Planning for the Future

Social Security 101

Social Security benefits are a form of social insurance that provides financial support to eligible individuals and families. Benefits are funded through taxes as administered by the Social Security Administration (SSA). These benefits are primarily available to those who are retired, disabled, or who have lost a family member that worked and paid their Social Security taxes.

Who is eligible?

Social Security benefits are available to the following:

  • Retirees: Individuals who have worked and paid Social Security taxes for at least 10 years (40 credits). Full retirement age varies between 66 to 67, depending on birth year.
  • Disability Beneficiaries: Workers of any age who have become disabled and are no longer capable of working.
  • Survivors: Family members of deceased Social Security workers may qualify for survivor benefits
  • Dependents: Spouses or children younger than 18 of retired and/or disabled workers may qualify.

To qualify for disability benefits, your medication condition must meet the Social Security Administration’s definition of disability…

“To meet our definition of disability, you must not be able to engage in any substantial gainful activity (SGA) because of a medically determinable physical or mental disability(ies) that is either expected to result in death and has lasted or is expected to last for a continuous period of at least 12 months”

The following documentation will be required when applying:

  • Proof of Identity: Driver’s license, passport, or birth certificate
  • Social Security Number (SSN) for yourself and/or dependents
  • Proof of U.S. citizenship or lawful alien status if born outside of the U.S.
  • W-2 forms or self-employment tax returns from the previous year
  • Banking information for direct deposit (including account routing number and account number)
  • Medical records and doctor reports
  • Proof of military service (if applicable)
  • Marriage certificate or divorce decree (if applying as a spouse or ex-spouse)

How to apply

You can submit the application by any of the 3 following methods:

  • Online at https://www.ssa.gov
  • In person at your local Social Security office
  • By phone at +1 (800) 772-1213
  1. Identify what type of benefit you’re applying for (retirement, disability, family, survivor)
  2. Gather any applicable documentation
  3. Submit the application and necessary documents via your selected method
  4. Wait for a decision (depending on your case, this can take several weeks or months)
  5. Respond to any requests (may be asked to provide more medical evidence, attend medical exams if scheduled, etc.)
  6. Receive a decision by mail

What happens if you’re denied?

In the case your application is denied, you have the following options:

  • Request for reconsideration: Within 60 days, you can request for the Social Security Administration to review your application again. Provide any additional or new evidence that may strengthen your case
  • Hearing with an Administrative Law Judge (ALJ): If your reconsideration fails, you can request a hearing with an ALJ who will review your case more in-depth
  • Appeals Council: If the ALJ denies your claim, you can seek out the Appeals Council to review your appeal.
  • Federal Course: As a last resort, you can file a lawsuit in the federal district court to have your application reviewed one final time

What is Supplemental Security Income?

Supplemental security income is a needed-based program run by the Social Security Administration that provides monthly payments to people who have limited income and resources. Supplemental Security Income applies to the following:

  • Supplemental Security Income for Disability: Applicable to individuals who are blind or have a disability and have become difficult to pay for essentials like food, clothing and a home.
  • Supplemental Security Income for Ages 65+: Applicable to individuals who are 65 or older and have become difficult to pay for essentials like food, clothing and a home.

Contact Information

Address: 3808 N 1st Ave, Tucson, AZ 85719 (Tucson)
                 88 W 38th St #100, Tucson, AZ 85713 (South Tucson)
Phone: +1 (800) 772-1213
Website: http://www.ssa.gov