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How to Preview the Social Security Benefits Application Process

hey marc! Jun 22, 2023

I think this may have been discussed on a previous webinar, but is there any way to “see” how the filing for benefits looks?  I have clients that have asked questions about the application process and seeing what they are walking through would be super helpful. Not sure if that is possible.  Any insights would be greatly appreciated.

SSA does not have an example of an online application.  You can get an idea of the questions by looking at an old paper application.  The questions are not in the same order but generally the same type of question.  For example, the retirement application is Form SSA-1.  You can see a sample at the following link – https://www.ssa.gov/forms/ssa-1-bk.pdf .  If you are interested in other types of benefits let me know and I can give you the form number.

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