Filing checklist
Before preparing SSA Form SSA-3033 (SSA-3033), verify the identity of the form and gather the records the instructions call for.
- For Social Security forms, match identity, benefit, wage, representative, and contact details to official records.
- Confirm identity, benefit, wage, or representative information before signing.
- Check whether the SSA requires original documents, certified copies, or in-person submission.
- Confirm employee, employer, payroll, tax, work authorization, and effective-date details before signing.
- Use legal names and identification numbers exactly as they appear in employer or government records.
- Collect any required policy acknowledgments, authorization pages, or employer-provided instructions.