Form SSA-8000-BK, Application for Supplemental Security Income (SSI) Instructions
This form contains 1089 fields organized into 293 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| 41(a) ABLE Account (You/Spouse Yes/No) | ||
| 41(a) You - Achieving a Better Life Experience (ABLE) - YES | Checkbox |
Check this box if you (the applicant) own, or your name appears on, an ABLE account.
|
| 41(a) You - Achieving a Better Life Experience (ABLE) - NO | Checkbox |
Check this box if you (the applicant) do not own and your name does not appear on any ABLE account.
|
| 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES | Checkbox |
Check this box if your spouse owns, or their name appears on, an ABLE account. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - NO | Checkbox |
Check this box if your spouse does not own and their name does not appear on any ABLE account. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 41(a) Cash at Home (You/Spouse Yes/No) | ||
| 41(a) Cash at home - You: YES | Checkbox |
Check this box if you (the applicant) own or have cash at home, with you, or anywhere else.
|
| 41(a) Cash at home - You: NO | Checkbox |
Check this box if you (the applicant) do not own or have any cash at home, with you, or anywhere else.
|
| 41(a) Cash at home - Your Spouse: YES | Checkbox |
Check this box if your spouse owns or has cash at home, with them, or anywhere else. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 41(a) Cash at home - Your Spouse: NO | Checkbox |
Check this box if your spouse does not own or have any cash at home, with them, or anywhere else. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 41(a) Checking Account (You/Spouse Yes/No) | ||
| 41(a) Checking — You (YES) | Checkbox |
Check this box if you own, or your name appears on (either alone or with any other person's name), any checking account.
|
| 41(a) Checking — You (NO) | Checkbox |
Check this box if you do not own and your name does not appear on any checking account.
|
| 41(a) Checking — Your Spouse (YES) | Checkbox |
Check this box if your spouse owns, or your spouse's name appears on (either alone or with any other person's name), any checking account. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 41(a) Checking — Your Spouse (NO) | Checkbox |
Check this box if your spouse does not own and your spouse's name does not appear on any checking account. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 41(a) Christmas Club Account (You/Spouse Yes/No) | ||
| 41(a) You — YES (Christmas Club) | Checkbox |
Check this box if you personally own, or your name appears on, a Christmas Club account (either alone or with another person).
|
| 41(a) You — NO (Christmas Club) | Checkbox |
Check this box if you do not own and your name does not appear on a Christmas Club account.
|
| 41(a) Your Spouse — YES (Christmas Club) | Checkbox |
Check this box if your spouse personally owns, or their name appears on, a Christmas Club account (either alone or with another person). Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 41(a) Your Spouse — NO (Christmas Club) | Checkbox |
Check this box if your spouse does not own and their name does not appear on a Christmas Club account. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 41(a) Credit Union Account (You/Spouse Yes/No) | ||
| 41(a) Credit Union — You: Yes | Checkbox |
Check this box if you (the applicant) own or your name appears on a credit union account.
|
| 41(a) Credit Union — You: No | Checkbox |
Check this box if you (the applicant) do not own and your name does not appear on a credit union account.
|
| 41(a) Credit Union — Your Spouse: Yes | Checkbox |
Check this box if your spouse owns or their name appears on a credit union account. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 41(a) Credit Union — Your Spouse: No | Checkbox |
Check this box if your spouse does not own and their name does not appear on a credit union account. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 41(a) Financial Institution Accounts (You/Spouse Yes/No) | ||
| 41(a) You — Financial Institution Accounts: Yes | Checkbox |
Check this box if you own, or your name appears on (either alone or with any other person's name), any financial institution accounts.
|
| 41(a) You — Financial Institution Accounts: No | Checkbox |
Check this box if you do not own and your name does not appear on any financial institution accounts.
|
| 41(a) Your Spouse — Financial Institution Accounts: Yes | Checkbox |
Check this box if your spouse owns, or your spouse's name appears on (either alone or with any other person's name), any financial institution accounts. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 41(a) Your Spouse — Financial Institution Accounts: No | Checkbox |
Check this box if your spouse does not own and your spouse's name does not appear on any financial institution accounts. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 41(a) Individual Indian Money Account (You/Spouse Yes/No) | ||
| 41(a) Individual Indian Money Account - You: YES | Checkbox |
Check this box if you (the claimant) own, or your name appears on, an Individual Indian Money Account.
|
| 41(a) Individual Indian Money Account - You: NO | Checkbox |
Check this box if you (the claimant) do not own and your name does not appear on an Individual Indian Money Account.
|
| 41(a) Individual Indian Money Account - Your Spouse: YES | Checkbox |
Check this box if your spouse owns, or your spouse's name appears on, an Individual Indian Money Account. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 41(a) Individual Indian Money Account - Your Spouse: NO | Checkbox |
Check this box if your spouse does not own and your spouse's name does not appear on an Individual Indian Money Account. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 41(a) Other Accounts incl. IRAs/Keough (You/Spouse Yes/No) | ||
| 41(a) Other (Including IRAs and Keough Accounts) — You: YES | Checkbox |
Check this box if you (the applicant) own or your name appears on any 'Other (Including IRAs and Keough Accounts)' account (including IRAs or Keough accounts).
|
| 41(a) Other (Including IRAs and Keough Accounts) — You: NO | Checkbox |
Check this box if you (the applicant) do not own and your name does not appear on any 'Other (Including IRAs and Keough Accounts)' account (including IRAs or Keough accounts).
|
| 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES | Checkbox |
Check this box if your spouse owns or your spouse's name appears on any 'Other (Including IRAs and Keough Accounts)' account (including IRAs or Keough accounts). Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: NO | Checkbox |
Check this box if your spouse does not own and your spouse's name does not appear on any 'Other (Including IRAs and Keough Accounts)' account (including IRAs or Keough accounts). Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 41(a) Savings Account (You/Spouse Yes/No) | ||
| 41(a) Savings — You: YES | Checkbox |
Check this box if you (the applicant) own, or your name appears on (alone or jointly), a savings account.
|
| 41(a) Savings — You: NO | Checkbox |
Check this box if you (the applicant) do not own and your name does not appear on any savings account.
|
| 41(a) Savings — Your Spouse: YES | Checkbox |
Check this box if your spouse owns, or their name appears on (alone or jointly), a savings account. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 41(a) Savings — Your Spouse: NO | Checkbox |
Check this box if your spouse does not own and their name does not appear on any savings account. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 41(a) Time Deposits / Certificates of Deposit (You/Spouse Yes/No) | ||
| 41(a) Time Deposits/Certificates of Deposit — You: YES | Checkbox |
Check this box if you (the applicant) own or your name appears on any time deposits or certificates of deposit.
|
| 41(a) Time Deposits/Certificates of Deposit — You: NO | Checkbox |
Check this box if you (the applicant) do not own and your name does not appear on any time deposits or certificates of deposit.
|
| 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES | Checkbox |
Check this box if your spouse owns or their name appears on any time deposits or certificates of deposit. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 41(a) Time Deposits/Certificates of Deposit — Your Spouse: NO | Checkbox |
Check this box if your spouse does not own and their name does not appear on any time deposits or certificates of deposit. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 41(b) Financial Item Details - First Row | ||
| First Row — Owner's Name | Text |
Enter the full name of the person who owns the financial item listed on this row. Fill only if '41(a) Cash at home - You: YES', '41(a) Cash at home - Your Spouse: YES', '41(a) You — Financial Institution Accounts: Yes', '41(a) Your Spouse — Financial Institution Accounts: Yes', '41(a) You - Achieving a Better Life Experience (ABLE) - YES', '41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES', '41(a) Checking — You (YES)', '41(a) Checking — Your Spouse (YES)', '41(a) Savings — You: YES', '41(a) Savings — Your Spouse: YES', '41(a) Credit Union — You: Yes', '41(a) Credit Union — Your Spouse: Yes', '41(a) You — YES (Christmas Club)', '41(a) Your Spouse — YES (Christmas Club)', '41(a) Time Deposits/Certificates of Deposit — You: YES', '41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES', '41(a) Individual Indian Money Account - You: YES', '41(a) Individual Indian Money Account - Your Spouse: YES', '41(a) Other (Including IRAs and Keough Accounts) — You: YES', '41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES' is 'Yes' (any).
Depends on:
41(a) Cash at home - You: YES, 41(a) Cash at home - Your Spouse: YES, 41(a) You — Financial Institution Accounts: Yes, 41(a) Your Spouse — Financial Institution Accounts: Yes, 41(a) You - Achieving a Better Life Experience (ABLE) - YES, 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES, 41(a) Checking — You (YES), 41(a) Checking — Your Spouse (YES), 41(a) Savings — You: YES, 41(a) Savings — Your Spouse: YES, 41(a) Credit Union — You: Yes, 41(a) Credit Union — Your Spouse: Yes, 41(a) You — YES (Christmas Club), 41(a) Your Spouse — YES (Christmas Club), 41(a) Time Deposits/Certificates of Deposit — You: YES, 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES, 41(a) Individual Indian Money Account - You: YES, 41(a) Individual Indian Money Account - Your Spouse: YES, 41(a) Other (Including IRAs and Keough Accounts) — You: YES, 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES
|
| First Row — Item Name | Text |
Enter the name or short description of the financial item (for example, checking account, savings, IRA, etc.). Fill only if '41(a) Cash at home - You: YES', '41(a) Cash at home - Your Spouse: YES', '41(a) You — Financial Institution Accounts: Yes', '41(a) Your Spouse — Financial Institution Accounts: Yes', '41(a) You - Achieving a Better Life Experience (ABLE) - YES', '41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES', '41(a) Checking — You (YES)', '41(a) Checking — Your Spouse (YES)', '41(a) Savings — You: YES', '41(a) Savings — Your Spouse: YES', '41(a) Credit Union — You: Yes', '41(a) Credit Union — Your Spouse: Yes', '41(a) You — YES (Christmas Club)', '41(a) Your Spouse — YES (Christmas Club)', '41(a) Time Deposits/Certificates of Deposit — You: YES', '41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES', '41(a) Individual Indian Money Account - You: YES', '41(a) Individual Indian Money Account - Your Spouse: YES', '41(a) Other (Including IRAs and Keough Accounts) — You: YES', '41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES' is 'Yes' (any).
Depends on:
41(a) Cash at home - You: YES, 41(a) Cash at home - Your Spouse: YES, 41(a) You — Financial Institution Accounts: Yes, 41(a) Your Spouse — Financial Institution Accounts: Yes, 41(a) You - Achieving a Better Life Experience (ABLE) - YES, 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES, 41(a) Checking — You (YES), 41(a) Checking — Your Spouse (YES), 41(a) Savings — You: YES, 41(a) Savings — Your Spouse: YES, 41(a) Credit Union — You: Yes, 41(a) Credit Union — Your Spouse: Yes, 41(a) You — YES (Christmas Club), 41(a) Your Spouse — YES (Christmas Club), 41(a) Time Deposits/Certificates of Deposit — You: YES, 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES, 41(a) Individual Indian Money Account - You: YES, 41(a) Individual Indian Money Account - Your Spouse: YES, 41(a) Other (Including IRAs and Keough Accounts) — You: YES, 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES
|
| First Row — Value | Number |
Enter the current value of the item. Fill only if '41(a) Cash at home - You: YES', '41(a) Cash at home - Your Spouse: YES', '41(a) You — Financial Institution Accounts: Yes', '41(a) Your Spouse — Financial Institution Accounts: Yes', '41(a) You - Achieving a Better Life Experience (ABLE) - YES', '41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES', '41(a) Checking — You (YES)', '41(a) Checking — Your Spouse (YES)', '41(a) Savings — You: YES', '41(a) Savings — Your Spouse: YES', '41(a) Credit Union — You: Yes', '41(a) Credit Union — Your Spouse: Yes', '41(a) You — YES (Christmas Club)', '41(a) Your Spouse — YES (Christmas Club)', '41(a) Time Deposits/Certificates of Deposit — You: YES', '41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES', '41(a) Individual Indian Money Account - You: YES', '41(a) Individual Indian Money Account - Your Spouse: YES', '41(a) Other (Including IRAs and Keough Accounts) — You: YES', '41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES' is 'Yes' (any).
Depends on:
41(a) Cash at home - You: YES, 41(a) Cash at home - Your Spouse: YES, 41(a) You — Financial Institution Accounts: Yes, 41(a) Your Spouse — Financial Institution Accounts: Yes, 41(a) You - Achieving a Better Life Experience (ABLE) - YES, 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES, 41(a) Checking — You (YES), 41(a) Checking — Your Spouse (YES), 41(a) Savings — You: YES, 41(a) Savings — Your Spouse: YES, 41(a) Credit Union — You: Yes, 41(a) Credit Union — Your Spouse: Yes, 41(a) You — YES (Christmas Club), 41(a) Your Spouse — YES (Christmas Club), 41(a) Time Deposits/Certificates of Deposit — You: YES, 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES, 41(a) Individual Indian Money Account - You: YES, 41(a) Individual Indian Money Account - Your Spouse: YES, 41(a) Other (Including IRAs and Keough Accounts) — You: YES, 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES
|
| First Row — Bank/Organization Name & Address | Text |
Enter the full name and mailing address of the bank or other organization that holds or issued the item. Fill only if '41(a) Cash at home - You: YES', '41(a) Cash at home - Your Spouse: YES', '41(a) You — Financial Institution Accounts: Yes', '41(a) Your Spouse — Financial Institution Accounts: Yes', '41(a) You - Achieving a Better Life Experience (ABLE) - YES', '41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES', '41(a) Checking — You (YES)', '41(a) Checking — Your Spouse (YES)', '41(a) Savings — You: YES', '41(a) Savings — Your Spouse: YES', '41(a) Credit Union — You: Yes', '41(a) Credit Union — Your Spouse: Yes', '41(a) You — YES (Christmas Club)', '41(a) Your Spouse — YES (Christmas Club)', '41(a) Time Deposits/Certificates of Deposit — You: YES', '41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES', '41(a) Individual Indian Money Account - You: YES', '41(a) Individual Indian Money Account - Your Spouse: YES', '41(a) Other (Including IRAs and Keough Accounts) — You: YES', '41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES' is 'Yes' (any).
Depends on:
41(a) Cash at home - You: YES, 41(a) Cash at home - Your Spouse: YES, 41(a) You — Financial Institution Accounts: Yes, 41(a) Your Spouse — Financial Institution Accounts: Yes, 41(a) You - Achieving a Better Life Experience (ABLE) - YES, 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES, 41(a) Checking — You (YES), 41(a) Checking — Your Spouse (YES), 41(a) Savings — You: YES, 41(a) Savings — Your Spouse: YES, 41(a) Credit Union — You: Yes, 41(a) Credit Union — Your Spouse: Yes, 41(a) You — YES (Christmas Club), 41(a) Your Spouse — YES (Christmas Club), 41(a) Time Deposits/Certificates of Deposit — You: YES, 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES, 41(a) Individual Indian Money Account - You: YES, 41(a) Individual Indian Money Account - Your Spouse: YES, 41(a) Other (Including IRAs and Keough Accounts) — You: YES, 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES
|
| First Row — Identifying Number | Text |
Enter the account, policy, or other identifying number associated with this item (include any letters, dashes, or other characters as shown). Fill only if '41(a) Cash at home - You: YES', '41(a) Cash at home - Your Spouse: YES', '41(a) You — Financial Institution Accounts: Yes', '41(a) Your Spouse — Financial Institution Accounts: Yes', '41(a) You - Achieving a Better Life Experience (ABLE) - YES', '41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES', '41(a) Checking — You (YES)', '41(a) Checking — Your Spouse (YES)', '41(a) Savings — You: YES', '41(a) Savings — Your Spouse: YES', '41(a) Credit Union — You: Yes', '41(a) Credit Union — Your Spouse: Yes', '41(a) You — YES (Christmas Club)', '41(a) Your Spouse — YES (Christmas Club)', '41(a) Time Deposits/Certificates of Deposit — You: YES', '41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES', '41(a) Individual Indian Money Account - You: YES', '41(a) Individual Indian Money Account - Your Spouse: YES', '41(a) Other (Including IRAs and Keough Accounts) — You: YES', '41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES' is 'Yes' (any).
Depends on:
41(a) Cash at home - You: YES, 41(a) Cash at home - Your Spouse: YES, 41(a) You — Financial Institution Accounts: Yes, 41(a) Your Spouse — Financial Institution Accounts: Yes, 41(a) You - Achieving a Better Life Experience (ABLE) - YES, 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES, 41(a) Checking — You (YES), 41(a) Checking — Your Spouse (YES), 41(a) Savings — You: YES, 41(a) Savings — Your Spouse: YES, 41(a) Credit Union — You: Yes, 41(a) Credit Union — Your Spouse: Yes, 41(a) You — YES (Christmas Club), 41(a) Your Spouse — YES (Christmas Club), 41(a) Time Deposits/Certificates of Deposit — You: YES, 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES, 41(a) Individual Indian Money Account - You: YES, 41(a) Individual Indian Money Account - Your Spouse: YES, 41(a) Other (Including IRAs and Keough Accounts) — You: YES, 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES
|
| 41(b) Financial Item Details - Fourth Row | ||
| Fourth Row — Owner's Name | Text |
Enter the name of the person who owns the financial item shown on the fourth row. Fill only if '41(a) Cash at home - You: YES', '41(a) Cash at home - Your Spouse: YES', '41(a) You — Financial Institution Accounts: Yes', '41(a) Your Spouse — Financial Institution Accounts: Yes', '41(a) You - Achieving a Better Life Experience (ABLE) - YES', '41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES', '41(a) Checking — You (YES)', '41(a) Checking — Your Spouse (YES)', '41(a) Savings — You: YES', '41(a) Savings — Your Spouse: YES', '41(a) Credit Union — You: Yes', '41(a) Credit Union — Your Spouse: Yes', '41(a) You — YES (Christmas Club)', '41(a) Your Spouse — YES (Christmas Club)', '41(a) Time Deposits/Certificates of Deposit — You: YES', '41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES', '41(a) Individual Indian Money Account - You: YES', '41(a) Individual Indian Money Account - Your Spouse: YES', '41(a) Other (Including IRAs and Keough Accounts) — You: YES', '41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES' is 'Yes' (any).
Depends on:
41(a) Cash at home - You: YES, 41(a) Cash at home - Your Spouse: YES, 41(a) You — Financial Institution Accounts: Yes, 41(a) Your Spouse — Financial Institution Accounts: Yes, 41(a) You - Achieving a Better Life Experience (ABLE) - YES, 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES, 41(a) Checking — You (YES), 41(a) Checking — Your Spouse (YES), 41(a) Savings — You: YES, 41(a) Savings — Your Spouse: YES, 41(a) Credit Union — You: Yes, 41(a) Credit Union — Your Spouse: Yes, 41(a) You — YES (Christmas Club), 41(a) Your Spouse — YES (Christmas Club), 41(a) Time Deposits/Certificates of Deposit — You: YES, 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES, 41(a) Individual Indian Money Account - You: YES, 41(a) Individual Indian Money Account - Your Spouse: YES, 41(a) Other (Including IRAs and Keough Accounts) — You: YES, 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES
|
| Fourth Row — Item Name | Text |
Enter the name or brief description of the financial item listed on the fourth row (for example, 'Checking Account' or 'Individual Retirement Account'). Fill only if '41(a) Cash at home - You: YES', '41(a) Cash at home - Your Spouse: YES', '41(a) You — Financial Institution Accounts: Yes', '41(a) Your Spouse — Financial Institution Accounts: Yes', '41(a) You - Achieving a Better Life Experience (ABLE) - YES', '41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES', '41(a) Checking — You (YES)', '41(a) Checking — Your Spouse (YES)', '41(a) Savings — You: YES', '41(a) Savings — Your Spouse: YES', '41(a) Credit Union — You: Yes', '41(a) Credit Union — Your Spouse: Yes', '41(a) You — YES (Christmas Club)', '41(a) Your Spouse — YES (Christmas Club)', '41(a) Time Deposits/Certificates of Deposit — You: YES', '41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES', '41(a) Individual Indian Money Account - You: YES', '41(a) Individual Indian Money Account - Your Spouse: YES', '41(a) Other (Including IRAs and Keough Accounts) — You: YES', '41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES' is 'Yes' (any).
Depends on:
41(a) Cash at home - You: YES, 41(a) Cash at home - Your Spouse: YES, 41(a) You — Financial Institution Accounts: Yes, 41(a) Your Spouse — Financial Institution Accounts: Yes, 41(a) You - Achieving a Better Life Experience (ABLE) - YES, 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES, 41(a) Checking — You (YES), 41(a) Checking — Your Spouse (YES), 41(a) Savings — You: YES, 41(a) Savings — Your Spouse: YES, 41(a) Credit Union — You: Yes, 41(a) Credit Union — Your Spouse: Yes, 41(a) You — YES (Christmas Club), 41(a) Your Spouse — YES (Christmas Club), 41(a) Time Deposits/Certificates of Deposit — You: YES, 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES, 41(a) Individual Indian Money Account - You: YES, 41(a) Individual Indian Money Account - Your Spouse: YES, 41(a) Other (Including IRAs and Keough Accounts) — You: YES, 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES
|
| Fourth Row — Item Value | Number |
Enter the dollar value of the financial item on the fourth row. Fill only if '41(a) Cash at home - You: YES', '41(a) Cash at home - Your Spouse: YES', '41(a) You — Financial Institution Accounts: Yes', '41(a) Your Spouse — Financial Institution Accounts: Yes', '41(a) You - Achieving a Better Life Experience (ABLE) - YES', '41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES', '41(a) Checking — You (YES)', '41(a) Checking — Your Spouse (YES)', '41(a) Savings — You: YES', '41(a) Savings — Your Spouse: YES', '41(a) Credit Union — You: Yes', '41(a) Credit Union — Your Spouse: Yes', '41(a) You — YES (Christmas Club)', '41(a) Your Spouse — YES (Christmas Club)', '41(a) Time Deposits/Certificates of Deposit — You: YES', '41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES', '41(a) Individual Indian Money Account - You: YES', '41(a) Individual Indian Money Account - Your Spouse: YES', '41(a) Other (Including IRAs and Keough Accounts) — You: YES', '41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES' is 'Yes' (any).
Depends on:
41(a) Cash at home - You: YES, 41(a) Cash at home - Your Spouse: YES, 41(a) You — Financial Institution Accounts: Yes, 41(a) Your Spouse — Financial Institution Accounts: Yes, 41(a) You - Achieving a Better Life Experience (ABLE) - YES, 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES, 41(a) Checking — You (YES), 41(a) Checking — Your Spouse (YES), 41(a) Savings — You: YES, 41(a) Savings — Your Spouse: YES, 41(a) Credit Union — You: Yes, 41(a) Credit Union — Your Spouse: Yes, 41(a) You — YES (Christmas Club), 41(a) Your Spouse — YES (Christmas Club), 41(a) Time Deposits/Certificates of Deposit — You: YES, 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES, 41(a) Individual Indian Money Account - You: YES, 41(a) Individual Indian Money Account - Your Spouse: YES, 41(a) Other (Including IRAs and Keough Accounts) — You: YES, 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES
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| Fourth Row — Bank/Organization Name & Address | Text |
Enter the full name and mailing address of the bank or other organization that holds or issued the financial item on the fourth row. Fill only if '41(a) Cash at home - You: YES', '41(a) Cash at home - Your Spouse: YES', '41(a) You — Financial Institution Accounts: Yes', '41(a) Your Spouse — Financial Institution Accounts: Yes', '41(a) You - Achieving a Better Life Experience (ABLE) - YES', '41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES', '41(a) Checking — You (YES)', '41(a) Checking — Your Spouse (YES)', '41(a) Savings — You: YES', '41(a) Savings — Your Spouse: YES', '41(a) Credit Union — You: Yes', '41(a) Credit Union — Your Spouse: Yes', '41(a) You — YES (Christmas Club)', '41(a) Your Spouse — YES (Christmas Club)', '41(a) Time Deposits/Certificates of Deposit — You: YES', '41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES', '41(a) Individual Indian Money Account - You: YES', '41(a) Individual Indian Money Account - Your Spouse: YES', '41(a) Other (Including IRAs and Keough Accounts) — You: YES', '41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES' is 'Yes' (any).
