Form SSA-2 Application for Wife's or Husband's Insurance Benefits

_Form SSA-2-BK (06-2022) UF

Discontinue Prior Editions Social Security Administration

Page 1 of 8

OMB No 0960-0618

APPLICATION FOR WIFE'S OR HUSBAND'S INSURANCE BENEFITS					(Do not write in this space)
I apply for all insurance benefits for which I am eligible under Title II (Federal Old-Age, Survivors, and Disability Insurance) and Part A of Title XVIII (Health Insurance for the Aged and Disabled) of the Social Security Act, as presently amended. Supplement. If you have already completed an application entitled "APPLICATION FOR RETIREMENT INSURANCE BENEFITS", you need complete only the circled items. All other claimants must complete the entire form.
1.	(a) PRINT Name of Wage Earner or Self- Employed Person (Herein referred to as the "Worker")	FIRST NAME, MIDDLE INITIAL, LAST NAME
	(b) Enter Worker's Social Security Number
2.	Check (X) whether you are		Male Female
2.	(a) PRINT your name	FIRST NAME, MIDDLE INITIAL, LAST NAME
	(b) Enter your Social Security Number

Answer question 3 if English is not your preferred language. Otherwise go to item 4.

3.	Enter the language you prefer to: Speak					Write
4.	(a) Enter your date of birth					Month, Day, Year
	(b) Enter name of city and state, or foreign country where you were born
5.	(a) Are you a U.S. citizen?			Yes No (If "Yes," go to item 6.) (If "No," answer (b).)
	(b) Are you an alien lawfully present in U.S.?			Yes No (If "Yes," go to item (c).) (If "No," go to item 6.)
	(c) When were you lawfully admitted to the U.S.?
6.	(a) Enter your full name at birth if different from item 2(a)			FIRST NAME, MIDDLE INITIAL, LAST NAME
	(b) Have you used any other name(s)?			Yes No (If "Yes," answer (c).) (If "No," go to Item 7.)
	(c) Other name(s) used.
7.	(a) Have you used any other Social Security number(s)?			Yes No
	(b) Enter Social Security number(s) used.

DO NOT ANSWER QUESTION 9 IF YOU ARE ONE YEAR PAST FULL RETIREMENT AGE OR OLDER. GO ON TO QUESTION 10.

8.	(a) Are you, or during the past 14 months have you been, unable to work because of illnesses, injuries or conditions?			Yes (If "Yes," answer(b).)	No (If "No," go to item 9.)
	(b) If “Yes” when do you believe your condition(s) became severe enough to keep you from working (even if you have never worked)?		Month, Day, Year
9.	Did you, or your spouse, (or prior spouse) work in the railroad industry for 5 years or more?			Yes	No
10.	(a) Do you have Social Security credits (for example, based on work or residence) under another country's Social Security system?			Yes (If "Yes," answer (b).)	No (If "No," go to item 11.)
	(b) List the other country(ies).
11.	(a) Are you entitled to, or do you expect to be entitled to a pension or annuity (or a lump sum in place of a pension or annuity) based on your own employment and earnings from the Federal government of the United States, or one of its States or local subdivisions? (Social Security benefits are not government pensions.)			Yes (If "Yes," check which of the items in item (b) applies to you.)	No (If "No," go on to item 12.)
	(b) Check one box and provide the date in (c) I receive a government pension or annuity. I received a lump sum in place of a government pension or annuity. I applied for and am awaiting a decision on my pension or lump sum. I have not applied for but I expect to begin receiving my pension or annuity.
	(c) Month and Year (If the date is not known, enter "Unknown".)

I agree to promptly notify the Social Security Administration if I become entitled to a pension, an annuity, or a lump sum payment based on my employment not covered by Social Security, or if my pension or annuity amount changes or stops.

