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SSA-787: Physician's/Medical Officer's Statement of Patient's Capability to Manage Benefits (PDF) SSA-1699: Registration for Appointed Representative Services (PDF)

The SSA-787, Medical Source Opinion of Patient's Capability to Manage Benefits, is the preferred vehicle for obtaining medical evidence of capability.

l Report of Confidential Social Security Benefit Information (SSA-2458). This is a report sent to the client, although a third party may have requested the information. l Annual notice of cost of living adjustment (COLA) sent to the client by SSA.

An SSA-1099 is a tax form we mail each January to people who receive Social Security benefits. It shows the total amount of benefits you received from us in the previous year. It also tells you how much Social Security income to report to the Internal Revenue Service (IRS) on your tax return.

A. Description of the SSA-3105 We enclose form SSA-3105, “Important Information about Your Appeal, Waiver Rights, and Repayment Options,” with all Title II initial overpayment notices. This form gives overpaid individuals additional information regarding their reconsideration and waiver rights.

Use an SSA-795 whenever a signed statement is required or desirable, except when we request some other form or questionnaire or we can readily adapt for the statement. Prepare an SSA-795 using the claimant's own words whenever possible.

What is a Social Security Benefit Statement? A Social Security 1099 or 1042S Benefit Statement, also called an SSA-1099 or SSA-1042S, is a tax form that shows the total amount of benefits you received from Social Security in the previous year.

pdf) SSA and its affiliated State disability determination services use Form SSA-827, "Authorization to Disclose Information to the Social Security Administration (SSA)" to obtain medical and other information needed to determine whether or not a claimant is disabled.