Ssa 8203 Bk Form PDF Details

Are you considering filing for Social Security Disability benefits? If so, it's important to understand the forms required to submit an application. One of these documents is known as the SSA 8203 BK form – also called a "Disability Determination and Transmittal." It's essential for gathering information about your disability or medical condition in order for the Social Security Administration (SSA) to make their decision on whether or not you qualify. In this blog post, we will go over what this particular form entails, how it is used during the application process, and any other key facts you should know – so keep reading!

QuestionAnswer
Form NameSsa 8203 Bk Form
Form Length10 pages
Fillable?No
Fillable fields0
Avg. time to fill out2 min 30 sec
Other namesssa 8203 online, ssa 8203 bk form, ssa 8203 pdf, why ssa 8203

Form Preview Example

SOCIAL SECURITY ADMINISTRATION

UPDATE

FORM APPROVED

 

OMB No. 0960-0416

 

 

STATEMENT FOR DETERMINING CONTINUING ELIGIBILITY

 

For Official Use Only

FOR SUPPLEMENTAL SECURITY INCOME PAYMENTS

EI SSN

 

 

 

 

 

 

 

 

Name and Address

Spouse's Name

 

 

 

 

 

Spouse's SSN

 

 

 

 

 

 

 

 

 

 

Check the Ones That Apply

 

DO Code

 

 

C

NC

 

 

 

 

M

N

 

 

 

 

FS-APP

FS-REF

 

 

 

 

 

 

 

 

 

Interviewer's Initials

Date Received

 

 

 

 

 

 

WHEN ANSWERING THE QUESTIONS, REFER TO THIS DATE

 

MARITAL STATUS/TRAVEL OUTSIDE THE UNITED STATES/LIVING ARRANGEMENTS

 

 

1.

Since the date above, has your marital status (or the marital status of your parents if you are a child)

Yes

No

 

changed?

 

 

 

 

 

 

 

 

 

 

 

2.

Since the date above, have you moved to a new address?

 

 

Yes

No

 

If ''yes,'' give the new address:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

 

DATE YOU MOVED

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3.

Since the date above, have you been outside the United States (the 50 States, District of Columbia, and

Yes

No

 

Northern Mariana Islands)?

 

 

 

 

 

If "yes," please give:

 

 

 

 

 

 

 

DATE(S) LEFT (month/day/year):

 

DATE(S) RETURNED (month/day/year)

 

 

 

 

 

 

 

 

4.

Since the date above, have you spent a full calendar month in a hospital, nursing home, or other

Yes

No

 

institution?

 

 

 

 

 

If ''yes,'' please give:

 

 

 

 

 

 

 

NAME OF INSTITUTION

DATE ENTERED (Month/day/year):

DATE LEFT (Month/day/year):

 

 

 

 

 

 

 

 

 

 

 

 

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

 

 

 

 

 

 

 

 

 

 

5.Mark X in the box which best describes where you live:

House

 

Room

 

Nursing Home

Hospital

 

School

 

 

 

Apartment

 

Mobile Home

 

Rest or Retirement Home

Rehabilitation Center

 

Other

 

(specify)

6.

Since the date above, has anyone moved into or out of the place where you live? (including births and

Yes

No

 

deaths) If "yes," please give:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

BLIND OR

DATE MOVED

DATE MOVED

INELIGIBLE CHILD

 

 

 

NAME

RELATIONSHIP

AGE

DISABLED

 

 

 

 

 

 

 

 

 

 

 

 

YES

NO

IN

OUT

STUDENT

MARRIED

INCOME

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

7.

Do any other people live in the same household with you or your spouse?

 

 

 

 

 

Yes

No

 

If "yes," please give the following information about them (including children):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

AGE AND/OR

BLIND OR

INELIGIBLE CHILD

 

 

 

NAME

RELATIONSHIP

DISABLED

 

 

 

DATE OF BIRTH

YES

NO

STUDENT

MARRIED

INCOME

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form SSA-8203-BK (5-2003) EF (06-2003) Destroy Prior Editions

Page 1

LIVING ARRANGEMENTS (continued)

8.

Do all of the people who live with you receive public assistance payments?

 

 

 

 

 

 

 

 

 

 

Yes

No

 

(For example, welfare, AFDC/TANF, VA pension, general assistance, SSI.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9.

a.

Do you, or your spouse living with you, own or are you buying the place where you live?

 

 

 

 

 

Yes

No

 

 

If "yes," give:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MONTHLY MORTGAGE PAYMENT AMOUNT:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

b. Do you, or your spouse living with you, rent the place where you live?