12.	(a) Enter information about your marriage to the worker. If you married the worker more than once, use the 'Remarks' space to enter the additional marriage information. Go to item 12(b) if you are filing as a divorced spouse; otherwise, go to item 12(c).
	Spouse's name (including maiden name)	When (Month, Day, Year)	Where (Name of City and State)
	How marriage ended (If still in effect, write "Not Ended.")	When (Month, Day, Year)	Where (Name of City and State)
	Marriage performed by: Clergyman or public official Other (Explain in "Remarks")	Spouse's date of birth (or age)		If spouse deceased, give date of death
	Spouse's Social Security Number (If none or unknown, so indicate)

12.	(b) If you remarried after the divorce from the worker, enter the marriage information. If you did not remarry, write "None" Go on to item 12(c) if you had other marriages.
	Spouse's name (including maiden name)	When (Month, Day, Year)	Where (Name of City and State)
	How marriage ended	When (Month, Day, Year)	Where (Name of City and State)
	Marriage performed by: Clergyman or public official Other (Explain in "Remarks")	Spouse's date of birth (or age)		If spouse deceased, give date of death
	Spouse's Social Security Number (If none or unknown, so indicate)
	Enter information about any marriage if you: Had a marriage that lasted at least 10 years; or Had a marriage that ended due to the death of your spouse, regardless of duration; or Were divorced, remarried the same individual within the year immediately following the year of the divorce, and the combined period of marriage totaled 10 years or more. Use the "Remarks" space to enter the additional marriage information. Do not repeat any marriages listed in item 12(a) or 12(b). If none, write "None".
	Spouse's name (including maiden name)	When (Month, Day, Year)	Where (Name of City and State)
	How marriage ended	When (Month, Day, Year)	Where (Name of City and State)
	Marriage performed by: Clergyman or public official Other (Explain in "Remarks")	Spouse's date of birth (or age)		If spouse deceased, give date of death
	Spouse's Social Security number (If none or unknown, so indicate)

(Use "Remarks" space on page 5 for information about any other marriages.)

If you are now under full retirement age or less than one year past full retirement age, answer question 13.

If you are more than one year past full retirement age, go to question 14.

13.	Has an unmarried child of the worker (including adopted child, or stepchild) or a dependent grandchild of the worker (including stepgrandchild) who is under 16 or disabled lived with you during any of the last 13 months (counting the present month)? (If "Yes, "enter the information requested below)		Yes No
	Name of child	Months child lived with you (if all, write "All")

14.	Enter below the names and addresses of all the persons, companies, or government agencies for whom you have worked this year, last year, and the year before last. IF NONE, WRITE "NONE" BELOW AND GO ON TO THE INSTRUCTIONS FOR ITEM 18.
	NAME AND ADDRESS OF EMPLOYER (If you had more than one employer, please list them in order beginning with your last (most recent) employer).	Work Began				Work Ended (If still working, Show "Not Ended")
		Month		Year		Month		Year
	(If you need more space, use "Remarks")
15.	(a) How much were your total earnings last year?	$
	(b) Place an "X" in each block for EACH MONTH of last year in which you did not earn more than *$ in wages, and did not perform substantial services in self-employment. These months are exempt months. If no months were exempt months, place an "X" in "NONE". If all months were exempt months, place an "X" in "ALL". *Enter the appropriate monthly limit after reading the instructions, How Work Affects Your Benefits".		NONE				ALL
			Jan.		Feb.		Mar.		Apr.
			May		Jun.		Jul.		Aug.
			Sept.		Oct.		Nov.		Dec.
16.	(a) How much do you expect your total earnings to be this year? $
	(b) Place an "X" in each block for EACH MONTH of this year in which you did not or will not earn more than *$ in wages, and did not or will not perform substantial services in self-employment. These months are exempt months. If no months are or will be exempt months, place an "X" in "NONE". If all months are or will be exempt months, place an "X" in "ALL". *Enter the appropriate monthly limit after reading the instructions, "How Work Affects Your Benefits".		NONE				ALL
			Jan.		Feb.		Mar.		Apr.
			May		Jun.		Jul.		Aug.
			Sept.		Oct.		Nov.		Dec.

Answer this item ONLY if you are now in the last 4 months of your taxable year (Sept., Oct., Nov., and Dec., if your taxable year is a calendar year).

17.	(a) How much do you expect to earn next year? $
	(b) Place an "X" in each block for EACH MONTH of next year in which you do not expect to earn more than *$ in wages, and do not expect to perform substantial services in self-employment. These months will be exempt months. If no months are expected to be exempt months, place an "X" in "NONE". If all months are expected to be exempt months, place an "X" in "ALL". *Enter the appropriate monthly limit after reading the instructions, "How Work Affects Your Benefits".	NONE		ALL
		Jan.	Feb.	Mar.	Apr.
		May	Jun.	Jul.	Aug.
		Sept.	Oct.	Nov.	Dec.
	If you use a fiscal year, that is, a taxable year that does not end December 31 (with income tax return due April 15), enter here the month your fiscal year ends. Month

If you are now under full retirement age and do not have an entitled child in your care, answer item 18. If you are full retirement age or older or you have an entitled child in your care, go to item 19.

