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Social Security

Social Security

What Your Client Needs to Apply for Benefits

Your client will need to provide the following documentation when he/she applies for Social Security:

  • Social Security number
    (Social Security numbers and replacement cards can be requested through the Social Security Administration (SSA) Web site at www.socialsecurity.gov/ssnumber)

Original documents or copies certified by the issuing office must be provided. Do not delay application if you do not have these documents. SSA will help you attain them.


bullet Obtaining a Social Security Number or Replacement Card
bullet Application Process
bullet Appeals Process

Obtaining a Social Security Number or Replacement Card

To get a Social Security number or a replacement card, your client will need to:

  • Complete an Application for a Social Security Card (Form SS-5)
  • Show documents that prove his/her age, identity, U.S. citizenship or lawful alien status

Your client can apply for a Social Security card by:

  • Visiting a local Social Security office
  • Calling the Social Security Administration toll-free at 1-800-772-1213*
  • Visiting www.socialsecurity.gov/online/ss-5.html on the Internet to print the application form

    *Your client must mail or take the needed documents to a Social Security office.

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Application Process

Your clients should apply for Social Security benefits as soon as possible. However, it may take up to three months before Social Security benefits actually begin.

Generally, Social Security cards are sent out within two to four weeks after an application is received. In the meantime, a receipt may be issued, to prove the application is in process. If your local Social Security office does not issue a receipt, then a copy of the application should be made.

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Appeals Process

If your client is denied Social Security benefits, a letter will be sent to your client explaining the decision and how to appeal the decision. Your client has the right to appeal this decision if he/she does not agree with it.

Generally, your client has 60 days from the date of the decision to appeal.

If an appeal is not made on time, the Claims Representative (CR) may dismiss your client's appeal. This means your client may not be eligible for the next step in the appeal process and he/she also may lose his/her right to any further review.

Your client must have a good reason to wait more than 60 days to request an appeal. If an appeal is filed after the deadline, your client must explain the reason why the appeal is late and request an extension in writing. Social Security office representatives will determine whether or not the reason is acceptable.

When appealing a decision made by Social Security, your client should know there is a four-step appeal process:

  1. Reconsideration
  2. Hearing by an Administrative Law Judge (ALJ)
  3. Review by the Appeals Council
  4. Federal court review

(1) Reconsideration
Your client may request a review of the case if he/she disagrees with the first decision. A different person who did not make the first decision will decide the case again.

(2)Hearing
If your client disagrees with the reconsideration, he/she may request a hearing before an ALJ.

(3) Appeals Council Review
If your client disagrees with the ALJ's action, he/she may request that the Appeals Council review the case.

(4) Federal Court
Your client may request an appeal through the United States court system, starting with the United States District Court, if he/she disagrees with the Appeals Council's decision, or if his/her request for a review is denied.

Visit www.socialsecurity.gov/pubs/10041.html for more information about the Social Security appeals process.

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