Ssa-9302

FORM APPROVED
OMB No. 0960-0707

INFORMATION NEEDED FOR REVIEW OF THE APPLICATION FOR HELP WITH
MEDICARE PRESCRIPTION DRUG PLAN COSTS
Please have the INFORMATION CHECKED BELOW on hand for the telephone review.
Even if you do not have all of the information that is checked, I will help you get the
information you do not have. We only need information about your spouse if you and
your spouse were living together when you filed your application.
A. FAMILY SIZE AND HOUSEHOLD EXPENSES INFORMATION
Names, income amount and relationship of any relatives (by blood, marriage or
adoption) living with you and your spouse for whom you and/or your spouse
provide half of their support.
If you are living with anyone other than your spouse and/or minor children, have
their name and amount they contribute towards the household expenses.
The monthly amount you paid for each one of the following items: food,
mortgage/ rent, property insurance, property tax, heating fuel, electricity, gas,
.
water, garbage removal and sewer for the time period
B. INCOME
Amount of wages that you or your spouse earned during the period
The monthly amount of any pensions, or other benefit (other than Social Security
benefits) you or your spouse receive.
C. RESOURCES
Balance in bank accounts during the period
for all accounts on which your
name and/or your spouse’s name appear as individual or joint owner, or as a
beneficiary.
Value of stocks, bonds, promissory notes, etc. owned by you or your spouse.
Location of property owned by you or your spouse other than the home you live
in.
Amount in retirement savings accounts such as 401K, IRA, KEOGH, etc., owned
by you or your spouse.
D. OTHER

Checklist of Required Information
SSA-9304 (10-2009)

SSA will insert the following revised Privacy Act Statement into the form at its next scheduled
reprinting:
Privacy Act Statement
Checklist of Required Information

Section 1860 D-14 of the Social Security Act, as amended, authorizes us to collect this
information. We will use the information you provide, along with the information we receive
from other people we interview, to conduct a quality review of applications and determine if we
made the correct decision during the review process for those applicants who requested extra
help with Medicare prescription drug costs.
The information you furnish on this form is voluntary. However, failure to provide all or part of
the spousal information could prevent us from making an accurate and timely decision regarding
your eligibility and appeal rights.
We rarely use the information you provided on this form for any other purpose other than the
reasons explained above. However, we may use it for the administration and integrity of Social
Security programs. We may also disclose information to another person or to another agency in
accordance with approved routine uses, which include, but are not limited to the following:
1. To enable a third party or an agency to assist Social Security in establishing rights to
Medicare benefits and/or coverage;
2. To comply with Federal laws requiring the release of information from Social Security
records (e.g., to the Government Accountability Office and the Department of Veterans’
Affairs);
3. To make determinations for eligibility in similar health and income maintenance
programs at the Federal, State, and local level; and,
4. To facilitate statistical research, audit, or investigative activities necessary to assure the
integrity of Social Security programs.
We may also use the information you provide in computer matching programs. Matching
programs compare our records with records kept by other Federal, State, or local government
agencies. Information from these matching programs can be used to establish or verify a
person’s eligibility for Federally-funded or administered benefit programs and for repayment of
payments or delinquent debts under these programs.
A complete list of routine uses for this information is available in System of Records Notice
entitled, Medicare Database (MDB) File, 60-0321. This notice, additional information regarding

this form, and information regarding our programs and systems, are available on-line at
http://www.socialsecurity.gov or at your local Social Security office.