PLEASE READ CAREFULLY THE INFORMATION ON THE BOTTOM OF PAGE 8 AND ANSWER ONE OF THE FOLLOWING ITEMS.

MEDICARE INFORMATION

If this claim is approved and you are still entitled to benefits at age 65, or you are within 3 months of age 65 or older you could automatically receive Medicare Part A (Hospital Insurance) and Medicare Part B (Medical Insurance) coverage at age 65. If you live in Puerto Rico or a foreign country, you are not eligible for automatic enrollment in Medicare Part B, and you will need to contact Social Security to request enrollment.

COMPLETE ITEM 19 ONLY IF YOU ARE WITHIN 3 MONTHS OF AGE 65 OR OLDER

Medicare Part B (Medical Insurance) helps cover doctor's services and outpatient care. It also covers some other services that Medicare Part A does not cover, such as some of the services of physical and occupational therapists and some home health care. If you enroll in Medicare Part B, you will have to pay a monthly premium. The amount of your premium will be determined when your coverage begins. In some cases, your premium may be higher based on information about your income we receive from the Internal Revenue Service. Your premiums will be deducted from any monthly Social Security, Railroad Retirement, or Office of Personnel Management benefits you receive. If you do not receive any of these benefits, you will get a letter explaining how to pay your premiums. You will also get a letter if there is any change in the amount of your premium.

If you have limited income and resources, we encourage you to apply for the Extra Help that is available to assist you with Medicare prescription drug costs. The Extra Help can pay the monthly premiums, annual deductibles, and prescription co- payments. To learn more or apply, please visit www.socialsecurity.gov, call 1-800-772-1213 (TTY 1-800-325-0778) or visit the nearest Social Security office.

Late Enrollment Penalty

If you do not sign up for Part B when you are first eligible, you may have to pay a late enrollment penalty for as long as you have Part B. Your monthly premium for Part B may go up 10% for each full 12-month period that you could have had Part B, but did not sign up for it. Also, you may have to wait until the General Enrollment Period (January 1 to March 31) to enroll in Part B, and coverage will start July 1 of that year.

You can also enroll in a Medicare prescription drug plan (Part D). To learn more about the Medicare prescription drug plans and when you can enroll, visit www.medicare.gov or call 1-800-MEDICARE (1-800-633-4227; TTY 1-877-486-2048). Medicare can also tell you about agencies in your area that can help you choose your prescription drug coverage. The amount of your premium varies based on the prescription drug plan provider. The amount you pay for Part D coverage may be higher than the listed plan premium, based on information about your income we receive from the Internal Revenue Service.

If you have limited income and resources, we encourage you to apply for the Extra Help that is available to assist you with Medicare prescription drug costs. The Extra Help can pay the monthly premiums, annual deductibles, and prescription co- payments. To learn more or apply, please visit www.socialsecurity.gov, call 1-800-772-1213 (TTY 1-800-325-0778) or visit the nearest Social Security office.

19.	Do you want to enroll in Medicare Part B (Medical Insurance)?	Yes	No
20.	If you are within 2 months of age 65 or older, blind or disabled, do you want to file for Supplemental Security Income?	Yes	No

REMARKS (You may use this space for any explanations. If you need more space, attach a separate sheet.)

Form SSA-2-BK (06-2022) UF Page 6 of 8

REMARKS (con't.)

I declare under penalty of perjury that I have examined all the information on this form, and on any accompanying statements or forms, and it is true and correct to the best of my knowledge. I understand that anyone who knowingly gives a false or misleading statement about a material fact in this information, or causes someone else to do so, commits a crime and may be sent to prison, or face other penalties, or both.

SIGNATURE OF APPLICANT	Date (Month, Day, Year)
SIGNATURE (First Name, Middle Initial , Last Name) (Write in ink)	Telephone number(s) at which you may be contacted during the day

Direct Deposit Payment Information (Financial Institution)

Routing Transit Number

Account Number

Checking Savings

Enroll in Direct Express Direct Deposit Refused

Applicant's Mailing Address (Number and street, Apt No., P.O. Box, or Rural Route) (Enter Residence Address in "Remarks," if different.)

