Filing an application for Social Security disability may actually sound easier than it is. There are many ways to file an application, online, in-person at a Social Security office, or by phone. Applying is one thing, filing what Social Security considers to be a “valid” application is another. To make things clear, Social Security created rules and guidelines related to requirements for an application to be considered valid.
What are the requirements for an application to be considered valid?
Your application for benefits, including SSI, must be:
- Made on a prescribed form;
- Signed by a proper person (see §1501);
- Received by one of the offices (or persons) specified in §§1505 and 1506; and
- Received while you (or the person eligible for benefits) are still living.
Note: This requirement does not apply to applications for Social Security Disability Insurance benefits where the deceased was disabled prior to death. An application for disability insurance benefits may be filed by a qualified individual (see §1902) within three months after the month of death of the disabled person.
When Is Your Application For Benefits Generally Considered Filed?
We consider your application for benefits filed as of the day your application is received by:
- A Social Security office;
- Any other office we authorize to accept applications;
- A Social Security employee authorized to receive applications; or
- Any person designated by us to receive applications.
Can A Filing Date Other Than The Date Of Receipt Be Considered?
If Social Security can establish an earlier filing date based on (A) – (E) below, we use that date as the application filing date instead of the receipt date:
- The U.S. postmark date on the envelope containing the protective writing or application, if that date is more favorable than the date of receipt by such office or employee. (Only a U.S. postmark is acceptable.);
- The date a written request for Social Security benefits is received;
- The date a systems record is made of a telephone contact requesting benefits, and use of this date results in eligibility for additional benefits;
- The date a written or verbal request for SSI benefits is received;
- For SSI benefits:
The date an Interim Assistance Reimbursement (IAR) authorization form is signed at a State agency.
- For Social Security Benefits
The date a U.S. Foreign Service post (or in the U.S. Veterans Affairs Regional Office, Manila) receives an application; or
The date a social security agency of a foreign country with which the U.S. has a Social Security agreement (see §107) receives a written request for benefits.
