Form SSA-8 | Information You Need To Apply For Lump Sum Death Benefit (2024)

You can apply for benefits by calling our national toll-free service at 1-800-772-1213 (TTY 1-800-325-0778) or by visiting your local Social Security office. An appointment is not required, but if you call ahead and schedule one, it may reduce the time you spend waiting to apply.

You can help by being ready to:

  • Provide any needed documents; and
  • Answer the questions listed below.

Documents you may need to provide

We may ask you to provide documents to show that you are eligible, such as:

  • A birth certificate or other proof of birth;
  • Proof of U.S. citizenship or lawful alien status if you were not born in the United States [More Info];
  • U.S. military discharge paper(s) if you had military service before 1968;
  • W-2 forms(s) and/or self-employment tax returns for last year; and
  • A death certificate for the deceased worker.

Important

We accept photocopies of W-2 forms or self-employment tax returns, but we must see the original of most other documents, such as your birth certificate. We will return the documents to you.

Do not delay applying for benefits because you do not have all the documents. We will help you get them.

What we will ask you

  • Your name and Social Security number;
  • The deceased worker's name, gender, date of birth and Social Security number;
  • The deceased worker's date and place of death;
  • Whether the deceased worker ever filed for Social Security benefits, Medicare or Supplemental Security Income (if so, we will also ask for information on whose Social Security record he or she applied);
  • Whether the deceased worker was unable to work because of illnesses, injuries or conditions at any time during the 14 months before his or her death (if "Yes," we will also ask when he or she became unable to work);
  • Whether the deceased worker was ever in the active military service (if "Yes," we will also ask for the dates of his or her service);
  • Whether the deceased worker worked for the railroad industry for 7 years or more;
  • Whether the deceased worker earned Social Security credits under another country's social security system;
  • The names, dates of birth (or age) and Social Security numbers (if known) of any of the deceased worker's former spouses and the dates of the marriages and how and when they ended;
  • The names of any of the deceased worker's unmarried children under age 18, age 18-19 and in elementary or secondary school, or disabled prior to age 22;
  • The amount of the deceased worker's earnings in the year of death and the preceding year;
  • Whether the deceased worker had a parent who was dependent on the worker for 1/2 of his or her support at the time of the worker's death; and
  • Whether the deceased worker and surviving spouse were living together at the time of death.

If you are the surviving spouse, we will also ask:

  • Whether you have been unable to work because of illnesses, injuries or conditions at any time within the past 14 months (if "Yes," we will also ask when you became unable to work);
  • Whether you or anyone else ever filed for Social Security benefits, Medicare or Supplemental Security Income on your behalf (if so, we will also ask for information on whose Social Security record you applied); and
  • The names, dates of birth (or age) and social security numbers (if known) of any of your former spouses and the dates of the marriages and how and when they ended.

If you are not the surviving spouse, we will also ask for the surviving spouse's name and address.

Note

You also should have with you your checkbook or other papers that show your account number at a bank, credit union or other financial institution so you can sign up for Direct Deposit, and avoid worries about lost or stolen checks and mail delays.

Form SSA-8 | Information You Need To Apply For Lump Sum Death Benefit (2024)

FAQs

How to apply for lump-sum death benefit Social Security? ›

You can apply for benefits by calling our national toll-free service at 1-800-772-1213 (TTY 1-800-325-0778) or by visiting your local Social Security office. An appointment is not required, but if you call ahead and schedule one, it may reduce the time you spend waiting to apply.

Does everyone get the $255 death benefit from Social Security? ›

A surviving spouse or child may receive a special lump-sum death payment of $255 if they meet certain requirements. Generally, the lump-sum is paid to the surviving spouse who was living in the same household as the worker when they died.

How do I get my Social Security as a lump-sum? ›

The lump-sum option is only available to people who have reached full retirement age without filing to receive benefits. And it will result in a permanently lower monthly benefit for anyone who opts to receive it. A financial advisor can help you develop a strategy for claiming your Social Security benefits.