 

 

 

 

 

 

 

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

c. If you are a child recipient living with your parents, do your parents own or rent the place where you live?

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

d. Does someone else who lives with you own or rent the place where you live?

 

 

 

 

 

 

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

e. If the place where you live is rented give,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

LANDLORD'S NAME

 

ADDRESS

 

LANDLORD'S

 

 

MONTHLY

 

 

 

 

 

 

 

 

 

 

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

 

 

PHONE

 

 

 

RENT

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

f.

If the place where you live is rented, are you (or anyone living with you) the parent or child of your

 

 

Yes

No

 

 

landlord or your landlord's spouse?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If "yes," give the name of the household member who is the

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

related person

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

g. If a. or b. is answered "yes," does any one who lives with you (other than your spouse) pay for or give

 

 

 

 

 

 

you money for food, mortgage or rent, property insurance or taxes, heating fuel, gas, electricity, water,

 

 

Yes

No

 

 

sewerage, or garbage collection services?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

10.

Since the date on page 1, did anyone not living with you:

 

 

 

 

 

 

 

 

 

 

Yes

No

 

a. Give you a free place to live?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

b. Help you pay the mortgage, rent, property insurance, property taxes, and/or sewerage charges?

 

 

Yes

No

 

 

 

 

 

 

c. Give you or help you pay for food, gas, electricity, heating fuel, water, and/or garbage collection service?

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If "yes," to a., b., or c., complete the following:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SOURCE

 

 

PHONE

 

 

MONTHLY

 

MONTHS

 

 

 

 

 

TYPE OF HELP

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NAME/ADDRESS (Number, Street, City, State, ZIP Code)

 

NUMBER

 

 

AMOUNT

 

RECEIVED

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11.

Since the date on page 1, did anyone five you clothing or other gifts which are not cash?

 

 

 

 

 

Yes

No

 

If "yes," complete the following:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DESCRIPTION OF

 

 

SOURCE

 

 

PHONE

 

MONTHS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

VALUE

 

 

 

 

 

 

ARTICLE

 

NAME/ADDRESS (Number, Street, City, State, ZIP Code)

 

NUMBER

 

RECEIVED

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

EARNED INCOME

 

 

 

 

 

 

 

 

 

 

 

 

12.

Since the date on page 1, have you, or your spouse living with you, worked OR do you expect to

 

 

Yes

No

 

work in the next 14 months?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If "yes," please give:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

a. Amounts for Past Months

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NAME OF

 

 

 

 

 

 

 

GROSS WAGES

 

 

 

 

 

 

 

 

 

 

 

 

 

EMPLOYER'S NAME, ADDRESS (Number, Street, City,

 

 

 

 

How

 

 

DATES OF

 

 

 

 

 

 

WORKER

 

 

 

 

 

 

 

 

 

 

EMPLOYMENT

 

 

 

 

 

 

 

 

State, ZIP Code) AND PHONE NUMBER

 

Amount

Often

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Paid

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

From:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

To:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

From:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

To:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form SSA-8203-BK (5-2003) EF (06-2003)

Page 2

12.

EARNED INCOME (continued)

b. Estimates for Current and Future Months

Month

 

Amount

$

$

$

$

$

$

$

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Month

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Amount

$

$

$

$

$

$

$

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

13.

Since the date on page 1, have you, or your spouse living with you, been self-employed or expect to be

Yes

No

 

self-employed in the current taxable year?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If ''yes,'' please give:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

LAST YEAR'S

THIS YEAR'S ESTIMATED

 

 

 

 

NAME OF SELF-EMPLOYED

TYPE OF BUSINESS

GROSS

NET INCOME

GROSS

NET INCOME

DATES OF SELF-

 

 

 

PERSON

EMPLOYMENT

 

 

 

 

 

INCOME

(OR LOSS)

INCOME

(OR LOSS)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

From:

 

 

 

 

 

 

 

 

 

 

 

To:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

From:

 

 

 

 

 

 

 

 

 

 

 

To:

 

 

 

 

 

 

 

 

 

 

 

 

14.

If you are disabled, do you have any special expenses that you paid that are related to your illness or injury

Yes

No

 

and which are necessary for you to work?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

UNEARNED INCOME

 

 

 

 

15.Since the date on page 1, have you, or your spouse living with you, received, or do you expect to receive in the next 14 months, any of the income listed below:

 

a. Private pensions, annuities (other than Social Security, SSI, or food stamps)?