Depends on:
41(a) Cash at home - You: YES, 41(a) Cash at home - Your Spouse: YES, 41(a) You — Financial Institution Accounts: Yes, 41(a) Your Spouse — Financial Institution Accounts: Yes, 41(a) You - Achieving a Better Life Experience (ABLE) - YES, 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES, 41(a) Checking — You (YES), 41(a) Checking — Your Spouse (YES), 41(a) Savings — You: YES, 41(a) Savings — Your Spouse: YES, 41(a) Credit Union — You: Yes, 41(a) Credit Union — Your Spouse: Yes, 41(a) You — YES (Christmas Club), 41(a) Your Spouse — YES (Christmas Club), 41(a) Time Deposits/Certificates of Deposit — You: YES, 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES, 41(a) Individual Indian Money Account - You: YES, 41(a) Individual Indian Money Account - Your Spouse: YES, 41(a) Other (Including IRAs and Keough Accounts) — You: YES, 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES
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| Fourth Row — Identifying Number | Text |
Enter the account, policy, or other identifying number associated with the financial item on the fourth row. Fill only if '41(a) Cash at home - You: YES', '41(a) Cash at home - Your Spouse: YES', '41(a) You — Financial Institution Accounts: Yes', '41(a) Your Spouse — Financial Institution Accounts: Yes', '41(a) You - Achieving a Better Life Experience (ABLE) - YES', '41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES', '41(a) Checking — You (YES)', '41(a) Checking — Your Spouse (YES)', '41(a) Savings — You: YES', '41(a) Savings — Your Spouse: YES', '41(a) Credit Union — You: Yes', '41(a) Credit Union — Your Spouse: Yes', '41(a) You — YES (Christmas Club)', '41(a) Your Spouse — YES (Christmas Club)', '41(a) Time Deposits/Certificates of Deposit — You: YES', '41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES', '41(a) Individual Indian Money Account - You: YES', '41(a) Individual Indian Money Account - Your Spouse: YES', '41(a) Other (Including IRAs and Keough Accounts) — You: YES', '41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES' is 'Yes' (any).
Depends on:
41(a) Cash at home - You: YES, 41(a) Cash at home - Your Spouse: YES, 41(a) You — Financial Institution Accounts: Yes, 41(a) Your Spouse — Financial Institution Accounts: Yes, 41(a) You - Achieving a Better Life Experience (ABLE) - YES, 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES, 41(a) Checking — You (YES), 41(a) Checking — Your Spouse (YES), 41(a) Savings — You: YES, 41(a) Savings — Your Spouse: YES, 41(a) Credit Union — You: Yes, 41(a) Credit Union — Your Spouse: Yes, 41(a) You — YES (Christmas Club), 41(a) Your Spouse — YES (Christmas Club), 41(a) Time Deposits/Certificates of Deposit — You: YES, 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES, 41(a) Individual Indian Money Account - You: YES, 41(a) Individual Indian Money Account - Your Spouse: YES, 41(a) Other (Including IRAs and Keough Accounts) — You: YES, 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES
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| 41(b) Financial Item Details - Second Row | ||
| 41(b) Second Row - Owner's Name | Text |
Enter the full name of the owner of the asset or account being reported on the second row. Fill only if '41(a) Cash at home - You: YES', '41(a) Cash at home - Your Spouse: YES', '41(a) You — Financial Institution Accounts: Yes', '41(a) Your Spouse — Financial Institution Accounts: Yes', '41(a) You - Achieving a Better Life Experience (ABLE) - YES', '41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES', '41(a) Checking — You (YES)', '41(a) Checking — Your Spouse (YES)', '41(a) Savings — You: YES', '41(a) Savings — Your Spouse: YES', '41(a) Credit Union — You: Yes', '41(a) Credit Union — Your Spouse: Yes', '41(a) You — YES (Christmas Club)', '41(a) Your Spouse — YES (Christmas Club)', '41(a) Time Deposits/Certificates of Deposit — You: YES', '41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES', '41(a) Individual Indian Money Account - You: YES', '41(a) Individual Indian Money Account - Your Spouse: YES', '41(a) Other (Including IRAs and Keough Accounts) — You: YES', '41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES' is 'Yes' (any).
Depends on:
41(a) Cash at home - You: YES, 41(a) Cash at home - Your Spouse: YES, 41(a) You — Financial Institution Accounts: Yes, 41(a) Your Spouse — Financial Institution Accounts: Yes, 41(a) You - Achieving a Better Life Experience (ABLE) - YES, 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES, 41(a) Checking — You (YES), 41(a) Checking — Your Spouse (YES), 41(a) Savings — You: YES, 41(a) Savings — Your Spouse: YES, 41(a) Credit Union — You: Yes, 41(a) Credit Union — Your Spouse: Yes, 41(a) You — YES (Christmas Club), 41(a) Your Spouse — YES (Christmas Club), 41(a) Time Deposits/Certificates of Deposit — You: YES, 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES, 41(a) Individual Indian Money Account - You: YES, 41(a) Individual Indian Money Account - Your Spouse: YES, 41(a) Other (Including IRAs and Keough Accounts) — You: YES, 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES
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| 41(b) Second Row - Name of Item | Text |
Provide the specific name or brief description of the financial item (for example, checking account, IRA, time deposit) for the second row. Fill only if '41(a) Cash at home - You: YES', '41(a) Cash at home - Your Spouse: YES', '41(a) You — Financial Institution Accounts: Yes', '41(a) Your Spouse — Financial Institution Accounts: Yes', '41(a) You - Achieving a Better Life Experience (ABLE) - YES', '41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES', '41(a) Checking — You (YES)', '41(a) Checking — Your Spouse (YES)', '41(a) Savings — You: YES', '41(a) Savings — Your Spouse: YES', '41(a) Credit Union — You: Yes', '41(a) Credit Union — Your Spouse: Yes', '41(a) You — YES (Christmas Club)', '41(a) Your Spouse — YES (Christmas Club)', '41(a) Time Deposits/Certificates of Deposit — You: YES', '41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES', '41(a) Individual Indian Money Account - You: YES', '41(a) Individual Indian Money Account - Your Spouse: YES', '41(a) Other (Including IRAs and Keough Accounts) — You: YES', '41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES' is 'Yes' (any).
Depends on:
41(a) Cash at home - You: YES, 41(a) Cash at home - Your Spouse: YES, 41(a) You — Financial Institution Accounts: Yes, 41(a) Your Spouse — Financial Institution Accounts: Yes, 41(a) You - Achieving a Better Life Experience (ABLE) - YES, 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES, 41(a) Checking — You (YES), 41(a) Checking — Your Spouse (YES), 41(a) Savings — You: YES, 41(a) Savings — Your Spouse: YES, 41(a) Credit Union — You: Yes, 41(a) Credit Union — Your Spouse: Yes, 41(a) You — YES (Christmas Club), 41(a) Your Spouse — YES (Christmas Club), 41(a) Time Deposits/Certificates of Deposit — You: YES, 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES, 41(a) Individual Indian Money Account - You: YES, 41(a) Individual Indian Money Account - Your Spouse: YES, 41(a) Other (Including IRAs and Keough Accounts) — You: YES, 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES
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| 41(b) Second Row - Value | Number |
Enter the dollar value of the item being reported on this row. Fill only if '41(a) Cash at home - You: YES', '41(a) Cash at home - Your Spouse: YES', '41(a) You — Financial Institution Accounts: Yes', '41(a) Your Spouse — Financial Institution Accounts: Yes', '41(a) You - Achieving a Better Life Experience (ABLE) - YES', '41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES', '41(a) Checking — You (YES)', '41(a) Checking — Your Spouse (YES)', '41(a) Savings — You: YES', '41(a) Savings — Your Spouse: YES', '41(a) Credit Union — You: Yes', '41(a) Credit Union — Your Spouse: Yes', '41(a) You — YES (Christmas Club)', '41(a) Your Spouse — YES (Christmas Club)', '41(a) Time Deposits/Certificates of Deposit — You: YES', '41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES', '41(a) Individual Indian Money Account - You: YES', '41(a) Individual Indian Money Account - Your Spouse: YES', '41(a) Other (Including IRAs and Keough Accounts) — You: YES', '41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES' is 'Yes' (any).
Depends on:
41(a) Cash at home - You: YES, 41(a) Cash at home - Your Spouse: YES, 41(a) You — Financial Institution Accounts: Yes, 41(a) Your Spouse — Financial Institution Accounts: Yes, 41(a) You - Achieving a Better Life Experience (ABLE) - YES, 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES, 41(a) Checking — You (YES), 41(a) Checking — Your Spouse (YES), 41(a) Savings — You: YES, 41(a) Savings — Your Spouse: YES, 41(a) Credit Union — You: Yes, 41(a) Credit Union — Your Spouse: Yes, 41(a) You — YES (Christmas Club), 41(a) Your Spouse — YES (Christmas Club), 41(a) Time Deposits/Certificates of Deposit — You: YES, 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES, 41(a) Individual Indian Money Account - You: YES, 41(a) Individual Indian Money Account - Your Spouse: YES, 41(a) Other (Including IRAs and Keough Accounts) — You: YES, 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES
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| 41(b) Second Row - Name & Address of Bank or Other Organization | Text |
Enter the name and mailing address of the bank or other organization that holds or issued the item listed on the second row. Fill only if '41(a) Cash at home - You: YES', '41(a) Cash at home - Your Spouse: YES', '41(a) You — Financial Institution Accounts: Yes', '41(a) Your Spouse — Financial Institution Accounts: Yes', '41(a) You - Achieving a Better Life Experience (ABLE) - YES', '41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES', '41(a) Checking — You (YES)', '41(a) Checking — Your Spouse (YES)', '41(a) Savings — You: YES', '41(a) Savings — Your Spouse: YES', '41(a) Credit Union — You: Yes', '41(a) Credit Union — Your Spouse: Yes', '41(a) You — YES (Christmas Club)', '41(a) Your Spouse — YES (Christmas Club)', '41(a) Time Deposits/Certificates of Deposit — You: YES', '41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES', '41(a) Individual Indian Money Account - You: YES', '41(a) Individual Indian Money Account - Your Spouse: YES', '41(a) Other (Including IRAs and Keough Accounts) — You: YES', '41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES' is 'Yes' (any).
Depends on:
41(a) Cash at home - You: YES, 41(a) Cash at home - Your Spouse: YES, 41(a) You — Financial Institution Accounts: Yes, 41(a) Your Spouse — Financial Institution Accounts: Yes, 41(a) You - Achieving a Better Life Experience (ABLE) - YES, 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES, 41(a) Checking — You (YES), 41(a) Checking — Your Spouse (YES), 41(a) Savings — You: YES, 41(a) Savings — Your Spouse: YES, 41(a) Credit Union — You: Yes, 41(a) Credit Union — Your Spouse: Yes, 41(a) You — YES (Christmas Club), 41(a) Your Spouse — YES (Christmas Club), 41(a) Time Deposits/Certificates of Deposit — You: YES, 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES, 41(a) Individual Indian Money Account - You: YES, 41(a) Individual Indian Money Account - Your Spouse: YES, 41(a) Other (Including IRAs and Keough Accounts) — You: YES, 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES
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| 41(b) Second Row - Identifying Number | Text |
Enter the account, policy, or other identifying number associated with the item shown on this row. Fill only if '41(a) Cash at home - You: YES', '41(a) Cash at home - Your Spouse: YES', '41(a) You — Financial Institution Accounts: Yes', '41(a) Your Spouse — Financial Institution Accounts: Yes', '41(a) You - Achieving a Better Life Experience (ABLE) - YES', '41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES', '41(a) Checking — You (YES)', '41(a) Checking — Your Spouse (YES)', '41(a) Savings — You: YES', '41(a) Savings — Your Spouse: YES', '41(a) Credit Union — You: Yes', '41(a) Credit Union — Your Spouse: Yes', '41(a) You — YES (Christmas Club)', '41(a) Your Spouse — YES (Christmas Club)', '41(a) Time Deposits/Certificates of Deposit — You: YES', '41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES', '41(a) Individual Indian Money Account - You: YES', '41(a) Individual Indian Money Account - Your Spouse: YES', '41(a) Other (Including IRAs and Keough Accounts) — You: YES', '41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES' is 'Yes' (any).
Depends on:
41(a) Cash at home - You: YES, 41(a) Cash at home - Your Spouse: YES, 41(a) You — Financial Institution Accounts: Yes, 41(a) Your Spouse — Financial Institution Accounts: Yes, 41(a) You - Achieving a Better Life Experience (ABLE) - YES, 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES, 41(a) Checking — You (YES), 41(a) Checking — Your Spouse (YES), 41(a) Savings — You: YES, 41(a) Savings — Your Spouse: YES, 41(a) Credit Union — You: Yes, 41(a) Credit Union — Your Spouse: Yes, 41(a) You — YES (Christmas Club), 41(a) Your Spouse — YES (Christmas Club), 41(a) Time Deposits/Certificates of Deposit — You: YES, 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES, 41(a) Individual Indian Money Account - You: YES, 41(a) Individual Indian Money Account - Your Spouse: YES, 41(a) Other (Including IRAs and Keough Accounts) — You: YES, 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES
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| 41(b) Financial Item Details - Third Row | ||
| 41(b) Third Row Owner's Name | Text |
Enter the name of the person who owns the financial item reported on this row. Fill only if '41(a) Cash at home - You: YES', '41(a) Cash at home - Your Spouse: YES', '41(a) You — Financial Institution Accounts: Yes', '41(a) Your Spouse — Financial Institution Accounts: Yes', '41(a) You - Achieving a Better Life Experience (ABLE) - YES', '41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES', '41(a) Checking — You (YES)', '41(a) Checking — Your Spouse (YES)', '41(a) Savings — You: YES', '41(a) Savings — Your Spouse: YES', '41(a) Credit Union — You: Yes', '41(a) Credit Union — Your Spouse: Yes', '41(a) You — YES (Christmas Club)', '41(a) Your Spouse — YES (Christmas Club)', '41(a) Time Deposits/Certificates of Deposit — You: YES', '41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES', '41(a) Individual Indian Money Account - You: YES', '41(a) Individual Indian Money Account - Your Spouse: YES', '41(a) Other (Including IRAs and Keough Accounts) — You: YES', '41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES' is 'Yes' (any).
Depends on:
41(a) Cash at home - You: YES, 41(a) Cash at home - Your Spouse: YES, 41(a) You — Financial Institution Accounts: Yes, 41(a) Your Spouse — Financial Institution Accounts: Yes, 41(a) You - Achieving a Better Life Experience (ABLE) - YES, 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES, 41(a) Checking — You (YES), 41(a) Checking — Your Spouse (YES), 41(a) Savings — You: YES, 41(a) Savings — Your Spouse: YES, 41(a) Credit Union — You: Yes, 41(a) Credit Union — Your Spouse: Yes, 41(a) You — YES (Christmas Club), 41(a) Your Spouse — YES (Christmas Club), 41(a) Time Deposits/Certificates of Deposit — You: YES, 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES, 41(a) Individual Indian Money Account - You: YES, 41(a) Individual Indian Money Account - Your Spouse: YES, 41(a) Other (Including IRAs and Keough Accounts) — You: YES, 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES
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| 41(b) Third Row Name of Item | Text |
Enter the name or brief description of the financial item being reported (for example, checking account, IRA, or certificate of deposit). Fill only if '41(a) Cash at home - You: YES', '41(a) Cash at home - Your Spouse: YES', '41(a) You — Financial Institution Accounts: Yes', '41(a) Your Spouse — Financial Institution Accounts: Yes', '41(a) You - Achieving a Better Life Experience (ABLE) - YES', '41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES', '41(a) Checking — You (YES)', '41(a) Checking — Your Spouse (YES)', '41(a) Savings — You: YES', '41(a) Savings — Your Spouse: YES', '41(a) Credit Union — You: Yes', '41(a) Credit Union — Your Spouse: Yes', '41(a) You — YES (Christmas Club)', '41(a) Your Spouse — YES (Christmas Club)', '41(a) Time Deposits/Certificates of Deposit — You: YES', '41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES', '41(a) Individual Indian Money Account - You: YES', '41(a) Individual Indian Money Account - Your Spouse: YES', '41(a) Other (Including IRAs and Keough Accounts) — You: YES', '41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES' is 'Yes' (any).
Depends on:
41(a) Cash at home - You: YES, 41(a) Cash at home - Your Spouse: YES, 41(a) You — Financial Institution Accounts: Yes, 41(a) Your Spouse — Financial Institution Accounts: Yes, 41(a) You - Achieving a Better Life Experience (ABLE) - YES, 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES, 41(a) Checking — You (YES), 41(a) Checking — Your Spouse (YES), 41(a) Savings — You: YES, 41(a) Savings — Your Spouse: YES, 41(a) Credit Union — You: Yes, 41(a) Credit Union — Your Spouse: Yes, 41(a) You — YES (Christmas Club), 41(a) Your Spouse — YES (Christmas Club), 41(a) Time Deposits/Certificates of Deposit — You: YES, 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES, 41(a) Individual Indian Money Account - You: YES, 41(a) Individual Indian Money Account - Your Spouse: YES, 41(a) Other (Including IRAs and Keough Accounts) — You: YES, 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES
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| 41(b) Third Row Value | Number |
Enter the total value of the item reported on this row. Fill only if '41(a) Cash at home - You: YES', '41(a) Cash at home - Your Spouse: YES', '41(a) You — Financial Institution Accounts: Yes', '41(a) Your Spouse — Financial Institution Accounts: Yes', '41(a) You - Achieving a Better Life Experience (ABLE) - YES', '41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES', '41(a) Checking — You (YES)', '41(a) Checking — Your Spouse (YES)', '41(a) Savings — You: YES', '41(a) Savings — Your Spouse: YES', '41(a) Credit Union — You: Yes', '41(a) Credit Union — Your Spouse: Yes', '41(a) You — YES (Christmas Club)', '41(a) Your Spouse — YES (Christmas Club)', '41(a) Time Deposits/Certificates of Deposit — You: YES', '41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES', '41(a) Individual Indian Money Account - You: YES', '41(a) Individual Indian Money Account - Your Spouse: YES', '41(a) Other (Including IRAs and Keough Accounts) — You: YES', '41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES' is 'Yes' (any).
Depends on:
41(a) Cash at home - You: YES, 41(a) Cash at home - Your Spouse: YES, 41(a) You — Financial Institution Accounts: Yes, 41(a) Your Spouse — Financial Institution Accounts: Yes, 41(a) You - Achieving a Better Life Experience (ABLE) - YES, 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES, 41(a) Checking — You (YES), 41(a) Checking — Your Spouse (YES), 41(a) Savings — You: YES, 41(a) Savings — Your Spouse: YES, 41(a) Credit Union — You: Yes, 41(a) Credit Union — Your Spouse: Yes, 41(a) You — YES (Christmas Club), 41(a) Your Spouse — YES (Christmas Club), 41(a) Time Deposits/Certificates of Deposit — You: YES, 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES, 41(a) Individual Indian Money Account - You: YES, 41(a) Individual Indian Money Account - Your Spouse: YES, 41(a) Other (Including IRAs and Keough Accounts) — You: YES, 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES
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| 41(b) Third Row Bank/Organization Name & Address | Text |
Enter the full name and mailing address of the bank or other organization that holds or manages the reported item. Fill only if '41(a) Cash at home - You: YES', '41(a) Cash at home - Your Spouse: YES', '41(a) You — Financial Institution Accounts: Yes', '41(a) Your Spouse — Financial Institution Accounts: Yes', '41(a) You - Achieving a Better Life Experience (ABLE) - YES', '41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES', '41(a) Checking — You (YES)', '41(a) Checking — Your Spouse (YES)', '41(a) Savings — You: YES', '41(a) Savings — Your Spouse: YES', '41(a) Credit Union — You: Yes', '41(a) Credit Union — Your Spouse: Yes', '41(a) You — YES (Christmas Club)', '41(a) Your Spouse — YES (Christmas Club)', '41(a) Time Deposits/Certificates of Deposit — You: YES', '41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES', '41(a) Individual Indian Money Account - You: YES', '41(a) Individual Indian Money Account - Your Spouse: YES', '41(a) Other (Including IRAs and Keough Accounts) — You: YES', '41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES' is 'Yes' (any).
Depends on:
41(a) Cash at home - You: YES, 41(a) Cash at home - Your Spouse: YES, 41(a) You — Financial Institution Accounts: Yes, 41(a) Your Spouse — Financial Institution Accounts: Yes, 41(a) You - Achieving a Better Life Experience (ABLE) - YES, 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES, 41(a) Checking — You (YES), 41(a) Checking — Your Spouse (YES), 41(a) Savings — You: YES, 41(a) Savings — Your Spouse: YES, 41(a) Credit Union — You: Yes, 41(a) Credit Union — Your Spouse: Yes, 41(a) You — YES (Christmas Club), 41(a) Your Spouse — YES (Christmas Club), 41(a) Time Deposits/Certificates of Deposit — You: YES, 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES, 41(a) Individual Indian Money Account - You: YES, 41(a) Individual Indian Money Account - Your Spouse: YES, 41(a) Other (Including IRAs and Keough Accounts) — You: YES, 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES
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| 41(b) Third Row Identifying Number | Text |
Enter the account, policy, or other identifying number associated with the reported item. Fill only if '41(a) Cash at home - You: YES', '41(a) Cash at home - Your Spouse: YES', '41(a) You — Financial Institution Accounts: Yes', '41(a) Your Spouse — Financial Institution Accounts: Yes', '41(a) You - Achieving a Better Life Experience (ABLE) - YES', '41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES', '41(a) Checking — You (YES)', '41(a) Checking — Your Spouse (YES)', '41(a) Savings — You: YES', '41(a) Savings — Your Spouse: YES', '41(a) Credit Union — You: Yes', '41(a) Credit Union — Your Spouse: Yes', '41(a) You — YES (Christmas Club)', '41(a) Your Spouse — YES (Christmas Club)', '41(a) Time Deposits/Certificates of Deposit — You: YES', '41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES', '41(a) Individual Indian Money Account - You: YES', '41(a) Individual Indian Money Account - Your Spouse: YES', '41(a) Other (Including IRAs and Keough Accounts) — You: YES', '41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES' is 'Yes' (any).
Depends on:
41(a) Cash at home - You: YES, 41(a) Cash at home - Your Spouse: YES, 41(a) You — Financial Institution Accounts: Yes, 41(a) Your Spouse — Financial Institution Accounts: Yes, 41(a) You - Achieving a Better Life Experience (ABLE) - YES, 41(a) Your Spouse - Achieving a Better Life Experience (ABLE) - YES, 41(a) Checking — You (YES), 41(a) Checking — Your Spouse (YES), 41(a) Savings — You: YES, 41(a) Savings — Your Spouse: YES, 41(a) Credit Union — You: Yes, 41(a) Credit Union — Your Spouse: Yes, 41(a) You — YES (Christmas Club), 41(a) Your Spouse — YES (Christmas Club), 41(a) Time Deposits/Certificates of Deposit — You: YES, 41(a) Time Deposits/Certificates of Deposit — Your Spouse: YES, 41(a) Individual Indian Money Account - You: YES, 41(a) Individual Indian Money Account - Your Spouse: YES, 41(a) Other (Including IRAs and Keough Accounts) — You: YES, 41(a) Other (Including IRAs and Keough Accounts) — Your Spouse: YES
|
| 41(c) Permission to Obtain Financial Records (You/Spouse Yes/No) | ||
| 41(c) You — YES (Permission to obtain financial records) | Checkbox |
Check this box if you give permission for the agency to obtain any financial records from any financial institution.
|
| 41(c) You — NO (Permission to obtain financial records) | Checkbox |
Check this box if you do not give permission for the agency to obtain any financial records from any financial institution.
|
| 41(c) Your Spouse — YES (Permission to obtain financial records) | Checkbox |
Check this box if your spouse (if filing) gives permission for the agency to obtain any financial records from any financial institution. Fill only if 'TYPE OF CLAIM' is 'Couple'.
Depends on:
Couple
|
| 41(c) Your Spouse — NO (Permission to obtain financial records) | Checkbox |
Check this box if your spouse (if filing) does not give permission for the agency to obtain any financial records from any financial institution. Fill only if 'TYPE OF CLAIM' is 'Couple'.
