Tips on Applying for Social Security Benefits

Making the decision to file for social security can be difficult for anyone. Although there are many ways to get it done, there are many elements of the process that people tend to forget. However, enlisting the guidance of a reputable social security attorney and educating yourself on the procedures of filing, can help the process immensely. If you or someone you know needs to file for social security benefits, contact the law office of Jacoby & Meyers, LLP NY today. Our team of social security professionals has the knowledge and experience to make sure that you receive excellent legal representation.

First and foremost, it is important to understand that there are a number of ways that you can file for social security benefits. For example, you can do so by phone, on the internet via the social security administration’s website, or in person at your local social security office. However, it is also important to note that no matter how you decide to file, you will more than likely have to make at least one trip to the physical office at some point in the process.

The easiest and fastest way to file for social security benefits is to fill out the application online, and then submit all other necessary documentation to the social security administration office. This is because social security requires documentation that is not easily replaceable. Bringing them to social security in person prevents the risk of losing important documents in the mail.

Many people don’t feel comfortable filing for social security benefits online, so in this case you would want to locate your nearest social security office and file in person. The majority of people opt for this method of filing to ensure that everything is done correctly and in a timely fashion. It is important to make sure you are aware of all required documentation ahead of time, in order to prevent having to make multiple trips, especially if your local social security office is not that close to you. Required information will include your date and place of birth, as well as your social security number. Also, your bank or financial institution information, including routing and account numbers. The name and address of your employer for this year and last year will also be required. The name, social security number and date of birth of your spouse will also be required should it apply.

Finally, it is important to make sure you educate yourself on the ins and outs of social security before filing. This is because there are a few different kinds of social security benefits, all with different procedures, eligibilities and filing timelines.

If you or someone you know needs to file for social security benefits, contact the law office of Jacoby & Meyers, LLP NY today. Our team of social security professionals will be able to assist you with your filing and answer any questions you may have along the way. They will offer you fine legal representation. Call us today at (877) 504-5562. You may also email us at [email protected] with any questions.

Dear friends and clients,

In furtherance of our firms culture of commitment to always act with compassion, concern and commitment to our clients, community and colleagues, we have been taking precautions to ensure that we are still fulfilling our ethical and moral obligations while prioritizing health, wellness and safety of all we can. 

As you know, the COVID-19 pandemic has introduced changes to many lives and businesses in our communities, and around the world. We, much like our neighbors and friends, have been taking precautions to ensure that we are still fulfilling our ethical and moral obligation to our clients, while also prioritizing the health, wellness and safety of our employees.

Until further notice, our offices will be closed to the public to encourage social distancing and to help prevent the spread of COVID-19. Our team is still hard at work, many from home, and you may still call, email, live chat or video conference us if you or a loved one is seeking legal assistance. As the first law firm to offer our clients secure online access to their case file more than a decade ago, we have always been believers in using technology to make life easier and information more accessible. In these present times it has been a smooth transition for us to continue to offer our clients the same seamless and thorough service that you deserve and are accustomed to.

This pandemic is unlike anything any of us have faced in our lifetimes, and while we can continue to emotionally support one another through it all, staying home and keeping your distance is vital to the health and wellness of our communities. It does not feel good to break routines, cancel events and retreat from our normal, day-to-day socializing, but let us remember that, in times of strife, prior generations were asked to go to war and we are simply being asked to stay home. Your isolation equals more lives saved, and more time for medical providers to prepare for the treatment of patients battling COVID-19.

When the dust settles, we will join together with a greater appreciation for our lives, local businesses, loved ones and health. Until then, we will continue to offer guidance from a safe distance.

Very truly yours,

Andrew G. Finkelstein and the staff of Jacoby & Meyers, LLP