SSA-85 Information Needed to Review Your Social Security Claim

Quality Review Case Analysis: Sample Number Holder; Auxiliaries/Survivors; Parent; Stewardship Annual Earnings Test Workbook

SSA-85 - Revised

OMB: 0960-0189

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Form SSA-85 (10-2018)
Discontinue Prior Editions
Social Security Administration

Page 1 of 2
OMB No. 0960-0189

INFORMATION NEEDED TO REVIEW YOUR SOCIAL SECURITY CLAIM
Claim Number: XXX-XXPlease have documents or proof of the ITEMS CHECKED below available for your interview
if you have them in your possession. This will help us complete the review of your claim more
quickly. Please mention in your interview any information that relates to you, even if not
checked below. With the exception of W-2 forms and tax returns, we must see the original
document or a copy certified by the custodian of the record or by a representative in your
local Social Security office.
Social Security or Medicare Card for
Birth or baptismal certificate recorded before you were age 5 – otherwise, at least two
of the following documents are needed : school records, census records, delayed birth
certificate, children’s birth certificates, family Bible, naturalization certificate, etc.
Records of age will also be needed for
Marriage Certificates for you and
Divorce or annulment decrees for all prior marriages
Death Certificates for
Social Security numbers for all former spouses
Proof of military service
Pay Slips or W-2 Forms for
Self-employment tax returns for
A copy of the earnings record for the account on which you are receiving benefits is
enclosed. Please review the earnings and compare them with your records. I have
highlighted some specific years that I would like to discuss with you.
If you disagree with any of these earnings, please have your records available at the
time of the interview. W2 forms are the best evidence of wages. Tax returns and proof
of filing are the best evidence of self-employment income.
Other:

Form SSA-85

Form SSA-85 (10-2018)
Discontinue Prior Editions
Social Security Administration

Page 1 of 2
OMB No. 0960-0189

THE EARNINGS RECORD
Claim Number: XXX-XXYour benefits are based on giving credit for any earnings that were covered under the Social
Security Act since 1937. As part of our review, we check your earnings record for accuracy.
The earnings record shows yearly amounts for 1951 to recent years. For years not shown, there
were no earnings reported to Social Security. There is a separate total for earnings during 1937
through 1950.
Please compare the earnings amounts to any records you have. Please pay particular attention to:
•

Years with no earnings

•

Years with earnings much higher than the ones before and after them

•

Years with earnings much lower than the ones before and after them

If you disagree with any of these earnings, please have your records available at the time of
the interview. W2 forms are the best evidence of wages. Tax returns and proof of filing are
the best evidence of self-employment earnings.

Form SSA-85

Form SSA-85 (10-2018)
Discontinue Prior Editions
Social Security Administration

Privacy Act Statement
Collection and Use of Personal Information

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OMB No. 0960-0189

Sections 205(a), 228(a), 1614(a) and 1836 of the Social Security Act, as amended, allow us to
collect this information. Furnishing us this information is voluntary. However, failing to provide
all or part of the information may prevent us from making an accurate and timely decision on
your claim.
We will use the information to review your claim. We may also share your information for the
following purposes, called routine uses:
1. To third party contacts in situations where the party to be contacted has, or is expected to
have, information relating to the individual's capability to manage their affairs or
eligibility for or entitlement to benefits under the Social Security program when the data
are needed to establish the validity of evidence or to verify the accuracy of information
presented by the individual; and
2. To applicants, claimants, prospective applicants or claimants, other than the data subject,
their authorized representatives or representative payees to the extent necessary to pursue
Social Security claims and to representative payees when the information pertains to
individuals for whom they serve as representative payees, for the purpose of assisting
SSA in administering its representative payment responsibilities under the Act and
assisting the representative payees in performing their duties as payees, including
receiving and accounting for benefits for individuals for whom they serve as payees.
In addition, we may share this information in accordance with the Privacy Act and other Federal
laws. For example, where authorized, we may use and disclose this information in computer
matching programs, in which our records are compared with other records to establish or verify a
person's eligibility for Federal benefit programs and for repayment of incorrect or delinquent
debts under these programs.
A list of additional routine uses is available in our Privacy Act System of Records Notices
(SORN) 60-0089, entitled Claims Folder Systems. Additional information and a full listing of
all our SORNs are available on our website at www.socialsecurity.gov/foia/bluebook.

Form SSA-85


File Typeapplication/pdf
AuthorStyles Jr, Dale E.
File Modified2020-10-05
File Created2020-10-05

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