City and State

ZIP Code

County (if any) in which you now live

Witnesses are required ONLY if this application has been signed by mark (X) above. If signed by mark (X), two witnesses who know the applicant must sign below, giving their full addresses. Also, print the applicant's name in the Signature block.

1. Signature of Witness	2. Signature of Witness
Address (Number and Street, City, State and ZIP Code)	Address (Number and Street, City, State and ZIP Code)

RECEIPT FOR YOUR CLAIM FOR SOCIAL SECURITY WIFE'S OR HUSBAND'S INSURANCE BENEFITS

TELEPHONE NUMBER(S) TO CALL IF YOU HAVE A QUESTION OR SOMETHING TO REPORT	BEFORE YOU RECEIVE A NOTICE OF AWARD	SSA OFFICE DATE CLAIM RECEIVED
	AFTER YOU RECEIVE A NOTICE OF AWARD

Your application for Social Security benefits has been received and will be processed as quickly as possible.

You should hear from us within days after you have given us all the information we requested. Some claims may take longer if additional information is needed.

In the meantime, if you have a change of address,

or if there is some other change that may affect your claim, you - or someone for you - should report the change to the telephone number shown above. The changes to be reported are listed on page 8. Always give us your claim number when writing or telephoning about your claim.

If you have any questions about your claim, we will be glad to help you.

CLAIMANT

WORKER'S SURNAME IF DIFFERENT FROM CLAIMANT'S

SOCIAL SECURITY NUMBER

Privacy Act Statement Collection and Use of Information

Sections 202, 205, 223(a), and 226 of the Social Security Act, as amended, allows us to collect this information. Furnishing us this information is voluntary. However, failing to provide all or part of the information may prevent an accurate and timely decision on the claim for benefits.

We will use the information you provide to establish or determine benefits eligibility. We may also share the information for the following purposes, called routine uses:

• To contractors and other Federal agencies, as necessary, for the purpose of assisting SSA in the efficient administration of our programs; and

• To student volunteers, individuals working under a personal services contract, and other workers who technically do not have the status of Federal employees, when they are performing work for SSA, as authorized by law, and they need access to personally identifiable information in SSA records in order perform their assigned agency functions.

In addition, we may share this information in accordance with the Privacy Act and other Federal laws. For example, where authorized, we may use and disclose this information in computer matching programs, in which our records are compared with other records to establish or verify a person's eligibility for Federal benefit programs and for repayment of incorrect or delinquent debts under these programs.

A list of additional routine uses is available in our Privacy Act System of Records Notices (SORN) 60-0059, entitled Earnings Recording and Self-Employment Income System, as published in the Federal Register (FR) on January 11, 2006, at 71 FR 1819 and 60-0089, entitled Claims Folders System, as published in the FR on October 31, 2019, at 84 FR 58422. Additional information, and a full listing of all of our SORNs, is available on our website at www.ssa.gov/privacy.

Paperwork Reduction Act Statement

This information collection meets the requirements of 44 U.S.C. § 3507, as amended by section 2 of the Paperwork Reduction Act of 1995. You do not need to answer these questions unless we display a valid Office of Management and Budget control number. We estimate that it will take about 11 minutes to read the instructions, gather the facts, and answer the questions. SEND OR BRING THE COMPLETED FORM TO YOUR LOCAL SOCIAL SECURITY OFFICE. You can find your local Social

Security office through SSA's website at www.socialsecurity.gov. Offices are also listed under U.S. Government agencies in your telephone directory or you may call Social Security at 1-800-772-1213 (TTY 1-800-325-0778). You may send comments on our time estimate above to: SSA, 6401 Security Blvd, Baltimore, MD 21235-6401. Send only comments relating to our time estimate to this address, not the completed form.

CHANGES TO BE REPORTED AND HOW TO REPORT

•

•

FAILURE TO REPORT MAY RESULT IN OVERPAYMENTS THAT MUST BE REPAID, AND IN POSSIBLE MONETARY PENALTIES

You change your mailing address for checks or residence. (To avoid delay in receipt of checks you should ALSO file a regular change of address notice with your post office.)

• •

  Your citizenship or immigration status changes.