Depends on:
Couple
|
| 42(a) Bonds incl. U.S. Savings Bonds (You/Spouse Yes/No) | ||
| 42(a) Bonds (Including U.S. Savings Bonds) — You: YES | Checkbox |
Check this box if you (your name alone or with another person) own any bonds, including U.S. Savings Bonds.
|
| 42(a) Bonds (Including U.S. Savings Bonds) — You: NO | Checkbox |
Check this box if you do not own and your name does not appear on any bonds, including U.S. Savings Bonds.
|
| 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES | Checkbox |
Check this box if your spouse (their name alone or with another person) owns any bonds, including U.S. Savings Bonds. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: NO | Checkbox |
Check this box if your spouse does not own and their name does not appear on any bonds, including U.S. Savings Bonds. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 42(a) Other Items That Can Be Turned Into Cash (You/Spouse Yes/No) | ||
| 42(a) Other items that can be turned into cash — You YES | Checkbox |
Check this box if you (the applicant) own, or your name appears on, any items that can be turned into cash.
|
| 42(a) Other items that can be turned into cash — You NO | Checkbox |
Check this box if you (the applicant) do not own and your name does not appear on any items that can be turned into cash.
|
| 42(a) Other items that can be turned into cash — Your Spouse YES | Checkbox |
Check this box if your spouse owns, or their name appears on, any items that can be turned into cash. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 42(a) Other items that can be turned into cash — Your Spouse NO | Checkbox |
Check this box if your spouse does not own and their name does not appear on any items that can be turned into cash. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 42(a) Promissory Notes (You/Spouse Yes/No) | ||
| 42(a) Promissory Notes — You YES | Checkbox |
Check this box if you (the claimant) own or your name appears on any promissory notes.
|
| 42(a) Promissory Notes — You NO | Checkbox |
Check this box if you (the claimant) do not own and your name does not appear on any promissory notes.
|
| 42(a) Promissory Notes — Your Spouse YES | Checkbox |
Check this box if your spouse owns or their name appears on any promissory notes. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 42(a) Promissory Notes — Your Spouse NO | Checkbox |
Check this box if your spouse does not own and their name does not appear on any promissory notes. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 42(a) Stocks or Mutual Funds (You/Spouse Yes/No) | ||
| 42(a) Stocks or Mutual Funds — You: YES | Checkbox |
Check this box if you (the applicant) own, or your name appears on, any stocks or mutual funds.
|
| 42(a) Stocks or Mutual Funds — You: NO | Checkbox |
Check this box if you (the applicant) do not own and your name does not appear on any stocks or mutual funds.
|
| 42(a) Stocks or Mutual Funds — Your Spouse: YES | Checkbox |
Check this box if your spouse owns, or their name appears on, any stocks or mutual funds. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 42(a) Stocks or Mutual Funds — Your Spouse: NO | Checkbox |
Check this box if your spouse does not own and their name does not appear on any stocks or mutual funds. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 47(a) Cemetery Burial Property Ownership - Spouse | ||
| 47(a) Your Spouse - YES | Checkbox |
Check this box if your spouse does own cemetery lots, crypts, caskets, vaults, urns, mausoleums, other repositories for burial, or any headstones or markers. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 47(a) Your Spouse - NO | Checkbox |
Check this box if your spouse does not own any cemetery lots, crypts, caskets, vaults, urns, mausoleums, other repositories for burial, or any headstones or markers. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 47(a) Cemetery Burial Property Ownership - You | ||
| 47(a) You - YES | Checkbox |
Check this box if you personally own any cemetery lots, crypts, caskets, vaults, urns, mausoleums, other repositories for burial, or any headstones or markers.
|
| 47(a) You - NO | Checkbox |
Check this box if you personally do not own any cemetery lots, crypts, caskets, vaults, urns, mausoleums, other repositories for burial, or any headstones or markers.
|
| 47(b) Cemetery Property Details - Row 1 | ||
| 47(b) Owner's Name — Row 1 | Text |
Enter the full name of the person or entity that owns the cemetery lot, crypt, casket, vault, urn, mausoleum, or marker listed on this row. Fill only if '47(a) You - YES', '47(a) Your Spouse - YES' is 'Yes' for any fields selection.
Depends on:
47(a) You - YES, 47(a) Your Spouse - YES
|
| 47(b) Description of Property — Row 1 | Text |
Provide a brief description of the cemetery property on this row (for example lot location, lot number, crypt or vault details, or type of marker). Fill only if '47(a) You - YES', '47(a) Your Spouse - YES' is 'Yes' for any fields selection.
Depends on:
47(a) You - YES, 47(a) Your Spouse - YES
|
| 47(b) For Whose Burial — Row 1 | Text |
Enter the name of the person for whose burial the cemetery property is intended or reserved as shown on this row. Fill only if '47(a) You - YES', '47(a) Your Spouse - YES' is 'Yes' for any fields selection.
Depends on:
47(a) You - YES, 47(a) Your Spouse - YES
|
| 47(b) Relationship to You or Your Spouse — Row 1 | Text |
State your (or your spouse’s) relationship to the person named in the 'For Whose Burial' field for this row (for example: self, spouse, parent, child). Fill only if '47(a) You - YES', '47(a) Your Spouse - YES' is 'Yes' for any fields selection.
Depends on:
47(a) You - YES, 47(a) Your Spouse - YES
|
| 47(b) Current Market Value — Row 1 | Number |
Enter the current market value of the cemetery property listed on this row. Fill only if '47(a) You - YES', '47(a) Your Spouse - YES' is 'Yes' for any fields selection.
Depends on:
47(a) You - YES, 47(a) Your Spouse - YES
|
| 47(b) Cemetery Property Details - Row 2 | ||
| Row 2 Owner's Name | Text |
Enter the full name of the owner of the cemetery lot, crypt, casket, vault, urn, mausoleum, or marker listed on row 2. Fill only if '47(a) You - YES', '47(a) Your Spouse - YES' is 'Yes' for any fields selection.
Depends on:
47(a) You - YES, 47(a) Your Spouse - YES
|
| Row 2 Description | Text |
Provide a brief description of the cemetery property on row 2 (for example: lot number, location, type of marker, or other identifying details). Fill only if '47(a) You - YES', '47(a) Your Spouse - YES' is 'Yes' for any fields selection.
Depends on:
47(a) You - YES, 47(a) Your Spouse - YES
|
| Row 2 For Whose Burial | Text |
Enter the full name of the person for whom this cemetery property is intended or used, as listed on row 2. Fill only if '47(a) You - YES', '47(a) Your Spouse - YES' is 'Yes' for any fields selection.
Depends on:
47(a) You - YES, 47(a) Your Spouse - YES
|
| Row 2 Relationship to You or Your Spouse | Text |
State your relationship to the person named for burial on row 2 (for example: self, spouse, parent, child, other). Fill only if '47(a) You - YES', '47(a) Your Spouse - YES' is 'Yes' for any fields selection.
Depends on:
47(a) You - YES, 47(a) Your Spouse - YES
|
| Row 2 Current Market Value | Number |
Provide the current market value of the cemetery property listed on row 2. Fill only if '47(a) You - YES', '47(a) Your Spouse - YES' is 'Yes' for any fields selection.
Depends on:
47(a) You - YES, 47(a) Your Spouse - YES
|
| 47(b) Cemetery Property Details - Row 3 | ||
| 47(b) Row 3 - Owner's Name | Text |
Enter the full name of the owner of this cemetery lot, crypt, casket, vault, mausoleum, or marker for this row. Fill only if '47(a) You - YES', '47(a) Your Spouse - YES' is 'Yes' for any fields selection.
Depends on:
47(a) You - YES, 47(a) Your Spouse - YES
|
| 47(b) Row 3 - Description | Text |
Provide a brief description or identifying details of the cemetery property (such as lot location, section, type of memorial, or other distinguishing information). Fill only if '47(a) You - YES', '47(a) Your Spouse - YES' is 'Yes' for any fields selection.
Depends on:
47(a) You - YES, 47(a) Your Spouse - YES
|
| 47(b) Row 3 - For Whose Burial | Text |
Enter the name of the person for whom the space or item is reserved or intended for burial. Fill only if '47(a) You - YES', '47(a) Your Spouse - YES' is 'Yes' for any fields selection.
Depends on:
47(a) You - YES, 47(a) Your Spouse - YES
|
| 47(b) Row 3 - Relationship to You or Your Spouse | Text |
State the relationship of the person named for burial to you or your spouse (for example: self, spouse, parent, child, other). Fill only if '47(a) You - YES', '47(a) Your Spouse - YES' is 'Yes' for any fields selection.
Depends on:
47(a) You - YES, 47(a) Your Spouse - YES
|
| 47(b) Row 3 - Current Market Value | Number |
Enter the current market value of this cemetery property. Fill only if '47(a) You - YES', '47(a) Your Spouse - YES' is 'Yes' for any fields selection.
Depends on:
47(a) You - YES, 47(a) Your Spouse - YES
|
| 48(a) Disposed/Gave Away Money or Property (Past 36 Months) - You & Spouse | ||
| 48(a) You - YES | Checkbox |
Check this box if you have sold, transferred title, disposed of, or given away any money or other property (including property in foreign countries) since the first moment of the filing date month or within the 36 months prior to the filing date month.
|
| 48(a) You - NO | Checkbox |
Check this box if you have NOT sold, transferred title, disposed of, or given away any money or other property in that time period.
|
| 48(a) Your Spouse - YES | Checkbox |
Check this box if your spouse has sold, transferred title, disposed of, or given away any money or other property (including property in foreign countries) since the first moment of the filing date month or within the 36 months prior to the filing date month. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 48(a) Your Spouse - NO | Checkbox |
Check this box if your spouse has NOT sold, transferred title, disposed of, or given away any money or other property in that time period. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 48(b) Co-Owned Property Disposed/Gave Away (Past 36 Months) - You & Spouse | ||
| 48(b) You — YES | Checkbox |
Check if, within the 36 months prior to the filing date month, you sold, transferred title to, disposed of, or gave away any co-owned money or property.
|
| 48(b) You — NO | Checkbox |
Check if you did not sell, transfer, dispose of, or give away any co-owned money or property within the 36 months prior to the filing date month.
|
| 48(b) Your Spouse — YES | Checkbox |
Check if, within the 36 months prior to the filing date month, your spouse sold, transferred title to, disposed of, or gave away any co-owned money or property. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 48(b) Your Spouse — NO | Checkbox |
Check if your spouse did not sell, transfer, dispose of, or give away any co-owned money or property within the 36 months prior to the filing date month. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| 48(c) Disposal Details - Item 1 | ||
| Item 1 - Owner/Co-Owner Name | Text |
Enter the full name of the owner or co-owner who sold, transferred, disposed of, or gave away the property. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 1 - Description of Property | Text |
Provide a brief description of the property that was disposed (for example, vehicle, household goods, bank account, etc.). Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 1 - Date of Disposal | Date |
Enter the date when the property was sold, transferred, given away, or otherwise disposed. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 1 - Purchaser or Recipient Name and Address | Text |
Enter the full name and mailing address of the person or entity that purchased or received the property. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 1 - Relationship to Owner | Text |
Describe the relationship of the purchaser or recipient to the owner (for example, friend, son, business associate, unrelated buyer). Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 1 - Value of Property / Amount of Cash Gift | Number |
Enter the value of the property transferred or the amount of any cash gift associated with this item. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 1 - Sales Price or Other Consideration | Number |
Enter the sales price or other consideration received for the property, if any. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 1 - Other Consideration or Proceeds Expected (Explain) | Text |
Explain whether any additional consideration or future proceeds are expected from this disposition and provide relevant details. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| 48(c) Item 1 - Do You Still Own Part of the Property? YES | Checkbox |
Check this box if you still own any part of the property described as Item 1 (i.e., you retained ownership after the disposal). Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| 48(c) Item 1 - Do You Still Own Part of the Property? NO | Checkbox |
Check this box if you do not still own any part of the property described as Item 1 (i.e., you no longer own the property). Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| 48(c) Item 1 - Sold on Open Market? YES | Checkbox |
Check this box if the Item 1 property was sold on the open market. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| 48(c) Item 1 - Sold on Open Market? NO | Checkbox |
Check this box if the Item 1 property was not sold on the open market. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| 48(c) Item 1 - Given Away? YES | Checkbox |
Check this box if the Item 1 property was given away (transferred as a gift) rather than sold or traded. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| 48(c) Item 1 - Given Away? NO | Checkbox |
Check this box if the Item 1 property was not given away as a gift. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| 48(c) Item 1 - Traded for Goods/Services? YES | Checkbox |
Check this box if the Item 1 property was exchanged or traded for goods or services. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| 48(c) Item 1 - Traded for Goods/Services? NO | Checkbox |
Check this box if the Item 1 property was not traded for goods or services. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| 48(c) Disposal Details - Item 2 | ||
| Item 2 - Owner/Co-Owner's Name | Text |
Enter the full name of the owner or co-owner associated with the property disposed of in Item 2. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 2 - Description of Property | Text |
Provide a brief description of the property that was sold, transferred, gifted, or otherwise disposed of for Item 2. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 2 - Date of Disposal | Date |
Enter the date on which the property listed in Item 2 was disposed of. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 2 - Purchaser/Recipient Name and Address | Text |
Provide the name and mailing address of the purchaser or recipient who received the property in Item 2. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 2 - Relationship to Owner | Text |
State the relationship of the purchaser or recipient to the owner (for example, friend, relative, business buyer) for Item 2. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 2 - Value of Property or Amount of Cash Gift | Number |
Enter the monetary value of the property or the amount of any cash gift associated with Item 2. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 2 - Sales Price or Other Consideration | Number |
Enter the sales price or other consideration received for the property listed in Item 2. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 2 - Other Consideration/Proceeds Expected (Explain) | Text |
Explain whether any other consideration or proceeds are expected related to the property in Item 2 and provide details. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 2 - Do You Still Own Part of the Property? - YES | Checkbox |
Check this box if you still own part of the property listed for Item #2 at the time of filing. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 2 - Do You Still Own Part of the Property? - NO | Checkbox |
Check this box if you do not own any part of the property listed for Item #2 (the property was fully disposed of). Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 2 - Sold on Open Market? - YES | Checkbox |
Check this box if the Item #2 property was sold on the open market. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 2 - Sold on Open Market? - NO | Checkbox |
Check this box if the Item #2 property was not sold on the open market. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 2 - Given Away? - YES | Checkbox |
Check this box if the Item #2 property was given away (transferred without payment). Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 2 - Given Away? - NO | Checkbox |
Check this box if the Item #2 property was not given away. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 2 - Traded for Goods/Services? - YES | Checkbox |
Check this box if the Item #2 property was traded or bartered for goods or services instead of sold for cash. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 2 - Traded for Goods/Services? - NO | Checkbox |
Check this box if the Item #2 property was not traded for goods or services. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| 48(c) Disposal Details - Item 3 | ||
| Item 3 - Owner/Co‑Owner's Name | Text |
Enter the full name of the owner or co‑owner who disposed of the property for Item 3. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 3 - Description of Property | Text |
Provide a brief description of the property that was sold, transferred, given away, or otherwise disposed of for Item 3. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 3 - Date of Disposal | Date |
Enter the date when the property was disposed for Item 3. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 3 - Purchaser/Recipient Name and Address | Text |
Provide the full name and mailing address of the purchaser or recipient who received the property for Item 3. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 3 - Relationship to Owner | Text |
Describe the relationship (if any) between the purchaser/recipient and the owner for Item 3 (for example, friend, relative, business associate). Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 3 - Value of Property or Amount of Cash Gift | Number |
Enter the monetary value of the property or the amount of any cash gift given for Item 3. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 3 - Sales Price or Other Consideration | Number |
Enter the sales price or other monetary consideration received in exchange for the property for Item 3. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 3 - Other Consideration or Proceeds Expected (Explain) | Text |
Describe any other consideration or expected proceeds related to the disposal of the property for Item 3 and explain the details. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 3 — Do you still own part of the property? (Yes) | Checkbox |
Check this box if you still own part of the property described in Item 3. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 3 — Do you still own part of the property? (No) | Checkbox |
Check this box if you do not still own any part of the property described in Item 3. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 3 — Sold on open market? (Yes) | Checkbox |
Check this box if the property listed as Item 3 was sold on the open market. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 3 — Sold on open market? (No) | Checkbox |
Check this box if the property listed as Item 3 was not sold on the open market. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 3 — Given away? (Yes) | Checkbox |
Check this box if the property listed as Item 3 was given away (transferred without payment). Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 3 — Given away? (No) | Checkbox |
Check this box if the property listed as Item 3 was not given away. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 3 — Traded for goods/services? (Yes) | Checkbox |
Check this box if the property listed as Item 3 was traded in exchange for goods or services. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| Item 3 — Traded for goods/services? (No) | Checkbox |
Check this box if the property listed as Item 3 was not traded for goods or services. Fill only if '48(a) You - YES', '48(a) Your Spouse - YES', '48(b) You — YES', '48(b) Your Spouse — YES' is 'Yes' for any fields selection.
Depends on:
48(a) You - YES, 48(a) Your Spouse - YES, 48(b) You — YES, 48(b) Your Spouse — YES
|
| 49(b) Income Details - First Entry | ||
| First Entry - Person Receiving Income | Text |
Enter the full name of the person who receives this income.
|
| First Entry - Type of Income | Text |
Describe the type or source of income (for example, wages, pension, rental income, benefits).
|
| First Entry - Amount Received | Number |
Enter the amount received for this income source.
|
| First Entry - Frequency of Payment | Text |
Indicate how often the payment is made (for example, weekly, monthly, annually, one-time).
|
| First Entry - Date Expected or Received | Date |
Enter the date the payment is expected or was received.
|
| First Entry - Source Name and Address | Text |
Provide the name and mailing address of the person, bank, organization, or company that is the source of the income.
|
| First Entry - Identifying Number | Text |
Enter any identifying number associated with the source (such as an account number, employer ID, or other reference number).
|
| 49(b) Income Details - Second Entry | ||
| 49(b) Second — Person Receiving Income | Text |
Enter the full name of the person who receives the second listed income.
|
| 49(b) Second — Type of Income | Text |
Describe the kind of income for this second entry (for example, wages, pension, Social Security, child support).
|
| 49(b) Second — Amount Received | Number |
Enter the amount of money received for this income in the reporting period for the second entry.
|
| 49(b) Second — Frequency of Payment | Text |
Enter how often this income is paid for the second entry (for example, weekly, monthly, or annually).
|
| 49(b) Second — Date Expected or Received | Date |
Provide the date the payment is expected or was received for this income (second entry).
|
| 49(b) Second — Source Name and Address | Text |
Provide the name and mailing address of the person, bank, organization, or company that is the source of this income (second entry).
|
| 49(b) Second — Identifying Number | Text |
Enter any account number, claim number, or other identifying number associated with this income source for the second entry.
|
| 49(b) Income Details - Third Entry | ||
| Third Entry — Person Receiving Income | Text |
Enter the full name of the person who receives the income for this entry.
|
| Third Entry — Type of Income | Text |
Enter the kind of income received (for example, wages, pension, SSI, unemployment, etc.).
|
| Third Entry — Amount Received | Number |
Enter the monetary amount of income received for this entry.
|
| Third Entry — Frequency of Payment | Text |
Enter how often the income is paid (for example, weekly, biweekly, monthly, or annually).
|
| Third Entry — Date Expected or Received | Date |
Enter the date the income is expected to be paid or the date it was received.
|
| Third Entry — Source (Name and Address) | Text |
Enter the name and address of the person, bank, organization, or company that provides the income.
|
| Third Entry — Identifying Number | Text |
Enter the account, policy, or other identifying number associated with the income source (for example, an account or claim number).
|
| 5(a) Marital status | ||
| 5(a) YES — Are you married? | Checkbox |
Check this box if you are currently married.
|
| 5(a) NO — Are you married? | Checkbox |
Check this box if you are not currently married.
|
| 5(b) Date of marriage and spouse identity | ||
| 5(b) Date of marriage | Date |
Enter the date the marriage occurred. Fill only if '5(a) YES — Are you married?' Fill only if Are you married? is 'Yes'.
|
| 5(b) Spouse's full name | Text |
Enter your spouse's full legal name in the order: first name, middle initial (if any), and last name. Fill only if '5(a) YES — Are you married?' Fill only if Are you married? is 'Yes'.
|
| 5(b) Spouse birthdate | Date |
Enter your spouse's date of birth. Fill only if '5(a) YES — Are you married?' Fill only if Are you married? is 'Yes'.
|
| 5(b) Spouse Social Security Number | Text |
Enter your spouse's Social Security Number as shown on their Social Security card, including all digits. Fill only if '5(a) YES — Are you married?' Fill only if Are you married? is 'Yes'.
|
| 5(d) Spouse other names (yes/no) | ||
| 5(d) YES — Spouse used other names or Social Security Numbers | Checkbox |
Check this box if your spouse ever used any other names (including a maiden name) or used any other Social Security numbers; if checked, continue to item (e). Fill only if '5(a) YES — Are you married?' Fill only if Are you married? is 'Yes'.
|
| 5(d) NO — Spouse did not use other names or Social Security Numbers | Checkbox |
Check this box if your spouse has never used any other names (including a maiden name) and has not used any other Social Security numbers; if checked, skip to item (f). Fill only if '5(a) YES — Are you married?' Fill only if Are you married? is 'Yes'.
|
| 5(e) Spouse other names and other SSNs | ||
| 5(e) Spouse Other Name(s) | Text |
Enter any other names your spouse has used (including maiden name, former names, or aliases); list each name clearly (one per line or separated by commas). Fill only if '5(d) YES — Spouse used other names or Social Security Numbers' Fill only if Did your spouse ever use any other names (including maiden name) or Social Security Numbers? is 'Yes'.
|
| 5(e) Spouse Other Social Security Number(s) | Text |
Enter any other Social Security Numbers your spouse has used, listing each full number clearly (separate multiple numbers with commas). Fill only if '5(d) YES — Spouse used other names or Social Security Numbers' Fill only if Did your spouse ever use any other names (including maiden name) or Social Security Numbers? is 'Yes'.
|
| 5(f) Living together (you and spouse) | ||
| 5(f) Living together (you and spouse) — YES | Checkbox |
Check this box if you and your spouse are currently living together. Fill only if '5(a) YES — Are you married?' Fill only if Are you married? is 'Yes'.
|
| 5(f) Living together (you and spouse) — NO | Checkbox |
Check this box if you and your spouse are not currently living together. Fill only if '5(a) YES — Are you married?' Fill only if Are you married? is 'Yes'.
|
| 5(g) Date began living apart | ||
| 5(g) Date began living apart | Date |
Enter the date you began living apart from your spouse. Fill only if '5(f) Living together (you and spouse) — NO' Fill only if Are you and your spouse living together? is 'No'.
|
| 5(h) Spouse address / contact | ||
| 5(h) Spouse address or contact name | Text |
Enter the spouse's full mailing address or the full name and contact information of someone who knows where the spouse is (provide street, city, state, ZIP and phone if available); complete this only if spouse is age 65, blind, or disabled.
|
| 50 Overpayments Being Collected - You | ||
| 50 You - YES | Checkbox |
Check this box if any overpayments are being collected from benefits you receive (if checked, explain in Remarks, then go to #51).
|
| 50 You - NO | Checkbox |
Check this box if no overpayments are being collected from benefits you receive (if checked, go to #51).
|
| 50 Overpayments Being Collected - Your Spouse | ||
| 50 Your Spouse - YES | Checkbox |
Check this box if overpayments are being collected from any benefits your spouse receives (Social Security, Railroad Retirement, OPM, VA, military, workers' comp, state disability/unemployment, etc.).
|
| 50 Your Spouse - NO | Checkbox |
Check this box if no overpayments are being collected from any benefits your spouse receives.
|
| 51 Non-Cash Meals or Gifts - You | ||
| 51 You - YES (Non-Cash Meals or Gifts) | Checkbox |
Check this box if, since the first moment of the filing date month, you have received or expect to receive any meals or other gifts which are not cash; if checked, explain in Remarks and then go to #52.
|
| 51 You - NO (Non-Cash Meals or Gifts) | Checkbox |
Check this box if, since the first moment of the filing date month, you have not received and do not expect to receive any meals or other gifts which are not cash; if checked, go to #52.
|
| 51 Non-Cash Meals or Gifts - Your Spouse | ||
| 51 Non-Cash Meals or Gifts - Your Spouse: YES | Checkbox |
Check this box if your spouse has received or expects to receive any meals or other gifts that are not cash since the first moment of the filing date month; also explain in Remarks and then go to #52.
|
| 51 Non-Cash Meals or Gifts - Your Spouse: NO | Checkbox |
Check this box if your spouse has not received and does not expect to receive any meals or other gifts that are not cash since the first moment of the filing date month; then go to #52.
|
| 52(a) Wages or Sick Pay Since Filing Month - You | ||
| 52(a) You - YES | Checkbox |
Check this box if you (the applicant) have received wages or sick pay since the first moment of the filing date month through the current month.
|
| 52(a) You - NO | Checkbox |
Check this box if you (the applicant) have not received and do not expect to receive wages or sick pay since the first moment of the filing date month through the current month.
|
| 52(a) Wages or Sick Pay Since Filing Month - Your Spouse | ||
| 52(a) Your Spouse - YES | Checkbox |
Check this box if your spouse has received wages or sick pay since the first moment of the filing date month through the current month.
|
| 52(a) Your Spouse - NO | Checkbox |
Check this box if your spouse has not received any wages or sick pay since the first moment of the filing date month through the current month.
|
| 52(b) Employer Name and Address - You | ||
| 52(b) You — Employer Name and Address | Text |
Enter the employer's full name, street address (including city, state, and ZIP) and telephone number with area code if known for your current or most recent employer. Fill only if '52(a) You - YES' is 'Yes'.
Depends on:
52(a) You - YES
|
| 52(b) Employer Name and Address - Your Spouse | ||
| 52(b) Your Spouse – Employer Name and Address | Text |
Enter your spouse's employer full name and complete mailing address, including telephone number and area code if known. Fill only if '52(a) Your Spouse - YES' is 'Yes'.
Depends on:
52(a) Your Spouse - YES
|
| 52(c) Dates Last Worked/Paid/Next Paid - You | ||
| 52(c) You - Date last worked | Date |
Enter the date when you last performed work during the filing month. Fill only if '52(a) You - YES' is 'Yes'.
Depends on:
52(a) You - YES
|
| 52(c) You - Date last paid | Date |
Enter the date when you last received pay for work or sick pay during the filing month. Fill only if '52(a) You - YES' is 'Yes'.
Depends on:
52(a) You - YES
|
| 52(c) You - Date next paid | Date |
Enter the date when you expect to be next paid for work or sick pay during the filing month. Fill only if '52(a) You - YES' is 'Yes'.
Depends on:
52(a) You - YES
|
| 52(c) Dates Last Worked/Paid/Next Paid - Your Spouse | ||
| 52(c) Your Spouse — Date last worked | Date |
Enter the calendar date your spouse last performed work for pay. Fill only if '52(a) Your Spouse - YES' is 'Yes'.
Depends on:
52(a) Your Spouse - YES
|
| 52(c) Your Spouse — Date last paid | Date |
Enter the calendar date your spouse last received a payment from that employment. Fill only if '52(a) Your Spouse - YES' is 'Yes'.
