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Ask Lane Your Own Question
Category: Social Security
Satisfied Customers: 9728
Experience:  Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial, Social Security & Tax advice since 1986
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I like to claim benefits only. I understand that

Customer Question

I like to claim for spousal benefits only. I understand that my wife can receive 50% of what I am receiving noe.
Please advise which form I have to fill out, to apply for this
Our Social Security numbers are ********, and for my wife it is **********
Submitted: 6 months ago.
Category: Social Security
Expert:  Lane replied 6 months ago.
You can apply:Online, if you are within 3 months of age 62 or older, orBy calling our national toll-free service at 1-***-***-**** (TTY 1-***-***-****) or visiting your local Social Security office. An appointment is not required, but if you call ahead and schedule one, it may reduce the time you spend waiting to apply.You can help by being ready to:Provide any needed documents; andAnswer the questions listed below.Documents you may need to provideWe may ask you to provide documents to show that you are eligible, such as:Birth certificate or other proof of birth;Proof of U.S. citizenship or lawful alien status if you were not born in the United States [More Info];U.S. military discharge paper(s) if you had military service before 1968;W-2 forms(s) and/or self-employment tax returns for last year.Final divorce decree, if applying as a divorced spouse; andMarriage certificate.ImportantWe accept photocopies of W-2 forms, self-employment tax returns or medical documents, but we must see the original of most other documents, such as your birth certificate. (We will return them to you.)Do not delay applying for benefits because you do not have all the documents. We will help you get them.What we will ask youYour name, gender and Social Security number;Your name at birth (if different);Your date of birth and place of birth (State or foreign country);Whether a public or religious record was made of your birth before age 5;Your citizenship status;Whether you or anyone else has ever filed for Social Security benefits, Medicare or Supplemental Security Income on your behalf (if so, we will also ask for information on whose Social Security record you applied);Whether you have used any other Social Security number;Whether you became unable to work because of illnesses, injuries or conditions at any time within the past 14 months. If "Yes," we will also ask the date you became unable to work;Whether you were ever in the active military service before 1968 and, if so, the dates of service and whether you have ever been eligible to receive a monthly benefit from a military or Federal civilian agency;Whether you or your spouse have ever worked for the railroad industry;Whether you have earned Social Security credits under another country's social security system;Whether you qualified for or expect to receive a pension or annuity based on your own employment with the Federal government of the United States or one of its States or local subdivisions;Whether you are currently married and, if so, your spouse's name, date of birth (or age) and Social Security number (if known).The names, dates of birth (or age) and Social Security numbers (if known) of any former spouses;The dates and places of each of your marriages and, for marriages that have ended, how and when they ended;The names of any unmarried children under 18, 18-19 and in secondary school or disabled before age 22;The name(s) of your employer(s) and/or information about your self-employment and the amount of your earnings for this year, last year and next year;Whether we may contact your employers for wage information;The month you want your benefits to begin; andIf you are within 3 months of age 65, whether you want to enroll in Medical Insurance (Part B of Medicare).Depending on the information you provide, we may need to ask other questions.NoteYou should also have your checkbook or other papers that show your account number at a bank, credit union or other financial institution so you can sign up forDirect Deposit, and avoid worries about lost or stolen checks and mail delays.
Expert:  Lane replied 6 months ago.
Did you see my answer?...I gave you all of the options for filing....You CAN in deed file and then suspend your benefits (that's the only way your wife can receive spousal benefits is for you to file first)...You need to have s at least met the full retirement age of 66, and is not yet be 70, to submit a file-and-suspend request by April 29. ... Call Social Security at(###) ###-#### ***** visit the Social Security website. Learn special instructions on what to do if you've applied for retirement benefits and then changed your mindabout when to start them, and the full rules of spousal benefits.
Expert:  Lane replied 6 months ago.
If this HAS helped, and you DON’T have other questions … I'd appreciate a positive rating (using the faces or stars on your screen, and then clicking “submit I know it takes an extra step, but JustAnswer won’t credit us for the work until you rate....Thank you!Lane……I hold a law degree (JD, Juris Doctorate), with concentration in Tax Law, Estate law & Corporate law, an MBA, with specialization in finance & tax, as well as CFP® and CRPS designations. - I’ve been providing financial, Social Security/Medicare, estate, corporate, both for-profit and non-profit, and tax advice, since 1986.

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