How to Apply for Social Security Benefits

This course is intended to help RSSAs understand the process of applying for Social Security benefits. An understanding of the application process is an essential tool when assisting clients.

The course is a narrated video presentation with a reference PDF for notes and use after watching the video. Links are provided for additional information on many of the topics to allow further investigation.

Topics covered include:
Getting ready: information and documents needed to apply
The three options to apply for benefits
A detailed explanation of the online application process
Information and tips after the application is submitted

Upon successful completion of this course, participants will be able to:
Prepare clients for applying by setting expectations for the process.
Gather the correct information and documents needed for the application.
Select the best application method for a client's needs.
Guide clients through the online application process.

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