APPENDIX 6
Checklist of Important Documents and Information for Application
_________ Proof of your age1
_________ Proof of spouse’s age
_________ Certified copy of your marriage certificate (if applying for spouse retirement or life insurance)
_________ Copy of your latest income tax withholding statement (Form W-2), or federal income tax returns if self-employed
_________ Tax return of deceased child if you are applying as dependent parent
_________ Your checkbook or savings passbook if you want to have your benefits deposited directly into your account
_________ Certified copy of birth certificate of each child for whom a benefit is sought
_________ Certified copy of adoption order (if a child is adopted)
_________ Death certificate of worker who dies
_________ Receipt for funeral bill if someone other than a spouse claims lump-sum life insurance payment
_________ Divorce papers (where applicable)
_________ Military discharge papers
_________ Your Social Security number (or card)
_________ Your spouse’s Social Security number (or card)
_________ Social Security numbers (or cards) for anyone else for whom a claim is being filed
_________ An estimate of your expected earnings for this current year
_________ Dates of any railroad employment of you or your spouse
_________ Names and addresses of school, and dates of schooling, for any child who is between the ages 18 and 22 and eligible for benefits