RETIREMENT BENEFITS CHECKLIST Depending on your situation, you may need some or all of the following information when

making an application to obtain social security retirement benefits. This information will assist you in preparing for social security retirement benefits. - Your social security number; - Your birth certificate; - Your W-2 forms or if self-employed, your Schedule SE from your federal tax return for the past year; - Your military discharge papers, if you were in the military; - Your spouse's birth certificate and social security number, if he/she is applying for benefits; - Children's birth certificates and social security numbers, if applying for children's benefits; - Proof of U.S. citizenship or lawful alien status if you (or a spouse or child who is applying for benefits) were not born in the U.S.; and - Your checking or savings account information, so your benefits can be directly deposited.

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