Depends on:
52(a) Your Spouse - YES
|
| 52(c) Your Spouse — Date next paid | Date |
Enter the calendar date your spouse is next scheduled to receive pay from that employment. Fill only if '52(a) Your Spouse - YES' is 'Yes'.
Depends on:
52(a) Your Spouse - YES
|
| 52(d) Total Monthly Wages Amounts | ||
| 52(d) Your Total Monthly Wages | Number |
Enter the total monthly wages you received before any deductions for the filing month. Fill only if '52(a) You - YES' is 'Yes'.
Depends on:
52(a) You - YES
|
| 52(d) Your Spouse's Total Monthly Wages | Number |
Enter the total monthly wages your spouse received before any deductions for the filing month. Fill only if '52(a) Your Spouse - YES' is 'Yes'.
Depends on:
52(a) Your Spouse - YES
|
| 52(e) Expect Wages in Next 14 Months - You | ||
| 52(e) You - YES | Checkbox |
Check this box if you expect to receive any wages in the next 14 months (if checked, continue to item (f)).
|
| 52(e) You - NO | Checkbox |
Check this box if you do not expect to receive any wages in the next 14 months (if checked, go to #53).
|
| 52(e) Expect Wages in Next 14 Months - Your Spouse | ||
| 52(e) Your Spouse - YES | Checkbox |
Check this box if your spouse expects to receive any wages in the next 14 months (if checked, continue to item (f)).
|
| 52(e) Your Spouse - NO | Checkbox |
Check this box if your spouse does not expect to receive any wages in the next 14 months (if checked, go to #53).
|
| 58(a) Medicaid Rights Assignment Agreement (You & Spouse) Yes/No | ||
| 58(a) You — YES | Checkbox |
Check this box if you (the applicant) agree to assign your rights (or the rights of anyone for whom you can legally assign rights) to payments for medical support and other medical care to the State Medicaid agency (then go to (b)).
|
| 58(a) You — NO | Checkbox |
Check this box if you (the applicant) do not agree to assign those rights to the State Medicaid agency (if you select No, follow the form instruction to go to #59).
|
| 58(a) Your Spouse — YES | Checkbox |
Check this box if your spouse (if filing) agrees to assign their rights (or the rights of anyone they can legally assign) to payments for medical support and other medical care to the State Medicaid agency (then go to (b)). Fill only if 'TYPE OF CLAIM' is 'Couple'.
Depends on:
Couple
|
| 58(a) Your Spouse — NO | Checkbox |
Check this box if your spouse (if filing) does not agree to assign those rights to the State Medicaid agency (if your spouse selects No, follow the form instruction to go to #59). Fill only if 'TYPE OF CLAIM' is 'Couple'.
Depends on:
Couple
|
| 58(b) Other Health Insurance Coverage (You & Spouse) Yes/No | ||
| 58(b) You - YES (Other health insurance) | Checkbox |
Check this box if you (the applicant) have private, group, or governmental health insurance (not Medicare or Medicaid) that pays the cost of your medical care.
|
| 58(b) You - NO (No other health insurance) | Checkbox |
Check this box if you (the applicant) do not have private, group, or governmental health insurance (excluding Medicare or Medicaid) that pays the cost of your medical care.
|
| 58(b) Your Spouse, if filing - YES (Other health insurance) | Checkbox |
Check this box if your spouse (if filing) has private, group, or governmental health insurance (not Medicare or Medicaid) that pays the cost of their medical care. Fill only if 'TYPE OF CLAIM' is 'Couple'.
Depends on:
Couple
|
| 58(b) Your Spouse, if filing - NO (No other health insurance) | Checkbox |
Check this box if your spouse (if filing) does not have private, group, or governmental health insurance (excluding Medicare or Medicaid) that pays the cost of their medical care. Fill only if 'TYPE OF CLAIM' is 'Couple'.
Depends on:
Couple
|
| 58(c) Unpaid Medical Expenses Last 3 Months (You & Spouse) Yes/No | ||
| 58(c) You - YES (Unpaid medical expenses last 3 months) | Checkbox |
Check this box if you (the applicant) had any unpaid medical expenses for the three months prior to the filing date month.
|
| 58(c) You - NO (No unpaid medical expenses last 3 months) | Checkbox |
Check this box if you (the applicant) did not have any unpaid medical expenses for the three months prior to the filing date month.
|
| 58(c) Your Spouse, if filing - YES (Unpaid medical expenses last 3 months) | Checkbox |
Check this box if your spouse (if filing) had any unpaid medical expenses for the three months prior to the filing date month. Fill only if 'TYPE OF CLAIM' is 'Couple'.
Depends on:
Couple
|
| 58(c) Your Spouse, if filing - NO (No unpaid medical expenses last 3 months) | Checkbox |
Check this box if your spouse (if filing) did not have any unpaid medical expenses for the three months prior to the filing date month. Fill only if 'TYPE OF CLAIM' is 'Couple'.
Depends on:
Couple
|
| 59(a) Worked Under U.S. Social Security System Yes/No | ||
| 59(a) YES — Worked under U.S. Social Security System | Checkbox |
Check this box if you have ever worked under the U.S. Social Security System.
|
| 59(a) NO — Worked under U.S. Social Security System | Checkbox |
Check this box if you have never worked under the U.S. Social Security System.
|
| 59(b) Fifth Row - Worked for an Employer with a Pension Plan (You/Spouse-Parent/File for Benefits) Yes/No | ||
| 59(b) Fifth Row — You: Worked for an employer with a pension plan — YES | Checkbox |
Check this box if you (the applicant) have worked for an employer that provided a pension plan.
|
| 59(b) Fifth Row — You: Worked for an employer with a pension plan — NO | Checkbox |
Check this box if you (the applicant) have not worked for an employer that provided a pension plan.
|
| 59(b) Fifth Row — Your Spouse/Parent: Worked for an employer with a pension plan — YES | Checkbox |
Check this box if your spouse or parent has worked for an employer that provided a pension plan.
|
| 59(b) Fifth Row — Your Spouse/Parent: Worked for an employer with a pension plan — NO | Checkbox |
Check this box if your spouse or parent has not worked for an employer that provided a pension plan.
|
| 59(b) Fifth Row — Filed for Benefits: Worked for an employer with a pension plan — YES | Checkbox |
Check this box if a claim for benefits has been filed for the person (the 'Filed for Benefits' column) based on work for an employer that provided a pension plan.
|
| 59(b) Fifth Row — Filed for Benefits: Worked for an employer with a pension plan — NO | Checkbox |
Check this box if no claim for benefits has been filed for the person (the 'Filed for Benefits' column) based on work for an employer that provided a pension plan.
|
| 59(b) First Row - Worked for a Railroad (You/Spouse-Parent/File for Benefits) Yes/No | ||
| First Row - Worked for a railroad: You - YES | Checkbox |
Check this box if you (the applicant) have worked for a railroad.
|
| First Row - Worked for a railroad: You - NO | Checkbox |
Check this box if you (the applicant) have not worked for a railroad.
|
| First Row - Worked for a railroad: Your Spouse/Parent - YES | Checkbox |
Check this box if your spouse or parent has worked for a railroad.
|
| First Row - Worked for a railroad: Your Spouse/Parent - NO | Checkbox |
Check this box if your spouse or parent has not worked for a railroad.
|
| First Row - Worked for a railroad: Filed for Benefits - YES | Checkbox |
Check this box if benefits have been filed for railroad work for the person in this column.
|
| First Row - Worked for a railroad: Filed for Benefits - NO | Checkbox |
Check this box if no benefits have been filed for railroad work for the person in this column.
|
| 59(b) Fourth Row - Worked for a State or Local Government (You/Spouse-Parent/File for Benefits) Yes/No | ||
| 59(b) Fourth Row - Worked for a State or Local Government — You (YES) | Checkbox |
Check this box if you (the applicant/you) HAVE worked for a state or local government.
|
| 59(b) Fourth Row - Worked for a State or Local Government — You (NO) | Checkbox |
Check this box if you (the applicant/you) have NOT worked for a state or local government.
|
| 59(b) Fourth Row - Worked for a State or Local Government — Your Spouse/Parent (YES) | Checkbox |
Check this box if your spouse or parent (if you are filing as a child) HAS worked for a state or local government.
|
| 59(b) Fourth Row - Worked for a State or Local Government — Your Spouse/Parent (NO) | Checkbox |
Check this box if your spouse or parent (if you are filing as a child) has NOT worked for a state or local government.
|
| 59(b) Fourth Row - Worked for a State or Local Government — Filed for Benefits (YES) | Checkbox |
Check this box if the person for whom benefits are being filed HAS worked for a state or local government.
|
| 59(b) Fourth Row - Worked for a State or Local Government — Filed for Benefits (NO) | Checkbox |
Check this box if the person for whom benefits are being filed has NOT worked for a state or local government.
|
| 59(b) Second Row - Been in Military Service (You/Spouse-Parent/File for Benefits) Yes/No | ||
| 59(b) Second Row - Been in military service: You - YES | Checkbox |
Check this box if you (the applicant) have been in military service.
|
| 59(b) Second Row - Been in military service: You - NO | Checkbox |
Check this box if you (the applicant) have not been in military service.
|
| 59(b) Second Row - Been in military service: Your Spouse/Parent - YES | Checkbox |
Check this box if your spouse (or your parent, if you are filing as a child) has been in military service.
|
| 59(b) Second Row - Been in military service: Your Spouse/Parent - NO | Checkbox |
Check this box if your spouse (or your parent, if you are filing as a child) has not been in military service.
|
| 59(b) Second Row - Been in military service: Filed for Benefits - YES | Checkbox |
Check this box if the person for whom benefits are being filed has been in military service.
|
| 59(b) Second Row - Been in military service: Filed for Benefits - NO | Checkbox |
Check this box if the person for whom benefits are being filed has not been in military service.
|
| 59(b) Seventh Row - Worked Under Non-U.S. Social Security/Pension Plan (You/Spouse-Parent/File for Benefits) Yes/No | ||
| Seventh Row - You: Worked under a non-U.S. Social Security/pension plan — YES | Checkbox |
Check this box if you (the applicant) have worked under a Social Security system or pension plan of a country other than the United States.
|
| Seventh Row - You: Worked under a non-U.S. Social Security/pension plan — NO | Checkbox |
Check this box if you (the applicant) have NOT worked under a Social Security system or pension plan of a country other than the United States.
|
| Seventh Row - Your Spouse/Parent: Worked under a non-U.S. Social Security/pension plan — YES | Checkbox |
Check this box if your spouse or parent has worked under a Social Security system or pension plan of a country other than the United States.
|
| Seventh Row - Your Spouse/Parent: Worked under a non-U.S. Social Security/pension plan — NO | Checkbox |
Check this box if your spouse or parent has NOT worked under a Social Security system or pension plan of a country other than the United States.
|
| Seventh Row - Filed for Benefits (non-U.S. plan) — YES | Checkbox |
Check this box if benefits or a claim have been filed under the non‑U.S. Social Security system or pension plan referenced.
|
| Seventh Row - Filed for Benefits (non-U.S. plan) — NO | Checkbox |
Check this box if benefits or a claim have NOT been filed under the non‑U.S. Social Security system or pension plan referenced.
|
| 59(b) Sixth Row - Belonged to Union with a Pension Plan (You/Spouse-Parent/File for Benefits) Yes/No | ||
| 59(b) Sixth Row - Belonged to union with a pension plan — You YES | Checkbox |
Check this box if you have belonged to a union that provided a pension plan.
|
| 59(b) Sixth Row - Belonged to union with a pension plan — You NO | Checkbox |
Check this box if you have not belonged to a union that provided a pension plan.
|
| 59(b) Sixth Row - Belonged to union with a pension plan — Your Spouse/Parent YES | Checkbox |
Check this box if your spouse or parent (the person for whom you are filing) has belonged to a union that provided a pension plan.
|
| 59(b) Sixth Row - Belonged to union with a pension plan — Your Spouse/Parent NO | Checkbox |
Check this box if your spouse or parent (the person for whom you are filing) has not belonged to a union that provided a pension plan.
|
| 59(b) Sixth Row - Belonged to union with a pension plan — Filed for Benefits YES | Checkbox |
Check this box if a benefits claim has been filed for the person and that person belonged to a union that provided a pension plan.
|
| 59(b) Sixth Row - Belonged to union with a pension plan — Filed for Benefits NO | Checkbox |
Check this box if a benefits claim has been filed for the person and that person did not belong to a union that provided a pension plan.
|
| 59(b) Third Row - Worked for the Federal Government (You/Spouse-Parent/File for Benefits) Yes/No | ||
| Third Row - Worked for the Federal Government (You) - Yes | Checkbox |
Check this box if you (the applicant) have worked for the Federal Government.
|
| Third Row - Worked for the Federal Government (You) - No | Checkbox |
Check this box if you (the applicant) have not worked for the Federal Government.
|
| Third Row - Worked for the Federal Government (Your Spouse/Parent) - Yes | Checkbox |
Check this box if your spouse or parent has worked for the Federal Government.
|
| Third Row - Worked for the Federal Government (Your Spouse/Parent) - No | Checkbox |
Check this box if your spouse or parent has not worked for the Federal Government.
|
| Third Row - Worked for the Federal Government (Filed for Benefits) - Yes | Checkbox |
Check this box if the person for whom benefits are being filed has worked for the Federal Government.
|
| Third Row - Worked for the Federal Government (Filed for Benefits) - No | Checkbox |
Check this box if the person for whom benefits are being filed has not worked for the Federal Government.
|
| 59(c) Explanation and Dates for 'Yes' Answers - Spouse/Parent | ||
| 59(c) Spouse/Parent Explanation and Dates | Text |
Provide a clear explanation and the applicable dates for any "Yes" answers given in question #14 or #59(a) that apply to your spouse or parent (if filing as a child), including what happened and the start and end dates for each item. Fill only if '59(a) YES — Worked under U.S. Social Security System' is 'Yes' (any 'Yes' answer requiring explanation in 59(c)).
Depends on:
59(a) YES — Worked under U.S. Social Security System
|
| 59(c) Explanation and Dates for 'Yes' Answers - You | ||
| 59(c) Explanation and Dates — You | Text |
Provide a clear explanation and the relevant dates for any "Yes" answers you gave in question #14 or #59(a), including what happened, your role or relationship, and the start and end dates (or ongoing status) for each item. Fill only if '59(a) YES — Worked under U.S. Social Security System' is 'Yes' (any 'Yes' answer requiring explanation in 59(c)).
Depends on:
59(a) YES — Worked under U.S. Social Security System
|
| 6(a) Other marriages / never married and you/your spouse choices | ||
| 6(a) Never married | Checkbox |
Check this box if you have never been married.
|
| 6(a) You - YES | Checkbox |
Check this box if you (the applicant) have had other marriages (Yes).
|
| 6(a) You - NO | Checkbox |
Check this box if you (the applicant) have not had any other marriages (No).
|
| 6(a) Your Spouse - YES | Checkbox |
Check this box if your spouse (if filing) has had other marriages (Yes).
|
| 6(a) Your Spouse - NO | Checkbox |
Check this box if your spouse (if filing) has not had any other marriages (No).
|
| 6(b) Prior marriage - You (table row) | ||
| 6(b) Former spouse's name (including maiden name) | Text |
Enter the full name of your former spouse, including first name, middle initial (if any), and last name or maiden name. Fill only if '6(a) You - YES' Fill only if Have you had any other marriages? (You) is 'Yes'.
|
| 6(b) Former spouse's birth date | Date |
Enter the birth date of your former spouse. Fill only if '6(a) You - YES' Fill only if Have you had any other marriages? (You) is 'Yes'.
|
| 6(b) Former spouse's Social Security number | Text |
Enter the Social Security Number of your former spouse exactly as issued (include any leading zeros). Fill only if '6(a) You - YES' Fill only if Have you had any other marriages? (You) is 'Yes'.
|
| 6(b) Date of marriage | Date |
Enter the date the prior marriage began. Fill only if '6(a) You - YES' Fill only if Have you had any other marriages? (You) is 'Yes'.
|
| 6(b) Date marriage ended | Date |
Enter the date the prior marriage ended. Fill only if '6(a) You - YES' Fill only if Have you had any other marriages? (You) is 'Yes'.
|
| 6(b) How marriage ended | Text |
Provide the reason the prior marriage ended (for example, divorce, annulment, or death). Fill only if '6(a) You - YES' Fill only if Have you had any other marriages? (You) is 'Yes'.
|
| 6(b) Prior marriage - Your Spouse (table row) | ||
| 6(b) Former Spouse's Name (your spouse) | Text |
Enter the full name (first, middle initial, last) of the person who was previously married to your spouse, including maiden name if applicable. Fill only if '6(a) Your Spouse - YES' Fill only if Have you had any other marriages? (Your Spouse, if filing) is 'Yes'.
|
| 6(b) Former Spouse's Birth Date (your spouse) | Date |
Enter the birth date of the person who was previously married to your spouse. Fill only if '6(a) Your Spouse - YES' Fill only if Have you had any other marriages? (Your Spouse, if filing) is 'Yes'.
|
| 6(b) Former Spouse's Social Security Number (your spouse) | Text |
Enter the Social Security number (SSN) of the person who was previously married to your spouse as it appears on their records. Fill only if '6(a) Your Spouse - YES' Fill only if Have you had any other marriages? (Your Spouse, if filing) is 'Yes'.
|
| 6(b) Date of Marriage to Former Spouse (your spouse) | Date |
Enter the date the marriage to your spouse's former spouse took place. Fill only if '6(a) Your Spouse - YES' Fill only if Have you had any other marriages? (Your Spouse, if filing) is 'Yes'.
|
| 6(b) Date Marriage Ended (your spouse) | Date |
Enter the date the marriage to your spouse's former spouse ended. Fill only if '6(a) Your Spouse - YES' Fill only if Have you had any other marriages? (Your Spouse, if filing) is 'Yes'.
|
| 6(b) How Marriage Ended (your spouse) | Text |
Provide how the marriage ended (for example, divorce, annulment, death, or separation). Fill only if '6(a) Your Spouse - YES' Fill only if Have you had any other marriages? (Your Spouse, if filing) is 'Yes'.
|
| 6(c) Holding out as married (yes/date/no) | ||
| 6(c) YES — Holding out as married | Checkbox |
Check this box if you and another person are living together and presenting yourselves to others or the community as a married couple (holding out); if checked, also provide the date this holding out began.
|
| 6(c) Date holding out began | Date |
Enter the date when you and the other person began living together and presenting yourselves to others or the community as a married couple. Fill only if '6(c) YES — Holding out as married' Fill only if Are you and another person living together in the same household and presenting to others or the community as a married couple? is 'Yes'.
|
| 6(c) NO — Not holding out as married | Checkbox |
Check this box if you and another person are not living together and presenting yourselves as a married couple (i.e., you are not holding out as married).
|
| 6(d) Other person's name and SSN | ||
| 6(d) Other person's name | Text |
Enter the other person's full name (first, middle initial, and last) as requested for item 6(d). Fill only if '6(c) YES — Holding out as married' Fill only if Are you and another person living together in the same household and presenting to others or the community as a married couple? is 'Yes'.
|
| 6(d) Other person's Social Security Number | Text |
Enter the other person's Social Security Number exactly as issued, without spaces or dashes. Fill only if '6(c) YES — Holding out as married' Fill only if Are you and another person living together in the same household and presenting to others or the community as a married couple? is 'Yes'.
|
| 60(a) Person/Agency Requesting Benefits - Name, Relationship, SSN/EIN | ||
| 60(a) Person/Agency Requesting Benefits - Name | Text |
Enter the full name of the person or agency requesting benefits on behalf of the claimant. Fill only if 'TYPE OF CLAIM' is 'Child' or 'Child with Parents'.
Depends on:
Child, Child with Parents
|
| 60(a) Relationship to Claimant | Text |
Enter the requester’s relationship to the claimant (for example: parent, spouse, legal guardian, attorney, agency). Fill only if 'TYPE OF CLAIM' is 'Child' or 'Child with Parents'.
Depends on:
Child, Child with Parents
|
| 60(a) Your Social Security Number (or EIN) | Text |
Enter the requester’s Social Security Number or Employer Identification Number associated with the person or agency requesting benefits. Fill only if 'TYPE OF CLAIM' is 'Child' or 'Child with Parents'.
Depends on:
Child, Child with Parents
|
| 60(b) Selected Representative Payee Yes/No | ||
| 60(b) Representative Payee — YES | Checkbox |
Check this box if SSA determines the claimant needs help managing benefits and you want to be selected as the claimant's representative payee. Fill only if 'TYPE OF CLAIM' is 'Child' or 'Child with Parents'.
Depends on:
Child, Child with Parents
|
| 60(b) Representative Payee — NO | Checkbox |
Check this box if SSA determines the claimant needs help managing benefits but you do NOT want to be selected as the claimant's representative payee (explain why in Remarks). Fill only if 'TYPE OF CLAIM' is 'Child' or 'Child with Parents'.
Depends on:
Child, Child with Parents
|
| 60(c) Served as Representative Payee Before Yes/No | ||
| 60(c) YES - Served as a representative payee before | Checkbox |
Check this box if you have previously served as a representative payee for a Social Security beneficiary or SSI claimant. Fill only if 'TYPE OF CLAIM' is 'Child' or 'Child with Parents'.
Depends on:
Child, Child with Parents
|
| 60(c) NO - Have not served as a representative payee | Checkbox |
Check this box if you have never served as a representative payee for a Social Security beneficiary or SSI claimant. Fill only if 'TYPE OF CLAIM' is 'Child' or 'Child with Parents'.
Depends on:
Child, Child with Parents
|
| Applicant Identification (Name, Sex, Birthdate, SSN) | ||
| Applicant Full Name | Text |
Enter the applicant's full legal name including first name, middle initial (if any), and last name.
|
| Sex — Male | Checkbox |
Check this box if the applicant's sex is male (mark only one sex option for the applicant).
|
| Sex — Female | Checkbox |
Check this box if the applicant's sex is female (mark only one sex option for the applicant).
|
| Applicant Birthdate | Date |
Enter the applicant's date of birth.
|
| Applicant Social Security Number | Text |
Enter the applicant's Social Security Number (SSN) exactly as issued, including any leading zeros.
|
| Applicant Mailing Address | ||
| Mailing Street Address | Text |
Enter the applicant’s mailing address including house/building number and street name, and include apartment, unit, P.O. Box, or rural route if applicable.
|
| Mailing City and State/Province | Text |
Enter the city and state (for U.S. addresses) or the city and province/region (for foreign addresses) for the applicant’s mailing address.
|
| Mailing ZIP Code/Postal Code | Text |
Enter the ZIP code or postal code for the applicant’s mailing address (include ZIP+4 or extended postal code if applicable).
|
| Mailing County or Country | Text |
Enter the county for U.S. mailing addresses or the country for foreign mailing addresses.
|
| Applicant Signature and Contact Info | ||
| Applicant Signature | Text |
Enter the applicant's full name as their handwritten signature (first name, middle initial, last name) to certify the accuracy of the information on the form.
|
| Signature Date | Date |
Provide the date on which the applicant signed the form.
|
| Daytime Telephone Number | Text |
Enter the telephone number(s) where the applicant can be reached during the day.
|
| Assets Acquired Since Filing Month | ||
| Assets Acquired Since Filing Month - YES | Checkbox |
Check this box if you or your spouse HAVE acquired any assets since the first moment of the filing date month.
|
| Assets Acquired Since Filing Month - NO | Checkbox |
Check this box if you and your spouse have NOT acquired any assets since the first moment of the filing date month.
|
| Explanation of Assets Acquired Since Filing Month | Text |
Describe each asset you or your spouse acquired since the first moment of the filing date month, including what the asset is, date acquired, approximate value, and the name/address of the source or seller. Fill only if 'Assets Acquired Since Filing Month - YES' is 'Yes'.
