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How to fill out the SSA-787 online
The SSA-787 form, also known as the Physician’s/Medical Officer’s Statement of Patient’s Capability to Manage Benefits, is essential for determining whether a patient can manage their Social Security benefits. This guide provides step-by-step instructions to help you navigate the process of completing the form online.
Follow the steps to successfully complete the SSA-787 form online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by entering the patient's name in the designated field. Ensure that the name matches official records for accuracy.
- Fill in the identifying information, including the Social Security number of the patient and the name of the wage earner or self-employed person, if different from the patient.
- Provide the patient's address, including the street, city, state, and ZIP code, to verify their residence.
- Input the patient's date of birth in the specified format to confirm their age.
- Enter the date of your last examination of the patient to provide a timeline for your assessment.
- Indicate whether you believe the patient is capable of managing their benefits. Select 'Yes', 'No', or 'Unsure' to appropriately reflect your assessment.
- If you selected 'No' or 'Unsure', complete the additional questions that ask for explanations regarding your conclusions.
- Certify the statements by printing your name, providing your address, title, telephone number, and date of completion.
- Review the form for any errors or missing information before finalizing.
- Once completed, save your changes, and you will have options to download, print, or share the form as needed.
Complete the SSA-787 form online today to ensure proper management of benefits.
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