What documentation is generally required to apply for Social Security benefits?

To apply for Social Security benefits, it is indeed essential to provide proof of income, age, and work history, along with your Social Security number (SSN). This documentation allows the Social Security Administration (SSA) to verify your identity, determine your eligibility for benefits, and calculate the amount you may receive.

Proof of income is necessary to determine if you meet the income requirements for the specific type of benefits you are applying for. Age documentation, usually a birth certificate or other official document, is required because eligibility for Social Security benefits often depends on reaching a certain age. Work history, typically shown through your earnings record, is crucial since Social Security benefits are based on your work and earnings over your lifetime.

In contrast, while proof of citizenship is important for some applications, it is not the sole requirement when applying for Social Security benefits, making the first option incomplete. Bank statements and medical records may be relevant for specific cases or additional support but are not standard documentation for all applicants. A local government ID does not provide the comprehensive information needed to assess eligibility for benefits. Therefore, the option that includes proof of income, age, and work history is the most accurate and comprehensive choice for what is generally required.