Depends on:
Assets Acquired Since Filing Month - YES
|
| Birthplace - Spouse (if filing) | ||
| Spouse Birthplace - City | Text |
Enter the city where your spouse was born. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Spouse Birthplace - State | Text |
Enter the U.S. state or province where your spouse was born (leave blank if not applicable). Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Spouse Birthplace - Country | Text |
Enter the country where your spouse was born if it is other than the United States; otherwise leave blank or write 'USA' if requested. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Birthplace - You | ||
| Birthplace City (You) | Text |
Enter the city where you were born.
|
| Birthplace State (You) | Text |
Enter the U.S. state or region where you were born (use the full name or standard postal abbreviation).
|
| Birthplace Country (You) | Text |
If you were born outside the United States, enter the name of the country of your birth; otherwise leave blank or enter 'USA' as appropriate.
|
| Changes to Report - Felony or Arrest Warrant | ||
| FELONY OR ARREST WARRANT | Checkbox |
Check this box if you have a felony or an outstanding arrest warrant (for example, escape from custody, flight-escape, or flight to avoid prosecution or confinement) that you must report to Social Security.
|
| 1. Felony or Arrest Warrant - Description | Text |
Enter a brief description of the felony or arrest warrant you must report, including the nature of the incident or reason (for example, escape, flight to avoid prosecution, or other relevant details).
|
| Changes to Report - Help You Get From Others | ||
| Help You Get From Others | Checkbox |
Check this box if the amount of help (money or payment of household expenses) you receive goes up or down, or if someone starts or stops helping you.
|
| Changes to Report - How You Live | ||
| HOW YOU LIVE - You must report to Social Security | Checkbox |
Check this box if any of the 'How You Live' events occur — for example, someone moves into or out of your household; the amount you pay toward household expenses changes; a birth or death of someone you live with; your spouse or former spouse dies; or your marital status or living arrangements change (marriage, separation, divorce, annulment, or beginning to live as a married couple).
|
| Changes to Report - Immigration Status Changes | ||
| Your immigration status changes | Checkbox |
Check this box if your immigration status changes — you must report any changes in your immigration status to Social Security.
|
| Changes to Report - Income | ||
| INCOME - You must report to Social Security if you, your spouse/your parent(s) | Checkbox |
Check this box when you (or your spouse/parent) have any income-related change listed on the form — for example, you start receiving payments, have a change in the amount you receive, begin or change child support payments, start or stop work, earn more or less money, or become eligible for other benefits.
|
| Changes to Report - Parent/Stepparent/Representative Payee for Child Under 18 | ||
| IF YOU ARE THE PARENT, STEPPARENT, OR REPRESENTATIVE PAYEE FOR A CHILD UNDER 18 | Checkbox |
Check this box if you are the child's parent, stepparent, or representative payee and must report any of the listed changes (income, student status, marital or residence changes, or changes in value of things they own) to Social Security.
|
| Changes to Report - Selected as a Representative Payee | ||
| YOU ARE SELECTED AS A REPRESENTATIVE PAYEE | Checkbox |
Check this box if you have been selected to act as a representative payee for an SSI recipient and must report changes for that person (including if you can no longer or no longer wish to act as their representative payee).
|
| Changes to Report - Things of Value That You Own | ||
| THINGS OF VALUE THAT YOU OWN - You must report to Social Security if: | Checkbox |
Check this box if the value of things you own goes over $2,000 (or $3,000 if you are married and live with your spouse), or if you sell or give away anything of value, or if you buy or are given anything of value.
|
| Changes to Report - Unmarried and Under Age 22 | ||
| You are unmarried and under age 22 | Checkbox |
Check this box if you are unmarried and under age 22 and must report changes such as starting or stopping school, getting married or divorced, or starting or stopping work.
|
| Changes to Report - Where You Live | ||
| WHERE YOU LIVE — You must report to Social Security if | Checkbox |
Check this box if you are reporting a change to where you live (for example: you moved, you or your spouse left your household for a calendar month or longer, you left the United States for 30 consecutive days, or you are no longer a legal resident of the United States).
|
| Changes to Report - You Are Blind or Disabled | ||
| You Are Blind or Disabled | Checkbox |
Check this box if you are blind or disabled and you need to report that your condition has improved or your doctor says you can return to work, or if you begin to go to work.
|
| Claimant Information (First Person) | ||
| First Person - Name | Text |
Enter the full legal name of the claimant (first, middle initial if used, and last name) for the first person.
|
| First Person - Social Security Number | Text |
Enter the claimant's Social Security Number for the first person exactly as issued, including any leading zeros.
|
| First Person - Date | Date |
Enter the date associated with this receipt for the first person (the date the form was completed or issued).
|
| Claimant Information (Second Person) | ||
| Second Person - Name | Text |
Enter the full name (first, middle initial if any, and last) of the second person making the claim.
|
| Second Person - Social Security Number | Text |
Enter the second person's Social Security Number (nine digits) for this claim.
|
| Second Person - Date | Date |
Enter the date associated with this second person's entry (e.g., date of signature or filing).
|
| Claimant Residence Address | ||
| Claimant Residence Street Address | Text |
Enter the claimant’s full street address (house number, street name, and apartment or unit number if applicable) if it is different from the applicant’s mailing address.
|
| Claimant Residence City and State/Province/Region | Text |
Enter the city and state for U.S. addresses, or the city and province/region for a foreign residence.
|
| Claimant Residence ZIP/Postal Code | Text |
Enter the ZIP code or postal code for the claimant’s residence address.
|
| Claimant Residence County/Country | Text |
Enter the county for U.S. addresses or the country name for a foreign residence.
|
| Contact Phone and Local Office Address | ||
| Contact Phone Number | Text |
Enter the telephone number the applicant or representative can be reached at for questions or to report information (include area code and any extension if applicable).
|
| Local Social Security Office Address | Text |
Enter the name, street address, city, state and ZIP code of the Social Security office you may visit or to which you will mail requests or correspondence.
|
| Court-Ordered Support (55a) Yes/No | ||
| 55a - YES (Spouse/parent pays court-ordered support) | Checkbox |
Check this box if the spouse or parent who lives with you is required to pay court-ordered support; if checked, proceed to item (b).
|
| 55a - NO (Spouse/parent does not pay court-ordered support) | Checkbox |
Check this box if the spouse or parent who lives with you is not required to pay court-ordered support; if checked, follow the form's NOTE instructions.
|
| Court-Ordered Support Payment Amount & Frequency (55b) | ||
| 55b Court-Ordered Support Amount | Number |
Enter the dollar amount of the court-ordered support payment your spouse/parent is required to pay. Fill only if '55a - YES (Spouse/parent pays court-ordered support)' is 'Yes'.
Depends on:
55a - YES (Spouse/parent pays court-ordered support)
|
| 55b Frequency of Payment | Text |
Enter how often the court-ordered support payment is made (for example, monthly, weekly, biweekly, or annually). Fill only if '55a - YES (Spouse/parent pays court-ordered support)' is 'Yes'.
Depends on:
55a - YES (Spouse/parent pays court-ordered support)
|
| Court-Ordered Support Recipient Name & Address (55c) | ||
| 55(c) Recipient Name | Text |
Enter the full legal name of the person who receives the court-ordered support payments. Fill only if '55a - YES (Spouse/parent pays court-ordered support)' is 'Yes'.
Depends on:
55a - YES (Spouse/parent pays court-ordered support)
|
| 55(c) Recipient Address | Text |
Enter the recipient's complete mailing address (street address, apartment or unit if any, city, state, and ZIP code). Fill only if '55a - YES (Spouse/parent pays court-ordered support)' is 'Yes'.
Depends on:
55a - YES (Spouse/parent pays court-ordered support)
|
| Current Residence Type (Q24) | ||
| Q24 - House | Checkbox |
Check this box if your current residence is a house (a standalone single-family home).
|
| Q24 - Apartment | Checkbox |
Check this box if your current residence is an apartment (a unit in a multi-unit building).
|
| Q24 - Room (private home) | Checkbox |
Check this box if you live in a room inside someone else's private home.
|
| Q24 - Room (commercial establishment) | Checkbox |
Check this box if you live in a room in a commercial lodging or establishment (for example, a boarding house, hotel, or similar).
|
| Q24 - Mobile Home | Checkbox |
Check this box if your current residence is a mobile home or trailer you live in.
|
| Q24 - Houseboat | Checkbox |
Check this box if your current residence is a houseboat (a boat used as your home).
|
| Q24 - Other (Specify) | Checkbox |
Check this box if your residence type is not listed above and provide the specific type in the space provided.
|
| Other residence type (Q24) — Specify | Text |
Enter the specific type of current residence if none of the listed options apply (for example, 'boarding house', 'shelter', 'assisted living', etc.).
|
| Direct Deposit Payment Information (Routing, Account, Account Type, Direct Express/Refusal) | ||
| Routing Transit Number | Number |
Enter the bank routing transit (ABA) number for the financial institution where you want your Supplemental Security Income deposited. Fill only if 'Checking', 'Savings' is 'Yes' on any.
|
| Account Number | Number |
Enter the bank account number where you want your Supplemental Security Income deposited. Fill only if 'Checking', 'Savings' is 'Yes' on any.
|
| Checking | Checkbox |
Check this box if you want your SSI payments deposited into a checking account.
|
| Savings | Checkbox |
Check this box if you want your SSI payments deposited into a savings account.
|
| Enroll in Direct Express | Checkbox |
Check this box if you want to enroll to receive your SSI payments on the Direct Express prepaid debit card instead of a bank account.
|
| Direct Deposit Refused | Checkbox |
Check this box if you refuse direct deposit and do not want your SSI payments deposited into a bank account or Direct Express.
|
| Eighteenth Income Source: State Disability | ||
| Eighteenth - State Disability (You - Yes) | Checkbox |
Check this box if you have received or expect to receive State Disability income since the first moment of the filing date month or within the next 14 months.
|
| Eighteenth - State Disability (You - No) | Checkbox |
Check this box if you have not received and do not expect to receive State Disability income since the first moment of the filing date month or within the next 14 months.
|
| Eighteenth - State Disability (Your Spouse - Yes) | Checkbox |
Check this box if your spouse has received or expects to receive State Disability income since the first moment of the filing date month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Eighteenth - State Disability (Your Spouse - No) | Checkbox |
Check this box if your spouse has not received and does not expect to receive State Disability income since the first moment of the filing date month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Eighth Income Source: Veteran Payments Not Based on Need (Paid Directly or Indirectly as a Dependent) | ||
| Eighth - Veteran Payments Not Based on Need (You - YES) | Checkbox |
Check this box if you have received or expect to receive veteran payments not based on need (paid directly or indirectly as a dependent) since the first moment of the filing month or within the next 14 months.
|
| Eighth - Veteran Payments Not Based on Need (You - NO) | Checkbox |
Check this box if you have not received and do not expect to receive veteran payments not based on need (paid directly or indirectly as a dependent) since the first moment of the filing month or within the next 14 months.
|
| Eighth - Veteran Payments Not Based on Need (Your Spouse - YES) | Checkbox |
Check this box if your spouse has received or expects to receive veteran payments not based on need (paid directly or indirectly as a dependent) since the first moment of the filing month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Eighth - Veteran Payments Not Based on Need (Your Spouse - NO) | Checkbox |
Check this box if your spouse has not received and does not expect to receive veteran payments not based on need (paid directly or indirectly as a dependent) since the first moment of the filing month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Electricity - Average Monthly Amount | ||
| Electricity — Average Monthly Amount | Number |
Enter your household's average monthly electricity expense for the past 12 months (or average for the months you have lived at your current address). Fill only if 'Present living situation' is 'Household'.
Depends on:
Q19 First - Household (Since Date)
|
| Eleventh Income Source: Black Lung | ||
| Eleventh - Black Lung: You - YES | Checkbox |
Check this box if you (the applicant) have received or expect to receive Black Lung benefit income in the next 14 months.
|
| Eleventh - Black Lung: You - NO | Checkbox |
Check this box if you (the applicant) have not received and do not expect to receive Black Lung benefit income in the next 14 months.
|
| Eleventh - Black Lung: Your Spouse - YES | Checkbox |
Check this box if your spouse has received or expects to receive Black Lung benefit income in the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Eleventh - Black Lung: Your Spouse - NO | Checkbox |
Check this box if your spouse has not received and does not expect to receive Black Lung benefit income in the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Employer Name and Address (Spouse) | ||
| Spouse's Employer Name and Address | Text |
Enter the full name and mailing address of your spouse's employer, including city, state, ZIP code, and telephone number if known.
|
| Employer Name and Address (You) | ||
| Your employer name and address | Text |
Enter the full name and mailing address of your employer (if different from item #52(b)), including the employer's telephone number if known.
|
| Expect Change in Wage Information (Spouse) | ||
| Your Spouse - YES | Checkbox |
Check this box if your spouse expects any change in the wage information provided in item #52(g); if checked, continue to part (i) to explain the change.
|
| Your Spouse - NO | Checkbox |
Check this box if your spouse does not expect any change in the wage information provided in item #52(g); if checked, proceed to item #53 as indicated on the form.
|
| Expect Change in Wage Information (You) | ||
| You — YES (Expect change in wage information) | Checkbox |
Check this box if you (the applicant) expect any change in the wage information you provided in item #52(g).
|
| You — NO (Do not expect change in wage information) | Checkbox |
Check this box if you (the applicant) do not expect any change in the wage information you provided in item #52(g).
|
| Expected Response Time (Days) | ||
| Expected response time (days) | Text |
Enter the number of days after you provided all requested information that you should expect to hear from Social Security (enter the number of days).
|
| Explain Wage Information Change (Spouse) | ||
| Spouse — Explain Wage Information Change | Text |
Provide a clear, concise explanation of the change to your spouse's wage information, including what changed (amount, rate, hours, employer, or pay schedule), the reason for the change, and any relevant dates or other details needed to understand and verify the change. Fill only if 'Your Spouse - YES' is 'Yes'.
Depends on:
Your Spouse - YES
|
| Explain Wage Information Change (You) | ||
| You — Explain Wage Information Change | Text |
Provide a clear, concise explanation of how your wage information has changed (for example: reason for change, effective date, new pay rate or hours, and any other relevant details). Fill only if 'You — YES (Expect change in wage information)' is 'Yes'.
Depends on:
You — YES (Expect change in wage information)
|
| Fifteenth Income Source: Military Special Pay or Allowance | ||
| Fifteenth - Military Special Pay or Allowance: You - YES | Checkbox |
Check this box if you have received or expect to receive Military Special Pay or Allowance since the first moment of the filing date month or within the next 14 months.
|
| Fifteenth - Military Special Pay or Allowance: You - NO | Checkbox |
Check this box if you have not received and do not expect to receive Military Special Pay or Allowance since the first moment of the filing date month or within the next 14 months.
|
| Fifteenth - Military Special Pay or Allowance: Your Spouse - YES | Checkbox |
Check this box if your spouse has received or expects to receive Military Special Pay or Allowance since the first moment of the filing date month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Fifteenth - Military Special Pay or Allowance: Your Spouse - NO | Checkbox |
Check this box if your spouse has not received and does not expect to receive Military Special Pay or Allowance since the first moment of the filing date month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Fifth Child Income Entry (Child / Source & Type / Monthly Amount) | ||
| Fifth Child — Child Receiving Income | Text |
Enter the full name of the fifth child who is receiving income. Fill only if 'Q26(b) YES - Child/studente receives income' is 'Yes'.
Depends on:
Q26(b) YES - Child/studente receives income
|
| Fifth Child — Source and Type | Text |
Describe the source and type of the fifth child’s income (for example, wages, Social Security, child support, etc.). Fill only if 'Q26(b) YES - Child/studente receives income' is 'Yes'.
Depends on:
Q26(b) YES - Child/studente receives income
|
| Fifth Child — Monthly Amount | Number |
Enter the monthly amount of income the fifth child receives from this source. Fill only if 'Q26(b) YES - Child/studente receives income' is 'Yes'.
Depends on:
Q26(b) YES - Child/studente receives income
|
| Fifth Income Source: Supplemental Nutrition Assistance Program | ||
| Fifth Income Source - Supplemental Nutrition Assistance Program (You - YES) | Checkbox |
Check this box if, since the first moment of the filing date month, you have received or expect to receive SNAP (Supplemental Nutrition Assistance Program) income in the next 14 months.
|
| Fifth Income Source - Supplemental Nutrition Assistance Program (You - NO) | Checkbox |
Check this box if, since the first moment of the filing date month, you have not received and do not expect to receive SNAP (Supplemental Nutrition Assistance Program) income in the next 14 months.
|
| Fifth Income Source - Supplemental Nutrition Assistance Program (Your Spouse - YES) | Checkbox |
Check this box if, since the first moment of the filing date month, your spouse has received or expects to receive SNAP (Supplemental Nutrition Assistance Program) income in the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Fifth Income Source - Supplemental Nutrition Assistance Program (Your Spouse - NO) | Checkbox |
Check this box if, since the first moment of the filing date month, your spouse has not received and does not expect to receive SNAP (Supplemental Nutrition Assistance Program) income in the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| First Child Income Entry (Child / Source & Type / Monthly Amount) | ||
| 1st Child Name | Text |
Enter the full name of the first child who is receiving income. Fill only if 'Q26(b) YES - Child/studente receives income' is 'Yes'.
Depends on:
Q26(b) YES - Child/studente receives income
|
| 1st Child Income Source and Type | Text |
Describe the source and type of income the first child receives (for example, Social Security, wages, benefits, or child support). Fill only if 'Q26(b) YES - Child/studente receives income' is 'Yes'.
Depends on:
Q26(b) YES - Child/studente receives income
|
| 1st Child Monthly Amount | Number |
Enter the monthly amount of income the first child receives. Fill only if 'Q26(b) YES - Child/studente receives income' is 'Yes'.
Depends on:
Q26(b) YES - Child/studente receives income
|
| First Income Source: State or Local Assistance Based on Need | ||
| First Income Source — You: Yes (State or Local Assistance Based on Need) | Checkbox |
Check this box if you have received or expect to receive state or local need-based assistance since the first moment of the filing date month or within the next 14 months.
|
| First Income Source — You: No (State or Local Assistance Based on Need) | Checkbox |
Check this box if you have not received and do not expect to receive state or local need-based assistance since the first moment of the filing date month or within the next 14 months.
|
| First Income Source — Your Spouse: Yes (State or Local Assistance Based on Need) | Checkbox |
Check this box if your spouse has received or expects to receive state or local need-based assistance since the first moment of the filing date month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| First Income Source — Your Spouse: No (State or Local Assistance Based on Need) | Checkbox |
Check this box if your spouse has not received and does not expect to receive state or local need-based assistance since the first moment of the filing date month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| First Other Property Owner/Value/Owed Row | ||
| First Other Property — Owner's Name | Text |
Enter the full name of the owner for the first other property listed. Fill only if 'Q40 You - YES', 'Q40 Your Spouse - YES' is 'Yes' (any).
Depends on:
Q40 You - YES, Q40 Your Spouse - YES
|
| First Other Property — Estimated Current Market Value | Number |
Enter the estimated current market value of the first other property. Fill only if 'Q40 You - YES', 'Q40 Your Spouse - YES' is 'Yes' (any).
Depends on:
Q40 You - YES, Q40 Your Spouse - YES
|
| First Other Property — Amount Owed on Item | Number |
Enter the outstanding amount owed on the first other property. Fill only if 'Q40 You - YES', 'Q40 Your Spouse - YES' is 'Yes' (any).
Depends on:
Q40 You - YES, Q40 Your Spouse - YES
|
| First Vehicle Information | ||
| First Vehicle - Owner's Name | Text |
Enter the full name of the person listed on the vehicle title as the owner. Fill only if 'Q39 - You: YES (Own or name appears on vehicle title)', 'Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)' is 'Yes' (any).
Depends on:
Q39 - You: YES (Own or name appears on vehicle title), Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)
|
| First Vehicle - Description (Year, Make & Model) | Text |
Enter the vehicle's year, make, and model (for example: 2018 Honda Civic). Fill only if 'Q39 - You: YES (Own or name appears on vehicle title)', 'Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)' is 'Yes' (any).
Depends on:
Q39 - You: YES (Own or name appears on vehicle title), Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)
|
| First Vehicle - Used For | Text |
Enter the primary use of the vehicle (for example: personal, commuting, business). Fill only if 'Q39 - You: YES (Own or name appears on vehicle title)', 'Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)' is 'Yes' (any).
Depends on:
Q39 - You: YES (Own or name appears on vehicle title), Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)
|
| First Vehicle - Current Market Value | Number |
Enter the current market value of this vehicle. Fill only if 'Q39 - You: YES (Own or name appears on vehicle title)', 'Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)' is 'Yes' (any).
Depends on:
Q39 - You: YES (Own or name appears on vehicle title), Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)
|
| First Vehicle - Amount Owed | Number |
Enter the outstanding loan or lien balance still owed on this vehicle. Fill only if 'Q39 - You: YES (Own or name appears on vehicle title)', 'Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)' is 'Yes' (any).
Depends on:
Q39 - You: YES (Own or name appears on vehicle title), Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)
|
| Fourteenth Income Source: Pension (Foreign Military, State, Local, Private, Union, Retirement or Disability) | ||
| Fourteenth - Pension (Foreign Military, State, Local, Private, Union, Retirement or Disability) — You: YES | Checkbox |
Check this box if you (the applicant) have received or expect to receive pension income (foreign military, state, local, private, union, retirement, or disability) since the first moment of the filing date month or within the next 14 months.
|
| Fourteenth - Pension (Foreign Military, State, Local, Private, Union, Retirement or Disability) — You: NO | Checkbox |
Check this box if you (the applicant) have not received and do not expect to receive any of the listed pension income since the first moment of the filing date month or within the next 14 months.
|
| Fourteenth - Pension (Foreign Military, State, Local, Private, Union, Retirement or Disability) — Your Spouse: YES | Checkbox |
Check this box if your spouse has received or expects to receive pension income (foreign military, state, local, private, union, retirement, or disability) since the first moment of the filing date month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Fourteenth - Pension (Foreign Military, State, Local, Private, Union, Retirement or Disability) — Your Spouse: NO | Checkbox |
Check this box if your spouse has not received and does not expect to receive any of the listed pension income since the first moment of the filing date month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Fourth Child Income Entry (Child / Source & Type / Monthly Amount) | ||
| Fourth Child - Name | Text |
Enter the full name of the fourth child who is receiving income. Fill only if 'Q26(b) YES - Child/studente receives income' is 'Yes'.
Depends on:
Q26(b) YES - Child/studente receives income
|
| Fourth Child - Source and Type of Income | Text |
Describe the source and type of the fourth child's income (for example, wages, Social Security, pension, benefits, or other). Fill only if 'Q26(b) YES - Child/studente receives income' is 'Yes'.
Depends on:
Q26(b) YES - Child/studente receives income
|
| Fourth Child - Monthly Amount | Number |
Enter the monthly amount of income the fourth child receives. Fill only if 'Q26(b) YES - Child/studente receives income' is 'Yes'.
Depends on:
Q26(b) YES - Child/studente receives income
|
| Fourth Income Source: General Assistance from the Bureau of Indian Affairs | ||
| Fourth - General Assistance from the Bureau of Indian Affairs (You - YES) | Checkbox |
Check this box if you have received or expect to receive General Assistance from the Bureau of Indian Affairs in the next 14 months (answer for you = YES).
|
| Fourth - General Assistance from the Bureau of Indian Affairs (You - NO) | Checkbox |
Check this box if you have not received and do not expect to receive General Assistance from the Bureau of Indian Affairs in the next 14 months (answer for you = NO).
|
| Fourth - General Assistance from the Bureau of Indian Affairs (Your Spouse - YES) | Checkbox |
Check this box if your spouse has received or expects to receive General Assistance from the Bureau of Indian Affairs in the next 14 months (answer for spouse = YES). Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Fourth - General Assistance from the Bureau of Indian Affairs (Your Spouse - NO) | Checkbox |
Check this box if your spouse has not received and does not expect to receive General Assistance from the Bureau of Indian Affairs in the next 14 months (answer for spouse = NO). Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Fourth Other Property Owner/Value/Owed Row | ||
| Fourth Item Owner's Name | Text |
Enter the full name of the person who owns the fourth listed property or item. Fill only if 'Q40 You - YES', 'Q40 Your Spouse - YES' is 'Yes' (any).
Depends on:
Q40 You - YES, Q40 Your Spouse - YES
|
| Fourth Item Estimated Current Market Value | Number |
Enter your best estimate of the current market value of the fourth listed property or item. Fill only if 'Q40 You - YES', 'Q40 Your Spouse - YES' is 'Yes' (any).
Depends on:
Q40 You - YES, Q40 Your Spouse - YES
|
| Fourth Item Amount Owed | Number |
Enter the outstanding amount owed (liens, loans, or mortgages) on the fourth listed property or item. Fill only if 'Q40 You - YES', 'Q40 Your Spouse - YES' is 'Yes' (any).
Depends on:
Q40 You - YES, Q40 Your Spouse - YES
|
| Fourth Vehicle Information | ||
| Fourth Vehicle - Owner's Name | Text |
Enter the full name of the person who appears on the title for the fourth vehicle. Fill only if 'Q39 - You: YES (Own or name appears on vehicle title)', 'Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)' is 'Yes' (any).
Depends on:
Q39 - You: YES (Own or name appears on vehicle title), Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)
|
| Fourth Vehicle - Description (Year, Make & Model) | Text |
Provide the vehicle's year, make, and model (for example: 2018 Toyota Camry) for the fourth vehicle. Fill only if 'Q39 - You: YES (Own or name appears on vehicle title)', 'Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)' is 'Yes' (any).
Depends on:
Q39 - You: YES (Own or name appears on vehicle title), Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)
|
| Fourth Vehicle - Used For | Text |
Briefly describe how the fourth vehicle is used (for example: personal, work, business, or recreational use). Fill only if 'Q39 - You: YES (Own or name appears on vehicle title)', 'Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)' is 'Yes' (any).
Depends on:
Q39 - You: YES (Own or name appears on vehicle title), Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)
|
| Fourth Vehicle - Current Market Value | Number |
Enter the current market value of the fourth vehicle as a numeric amount. Fill only if 'Q39 - You: YES (Own or name appears on vehicle title)', 'Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)' is 'Yes' (any).
Depends on:
Q39 - You: YES (Own or name appears on vehicle title), Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)
|
| Fourth Vehicle - Amount Owed | Number |
Enter the outstanding loan or lien amount currently owed on the fourth vehicle as a numeric value. Fill only if 'Q39 - You: YES (Own or name appears on vehicle title)', 'Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)' is 'Yes' (any).