Any beneficiary goes outside the U.S.A. for 30 consecutive days or longer.

• •

  Any beneficiary dies or becomes unable to handle benefits Work Changes - On your application you told us you expect total earnings for to be $ .

(Year)

You (are) (are not) earning wages of more than

$ a month

You (are) (are not) self-employed rendering substantial services in your trade or business.

•

(Report AT ONCE if this work pattern changes)

Change of Marital Status - Marriage, divorce, and annulment of marriage. You must report marriage even if you believe that an exception applies.

•

You are confined to a jail, prison, penal institution or correctional facility for more than 30 continuous days for conviction of a crime, or you are confined for more than 30 continuous days to a public institution by a court order in connection with a crime.

•

You have an unsatisfied warrant for more than 30 continuous days for your arrest for a crime or attempted crime that is a felony of flight to avoid prosecution or confinement, escape from custody and flight-escape. In most jurisdictions that do not classify crimes as felonies, this applies to a crime that is punishable by death or imprisonment for a term exceeding one year (regardless of the actual sentence imposed).

•

You have an unsatisfied warrant for more than 30 continuous days for a violation of probation or parole under Federal or State law.

•

You become entitled to a pension, an annuity, or a lump sum payment based on your employment not covered by Social Security, or if such pension or annuity stops.

Custody Change or Disability Improves - Report if a person for whom you are filing, or who is in your care dies, leaves your care or custody, changes address, or if disabled, the condition improves.

•

If you become the parent of a child (including an adopted child) after you have filed your claim, let us know about the child so we can decide if the child is eligible for benefits.

Failure to report the existence of these children may result in the loss of possible benefits to the child(ren).

•

Your stepchild is entitled to benefits on your record and you and the stepchild's parent divorce. Stepchild benefits are not payable beginning with the month after the month the divorce becomes final.

HOW TO REPORT

You can make your reports online, by telephone, mail, or in person, whichever you prefer.

If you are awarded benefits, and one or more of the above change(s) occur, you should report by:

• Visiting the section “my Social Security” at our web site at www.socialsecurity.gov;

• Calling us TOLL FREE at 1-800-772-1213;

• If you are deaf or hearing impaired, calling us TOLL FREE at TTY 1-800-325-0778; or

• Calling, visiting or writing your local Social Security office at the phone number and address shown on your claim receipt.

For general information about Social Security, visit our web site at www.socialsecurity.gov.

For those under full retirement age, the law requires that a report of earnings be filed with SSA within 3 months and 15 days after the end of any taxable year in which you earn more than the annual exempt amount. You may contact SSA to file a report. Otherwise, SSA will use the earnings reported by your employer(s) and your self-employment tax return (if applicable) as the report of earnings required by law and adjust benefits under the earnings test. It is your responsibility to ensure that the information you give concerning your earnings is correct. You must furnish additional information as needed when your benefit adjustment is not correct based on the earnings on your record.

Under a special rule known as the Monthly Earnings Test, you can get a full benefit for any month in which you do not earn wages over the monthly limit and do not perform substantial services in self-employment regardless of how much you earn in the year. For retirement age beneficiaries this special rule can be used only for one taxable year which will usually be the year of retirement. For younger beneficiaries such as young wives and husbands (entitled only by reason of child-in-care), this special rule can be used for two taxable years. The first taxable year in which the monthly earnings test may be used is usually the first year they are entitled to benefits. The second taxable year in which the monthly earnings test can be used is always the year in which their entitlement to benefits stops. In all other years, the total amount of benefits payable will be based solely on your total yearly earnings without regard to monthly earnings or services rendered in self-employment.

PLEASE READ THE FOLLOWING INFORMATION CAREFULLY BEFORE YOU ANSWER QUESTION 19.

•

If you are under full retirement age, wife's or husband's benefits cannot be paid for any month before the month in which you file your claim.

•

If you are full retirement age or older, wife's or husband's benefits may be payable for some months before the month in which you file this claim, but not before the month you attain full retirement age.

• If your first month of entitlement is prior to full retirement age, your benefit rate will be reduced. However, if you do not actually receive your full benefit amount for one or more months before full retirement age because benefits are withheld due to your

earnings, your benefit will be increased at full retirement age to give credit for this withholding. Thus, your benefit amount at full retirement age will be reduced only if you receive one or more full benefit payments prior to the month you attain full retirement age.