Q) What documents are you required to bring with you when visiting the Social Security Office for the first time ever? Just turned 62 and want to talk with a counselor about what to do and how to proceed with applying for benefits.
Thank you, Michael W***
A) According to Social Security Administration – SSA may need to see certain documents in order to pay benefits and help us decide how much your benefits should be. The documents you’ll need will depend on the circumstances of your claim. The documents we may ask for are:
your Social Security card (or a record of your number);
your original birth certificate or other proof of birth (You may also submit a copy of your birth certificate certified by the issuing agency);
proof of U.S. citizenship or lawful alien status if you were not born in the U.S. [More Info];
a copy of your U.S. military service paper(s) (e.g., DD-214 – Certificate of Release or Discharge from Active Duty) if you had military service before 1968; and
a copy of your W-2 form(s) and/or self-employment tax return for last year. See more information http://www.ssa.gov/retire2/applying5.htm