Depends on:
Q39 - You: YES (Own or name appears on vehicle title), Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)
|
| Garbage Removal - Average Monthly Amount | ||
| Garbage Removal - Average Monthly Amount | Number |
Enter the average monthly amount you pay for garbage removal over the past 12 months (or the average for the months you have lived at your current address). Fill only if 'Present living situation' is 'Household'.
Depends on:
Q19 First - Household (Since Date)
|
| Gas - Average Monthly Amount | ||
| Gas — Average Monthly Amount | Number |
Provide the average monthly amount your household pays for gas (show the average over the past 12 months, or for the months you have resided at your present address if less than 12). Fill only if 'Present living situation' is 'Household'.
Depends on:
Q19 First - Household (Since Date)
|
| General Information Website Field | ||
| Website URL | Text |
Enter the Social Security Administration website address shown on the form (for example, www.socialsecurity.gov).
|
| Heating Fuel - Average Monthly Amount | ||
| Heating Fuel (average monthly) | Number |
Enter the average monthly amount you paid for heating fuel over the past 12 months, or the average for the months you have lived at your current address if less than 12 months. Fill only if 'Present living situation' is 'Household'.
Depends on:
Q19 First - Household (Since Date)
|
| Household Member Info - Fifth Row (Q26a) | ||
| Fifth Household Member - Name | Text |
Enter the full name of the fifth person who lives with you (first, middle, last).
|
| Fifth Household Member - Relationship | Text |
Enter the relationship of the fifth household member to you (for example: spouse, child, parent, roommate).
|
| Q26a - Fifth household member - Public Assistance: YES | Checkbox |
Check this box if the fifth listed household member currently receives public assistance (answer YES).
|
| Q26a - Fifth household member - Public Assistance: NO | Checkbox |
Check this box if the fifth listed household member does not receive public assistance (answer NO).
|
| Q26a - Fifth household member - Sex: M (Male) | Checkbox |
Check this box if the fifth listed household member's sex is male.
|
| Q26a - Fifth household member - Sex: F (Female) | Checkbox |
Check this box if the fifth listed household member's sex is female.
|
| Fifth Household Member - Birthdate | Date |
Enter the birthdate of the fifth household member.
|
| Q26a - Fifth household member - Blind or Disabled: YES | Checkbox |
Check this box if the fifth listed household member is blind or has a disability (answer YES).
|
| Q26a - Fifth household member - Blind or Disabled: NO | Checkbox |
Check this box if the fifth listed household member is not blind and does not have a disability (answer NO).
|
| Q26a - Fifth household member - If Under 22: Married YES | Checkbox |
If the fifth listed household member is under age 22, check this box if they are married (answer YES).
|
| Q26a - Fifth household member - If Under 22: Married NO | Checkbox |
If the fifth listed household member is under age 22, check this box if they are not married (answer NO).
|
| Q26a - Fifth household member - If Under 22: Student YES | Checkbox |
If the fifth listed household member is under age 22, check this box if they are currently a student (answer YES).
|
| Q26a - Fifth household member - If Under 22: Student NO | Checkbox |
If the fifth listed household member is under age 22, check this box if they are not a student (answer NO).
|
| Fifth Household Member - Social Security Number | Text |
Enter the Social Security Number for the fifth household member.
|
| Household Member Info - First Row (Q26a) | ||
| Q26a First Row – Name | Text |
Enter the full name of the first household member who lives with you.
|
| Q26a First Row – Relationship | Text |
Enter this person’s relationship to you (for example, spouse, child, parent, roommate).
|
| 1st Household Member - Public Assistance: YES | Checkbox |
Check this box if the first household member receives public assistance.
|
| 1st Household Member - Public Assistance: NO | Checkbox |
Check this box if the first household member does not receive public assistance.
|
| 1st Household Member - Sex: Male | Checkbox |
Check this box if the first household member is male.
|
| 1st Household Member - Sex: Female | Checkbox |
Check this box if the first household member is female.
|
| Q26a First Row – Birthdate | Date |
Enter the date of birth of this household member.
|
| 1st Household Member - Blind or Disabled: YES | Checkbox |
Check this box if the first household member is blind or disabled.
|
| 1st Household Member - Blind or Disabled: NO | Checkbox |
Check this box if the first household member is not blind and not disabled.
|
| 1st Household Member - If Under 22, Married: YES | Checkbox |
If the first household member is under age 22 and is married, check this box.
|
| 1st Household Member - If Under 22, Married: NO | Checkbox |
If the first household member is under age 22 and is not married, check this box.
|
| 1st Household Member - If Under 22, Student: YES | Checkbox |
If the first household member is under age 22 and is a student, check this box.
|
| 1st Household Member - If Under 22, Student: NO | Checkbox |
If the first household member is under age 22 and is not a student, check this box.
|
| Q26a First Row – Social Security Number | Number |
Enter the Social Security Number for this household member.
|
| Household Member Info - Fourth Row (Q26a) | ||
| Fourth Household Member Name | Text |
Enter the full name of the fourth household member who lives with you.
|
| Fourth Household Member Relationship | Text |
Enter the relationship of the fourth household member to you (for example, spouse, child, parent, roommate).
|
| 4th Row - Public Assistance: YES | Checkbox |
Check this box if the fourth household member currently receives public assistance.
|
| 4th Row - Public Assistance: NO | Checkbox |
Check this box if the fourth household member does not receive public assistance.
|
| 4th Row - Sex: M | Checkbox |
Check this box if the fourth household member's sex is male.
|
| 4th Row - Sex: F | Checkbox |
Check this box if the fourth household member's sex is female.
|
| Fourth Household Member Birthdate | Date |
Enter the birth date of the fourth household member who lives with you.
|
| 4th Row - Blind or Disabled: YES | Checkbox |
Check this box if the fourth household member is blind or has a disability.
|
| 4th Row - Blind or Disabled: NO | Checkbox |
Check this box if the fourth household member is not blind and does not have a disability.
|
| 4th Row - If Under 22, Married: YES | Checkbox |
Check this box if the fourth household member is under 22 and is married.
|
| 4th Row - If Under 22, Married: NO | Checkbox |
Check this box if the fourth household member is under 22 and is not married.
|
| 4th Row - If Under 22, Student: YES | Checkbox |
Check this box if the fourth household member is under 22 and is a student.
|
| 4th Row - If Under 22, Student: NO | Checkbox |
Check this box if the fourth household member is under 22 and is not a student.
|
| Fourth Household Member Social Security Number | Text |
Enter the Social Security Number of the fourth household member who lives with you.
|
| Household Member Info - Second Row (Q26a) | ||
| Second Household Member Name | Text |
Enter the full name (first, middle initial, last) of the second person who lives with you listed in row two.
|
| Second Household Member Relationship | Text |
Enter this person's relationship to you (for example: spouse, child, roommate, friend).
|
| Second row - Public Assistance: YES | Checkbox |
Check this box if the household member in the second row receives public assistance.
|
| Second row - Public Assistance: NO | Checkbox |
Check this box if the household member in the second row does not receive public assistance.
|
| Second row - Sex: M (Male) | Checkbox |
Check this box if the household member in the second row is male.
|
| Second row - Sex: F (Female) | Checkbox |
Check this box if the household member in the second row is female.
|
| Second Household Member Birthdate | Date |
Enter the date of birth of the second household member.
|
| Second row - Blind or Disabled: YES | Checkbox |
Check this box if the household member in the second row is blind or disabled.
|
| Second row - Blind or Disabled: NO | Checkbox |
Check this box if the household member in the second row is not blind or disabled.
|
| Second row - If Under 22 - Married: YES | Checkbox |
If the household member in the second row is under 22, check this box if they are married.
|
| Second row - If Under 22 - Married: NO | Checkbox |
If the household member in the second row is under 22, check this box if they are not married.
|
| Second row - If Under 22 - Student: YES | Checkbox |
If the household member in the second row is under 22, check this box if they are a student.
|
| Second row - If Under 22 - Student: NO | Checkbox |
If the household member in the second row is under 22, check this box if they are not a student.
|
| Second Household Member Social Security Number | Text |
Provide the Social Security number for the second household member (enter all digits as issued).
|
| Household Member Info - Sixth Row (Q26a) | ||
| Sixth Household Member — Name | Text |
Enter the full name of the sixth person who lives with you.
|
| Sixth Household Member — Relationship | Text |
Enter how this sixth household member is related to you (for example: spouse, child, roommate).
|
| Sixth Household Member — Public Assistance: YES | Checkbox |
Check this box if the sixth household member currently receives public assistance (YES).
|
| Sixth Household Member — Public Assistance: NO | Checkbox |
Check this box if the sixth household member does not receive public assistance (NO).
|
| Sixth Household Member — Sex: M | Checkbox |
Check this box if the sixth household member's sex is male (M).
|
| Sixth Household Member — Sex: F | Checkbox |
Check this box if the sixth household member's sex is female (F).
|
| Sixth Household Member — Birthdate | Date |
Enter the birthdate of the sixth household member.
|
| Sixth Household Member — Blind or Disabled: YES | Checkbox |
Check this box if the sixth household member is blind or has a disability (YES).
|
| Sixth Household Member — Blind or Disabled: NO | Checkbox |
Check this box if the sixth household member is not blind and not disabled (NO).
|
| Sixth Household Member — If Under 22 Married: YES | Checkbox |
If the sixth household member is under age 22 and is married, check this YES box.
|
| Sixth Household Member — If Under 22 Married: NO | Checkbox |
If the sixth household member is under age 22 and is not married, check this NO box.
|
| Sixth Household Member — If Under 22 Student: YES | Checkbox |
If the sixth household member is under age 22 and is a student, check this YES box.
|
| Sixth Household Member — If Under 22 Student: NO | Checkbox |
If the sixth household member is under age 22 and is not a student, check this NO box.
|
| Sixth Household Member — Social Security Number | Text |
Enter the Social Security Number (SSN) for the sixth household member.
|
| Household Member Info - Third Row (Q26a) | ||
| Third Household Member - Name | Text |
Enter the full name of the third person who lives with you (first and last name).
|
| Third Household Member - Relationship | Text |
Enter the relationship of the third household member to you (for example, spouse, child, roommate, friend).
|
| Third Row (Q26a) - Public Assistance: YES | Checkbox |
Check this box if the household member listed in the third row receives public assistance.
|
| Third Row (Q26a) - Public Assistance: NO | Checkbox |
Check this box if the household member listed in the third row does not receive public assistance.
|
| Third Row (Q26a) - Sex: M (Male) | Checkbox |
Check this box if the household member listed in the third row is male.
|
| Third Row (Q26a) - Sex: F (Female) | Checkbox |
Check this box if the household member listed in the third row is female.
|
| Third Household Member - Birthdate | Date |
Enter the date of birth of the third household member.
|
| Third Row (Q26a) - Blind or Disabled: YES | Checkbox |
Check this box if the household member listed in the third row is blind or disabled.
|
| Third Row (Q26a) - Blind or Disabled: NO | Checkbox |
Check this box if the household member listed in the third row is not blind or disabled.
|
| Third Row (Q26a) - If Under 22: Married - YES | Checkbox |
If the household member listed in the third row is under age 22, check this box if they are married.
|
| Third Row (Q26a) - If Under 22: Married - NO | Checkbox |
If the household member listed in the third row is under age 22, check this box if they are not married.
|
| Third Row (Q26a) - If Under 22: Student - YES | Checkbox |
If the household member listed in the third row is under age 22, check this box if they are a student.
|
| Third Row (Q26a) - If Under 22: Student - NO | Checkbox |
If the household member listed in the third row is under age 22, check this box if they are not a student.
|
| Third Household Member - Social Security Number | Text |
Enter the Social Security Number (SSN) of the third household member.
|
| Item #1 (Owner/Item/Value/Bank/ID Number) | ||
| Item 1 — Owner's Name | Text |
Enter the full name of the person or entity who owns this item. Fill only if 'any item in #42(a) (Stocks or Mutual Funds / Bonds / Promissory Notes / Other items that can be turned into cash)' is 'Yes'.
Depends on:
42(a) Stocks or Mutual Funds — You: YES, 42(a) Stocks or Mutual Funds — Your Spouse: YES, 42(a) Bonds (Including U.S. Savings Bonds) — You: YES, 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES, 42(a) Promissory Notes — You YES, 42(a) Promissory Notes — Your Spouse YES, 42(a) Other items that can be turned into cash — You YES, 42(a) Other items that can be turned into cash — Your Spouse YES
|
| Item 1 — Name of Item | Text |
Provide a brief name or description of the item (for example, 'savings account', 'car', or 'investment'). Fill only if 'any item in #42(a) (Stocks or Mutual Funds / Bonds / Promissory Notes / Other items that can be turned into cash)' is 'Yes'.
Depends on:
42(a) Stocks or Mutual Funds — You: YES, 42(a) Stocks or Mutual Funds — Your Spouse: YES, 42(a) Bonds (Including U.S. Savings Bonds) — You: YES, 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES, 42(a) Promissory Notes — You YES, 42(a) Promissory Notes — Your Spouse YES, 42(a) Other items that can be turned into cash — You YES, 42(a) Other items that can be turned into cash — Your Spouse YES
|
| Item 1 — Value | Number |
Enter the monetary value of the item. Fill only if 'any item in #42(a) (Stocks or Mutual Funds / Bonds / Promissory Notes / Other items that can be turned into cash)' is 'Yes'.
Depends on:
42(a) Stocks or Mutual Funds — You: YES, 42(a) Stocks or Mutual Funds — Your Spouse: YES, 42(a) Bonds (Including U.S. Savings Bonds) — You: YES, 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES, 42(a) Promissory Notes — You YES, 42(a) Promissory Notes — Your Spouse YES, 42(a) Other items that can be turned into cash — You YES, 42(a) Other items that can be turned into cash — Your Spouse YES
|
| Item 1 — Name & Address of Bank or Organization | Text |
Enter the full name and mailing address of the bank or other organization associated with this item. Fill only if 'any item in #42(a) (Stocks or Mutual Funds / Bonds / Promissory Notes / Other items that can be turned into cash)' is 'Yes'.
Depends on:
42(a) Stocks or Mutual Funds — You: YES, 42(a) Stocks or Mutual Funds — Your Spouse: YES, 42(a) Bonds (Including U.S. Savings Bonds) — You: YES, 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES, 42(a) Promissory Notes — You YES, 42(a) Promissory Notes — Your Spouse YES, 42(a) Other items that can be turned into cash — You YES, 42(a) Other items that can be turned into cash — Your Spouse YES
|
| Item 1 — Identifying Number | Text |
Enter the account, identification, or reference number used by the bank or organization to identify this item. Fill only if 'any item in #42(a) (Stocks or Mutual Funds / Bonds / Promissory Notes / Other items that can be turned into cash)' is 'Yes'.
Depends on:
42(a) Stocks or Mutual Funds — You: YES, 42(a) Stocks or Mutual Funds — Your Spouse: YES, 42(a) Bonds (Including U.S. Savings Bonds) — You: YES, 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES, 42(a) Promissory Notes — You YES, 42(a) Promissory Notes — Your Spouse YES, 42(a) Other items that can be turned into cash — You YES, 42(a) Other items that can be turned into cash — Your Spouse YES
|
| Item #2 (Owner/Item/Value/Bank/ID Number) | ||
| Item #2 Owner's Name | Text |
Enter the full name of the person or entity who owns this item. Fill only if 'any item in #42(a) (Stocks or Mutual Funds / Bonds / Promissory Notes / Other items that can be turned into cash)' is 'Yes'.
Depends on:
42(a) Stocks or Mutual Funds — You: YES, 42(a) Stocks or Mutual Funds — Your Spouse: YES, 42(a) Bonds (Including U.S. Savings Bonds) — You: YES, 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES, 42(a) Promissory Notes — You YES, 42(a) Promissory Notes — Your Spouse YES, 42(a) Other items that can be turned into cash — You YES, 42(a) Other items that can be turned into cash — Your Spouse YES
|
| Item #2 Name of Item | Text |
Enter the name or brief description of the item or asset being reported. Fill only if 'any item in #42(a) (Stocks or Mutual Funds / Bonds / Promissory Notes / Other items that can be turned into cash)' is 'Yes'.
Depends on:
42(a) Stocks or Mutual Funds — You: YES, 42(a) Stocks or Mutual Funds — Your Spouse: YES, 42(a) Bonds (Including U.S. Savings Bonds) — You: YES, 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES, 42(a) Promissory Notes — You YES, 42(a) Promissory Notes — Your Spouse YES, 42(a) Other items that can be turned into cash — You YES, 42(a) Other items that can be turned into cash — Your Spouse YES
|
| Item #2 Value | Number |
Enter the dollar value of the item. Fill only if 'any item in #42(a) (Stocks or Mutual Funds / Bonds / Promissory Notes / Other items that can be turned into cash)' is 'Yes'.
Depends on:
42(a) Stocks or Mutual Funds — You: YES, 42(a) Stocks or Mutual Funds — Your Spouse: YES, 42(a) Bonds (Including U.S. Savings Bonds) — You: YES, 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES, 42(a) Promissory Notes — You YES, 42(a) Promissory Notes — Your Spouse YES, 42(a) Other items that can be turned into cash — You YES, 42(a) Other items that can be turned into cash — Your Spouse YES
|
| Item #2 Name & Address of Bank or Other Organization | Text |
Enter the full name and mailing address of the bank or organization associated with this item. Fill only if 'any item in #42(a) (Stocks or Mutual Funds / Bonds / Promissory Notes / Other items that can be turned into cash)' is 'Yes'.
Depends on:
42(a) Stocks or Mutual Funds — You: YES, 42(a) Stocks or Mutual Funds — Your Spouse: YES, 42(a) Bonds (Including U.S. Savings Bonds) — You: YES, 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES, 42(a) Promissory Notes — You YES, 42(a) Promissory Notes — Your Spouse YES, 42(a) Other items that can be turned into cash — You YES, 42(a) Other items that can be turned into cash — Your Spouse YES
|
| Item #2 Identifying Number | Text |
Enter the identifying account or reference number for this item (for example, account, policy, or other ID). Fill only if 'any item in #42(a) (Stocks or Mutual Funds / Bonds / Promissory Notes / Other items that can be turned into cash)' is 'Yes'.
Depends on:
42(a) Stocks or Mutual Funds — You: YES, 42(a) Stocks or Mutual Funds — Your Spouse: YES, 42(a) Bonds (Including U.S. Savings Bonds) — You: YES, 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES, 42(a) Promissory Notes — You YES, 42(a) Promissory Notes — Your Spouse YES, 42(a) Other items that can be turned into cash — You YES, 42(a) Other items that can be turned into cash — Your Spouse YES
|
| Item #3 (Owner/Item/Value/Bank/ID Number) | ||
| Item 3 - Owner's Name | Text |
Enter the full name of the person who owns the item. Fill only if 'any item in #42(a) (Stocks or Mutual Funds / Bonds / Promissory Notes / Other items that can be turned into cash)' is 'Yes'.
Depends on:
42(a) Stocks or Mutual Funds — You: YES, 42(a) Stocks or Mutual Funds — Your Spouse: YES, 42(a) Bonds (Including U.S. Savings Bonds) — You: YES, 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES, 42(a) Promissory Notes — You YES, 42(a) Promissory Notes — Your Spouse YES, 42(a) Other items that can be turned into cash — You YES, 42(a) Other items that can be turned into cash — Your Spouse YES
|
| Item 3 - Name of Item | Text |
Enter the name or brief description of the item being reported (for example, 'savings account', 'vehicle', or 'bond'). Fill only if 'any item in #42(a) (Stocks or Mutual Funds / Bonds / Promissory Notes / Other items that can be turned into cash)' is 'Yes'.
Depends on:
42(a) Stocks or Mutual Funds — You: YES, 42(a) Stocks or Mutual Funds — Your Spouse: YES, 42(a) Bonds (Including U.S. Savings Bonds) — You: YES, 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES, 42(a) Promissory Notes — You YES, 42(a) Promissory Notes — Your Spouse YES, 42(a) Other items that can be turned into cash — You YES, 42(a) Other items that can be turned into cash — Your Spouse YES
|
| Item 3 - Value | Number |
Enter the monetary value of the item. Fill only if 'any item in #42(a) (Stocks or Mutual Funds / Bonds / Promissory Notes / Other items that can be turned into cash)' is 'Yes'.
Depends on:
42(a) Stocks or Mutual Funds — You: YES, 42(a) Stocks or Mutual Funds — Your Spouse: YES, 42(a) Bonds (Including U.S. Savings Bonds) — You: YES, 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES, 42(a) Promissory Notes — You YES, 42(a) Promissory Notes — Your Spouse YES, 42(a) Other items that can be turned into cash — You YES, 42(a) Other items that can be turned into cash — Your Spouse YES
|
| Item 3 - Bank/Organization Name & Address | Text |
Provide the full name and mailing address of the bank or other organization associated with the item. Fill only if 'any item in #42(a) (Stocks or Mutual Funds / Bonds / Promissory Notes / Other items that can be turned into cash)' is 'Yes'.
Depends on:
42(a) Stocks or Mutual Funds — You: YES, 42(a) Stocks or Mutual Funds — Your Spouse: YES, 42(a) Bonds (Including U.S. Savings Bonds) — You: YES, 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES, 42(a) Promissory Notes — You YES, 42(a) Promissory Notes — Your Spouse YES, 42(a) Other items that can be turned into cash — You YES, 42(a) Other items that can be turned into cash — Your Spouse YES
|
| Item 3 - Identifying Number | Text |
Enter the account, policy, or other identifying number assigned to the item by the bank or organization. Fill only if 'any item in #42(a) (Stocks or Mutual Funds / Bonds / Promissory Notes / Other items that can be turned into cash)' is 'Yes'.
Depends on:
42(a) Stocks or Mutual Funds — You: YES, 42(a) Stocks or Mutual Funds — Your Spouse: YES, 42(a) Bonds (Including U.S. Savings Bonds) — You: YES, 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES, 42(a) Promissory Notes — You YES, 42(a) Promissory Notes — Your Spouse YES, 42(a) Other items that can be turned into cash — You YES, 42(a) Other items that can be turned into cash — Your Spouse YES
|
| Item #4 (Owner/Item/Value/Bank/ID Number) | ||
| Item #4 - Owner's Name | Text |
Enter the full name of the person who owns the listed item (first and last name). Fill only if 'any item in #42(a) (Stocks or Mutual Funds / Bonds / Promissory Notes / Other items that can be turned into cash)' is 'Yes'.
Depends on:
42(a) Stocks or Mutual Funds — You: YES, 42(a) Stocks or Mutual Funds — Your Spouse: YES, 42(a) Bonds (Including U.S. Savings Bonds) — You: YES, 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES, 42(a) Promissory Notes — You YES, 42(a) Promissory Notes — Your Spouse YES, 42(a) Other items that can be turned into cash — You YES, 42(a) Other items that can be turned into cash — Your Spouse YES
|
| Item #4 - Name of Item | Text |
Enter the common name or brief description of the item (for example: checking account, vehicle, bond, etc.). Fill only if 'any item in #42(a) (Stocks or Mutual Funds / Bonds / Promissory Notes / Other items that can be turned into cash)' is 'Yes'.
Depends on:
42(a) Stocks or Mutual Funds — You: YES, 42(a) Stocks or Mutual Funds — Your Spouse: YES, 42(a) Bonds (Including U.S. Savings Bonds) — You: YES, 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES, 42(a) Promissory Notes — You YES, 42(a) Promissory Notes — Your Spouse YES, 42(a) Other items that can be turned into cash — You YES, 42(a) Other items that can be turned into cash — Your Spouse YES
|
| Item #4 - Value | Number |
Enter the current monetary value of the item in dollars as reported. Fill only if 'any item in #42(a) (Stocks or Mutual Funds / Bonds / Promissory Notes / Other items that can be turned into cash)' is 'Yes'.
Depends on:
42(a) Stocks or Mutual Funds — You: YES, 42(a) Stocks or Mutual Funds — Your Spouse: YES, 42(a) Bonds (Including U.S. Savings Bonds) — You: YES, 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES, 42(a) Promissory Notes — You YES, 42(a) Promissory Notes — Your Spouse YES, 42(a) Other items that can be turned into cash — You YES, 42(a) Other items that can be turned into cash — Your Spouse YES
|
| Item #4 - Name & Address of Bank or Other Organization | Text |
Provide the full name and mailing address of the bank or organization that holds or issued the item. Fill only if 'any item in #42(a) (Stocks or Mutual Funds / Bonds / Promissory Notes / Other items that can be turned into cash)' is 'Yes'.
Depends on:
42(a) Stocks or Mutual Funds — You: YES, 42(a) Stocks or Mutual Funds — Your Spouse: YES, 42(a) Bonds (Including U.S. Savings Bonds) — You: YES, 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES, 42(a) Promissory Notes — You YES, 42(a) Promissory Notes — Your Spouse YES, 42(a) Other items that can be turned into cash — You YES, 42(a) Other items that can be turned into cash — Your Spouse YES
|
| Item #4 - Identifying Number | Text |
Enter the account, policy, or other identifying number associated with the item, including any letters or dashes. Fill only if 'any item in #42(a) (Stocks or Mutual Funds / Bonds / Promissory Notes / Other items that can be turned into cash)' is 'Yes'.
