POMS Reference

RS 00201: Retirement Insurance Benefits

TN 5 (10-00)

Documentation

When Required

References

Proof of Age

Always

GN 00302.001

Representative Payee Development

If NH is incapable of handling own funds

GN 00502.020

Wages and SEI

Always. Lag earnings may also be required.

RS 00605.570A
RS 01403.010
RS 01804.100

Annual Earnings and Service Months

Only if NH is under FRA during the life of the application. Service months are material if NH has earned or expects to earn over yearly exempt amount.

GN 00205.085
RS 02510.001

Application

Always, unless entitled to DIB for the month before the month FRA is attained.

RS 00201.001
GN 00201.005
GN 00204.020

Military Service

Obtain proof of military service.
If insured status is in question or, it is material to the PIA.

RS 01701.005

Outside the United States, Use Form SSA-21 F6, Supplement for Claim of Person Outside the United States.

When the claimant:

  • Lives outside the U.S.

  • Intends to leave U.S.

GN 00205.170