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#1 teejay53

 
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Posted 14 July 2012 - 10:21 AM

I have a question and would like someone's advice. Thank you Posted Image

My 60th birthday is in January and I have read that it's best to apply for my deceased husband's SS a few months before my 60th birthday to give SS time to process.

I receive SS disability and also receive DIC as he was a disabled veteran at this time.

My question is: I have all my documents I require except the following

Deceased worker's W-2 forms or federal self-employment tax return for the most recent year.

Since I already receive SS disability (I already draw from his retirement) will I be required to have his W-2 forms or tax return. The SS did not ask me for his W-2 or tax return when I was granted my current SS Survivor check or DIC.

Again Thank You for your help.

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#2 Berta

 
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Posted 14 July 2012 - 10:39 AM

I suggest you call the SSA office that awarded your SSA disability benefit.

I recall a widowed neighbor I knew was getting SSDI but when she was eligible for SSA retirement benefits, the SSA told her it was the same amount as her SSDI monthly check and I dont think she needed to apply for anything.

It isn't an additional benefit.


I dont think they would need any W-2 forms or anything like that at all.

Edited by Berta, 14 July 2012 - 10:41 AM.


#3 teejay53

 
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Posted 16 July 2012 - 12:48 AM

thank you for your help with this question.
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