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

b. Unemployment or worker's compensation?

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

c. TANF, AFDC or State or local assistance based on need?

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

d. Veterans Administration benefits (based on need, not based on need, education)?

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

e. Rental/lease income?

 

 

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

f. Alimony or child support?

 

 

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

g. Dividends or royalties?

 

 

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

h. Interest earned on money in bank accounts (including interest on checking accounts)?

Yes

No

 

 

 

 

 

 

 

 

 

 

 

i. Money from a trust fund?

 

 

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

j. Money from any other person or organization?

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

If the answer is ''yes,'' to any of these types of unearned income, please give:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TYPE OF

RECEIVED BY

AMOUNT

FREQUENCY

DATES RECEIVED OR

 

SOURCE (Name/Address of Person,

 

 

 

INCOME

 

 

 

EXPECTED

 

Bank, Company, or Organization)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

From:

 

 

 

 

 

 

 

 

 

To:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

From:

 

 

 

 

 

 

 

 

 

To:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form SSA-8203-BK (5-2003) EF (06-2003)

Page 3

16.

 

 

 

RESOURCES: THINGS YOU OWN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Do you, or your spouse living with you, own any of the following items (answer ''yes'' if your name

 

 

 

 

 

 

appears alone or with any other person as the owner or part owner of any of these items):

 

 

 

 

 

 

a. Cash (with you, at home, in a safe deposit box)?

 

 

 

 

 

 

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

b. Checking accounts?

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

c. Savings accounts?

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

d. Credit union accounts?

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

e. Christmas club accounts?

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

f. Savings certificates/certificates of deposit?

 

 

 

 

 

 

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

g. Promissory notes or IOU's?

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

h. Stocks or bonds?

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

i. Other items that can be cashed or sold?

 

 

 

 

 

 

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If "yes," please give the following information:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NAME OF

 

OWNER(S) OF

 

TOTAL VALUE

 

 

NAME AND ADDRESS OF BANK,

 

 

 

 

 

EACH ITEM

 

 

EACH ITEM

OF EACH ITEM

 

 

 

COMPANY, OR ORGANIZATION

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

17.

Do you, or your spouse living with you, own or are you buying any life insurance policies?

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If ''yes,'' please give the following information:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NAME OF OWNER

 

NAME OF INSURED

 

NAME AND ADDRESS OF INSURANCE COMPANY

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

POLICY NUMBER

TOTAL FACE VALUE

 

CASH SURRENDER

WHEN WAS THE

IF THERE IS A LOAN AGAINST

 

 

 

 

 

 

OF POLICY

 

 

 

VALUE

POLICY PURCHASED

THE POLICY, GIVE THE AMOUNT

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

18.

Is your name, or the name of your spouse living with you, on the title of any vehicles (for example, car,

Yes

No

truck, boat, camper, motorcycle, etc.)? If "yes," please give the following information:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NAME OF OWNER(S)

 

YEAR OF

 

 

MAKE AND MODEL

 

CURRENT

HOW MUCH IS OWED

 

 

 

 

 

 

VEHICLE(S)

 

 

 

 

MARKET VALUE

ON VEHICLE(S)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MAIN PURPOSE FOR WHICH THE VEHICLE(S) IS USED (For example, employment, to obtain medical treatment, etc.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

19.

Do you, or your spouse living with you, own or are you buying any real estate (land or buildings or other

Yes

No

structures on the land)? (Include property outside the U.S., inherited property, life estates. Do not include

 

 

 

 

 

 

 

your home.) If "yes," please give the following information:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NAME OF OWNER

 

ESTIMATED CURRENT

TAX ASSESSED

AMOUNT OF MORT-

AMOUNT OWED ON

 

 

 

 

 

 

MARKET VALUE

 

 

VALUE IF KNOWN

GAGE PAYMENT (if any)

THE PROPERTY

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DESCRIPTION (Include type and size of structures,

 

 

USE (Describe how the property is used. If not in use, give

 

 

 

 

 

acreage or lot size, and location of property)

 

 

 

date of last use and next planned use.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form SSA-8203-BK (5-2003) EF (06-2003)

Page 4

RESOURCES (continued)

20. Do you, or your spouse living with you, own any of the following items (answer "yes" if your name or your

 

 

 

 

spouse's name appears alone or with any other person as the owner or part owner of any of these items).

Yes

No

 

 

a. Other household or personal items not already mentioned worth more than $500?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

b. Other equipment (business or nonbusiness) or property of any kind (not already included on this form)?

