Applying Security Benefits With Deceased Spouse

State:
Multi-State
Control #:
US-0696LR
Format:
Word; 
Rich Text
Instant download

Description

The document provides a model letter for users seeking to apply for Social Security benefits following the death of a spouse. It serves as a template that users can customize with their personal information and specific circumstances. Key features include a clear structure, providing space for essential details such as the applicant's name, age, and request for application materials. Filling instructions emphasize the need for personalization to ensure all relevant facts are included, allowing for a smoother application process. This form is particularly useful for people navigating the complexities of applying for benefits after a spouse's passing, making it valuable for attorneys, partners, owners, associates, paralegals, and legal assistants. These professionals can utilize the template to assist clients, ensuring that all necessary information is accurately presented to the Social Security Administration. The document's straightforward language and logical organization make it accessible for users with varying levels of legal experience, promoting clarity in the application process.

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FAQ

If your spouse dies, do you get both Social Security benefits? You cannot claim your deceased spouse's benefits in addition to your own retirement benefits. Social Security only will pay one?survivor or retirement. If you qualify for both survivor and retirement benefits, you will receive whichever amount is higher.

These benefits are payable for life unless the spouse begins collecting a retirement benefit that is greater than the survivor benefit. Beneficiaries entitled to two types of Social Security payments receive the higher of the two amounts.

Hear this out loud PauseHow Long Do You Receive Social Security Survivor Benefits? Social Security survivor benefits are payable to the surviving spouse for the remainder of their life. Restrictions apply for divorced spouses eligible to receive benefits.

You can apply for benefits by calling our national toll-free service at 1-800-772-1213 (TTY 1-800-325-0778) or visiting your local Social Security office. An appointment is not required, but if you call ahead and schedule one, it may reduce the time you spend waiting to apply.

Surviving spouse, full retirement age or older?100% of your benefit amount. Surviving spouse, age 60 to full retirement age?71½ to 99% of your basic amount.

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Applying Security Benefits With Deceased Spouse