Depends on:
42(a) Stocks or Mutual Funds — You: YES, 42(a) Stocks or Mutual Funds — Your Spouse: YES, 42(a) Bonds (Including U.S. Savings Bonds) — You: YES, 42(a) Bonds (Including U.S. Savings Bonds) — Your Spouse: YES, 42(a) Promissory Notes — You YES, 42(a) Promissory Notes — Your Spouse YES, 42(a) Other items that can be turned into cash — You YES, 42(a) Other items that can be turned into cash — Your Spouse YES
|
| Life Insurance Policies Question (You) | ||
| You — YES | Checkbox |
Check this box if you (the claimant) own or are currently buying any life insurance policies (if checked, go to item 43(b)).
|
| You — NO | Checkbox |
Check this box if you (the claimant) do not own and are not buying any life insurance policies (if checked, go to item 44).
|
| Life Insurance Policies Question (Your Spouse) | ||
| Your Spouse - YES (Life Insurance) | Checkbox |
Check this box if your spouse does own or is buying any life insurance policies (then complete item (b)).
|
| Your Spouse - NO (Life Insurance) | Checkbox |
Check this box if your spouse does not own and is not buying any life insurance policies (then skip to #44).
|
| Life Insurance Policy #1 Details | ||
| Policy (#1) - Owner's Name | Text |
Enter the full legal name of the owner of Policy (#1) as shown on the insurance documents. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy (#1) - Name of Insured | Text |
Enter the full name of the individual insured under Policy (#1). Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy (#1) - Insurance Company Name & Address | Text |
Provide the full name and mailing address of the insurance company or organization that issued Policy (#1). Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy (#1) - Policy Number | Text |
Enter the identifying policy number for Policy (#1) exactly as it appears on the policy documents. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy (#1) - Face Value | Number |
Enter the face (death benefit) value amount for Policy (#1) as stated on the policy. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy (#1) - Cash Surrender Value | Number |
Enter the current cash surrender value available for Policy (#1), if any. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy (#1) - Date of Purchase | Date |
Enter the date when Policy (#1) was purchased. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy #1 — Dividends: Yes | Checkbox |
Check this box if Policy #1 pays dividends (select 'Yes' for Dividends). Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy #1 — Dividends: No | Checkbox |
Check this box if Policy #1 does not pay dividends (select 'No' for Dividends). Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy #1 — Accumulations: Yes | Checkbox |
Check this box if dividends for Policy #1 are left to accumulate (select 'Yes' for Accumulations). Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy #1 — Accumulations: No | Checkbox |
Check this box if dividends for Policy #1 are not accumulated (select 'No' for Accumulations). Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Life Insurance Policy #2 Details | ||
| Policy #2 - Owner's Name | Text |
Enter the full name of the owner of life insurance policy #2. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy #2 - Name of Insured | Text |
Enter the full name of the person insured under policy #2. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy #2 - Insurance Company Name & Address | Text |
Enter the name and mailing address of the insurance company that issued policy #2. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy #2 - Policy Number | Text |
Enter the policy number or identifying code for policy #2. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy #2 - Face Value | Number |
Enter the face (coverage) amount for policy #2. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy #2 - Cash Surrender Value | Number |
Enter the cash surrender value for policy #2. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy #2 - Date of Purchase | Date |
Enter the date when policy #2 was purchased. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy (#2) — Dividends: YES | Checkbox |
Check this box if Policy #2 pays dividends (i.e., dividends are paid on this policy). Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy (#2) — Dividends: NO | Checkbox |
Check this box if Policy #2 does not pay dividends. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy (#2) — Accumulations: YES | Checkbox |
Check this box if Policy #2 has accumulations (dividends or values are being left to accumulate). Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy (#2) — Accumulations: NO | Checkbox |
Check this box if Policy #2 does not have accumulations. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Life Insurance Policy #3 Details | ||
| Policy #3 - Owner's Name | Text |
Enter the full name of the owner of policy #3. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy #3 - Name of Insured | Text |
Enter the full name of the person insured under policy #3. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy #3 - Insurance Company Name & Address | Text |
Provide the name and mailing address of the insurance company that issued policy #3. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy #3 - Policy Number | Text |
Enter the identifying policy number assigned by the insurance company for policy #3. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy #3 - Face Value | Number |
Enter the face (coverage) amount for policy #3. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy #3 - Cash Surrender Value | Number |
Enter the current cash surrender value for policy #3. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy #3 - Date of Purchase | Date |
Enter the date policy #3 was purchased. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy #3 — Dividends: YES | Checkbox |
Check this box if Policy #3 pays dividends (select YES when dividends are paid on this policy). Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy #3 — Dividends: NO | Checkbox |
Check this box if Policy #3 does not pay dividends (select NO when no dividends are paid on this policy). Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy #3 — Accumulations: YES | Checkbox |
Check this box if Policy #3 has accumulations (for example accumulated cash value or retained dividends). Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Policy #3 — Accumulations: NO | Checkbox |
Check this box if Policy #3 does not have accumulations. Fill only if 'You — YES', 'Your Spouse - YES (Life Insurance)' is 'Yes' (any).
Depends on:
You — YES, Your Spouse - YES (Life Insurance)
|
| Lives Alone or Only With Spouse (Q25) | ||
| Q25 - YES (Lives alone or only with spouse) | Checkbox |
Check this box if you live either by yourself or only with your spouse; if checked, follow the form instruction to go to #27.
|
| Q25 - NO (Does not live alone or only with spouse) | Checkbox |
Check this box if you live with people other than your spouse (i.e., you do not live alone or only with your spouse); if checked, follow the form instruction to go to #26.
|
| Loans Against Policy | ||
| Loans Against Policy — YES | Checkbox |
Check this box if you (or your spouse) have a loan currently outstanding against any life insurance policy, and then enter the policy number and loan amount in the space provided.
|
| Policy Number (Loans Against Policy) | Text |
Enter the policy number for the loan taken against the life insurance policy as shown on the policy documents. Fill only if 'Loans Against Policy — YES' is 'Yes'.
Depends on:
Loans Against Policy — YES
|
| Loan Amount | Number |
Enter the current outstanding loan amount taken against the policy. Fill only if 'Loans Against Policy — YES' is 'Yes'.
Depends on:
Loans Against Policy — YES
|
| Loans Against Policy — NO | Checkbox |
Check this box if you (and your spouse) do not have any loans against any life insurance policies.
|
| Mail Preference (Blind/Visually Impaired) | ||
| Standard notice First Class | Checkbox |
If you are blind or visually impaired, check this box when you want to receive the standard notice by First-Class mail.
|
| Standard notice First-Class with a follow-up phone call | Checkbox |
If you are blind or visually impaired, check this box when you want the standard First-Class notice plus a follow-up phone call.
|
| Standard notice & data CD by First-Class | Checkbox |
If you are blind or visually impaired, check this box when you want the standard notice and a data CD sent by First-Class mail.
|
| Standard notice Certified | Checkbox |
If you are blind or visually impaired, check this box when you want the standard notice sent via certified mail.
|
| Standard & Braille notices by First-Class | Checkbox |
If you are blind or visually impaired, check this box when you want both the standard notice and a Braille version sent by First-Class mail.
|
| Standard & large print notices | Checkbox |
If you are blind or visually impaired, check this box when you want both the standard notice and a large-print version.
|
| Standard notice & audio CD | Checkbox |
If you are blind or visually impaired, check this box when you want the standard notice and an audio CD.
|
| Mortgage or Rent - Average Monthly Amount | ||
| Mortgage or Rent – Average Monthly Amount | Number |
Enter the average monthly amount you pay for mortgage or rent (show the average over the past 12 months, or for the months you have lived at your current address if less than 12 months). Fill only if 'Present living situation' is 'Household'.
Depends on:
Q19 First - Household (Since Date)
|
| Nineteenth Income Source: Insurance or Annuity Payments | ||
| Nineteenth Income Source — Insurance or Annuity Payments (You: Yes) | Checkbox |
Check this box if you have received or expect to receive insurance or annuity payments since the first moment of the filing date month or within the next 14 months.
|
| Nineteenth Income Source — Insurance or Annuity Payments (You: No) | Checkbox |
Check this box if you have not received and do not expect to receive insurance or annuity payments since the first moment of the filing date month or within the next 14 months.
|
| Nineteenth Income Source — Insurance or Annuity Payments (Your Spouse: Yes) | Checkbox |
Check this box if your spouse has received or expects to receive insurance or annuity payments since the first moment of the filing date month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Nineteenth Income Source — Insurance or Annuity Payments (Your Spouse: No) | Checkbox |
Check this box if your spouse has not received and does not expect to receive insurance or annuity payments since the first moment of the filing date month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Ninth Income Source: Other Income Based on Need | ||
| Ninth - Other Income Based on Need - You (YES) | Checkbox |
Check this box if you (the applicant) have received or expect to receive Other Income Based on Need in the next 14 months.
|
| Ninth - Other Income Based on Need - You (NO) | Checkbox |
Check this box if you (the applicant) have not received and do not expect to receive Other Income Based on Need in the next 14 months.
|
| Ninth - Other Income Based on Need - Your Spouse (YES) | Checkbox |
Check this box if your spouse has received or expects to receive Other Income Based on Need in the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Ninth - Other Income Based on Need - Your Spouse (NO) | Checkbox |
Check this box if your spouse has not received and does not expect to receive Other Income Based on Need in the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Non-Institutional Care Facility/Agency Information (Q23) | ||
| 23(a) Facility name where you live | Text |
Enter the full name of the non-institutional care facility where you currently live.
|
| 23(b) Name of placing agency | Text |
Enter the full name of the agency that placed you in the facility.
|
| 23(b) Placing agency address | Text |
Enter the placing agency's complete mailing address, including street, city, state, and ZIP code.
|
| 23(b) Placing agency telephone number | Text |
Provide the placing agency's telephone number, including area code and extension if applicable.
|
| YES — Agency pays for your room and board | Checkbox |
Check this box if the placing agency pays for your room and board.
|
| NO — Agency does not pay for your room and board | Checkbox |
Check this box if the placing agency does not pay for your room and board, and then enter who pays in the space provided.
|
| 23(c) If agency does not pay, name of payer | Text |
If the placing agency does not pay for your room and board, enter the name of the person or organization that pays.
|
| Office Filing Info (Date stamp, Filing date, Receipt/Referrals, Preferred Language) | ||
| Office Date Stamp | Date |
Enter the office date stamp applied by Social Security staff indicating when the form was processed or received.
|
| Filing Date | Date |
Enter the date the applicant (or SSA staff) filed this application.
|
| Receipt | Checkbox |
Check this box when the office has issued a receipt to acknowledge the applicant's filing.
|
| Protective | Checkbox |
Check this box if a protective filing was made to preserve the applicant's filing date.
|
| SNAP-SSA/APP | Checkbox |
Check this box when the application was filed or processed through the SNAP-SSA/APP referral or application process.
|
| SNAP-Referred | Checkbox |
Check this box if the applicant was referred to SSA/SSI by the SNAP program.
|
| Preferred Language — Written | Text |
Enter the applicant's preferred written language for correspondence (for example, English or Spanish).
|
| Preferred Language — Spoken | Text |
Enter the applicant's preferred spoken language for interviews or phone calls (for example, English or Spanish).
|
| Other Names and Social Security Numbers | ||
| Did you ever use any other names or Social Security Numbers? - YES | Checkbox |
Check this box if you have ever used any other names (including a maiden name) or any other Social Security Number; if checked, continue to item (c).
|
| Did you ever use any other names or Social Security Numbers? - NO | Checkbox |
Check this box if you have never used any other names or any other Social Security Number; if checked, continue to item (d).
|
| Other Name(s) | Text |
Enter any other names you have used (for example, maiden, married, or alias names); include first, middle, and last names and list multiple names separated by commas. Fill only if 'Did you ever use any other names or Social Security Numbers? - YES' is 'Yes'.
|
| Other Social Security Number(s) Used | Text |
Enter any other Social Security numbers you have ever used (if more than one, separate them with commas); include all previously assigned SSNs. Fill only if 'Did you ever use any other names or Social Security Numbers? - YES' is 'Yes'.
|
| Paperwork Reduction Act Statement Field | ||
| Paperwork Reduction Act OMB Control Number | Text |
Enter the Office of Management and Budget (OMB) control/approval number shown for the Paperwork Reduction Act statement on this form.
|
| Parents' Names and Other Names | ||
| Parent 1's Name(s) | Text |
Enter Parent 1's full current name(s) as used on official records (first name, middle initial, last name, and any suffix).
|
| Parent 1's Other Name(s) (Including Name at Birth) | Text |
List any other names Parent 1 has used (for example maiden name, name at birth, previous legal names, or aliases), separated by commas.
|
| Parent 2's Name(s) | Text |
Enter Parent 2's full current name(s) as used on official records (first name, middle initial, last name, and any suffix).
|
| Parent 2's Other Name(s) (Including Name at Birth) | Text |
List any other names Parent 2 has used (for example maiden name, name at birth, previous legal names, or aliases), separated by commas.
|
| Part 7 - Remarks (Explanations) | ||
| Part 7 - Remarks (Explanations) | Text |
Enter any explanations or additional remarks related to the form; include the item number before each explanation and provide free‑text details needed to clarify answers on earlier parts of the form. Fill only if 'Do you plan to attend school regularly during the next 4 months?' is 'Yes'.
Depends on:
56c YES — Plan to attend school regularly during the next 4 months
|
| Privacy Act Statement Field | ||
| Privacy Act Statement Acknowledgment | Text |
Enter your initials or short acknowledgement indicating you have read and understand the Privacy Act Statement on this form.
|
| Property Insurance - Average Monthly Amount | ||
| Property Insurance - Average Monthly Amount | Number |
Enter the average monthly amount you pay for property insurance (if required by your mortgage lender), showing the average over the past 12 months or for the months you have resided at your current address. Fill only if 'Present living situation' is 'Household'.
Depends on:
Q19 First - Household (Since Date)
|
| Q10 You & Spouse - Naturalized U.S. citizen (Yes/No) | ||
| Q10 You - YES (Naturalized U.S. citizen) | Checkbox |
Check this box if you are a naturalized United States citizen; if checked, follow the form instruction to go to #15. Fill only if 'Q9 You - NO (not a United States citizen by birth)' is 'Yes'.
Depends on:
Q9 You - NO (not a United States citizen by birth)
|
| Q10 You - NO (Not a naturalized U.S. citizen) | Checkbox |
Check this box if you are not a naturalized United States citizen; if checked, follow the form instruction to go to #11. Fill only if 'Q9 You - NO (not a United States citizen by birth)' is 'Yes'.
Depends on:
Q9 You - NO (not a United States citizen by birth)
|
| Q10 Spouse - YES (Naturalized U.S. citizen) | Checkbox |
Check this box if your spouse is a naturalized United States citizen; if checked, follow the form instruction to go to #15. Fill only if 'Q9 Your Spouse, if filing - NO (not a United States citizen by birth)' is 'Yes'.
Depends on:
Q9 Your Spouse, if filing - NO (not a United States citizen by birth)
|
| Q10 Spouse - NO (Not a naturalized U.S. citizen) | Checkbox |
Check this box if your spouse is not a naturalized United States citizen; if checked, follow the form instruction to go to #11. Fill only if 'Q9 Your Spouse, if filing - NO (not a United States citizen by birth)' is 'Yes'.
Depends on:
Q9 Your Spouse, if filing - NO (not a United States citizen by birth)
|
| Q11(a) You & Spouse - American Indian born outside U.S. (Yes/No) | ||
| Q11(a) You - YES (American Indian born outside the United States) | Checkbox |
Check this box if you are an American Indian who was born outside the United States. Fill only if 'Q10 You - NO (Not a naturalized U.S. citizen)' is 'Yes'.
Depends on:
Q10 You - NO (Not a naturalized U.S. citizen)
|
| Q11(a) You - NO (Not an American Indian born outside the United States) | Checkbox |
Check this box if you are not an American Indian born outside the United States. Fill only if 'Q10 You - NO (Not a naturalized U.S. citizen)' is 'Yes'.
Depends on:
Q10 You - NO (Not a naturalized U.S. citizen)
|
| Q11(a) Your Spouse - YES (American Indian born outside the United States) | Checkbox |
If filing with a spouse, check this box if your spouse is an American Indian who was born outside the United States. Fill only if 'Q10 Spouse - NO (Not a naturalized U.S. citizen)' is 'Yes'.
Depends on:
Q10 Spouse - NO (Not a naturalized U.S. citizen)
|
| Q11(a) Your Spouse - NO (Not an American Indian born outside the United States) | Checkbox |
If filing with a spouse, check this box if your spouse is not an American Indian born outside the United States. Fill only if 'Q10 Spouse - NO (Not a naturalized U.S. citizen)' is 'Yes'.
Depends on:
Q10 Spouse - NO (Not a naturalized U.S. citizen)
|
| Q11(b) American Indian status - Born in Canada (You & Spouse) | ||
| Q11(b) You - American Indian born in Canada | Checkbox |
Check this box if you are an American Indian who was born in Canada (if checked, follow the form instruction to go to #15). Fill only if 'Q11(a) You - YES (American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) You - YES (American Indian born outside the United States)
|
| Q11(b) Your Spouse - American Indian born in Canada | Checkbox |
Check this box if your spouse (if filing) is an American Indian who was born in Canada (if checked, follow the form instruction to go to #15). Fill only if 'Q11(a) Your Spouse - YES (American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) Your Spouse - YES (American Indian born outside the United States)
|
| Q11(b) American Indian status - Member of federally recognized Indian tribe + Tribe name (You & Spouse) | ||
| Q11(b) You - Member of a Federally recognized Indian Tribe; Name of Tribe | Checkbox |
Check this box if you are a member of a federally recognized Indian tribe, then write the tribe name on the line and follow the form instructions (Go to #15). Fill only if 'Q11(a) You - YES (American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) You - YES (American Indian born outside the United States)
|
| You — Name of federally recognized Indian tribe | Text |
Enter the full name of the federally recognized Indian tribe you are a member of (leave blank if not a member). Fill only if 'Q11(b) You - Member of a Federally recognized Indian Tribe; Name of Tribe' is 'Yes'.
Depends on:
Q11(b) You - Member of a Federally recognized Indian Tribe; Name of Tribe
|
| Q11(b) Your Spouse - Member of a Federally recognized Indian Tribe; Name of Tribe | Checkbox |
Check this box if your spouse (if filing) is a member of a federally recognized Indian tribe, then write the tribe name on the line and follow the form instructions (Go to #15). Fill only if 'Q11(a) Your Spouse - YES (American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) Your Spouse - YES (American Indian born outside the United States)
|
| Your Spouse — Name of federally recognized Indian tribe | Text |
Enter the full name of the federally recognized Indian tribe your spouse is a member of (leave blank if not a member or if spouse is not filing). Fill only if 'Q11(b) Your Spouse - Member of a Federally recognized Indian Tribe; Name of Tribe' is 'Yes'.
Depends on:
Q11(b) Your Spouse - Member of a Federally recognized Indian Tribe; Name of Tribe
|
| Q11(b) American Indian status - Other American Indian (You & Spouse) | ||
| Q11(b) Other American Indian (You) | Checkbox |
Check this box if you (the applicant) are an 'Other American Indian' not covered by the other options; provide an explanation in Remarks, then continue to (c). Fill only if 'Q11(a) You - YES (American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) You - YES (American Indian born outside the United States)
|
| Q11(b) Other American Indian (Your Spouse) | Checkbox |
Check this box if your spouse (if filing) is an 'Other American Indian' not covered by the other options; provide an explanation in Remarks, then continue to (c). Fill only if 'Q11(a) Your Spouse - YES (American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) Your Spouse - YES (American Indian born outside the United States)
|
| Q11(c) Current immigration status - Amerasian Immigrant (You & Spouse) | ||
| Q11(c) You - Amerasian Immigrant | Checkbox |
Check this box if your current immigration status is Amerasian Immigrant (if so, follow the form instructions to go to #12). Fill only if 'Q11(a) You - NO (Not an American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) You - NO (Not an American Indian born outside the United States)
|
| Q11(c) Your Spouse, if filing - Amerasian Immigrant | Checkbox |
Check this box if your spouse's current immigration status is Amerasian Immigrant (if so, follow the form instructions to go to #12). Fill only if 'Q11(a) Your Spouse - NO (Not an American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) Your Spouse - NO (Not an American Indian born outside the United States)
|
| Q11(c) Current immigration status - Asylee + Date status granted (You & Spouse) | ||
| Q11(c) Asylee (You) | Checkbox |
Check this box if your current immigration status is Asylee; also provide the date your asylee status was granted on the line labeled 'Date status granted.' Fill only if 'Q11(a) You - NO (Not an American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) You - NO (Not an American Indian born outside the United States)
|
| Q11(c) Asylee - Date status granted (You) | Date |
Enter the date when your asylum (asylee) status was granted. Fill only if 'Q11(c) Asylee (You)' is 'Yes'.
Depends on:
Q11(c) Asylee (You)
|
| Q11(c) Asylee (Your Spouse, if filing) | Checkbox |
Check this box if your spouse’s current immigration status is Asylee; also provide the date your spouse’s asylee status was granted on the line labeled 'Date status granted.' Fill only if 'Q11(a) Your Spouse - NO (Not an American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) Your Spouse - NO (Not an American Indian born outside the United States)
|
| Q11(c) Asylee - Date status granted (Your Spouse) | Date |
Enter the date when your spouse's asylum (asylee) status was granted. Fill only if 'Q11(c) Asylee (Your Spouse, if filing)' is 'Yes'.
Depends on:
Q11(c) Asylee (Your Spouse, if filing)
|
| Q11(c) Current immigration status - Conditional Entrant + Date status granted (You & Spouse) | ||
| Q11(c) Conditional Entrant (You) | Checkbox |
Check this box if your current immigration status is Conditional Entrant; enter the date the status was granted and then follow the form instruction to go to #14. Fill only if 'Q11(a) You - NO (Not an American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) You - NO (Not an American Indian born outside the United States)
|
| Q11(c) Conditional Entrant — You: Date status granted | Date |
Enter the date the conditional entrant status was granted to you. Fill only if 'Q11(c) Conditional Entrant (You)' is 'Yes'.
Depends on:
Q11(c) Conditional Entrant (You)
|
| Q11(c) Conditional Entrant (Your Spouse, if filing) | Checkbox |
Check this box if your spouse's current immigration status is Conditional Entrant; enter the date the status was granted and then follow the form instruction to go to #14. Fill only if 'Q11(a) Your Spouse - NO (Not an American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) Your Spouse - NO (Not an American Indian born outside the United States)
|
| Q11(c) Conditional Entrant — Your Spouse: Date status granted | Date |
Enter the date the conditional entrant status was granted to your spouse. Fill only if 'Q11(c) Conditional Entrant (Your Spouse, if filing)' is 'Yes'.
Depends on:
Q11(c) Conditional Entrant (Your Spouse, if filing)
|
| Q11(c) Current immigration status - Cuban/Haitian Entrant (You & Spouse) | ||
| Q11(c) Cuban/Haitian Entrant (You) | Checkbox |
Check this box if your current immigration status is Cuban/Haitian Entrant. Fill only if 'Q11(a) You - NO (Not an American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) You - NO (Not an American Indian born outside the United States)
|
| Q11(c) Cuban/Haitian Entrant (Your Spouse) | Checkbox |
Check this box if your spouse’s current immigration status is Cuban/Haitian Entrant. Fill only if 'Q11(a) Your Spouse - NO (Not an American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) Your Spouse - NO (Not an American Indian born outside the United States)
|
| Q11(c) Current immigration status - Deportation/Removal Withheld + Date (You & Spouse) | ||
| Q11(c) Deportation/Removal Withheld (You) | Checkbox |
Check this box if your current immigration status is Deportation/Removal Withheld; also enter the date shown on the Date line next to this box and then follow the form's instruction to Go to #14. Fill only if 'Q11(a) You - NO (Not an American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) You - NO (Not an American Indian born outside the United States)
|
| Q11(c) Deportation/Removal Withheld Date (You) | Date |
Enter the date when deportation or removal was withheld for you (the applicant). Fill only if 'Q11(c) Deportation/Removal Withheld (You)' is 'Yes'.
Depends on:
Q11(c) Deportation/Removal Withheld (You)
|
| Q11(c) Deportation/Removal Withheld (Your Spouse, if filing) | Checkbox |
Check this box if your spouse's current immigration status is Deportation/Removal Withheld; also enter the date shown on the Date line next to this box and then follow the form's instruction to Go to #14. Fill only if 'Q11(a) Your Spouse - NO (Not an American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) Your Spouse - NO (Not an American Indian born outside the United States)
|
| Q11(c) Deportation/Removal Withheld Date (Your Spouse) | Date |
Enter the date when deportation or removal was withheld for your spouse, if they are filing. Fill only if 'Q11(c) Deportation/Removal Withheld (Your Spouse, if filing)' is 'Yes'.
