Get Ssa-787 2018-2026

Filling out the SSA-787 form is a crucial method for assessing a person's capability to manage their Social Security benefits. This guide provides a clear and systematic approach to completing the form online, ensuring you have the necessary information at hand.

Follow the steps to complete the SSA-787 online accurately.

1. Press the ‘Get Form’ button to download the SSA-787 form and open it in the available editor.
2. Begin by filling in the identifying information section, including the patient’s name, Social Security number, date of birth, and address. Ensure all data is accurate and complete.
3. Provide details regarding the medical source, including their name, address, title, and telephone number.
4. Respond to questions regarding your relationship with the patient, starting with the date you first saw the patient and the date of the last visit.
5. Indicate how many times you have seen the patient to assist in assessing their ability to manage funds.
6. Assess the patient’s financial management abilities by answering the relevant questions about their understanding of finances, ability to handle a bank account, and timeliness in paying bills.
7. Determine whether the patient can direct the management of their funds for basic needs such as food and shelter. Provide a summary of your findings to support your conclusion.
8. Conclude by assessing the patient's potential to manage their benefits in the future and explaining your rationale.
9. Finally, review the completed form for accuracy, sign it as the medical source, and include the date of signing.
10. You can save the changes made to the form, download it for your records, print it, or share it as needed.

Start completing your documents online for a seamless management experience.