Follow the steps to effectively complete the SSA-1020 form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in the applicant’s name as it appears on their Social Security card. Write one letter in each box and ensure you use capital letters.
3. Provide the applicant's Social Security number and date of birth in the specified fields.
4. If married and currently living with a spouse, enter their information as it appears on their Social Security card. If not applicable, skip to question 3.
5. Answer the question regarding whether the applicant has savings, investments, or real estate worth more than the specified amounts. Provide an 'X' in the applicable box.
6. Complete the financial section by listing all money amounts in bank accounts, investments, and cash, if applicable. If none, mark the NONE box.
7. Indicate if the funds will be used for funeral or burial expenses.
8. Next, provide information regarding any real estate owned, excluding the primary home.
9. Count and enter the number of relatives living with the applicant who depend on them for financial support.
10. List monthly income sources under the specified categories. If none, indicate by marking the NONE box.
11. Signatures are required at the end. The applicant and spouse (if applicable) will sign and date the form. Include contact details if someone else should be contacted for further information.
12. Once completed, review the information for accuracy, then save changes, download, print or share the form as needed.

Complete the form online today to ensure timely processing of your application.