 

 

 

 

If "yes," please give the following information:

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

OWNER(S) OF EACH ITEM

NAME OF EACH ITEM

TOTAL VALUE

HOW MUCH IS OWED ON

 

 

 

 

OF EACH ITEM

EACH ITEM

 

 

 

 

 

 

 

 

 

DESCRIPTION (Where appropriate, give name

USE (Describe how the property is used. If not in use,

 

and address of bank, company, or organization)

give date of last use and next planned use.)

 

 

 

 

 

 

 

21.a. Do you, or your spouse living with you, own any headstones or markers, cemetery lots, crypts, urns,

mausoleums, or other repositories for burial?

Yes

No

If ''yes,'' please give:

NAME OF OWNER

FOR WHOSE BURIAL

RELATIONSHIP TO YOU

DESCRIPTION AND VALUE

 

 

 

OR YOUR SPOUSE

 

 

 

 

 

 

 

 

 

 

 

 

b. Do you, or your spouse living with you, have any money or other assets, such as, burial contracts,

 

 

 

 

 

 

trusts, insurance policies, agreements, or anything else you intend to use for your burial expenses?

 

 

 

Yes

 

No

(Include assets listed in items 16-21 if appropriate.)

 

 

 

 

 

 

 

 

If ''yes,'' please give:

 

 

 

 

 

 

 

 

 

 

 

WHEN DID YOU SET IT

WILL INTEREST EARNED OR APPRECIATIONS

 

 

DESCRIBE WHAT YOU HAVE SET ASIDE

VALUE

 

IN VALUE REMAIN IN THE BURIAL FUND

 

 

ASIDE (Month/Day/Year)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

YES

NO

 

 

 

 

 

 

 

 

IS IT IRREVOCABLE

NAME OF OWNER

FOR WHOSE BURIAL

 

 

 

 

 

 

YES

NO

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

22.

a. Since the date on page 1, have you, your spouse living with you, sold, transferred

You

Yes

No

 

 

 

 

title, disposed of or given away any money, or other property, including money or

 

 

Yes

No

 

 

 

Your Spouse

 

 

property in foreign countries?

 

 

 

 

 

 

 

 

b. If you co-owned property with another person(s), did you or any co-owner sell, transfer,

You

Yes

No

 

 

or give way any co-owned money or property?

 

 

 

 

 

 

 

 

 

Your Spouse

Yes

No

 

 

 

 

 

 

 

 

IF ''YES'' TO (A) OR (B), GO TO (C). IF NO TO BOTH, GO TO 23.

 

 

 

 

Form SSA-8203-BK (5-2003) EF (06-2003)

Page 5

RESOURCES (continued)

22.

SOLD ON

GIVEN

 

TRADED FOR

 

 

OWNER'S/CO-OWNER'S NAME(S)

DATE OF

 

 

 

 

 

OPEN MARKET

AWAY

 

GOODS/SERVICES

 

 

DISPOSAL

 

 

 

 

 

Cont.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DESCRIPTION OF PROPERTY

 

 

 

NAME AND ADDRESS OF

RELATIONSHIP

 

 

 

 

 

 

 

 

PURCHASER OR RECIPIENT

TO OWNER

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

VALUE OF PROPERTY AND/OR

 

SALE PRICE OR OTHER

 

ARE ADDITIONAL CONSIDERATION OR PROCEEDS EXPECTED?

 

 

 

 

 

 

AMOUNT OF CASH GIFT

CONSIDERATION RECEIVED

 

EXPLAIN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

DO YOU STILL OWN PART OF THE PROPERTY? IF YES, EXPLAIN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

23.

Since the date on page 1, have you (or your spouse living with you) had any change in health insurance

 

 

 

 

 

 

coverage or other insurance that pays for medical bills?

(Do not include Medicare, but do include insurance

 

 

Yes

No

 

such as accident, automobile, or casualty if it covers medical bills for any reason.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

IF YOU LIVE IN CALIFORNIA, PLEASE DO NOT ANSWER QUESTION 24 BELOW.

24.

a. Are you currently receiving food stamps? If YES, go to ''b." If NO, go to "c."

b. Have you received a recertification notice within the past 30 days? If YES, go to "e." If NO, go to question 25.

c. Have you filed for food stamps in the last 60 days? If YES, go to "d." If NO, go to "e."

d. Have you received a favorable decision? If YES, go to question 25. If NO, go to e.

e. Is everyone in the household applying for or receiving SSI? If YES, go to ''f." If NO, go to question 25.

f. May I take your food stamp application today? If YES, go to question 25. If NO, explain in ''g.''

g. Explanation

You

 

YES

NO

YES

NO

YES

NO

YES

NO

YES

NO

YES

NO

Your Spouse

YES

NO

YES

NO

YES

NO

YES

NO

YES

NO

YES

NO

Form SSA-8203-BK (5-2003) EF (06-2003)

Page 6

25.

a. Which language do you prefer to use when speaking to us?

