Proof Of Income And Other Resources When Applying For Social Security Benefits

By Kenton Koszdin on August 15, 2018 | In Disability Insurance

Proof Of Income And Other Resources When Applying For Social Security Benefits

Supplemental Security Income (SSI) offers monetary and medical benefits to adults and children who are disabled or blind and who meet applicable non-disability income and resources requirements. The Social Security Administration (SSA) mandates that applicants submit specified documents to aid the SSA’s evaluation of benefit eligibility.

Applicants should never wait to apply for disability benefits. If an applicant believes that he or she is eligible for benefits, consulting an experienced disability attorney is probably the next best step. The earliest that SSI benefits are paid is the month after the filing date of a claimant’s application, or the month after all the eligibility requirements are first met, whichever date is later.

Applicants must provide documentation that proves income, as well as evidence of work expenses that may reduce income. This proof includes:

  • Evidence of earned Income such as payroll stubs, or if the applicant is self–employed, a tax return from the most recent tax year;
  • Evidence of unearned Income such as any records indicating eligibility for an award or bank statements, court orders, and any other receipts indicating an amount received, as well as the frequency and source of such income.

Applicants must also show proof of other assets and resources, for example:

  • bank statements for all accounts, checking and savings;
  • certificates of deposit, stocks, or bonds;
  • certificates of title or registrations for vehicles such as cars, trucks, motorcycles, boats, and mobile homes;
  • deed or tax appraisal statement for any real property owned, including a personal residence;
  • life or disability insurance policies;
  • burial contracts, burial plots.

One of the best ways to improve your chances of avoiding benefit denial is to retain a qualified California Social Security disability attorney. An experienced Social Security disability attorney on your side ensures that you have the best chance of filing a successful disability application at the onset with no unnecessary delays. Contact the Kenton Koszdin Law Office today. We offer free office and in-home consultations at your complete convenience. Call 800-438-7734 or visit us online. Se habla espańol!

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