Filing checklist
Before preparing SSA Form SSA-5062 (SSA-5062), 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.
- Match the form name, form code, agency, and revision shown on the document before you start.
- Gather identification details, addresses, account numbers, dates, and supporting records referenced by the form.
- Complete every required section that applies to your situation and mark non-applicable fields only when the official instructions allow it.