What are the requirements for SSS death benefit? ›

If the deceased member or pensioner is single: Proof to establish SSS membership of the deceased member or pensioner; • Death Certificate of the deceased member or pensioner; • Proof of payment of funeral expenses; and • Certificate of No Marriage Record (CENOMAR) of the deceased member or pensioner.

Who qualifies for lump sum death benefit? ›

In most cases, you can get a lump-sum death payment if you were living in the same household when your spouse died. If you were living apart, you may still qualify for the lump sum death payment if, during the month they died, you met one of the conditions below: You were already getting benefits on their record.

How much is the Social Security lump sum death benefit? ›

What is Social Security Lump Sum Death Payment? Social Security's Lump Sum Death Payment (LSDP) is federally funded and managed by the U.S. Social Security Administration (SSA). A surviving spouse or child may receive a special lump-sum death payment of $255 if they meet certain requirements.

How do you get the $250 death benefit from Social Security? ›

In addition, a one-time lump sum death payment of $255 can be made to a qualifying spouse or child if they meet certain requirements. Survivors must apply for this payment within 2 years of the date of the number holder's death. You cannot apply for survivors benefits online.

Who gets the $250 from Social Security when someone dies? ›

Only the widow, widower or child of a Social Security beneficiary can collect the $255 death benefit, also known as a lump-sum death payment. Priority goes to a surviving spouse if any of the following apply: The widow or widower was living with the deceased at the time of death.

Who claims the death benefit? ›

The CPP Death benefit is a one-time, lump-sum payment made to the estate of the deceased contributor. If there is a will, the executor named in the will to administer the estate must apply for the Death Benefit within 60 days of the date of death.

What is a SSA 8 form? ›

SSA uses Form SSA-8 to collect information needed to authorize payment of the lump sum death payment (LSDP) to a widow, widower, or children as defined in section 202(i) of the Social Security Act (Act).

How to get a $16,728 Social Security bonus? ›

Have you heard about the Social Security $16,728 yearly bonus? There's really no “bonus” that retirees can collect. The Social Security Administration (SSA) uses a specific formula based on your lifetime earnings to determine your benefit amount.

At what age could you request a lump sum of your Social Security benefits? ›

If you wait until age 70, you'll get the maximum monthly benefit. From age 62 to 70, the benefit increases by 8% per year. After you've reached full retirement age, you may be able to claim up to six months of benefits to be paid in a single lump sum.

How long is the approval of SSS death claim? ›

SPF Retirement, Total Disability and Death benefits shall be credited to the bank account of the SPF MEMBER/beneficiary within three (3) working days from approval of said benefit claim.

How many months is a lump sum in SSS? ›

A retiree has the option to receive the first 18 months pension in lump sum, discounted at a preferential rate of interest to be determined by the SSS. This option can be exercised only upon filing of the first retirement claim, and only advance payments shall be discounted on the date of payment.

Who is qualified for SSS death claim? ›

For primary beneficiaries to be entitled to monthly pension, deceased member must have paid at least 36 monthly contributions prior to the semester of death. If with less than 36 monthly contributions prior to the semester of death, a lump sum amount is granted to the primary beneficiaries.

Can you take a lump sum from a death benefit pension? ›

If a death benefit is paid to a dependant of the deceased, it can be paid as either a lump sum or income stream. If a death benefit is paid to someone who is not a dependant, it must be paid as a lump sum.

How long does it take to get a death benefit from Social Security? ›

How Long Do You Receive Social Security Survivor Benefits? Social Security survivor benefits are payable to the surviving spouse for the remainder of their life. Restrictions apply for divorced spouses eligible to receive benefits.

How long is the processing of SSS death claim? ›

SPF Retirement, Total Disability and Death benefits shall be credited to the bank account of the SPF MEMBER/beneficiary within three (3) working days from approval of said benefit claim.

How much is survivor benefits per month? ›

Average 2023 Benefit Amounts by Type of Spouse
Type of SpouseAverage monthly benefit amount*
Aged widow(er)$1,845
Young widow with child in care$1,372
Disabled Widow(er)$1,033
Mar 6, 2023

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