 

 

 

 

b. Which language do you prefer us to use when writing to you?

 

 

 

 

 

 

 

 

 

 

26.

Please answer the following questions:

 

 

 

 

a. Are you age 62 or older?

 

Yes

No

 

 

 

 

 

 

 

 

b. If you are age 50 or older, are you a widow(er)?

 

Yes

No

 

 

 

 

 

 

 

 

 

 

 

 

 

c. If you are age 50 or older and divorced, is your divorced spouse deceased?

 

Yes

No

 

 

 

 

 

 

 

d. If you were disabled before age 22, do you have a parent who is age 62 or older, disabled, or

Yes

No

 

deceased?

 

 

 

 

 

 

WE ARE REQUIRED BY LAW TO ASK THE FOLLOWING QUESTIONS OF ALL SSI RECIPIENTS

 

 

 

 

 

 

 

 

27.

a. Have you been convicted of, or charged with a crime, or an attempt to commit a crime, which is a

 

 

 

felony, or in New Jersey, a high misdemeanor?

 

Yes

No

 

If ''yes,'' in which state did this occur?

Answer b.

 

 

 

 

 

 

 

 

 

 

b. Since the date on page 1, have you been fleeing prosecution for that crime or fleeing to avoid custody or

 

 

 

confinement after conviction?

 

Yes

No

 

If ''yes,'' explain below (provide warrant information, if available):

 

 

 

 

 

 

 

 

28.

a. Have you been subject to a condition of parole or probation under Federal or state law?

 

Yes

No

 

If "yes," answer b.

 

 

 

 

 

 

 

 

 

 

 

b. Since the date on page 1, have you violated a condition of your probation or parole?

 

 

 

 

If "yes," explain below (provide warrant information, if available):

 

Yes

No

 

 

 

 

 

 

 

REMARKS

Form SSA-8203-BK (5-2003) EF (06-2003)

Page 7

REMARKS Continued

If the address where you live is different than the address where you get your mail, please give the address where you live:

Address (Number and Street)

City/State

 

 

YOUR AUTHORIZATION

ZIP Code

I give my permission for the Social Security Administration to check the information I have given on this form, and to ask my employer(s) for information about my wages. I understand that the Social Security Administration will compare its records with records from other State and Federal agencies to make sure I am paid the correct amount of benefits. 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.

SIGNATURES (Write in ink)

Your Signature (First name, middle initial, last name)

Date

 

Area Code and Tele-

 

Sign

 

 

phone Number Where

 

 

 

You Can Be Reached

 

Here

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Spouse's Signature (First name, middle initial, last name) (Sign Only if Receiving

 

 

 

 

 

Date

 

 

 

 

SSI Payments)

 

 

 

 

 

 

 

 

 

 

Sign

 

(

)

 

Here

 

 

 

 

 

 

 

 

WITNESSES (Write in ink)

If you sign by mark (X), two people who know you must witness your signing. The witnesses must sign below and give their full names and addresses.

1. Signature of Witness

2. Signature of Witness

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

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

REPRESENTATIVE PAYEE (Write in ink)

Your Title or Relationship to the Recipient

Area Code and Telephone Number Where You Can Be Reached

()

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

Your full name (First name, middle initial, last name) Please print here

Date

Please sign here

Form SSA-8203-BK (5-2003) EF (06-2003)

Page 8

RIGHTS AND RESPONSIBILITIES

NAME

 

 

SOCIAL SECURITY NUMBER

DATE

 

 

 

 

-

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NAME

 

 

SOCIAL SECURITY NUMBER

DATE

 

 

 

 

-

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Telephone Number (include area code) to call

Social Security Office you may visit in person or send in your request:

 

if you have a question or something to report.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Privacy Act Notice

The Social Security Administration is authorized to collect the information on this statement under 161 l(c) of the Social Security Act and regulations 20 CFR 416.204. While it is not mandatory except in the circumstances explained below, for you to furnish the information on this statement to Social Security, no benefits can continue unless a periodic review of eligibility is completed by a Social Security office. Your response is mandatory where the refusal to disclose certain information affecting your right to payment would reflect a fraudulent intent to secure payments not authorized by the Social Security Act.

