Yes" answers should be developed in accordance with DI 13010ff. Rationalize "Yes" or "No" answers below except when it is necessary to complete the SSA-831-U3 and SSA-833-U3). Check all that apply:

A. Unpaid business expenses (Rent, utilities, etc.)

B. Impairment-related work expenses

C. Unpaid help, or business sponsored by an agency

D. Unsuccessful work attempt (CDI - no medical issue - DO jurisdiction for a final determination)

E. Unsuccessful work attempt

(DO recommendation only - DDS jurisdiction for a final determination.)

F. Substantial gainful activity

Yes

Yes

Yes

Yes

Yes

Yes

No

No

No

No

No

No

Note: If work continues and is determined to be substantial gainful activity and no medical issue exists, prepare the appropriate final determination (SSA-831-U3 or SSA-833-U3) rationalizing the work issue. Keep in mind that preparation of the SSA-831-U3 or the SSA-833-U3 would not be appropriate if there is a possibility of a closed period of disability, a trial work period or an unsuccessful work attempt.

Rationale:

14. Remarks

15. Signature of SSA interviewer or reviewer

Title

DO code

Date

Form SSA-820-F4 (2-1991) ef (12-2008)

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