The information on this statement is needed to enable Social Security to determine if you continue to be eligible for supplemental security income (SSI) payments. Failure to provide all or part of the information could prevent an accurate and timely decision on your continuing eligibility for benefits.

Although the information you furnish on this statement is almost never used for any other purpose than stated in the foregoing, there is a possibility that information may be disclosed to another person or to an agency as follows: 1. to enable a third party or an agency to assist Social Security in determining continuing eligibility to SSI payments; and

2.to comply with Federal law requiring the release of information from Social Security records (e.g., to the Department of Veterans Affairs)

COMPUTER MATCHING - 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 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 control number. We estimate that it will take about XX minutes to read the instructions, gather the 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, 1338 Annex Building, Baltimore, MD 21235-0001. Send only comments relating to our time estimate to this address, not the completed form.

Reporting Responsibility

The amount of your SSI check is based on the information you tell us. To continue getting the right

payment amount, you must report certain changes that happen to you. Changes could make your check bigger or smaller.

You must tell us about changes within 10 days after the month they happen. If you do not report changes, we may have to take as much as $25, $50, or $100 out of future checks you receive.

You must also report changes in income for your ineligible spouse or children who live with you, or your sponsor or sponsor's spouse if you are an alien. You must also report if any of these people buy or sell anything of value.

A List of Most of the Changes You Must Report Is On The Next Page.

How To

Report

Changes

You can report changes in any of the following ways:

Call us, toll free, at 1-800-772-1213.

Call your local Social Security Office at the number at the top of this form.

By mail or in person -- see the address at the top of this form.

Important

Facts About

Food Stamps

You can apply for food stamps at the Social Security Office if you and everyone in your household get or apply for SSI.

The Social Security Office will help you fill out the food stamp application. You do not have to go to the food stamp office to apply.

Form SSA-8203-BK (5-2003) EF (06-2003)

Page 9

 

CHANGES TO REPORT

WHERE YOU LIVE—You must report to Social Security if:

You move.

You leave the United States for 30 days or more.

You (or your spouse) leave your household for

You are released from a hospital, nursing home, etc.

You are no longer a legal resident of the United

 

a calendar month or longer. For example,

 

States.

 

you enter a hospital or visit a relative.

 

 

 

 

HOW YOU LIVE—You must report to Social Security:

Changes in your marital status:

If someone moves into or out of your household.

- You get married, separated, divorced, or

 

If the amount of money you pay toward

your marriage is annulled.

 

household expenses changes.

- You separate from your spouse or start

If your former spouse dies.

living together again after a separation.

- You begin living with someone as husband

 

Births and deaths of any people with whom you live.

and wife.

- Your spouse dies.

INCOME—You must report to Social Security if:

The amount of money (or checks or any other type of payment) you receive from someone or someplace goes up or down or you start to receive money (or checks or any other type of payment).

You start work or stop work.

Your earnings go up or down.

You become eligible for benefits other than SSI.

HELP YOU GET FROM OTHERS—You must report to Social Security if:

The amount of help (money, food, clothing, or

Someone stops helping you.

payment of household expenses) you receive

 

goes up or down.

Someone starts helping you.

THINGS OF VALUE THAT YOU OWN—You must report to Social Security if:

The value of your resources goes over $2,000

You sell or give any things of value away.

when you add them all together ($3,000 if you

 

are married and live. with your spouse).

You buy or are given anything of value.

YOU ARE BLIND OR DISABLED—You must report to Social Security if:

Your condition improves or your doctor says you can return to work.

You go to work.

YOU ARE UNMARRIED AND UNDER AGE 22—A report to Social Security must be made if:

You are under age 18 and live with your parent(s), ask your parents to report if they have a change in income, a change in their marriage, a change in the value of anything they own, or either has a change in residence.

You get married.

There are changes in the income, school attendance (if between the ages of 18 and 21), or marital status of ineligible children who live in your household.

You start or stop school.

YOUR IMMIGRATION AND NATURALIZATION SERVICE (INS) STATUS CHANGES—You must report any changes to Social Security.

YOU ARE A REPRESENTATIVE PAYEE—You must report to Social Security if:

The person for whom you receive SSI checks has any of the changes listed above. (You may be held liable if you do not report changes that could affect the SSI recipient's payment amount, and he/she is overpaid.)

You will no longer be able or no longer wish to act as the person's representative payee.

Form SSA-8203-BK (5-2003) EF (06-2003)

Page 10