Depends on:
Q11(c) Deportation/Removal Withheld (Your Spouse, if filing)
|
| Q11(c) Current immigration status - Lawful Permanent Resident (You & Spouse) | ||
| Q11(c) Lawful Permanent Resident - You | Checkbox |
Check this box if you are a Lawful Permanent Resident (green card holder) at the time you complete the form. Fill only if 'Q11(a) You - NO (Not an American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) You - NO (Not an American Indian born outside the United States)
|
| Q11(c) Lawful Permanent Resident - Your Spouse, if filing | Checkbox |
Check this box if your spouse (the person filing with you) is a Lawful Permanent Resident (green card holder) at the time you complete the form. Fill only if 'Q11(a) Your Spouse - NO (Not an American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) Your Spouse - NO (Not an American Indian born outside the United States)
|
| Q11(c) Current immigration status - Parolee for One Year (You & Spouse) | ||
| You — Parolee for One Year | Checkbox |
Check this box if you are currently paroled into the United States for a one-year period (Parolee for One Year). Fill only if 'Q11(a) You - NO (Not an American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) You - NO (Not an American Indian born outside the United States)
|
| Your Spouse — Parolee for One Year | Checkbox |
Check this box if your spouse (the person filing with you) is currently paroled into the United States for a one-year period (Parolee for One Year). Fill only if 'Q11(a) Your Spouse - NO (Not an American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) Your Spouse - NO (Not an American Indian born outside the United States)
|
| Q11(c) Current immigration status - Refugee + Date of entry (You & Spouse) | ||
| Refugee (You) — Date of entry | Checkbox |
Check this box if your current immigration status is Refugee, then write your date of entry in the space provided and follow the form instructions (Go to #14). Fill only if 'Q11(a) You - NO (Not an American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) You - NO (Not an American Indian born outside the United States)
|
| Q11(c) You — Refugee Date of Entry | Date |
Enter the date you entered the United States as a refugee. Fill only if 'Refugee (You) — Date of entry' is 'Yes'.
Depends on:
Refugee (You) — Date of entry
|
| Refugee (Your Spouse, if filing) — Date of entry | Checkbox |
Check this box if your spouse’s current immigration status is Refugee, then have them write their date of entry in the space provided and follow the form instructions (Go to #14). Fill only if 'Q11(a) Your Spouse - NO (Not an American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) Your Spouse - NO (Not an American Indian born outside the United States)
|
| Q11(c) Your Spouse — Refugee Date of Entry | Date |
Enter the date your spouse entered the United States as a refugee. Fill only if 'Refugee (Your Spouse, if filing) — Date of entry' is 'Yes'.
Depends on:
Refugee (Your Spouse, if filing) — Date of entry
|
| Q11(c) Current immigration status - Unknown/Other (You & Spouse) | ||
| Q11(c) Unknown/Other (You) | Checkbox |
Check this box if your current immigration status is unknown or does not fit any listed categories; then explain the status in Remarks and proceed to (d). Fill only if 'Q11(a) You - NO (Not an American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) You - NO (Not an American Indian born outside the United States)
|
| Q11(c) Unknown/Other (Your Spouse, if filing) | Checkbox |
Check this box if your spouse's current immigration status is unknown or does not fit any listed categories; then have them explain the status in Remarks and proceed to (d). Fill only if 'Q11(a) Your Spouse - NO (Not an American Indian born outside the United States)' is 'Yes'.
Depends on:
Q11(a) Your Spouse - NO (Not an American Indian born outside the United States)
|
| Q12(a) Lawfully admitted for permanent residence - Date of Admission (You & Spouse) | ||
| Q12(a) You - Date of Admission | Date |
Enter the date you were lawfully admitted for permanent residence. Fill only if 'Q11(c) You - Amerasian Immigrant', 'Q11(c) Lawful Permanent Resident - You' is 'Yes' (any).
Depends on:
Q11(c) You - Amerasian Immigrant, Q11(c) Lawful Permanent Resident - You
|
| Q12(a) Your Spouse - Date of Admission | Date |
Enter the date your spouse was lawfully admitted for permanent residence. Fill only if 'Q11(c) Your Spouse, if filing - Amerasian Immigrant', 'Q11(c) Lawful Permanent Resident - Your Spouse, if filing' is 'Yes' (any).
Depends on:
Q11(c) Your Spouse, if filing - Amerasian Immigrant, Q11(c) Lawful Permanent Resident - Your Spouse, if filing
|
| Q12(b) Sponsored entry into U.S. (Yes/No) (You & Spouse) | ||
| Q12(b) You — YES | Checkbox |
Check this box if your entry into the United States was sponsored by any person or promoted by an institution or group. Fill only if 'Q11(c) You - Amerasian Immigrant', 'Q11(c) Lawful Permanent Resident - You' is 'Yes' (any).
Depends on:
Q11(c) You - Amerasian Immigrant, Q11(c) Lawful Permanent Resident - You
|
| Q12(b) You — NO | Checkbox |
Check this box if your entry into the United States was not sponsored or promoted by any person, institution, or group. Fill only if 'Q11(c) You - Amerasian Immigrant', 'Q11(c) Lawful Permanent Resident - You' is 'Yes' (any).
Depends on:
Q11(c) You - Amerasian Immigrant, Q11(c) Lawful Permanent Resident - You
|
| Q12(b) Your Spouse, if filing — YES | Checkbox |
Check this box if your spouse's entry into the United States was sponsored by any person or promoted by an institution or group. Fill only if 'Q11(c) Your Spouse, if filing - Amerasian Immigrant', 'Q11(c) Lawful Permanent Resident - Your Spouse, if filing' is 'Yes' (any).
Depends on:
Q11(c) Your Spouse, if filing - Amerasian Immigrant, Q11(c) Lawful Permanent Resident - Your Spouse, if filing
|
| Q12(b) Your Spouse, if filing — NO | Checkbox |
Check this box if your spouse's entry into the United States was not sponsored or promoted by any person, institution, or group. Fill only if 'Q11(c) Your Spouse, if filing - Amerasian Immigrant', 'Q11(c) Lawful Permanent Resident - Your Spouse, if filing' is 'Yes' (any).
Depends on:
Q11(c) Your Spouse, if filing - Amerasian Immigrant, Q11(c) Lawful Permanent Resident - Your Spouse, if filing
|
| Q12(c) Sponsor/Institution/Group details (Name, Address, Telephone) | ||
| Q12(c) Sponsor/Institution/Group Name | Text |
Enter the full name of the person, institution, or group that sponsored or promoted your entry into the United States. Fill only if 'Q12(b) You — YES', 'Q12(b) Your Spouse, if filing — YES' is 'Yes' (any).
Depends on:
Q12(b) You — YES, Q12(b) Your Spouse, if filing — YES
|
| Q12(c) Sponsor/Institution/Group Address | Text |
Enter the sponsor's complete mailing address, including street, city, state/province, ZIP/postal code, and country. Fill only if 'Q12(b) You — YES', 'Q12(b) Your Spouse, if filing — YES' is 'Yes' (any).
Depends on:
Q12(b) You — YES, Q12(b) Your Spouse, if filing — YES
|
| Q12(c) Sponsor/Institution/Group Telephone Number | Text |
Enter the sponsor's telephone number, including country and area code as needed so we can contact them. Fill only if 'Q12(b) You — YES', 'Q12(b) Your Spouse, if filing — YES' is 'Yes' (any).
Depends on:
Q12(b) You — YES, Q12(b) Your Spouse, if filing — YES
|
| Q12(d) Immigration Status Before Lawful Permanent Resident (You and Spouse) | ||
| You — Status before adjustment to LPR | Text |
Enter your immigration status, if any, that you held immediately before adjustment to lawful permanent resident.
|
| You — From (status start) | Date |
Enter the date this immigration status began before you adjusted to lawful permanent resident.
|
| You — To (status end) | Date |
Enter the date this immigration status ended before you adjusted to lawful permanent resident or the last date you held that status.
|
| Spouse — Status before adjustment to LPR | Text |
Enter your spouse's immigration status, if any, that they held immediately before adjustment to lawful permanent resident.
|
| Spouse — From (status start) | Date |
Enter the date your spouse's immigration status began before they adjusted to lawful permanent resident.
|
| Spouse — To (status end) | Date |
Enter the date your spouse's immigration status ended before they adjusted to lawful permanent resident or the last date they held that status.
|
| Q12(e) Parents Worked in U.S. Before Age 18 (You and Spouse) | ||
| Q12(e) You - Parents worked in U.S. before age 18: YES | Checkbox |
Check this box if, when filing as an adult, at least one of your parents worked in the United States before you reached age 18.
|
| Q12(e) You - Parents worked in U.S. before age 18: NO | Checkbox |
Check this box if, when filing as an adult, none of your parents worked in the United States before you reached age 18.
|
| Q12(e) Your Spouse, if filing - Parents worked in U.S. before age 18: YES | Checkbox |
Check this box if, when your spouse is filing as an adult, at least one of your spouse's parents worked in the United States before your spouse reached age 18.
|
| Q12(e) Your Spouse, if filing - Parents worked in U.S. before age 18: NO | Checkbox |
Check this box if, when your spouse is filing as an adult, none of your spouse's parents worked in the United States before your spouse reached age 18.
|
| Q12(f) First Parent Who Worked - Name and SSN | ||
| First Parent Name | Text |
Enter the full legal name (first, middle, and last as applicable) of the first parent who worked in the United States. Fill only if 'Q12(e) You - Parents worked in U.S. before age 18: YES' is 'Yes'.
Depends on:
Q12(e) You - Parents worked in U.S. before age 18: YES
|
| First Parent Social Security Number | Text |
Enter the Social Security Number of the first parent who worked in the United States. Fill only if 'Q12(e) You - Parents worked in U.S. before age 18: YES' is 'Yes'.
Depends on:
Q12(e) You - Parents worked in U.S. before age 18: YES
|
| Q12(f) Second Parent Who Worked - Name and SSN | ||
| Second Parent — Name | Text |
Enter the full name (first, middle, last) of the second parent who worked in the United States. Fill only if 'Q12(e) You - Parents worked in U.S. before age 18: YES' is 'Yes'.
Depends on:
Q12(e) You - Parents worked in U.S. before age 18: YES
|
| Second Parent — Social Security Number | Text |
Enter the second parent's Social Security Number (digits only) as shown on their Social Security card. Fill only if 'Q12(e) You - Parents worked in U.S. before age 18: YES' is 'Yes'.
Depends on:
Q12(e) You - Parents worked in U.S. before age 18: YES
|
| Q13(a) Subjected to Battery or Extreme Cruelty (You and Spouse) | ||
| Q13(a) — You: YES (Subjected to battery or extreme cruelty) | Checkbox |
Check this box if you (the applicant) or your child or your parent have been subjected to battery or extreme cruelty while in the United States.
|
| Q13(a) — You: NO (Not subjected to battery or extreme cruelty) | Checkbox |
Check this box if you (the applicant) and your child and your parent have not been subjected to battery or extreme cruelty while in the United States.
|
| Q13(a) — Your Spouse: YES (Subjected to battery or extreme cruelty) | Checkbox |
Check this box if your spouse (the filer in the 'Your Spouse' column) or their child or parent have been subjected to battery or extreme cruelty while in the United States.
|
| Q13(a) — Your Spouse: NO (Not subjected to battery or extreme cruelty) | Checkbox |
Check this box if your spouse (the filer in the 'Your Spouse' column) and their child and their parent have not been subjected to battery or extreme cruelty while in the United States.
|
| Q13(b) Filed DHS Petition for Status Change Due to Battery/Extreme Cruelty (You and Spouse) | ||
| Q13(b) You - YES | Checkbox |
Check this box if you (or your child or your parent) have filed a Department of Homeland Security petition to change immigration status because of being subjected to battery or extreme cruelty.
|
| Q13(b) You - NO | Checkbox |
Check this box if neither you nor your child or your parent have filed a Department of Homeland Security petition to change immigration status for reasons of battery or extreme cruelty.
|
| Q13(b) Your Spouse, if filing - YES | Checkbox |
Check this box if your spouse (if filing), or their child or parent, have filed a Department of Homeland Security petition to change immigration status because of being subjected to battery or extreme cruelty.
|
| Q13(b) Your Spouse, if filing - NO | Checkbox |
Check this box if neither your spouse (if filing) nor their child or parent have filed a Department of Homeland Security petition to change immigration status for reasons of battery or extreme cruelty.
|
| Q14 Active Duty Member or Veteran (You and Spouse) | ||
| You — YES (Explain in #59(b), then Go to #15) | Checkbox |
Check this box if you are an active duty member or a veteran of the U.S. armed forces; if checked, explain in item #59(b) then continue to question #15.
|
| You — NO (Go to #15) | Checkbox |
Check this box if you are not an active duty member or a veteran of the U.S. armed forces, then proceed to question #15.
|
| Your Spouse, if filing — YES (Explain in #59(b), then Go to #15) | Checkbox |
Check this box if your spouse (if filing) is an active duty member or a veteran of the U.S. armed forces; if checked, explain in item #59(b) then continue to question #15.
|
| Your Spouse, if filing — NO (Go to #15) | Checkbox |
Check this box if your spouse (if filing) is not an active duty member or a veteran of the U.S. armed forces, then proceed to question #15.
|
| Q15(a) Date First Made Home in the United States (You and Spouse) | ||
| Q15(a) You — Date first made home in the United States | Date |
Enter the date when you first made your home in the United States.
|
| Q15(a) Your Spouse, if filing — Date first made home in the United States | Date |
Enter the date when your spouse (if filing) first made their home in the United States.
|
| Q15(b) Lived Outside the United States Since Then (You and Spouse) | ||
| 15(b) You — YES (Lived outside the United States since then) | Checkbox |
Check this box if you have lived outside the United States at any time since you first made your home in the United States.
|
| 15(b) You — NO (Have not lived outside the United States since then) | Checkbox |
Check this box if you have not lived outside the United States since you first made your home in the United States.
|
| 15(b) Your Spouse, if filing — YES (Lived outside the United States since then) | Checkbox |
Check this box if your spouse (if filing) has lived outside the United States at any time since they first made their home in the United States.
|
| 15(b) Your Spouse, if filing — NO (Have not lived outside the United States since then) | Checkbox |
Check this box if your spouse (if filing) has not lived outside the United States since they first made their home in the United States.
|
| Q15(c) Dates of Residence Outside the United States (You and Spouse) | ||
| Q15(c) You - From (Outside U.S.) | Date |
Enter the date you began residing outside the United States for this reported period. Fill only if '15(b) You — YES (Lived outside the United States since then)' is 'Yes'.
Depends on:
15(b) You — YES (Lived outside the United States since then)
|
| Q15(c) You - To (Outside U.S.) | Date |
Enter the date you stopped residing outside the United States for this reported period. Fill only if '15(b) You — YES (Lived outside the United States since then)' is 'Yes'.
Depends on:
15(b) You — YES (Lived outside the United States since then)
|
| Q15(c) Your Spouse - From (Outside U.S.) | Date |
Enter the date your spouse began residing outside the United States for this reported period. Fill only if '15(b) Your Spouse, if filing — YES (Lived outside the United States since then)' is 'Yes'.
Depends on:
15(b) Your Spouse, if filing — YES (Lived outside the United States since then)
|
| Q15(c) Your Spouse - To (Outside U.S.) | Date |
Enter the date your spouse stopped residing outside the United States for this reported period. Fill only if '15(b) Your Spouse, if filing — YES (Lived outside the United States since then)' is 'Yes'.
Depends on:
15(b) Your Spouse, if filing — YES (Lived outside the United States since then)
|
| Q16(a) Outside U.S. 30 Consecutive Days Prior to Filing Date (You and Spouse) | ||
| Q16(a) You — YES | Checkbox |
Check this box if you were outside the United States (the 50 states, District of Columbia, and Northern Mariana Islands) for 30 consecutive days immediately before the filing date.
|
| Q16(a) You — NO | Checkbox |
Check this box if you were not outside the United States for 30 consecutive days immediately before the filing date.
|
| Q16(a) Your Spouse, if filing — YES | Checkbox |
Check this box if your spouse (if filing) was outside the United States (the 50 states, District of Columbia, and Northern Mariana Islands) for 30 consecutive days immediately before the filing date.
|
| Q16(a) Your Spouse, if filing — NO | Checkbox |
Check this box if your spouse (if filing) was not outside the United States for 30 consecutive days immediately before the filing date.
|
| Q16(b) Date Left and Returned to the United States (You and Spouse) | ||
| You — Date Left the United States | Date |
Enter the date you left the United States for the trip being reported. Fill only if 'Q16(a) You — YES' is 'Yes'.
Depends on:
Q16(a) You — YES
|
| You — Date Returned to the United States | Date |
Enter the date you returned to the United States from the trip being reported. Fill only if 'Q16(a) You — YES' is 'Yes'.
Depends on:
Q16(a) You — YES
|
| Your Spouse — Date Left the United States | Date |
Enter the date your spouse left the United States for the trip being reported. Fill only if 'Q16(a) Your Spouse, if filing — YES' is 'Yes'.
Depends on:
Q16(a) Your Spouse, if filing — YES
|
| Your Spouse — Date Returned to the United States | Date |
Enter the date your spouse returned to the United States from the trip being reported. Fill only if 'Q16(a) Your Spouse, if filing — YES' is 'Yes'.
Depends on:
Q16(a) Your Spouse, if filing — YES
|
| Q17 Sponsor of Eligible Alien (Yes/No) and Alien Details | ||
| Q17(a) Sponsor of Eligible Alien — YES | Checkbox |
Check this box if your spouse or parent is the sponsor of an alien who is eligible for supplemental security income (then complete (b)). Fill only if 'TYPE OF CLAIM' is 'Child' or 'Child with Parents' or 'Individual with Ineligible Spouse'.
Depends on:
Child, Child with Parents, Individual with Ineligible Spouse
|
| Q17(a) Sponsor of Eligible Alien — NO | Checkbox |
Check this box if your spouse or parent is not the sponsor of an alien who is eligible for supplemental security income (then skip to question 18). Fill only if 'TYPE OF CLAIM' is 'Child' or 'Child with Parents' or 'Individual with Ineligible Spouse'.
Depends on:
Child, Child with Parents, Individual with Ineligible Spouse
|
| Q17(b) Eligible Alien's Name | Text |
Enter the eligible alien's full legal name (first, middle, and last) as it should appear on official records. Fill only if 'Q17(a) Sponsor of Eligible Alien — YES' is 'Yes'.
Depends on:
Q17(a) Sponsor of Eligible Alien — YES
|
| Q17(b) Eligible Alien's Social Security Number | Text |
Enter the eligible alien's Social Security Number using digits (for example, 123-45-6789). Fill only if 'Q17(a) Sponsor of Eligible Alien — YES' is 'Yes'.
Depends on:
Q17(a) Sponsor of Eligible Alien — YES
|
| Q18(a) Unsatisfied Felony Warrants (You/Spouse Yes/No) | ||
| Q18(a) You — YES (Unsatisfied felony warrant) | Checkbox |
Check this box if you have any unsatisfied felony warrants for your arrest (if checked, go to (b)).
|
| Q18(a) You — NO (No unsatisfied felony warrant) | Checkbox |
Check this box if you do not have any unsatisfied felony warrants for your arrest (if checked, go to #19).
|
| Q18(a) Your Spouse, if filing — YES (Unsatisfied felony warrant) | Checkbox |
Check this box if your spouse (if filing) has any unsatisfied felony warrants for their arrest (if checked, go to (b)). Fill only if 'TYPE OF CLAIM' is 'Couple'.
Depends on:
Couple
|
| Q18(a) Your Spouse, if filing — NO (No unsatisfied felony warrant) | Checkbox |
Check this box if your spouse (if filing) does not have any unsatisfied felony warrants for their arrest (if checked, go to #19). Fill only if 'TYPE OF CLAIM' is 'Couple'.
Depends on:
Couple
|
| Q18(b) Warrant Issued - State/Country (You/Spouse) | ||
| Q18(b) Your State/Country - Warrant Issued | Text |
Enter the name of the state or country where the unsatisfied felony warrant for you was issued. Fill only if 'Q18(a) You — YES (Unsatisfied felony warrant)' is 'Yes'.
Depends on:
Q18(a) You — YES (Unsatisfied felony warrant)
|
| Q18(b) Your Spouse's State/Country - Warrant Issued | Text |
Enter the name of the state or country where the unsatisfied felony warrant for your spouse (if filing) was issued. Fill only if 'Q18(a) Your Spouse, if filing — YES (Unsatisfied felony warrant)' is 'Yes'.
Depends on:
Q18(a) Your Spouse, if filing — YES (Unsatisfied felony warrant)
|
| Q18(c) Warrant Satisfied? (You/Spouse Yes/No) | ||
| You — YES (Was the warrant satisfied?) | Checkbox |
Check this box if the warrant for your arrest was satisfied (resolved or cleared). Fill only if 'Q18(a) You — YES (Unsatisfied felony warrant)' is 'Yes'.
Depends on:
Q18(a) You — YES (Unsatisfied felony warrant)
|
| You — NO (Was the warrant satisfied?) | Checkbox |
Check this box if the warrant for your arrest was NOT satisfied (still outstanding). Fill only if 'Q18(a) You — YES (Unsatisfied felony warrant)' is 'Yes'.
Depends on:
Q18(a) You — YES (Unsatisfied felony warrant)
|
| Your Spouse, if filing — YES (Was the warrant satisfied?) | Checkbox |
Check this box if the warrant for your spouse's arrest was satisfied (resolved or cleared). Fill only if 'Q18(a) Your Spouse, if filing — YES (Unsatisfied felony warrant)' is 'Yes'.
Depends on:
Q18(a) Your Spouse, if filing — YES (Unsatisfied felony warrant)
|
| Your Spouse, if filing — NO (Was the warrant satisfied?) | Checkbox |
Check this box if the warrant for your spouse's arrest was NOT satisfied (still outstanding). Fill only if 'Q18(a) Your Spouse, if filing — YES (Unsatisfied felony warrant)' is 'Yes'.
Depends on:
Q18(a) Your Spouse, if filing — YES (Unsatisfied felony warrant)
|
| Q18(d) Date Warrant Satisfied (You/Spouse) | ||
| Q18(d) Date Warrant Satisfied — You | Date |
Enter the date the felony warrant for your arrest was satisfied. Fill only if 'You — YES (Was the warrant satisfied?)' is 'Yes'.
Depends on:
You — YES (Was the warrant satisfied?)
|
| Q18(d) Date Warrant Satisfied — Your Spouse, if filing | Date |
Enter the date the felony warrant for your spouse was satisfied (if your spouse is filing). Fill only if 'Your Spouse, if filing — YES (Was the warrant satisfied?)' is 'Yes'.
Depends on:
Your Spouse, if filing — YES (Was the warrant satisfied?)
|
| Q19 First Living Situation Row - Household (Since Date) | ||
| Q19 First - Household (Since Date) | Checkbox |
Check this box if your present living situation is 'Household' and enter the date (MM/DD/YYYY) since you have been in that living situation.
|
| Q19 First — Household Since Date | Date |
Enter the date you began living in the household listed as your present living situation. Fill only if 'Q19 First - Household (Since Date)' is selected.
Depends on:
Q19 First - Household (Since Date)
|
| Q19 Fourth Living Situation Row - Transient or Homeless (Since Date) | ||
| Q19 Fourth - Transient or homeless | Checkbox |
Check this box if your present living situation at the signature date is transient or homeless, and then enter the date since when this has been your living situation (MM/DD/YYYY).
|
| Q19 Fourth - Transient or Homeless Since | Date |
Enter the date you began living as transient or homeless. Fill only if 'Q19 Fourth - Transient or homeless' is selected.
Depends on:
Q19 Fourth - Transient or homeless
|
| Q19 Second Living Situation Row - Non-Institutional Care (Since Date) | ||
| Q19 Second - Non-Institutional Care (Since Date) | Checkbox |
Check this box if your current living situation is non‑institutional care; also provide the date you began living there in the 'Since (MM/DD/YYYY)' field.
|
| Q19 Second — Non‑Institutional Care Since Date | Date |
Enter the date you began living in the non‑institutional care situation listed in this row. Fill only if 'Q19 Second - Non-Institutional Care (Since Date)' is selected.
Depends on:
Q19 Second - Non-Institutional Care (Since Date)
|
| Q19 Third Living Situation Row - Institution (Since Date) | ||
| Third - Institution (Since Date) | Checkbox |
Check this box if your present living situation is 'Institution' as of the signature date; enter the date you began living there in the 'Since (MM/DD/YYYY)' field.
|
| Q19 (3rd) Institution — Since Date | Date |
Enter the date you began living in an institution for the third listed living situation. Fill only if 'Third - Institution (Since Date)' is selected.
Depends on:
Third - Institution (Since Date)
|
| Q20 Institution Type (Including Other Specify) | ||
| Q20 - School | Checkbox |
Check this box if the institution where you currently reside is a school. Fill only if 'Third - Institution (Since Date)' is selected.
Depends on:
Third - Institution (Since Date)
|
| Q20 - Hospital | Checkbox |
Check this box if the institution where you currently reside is a hospital. Fill only if 'Third - Institution (Since Date)' is selected.
Depends on:
Third - Institution (Since Date)
|
| Q20 - Rest or Retirement Home | Checkbox |
Check this box if the institution where you currently reside is a rest or retirement home. Fill only if 'Third - Institution (Since Date)' is selected.
Depends on:
Third - Institution (Since Date)
|
| Q20 - Nursing Home | Checkbox |
Check this box if the institution where you currently reside is a nursing home. Fill only if 'Third - Institution (Since Date)' is selected.
Depends on:
Third - Institution (Since Date)
|
| Q20 - Rehabilitation Center | Checkbox |
Check this box if the institution where you currently reside is a rehabilitation center. Fill only if 'Third - Institution (Since Date)' is selected.
Depends on:
Third - Institution (Since Date)
|
| Q20 - Jail | Checkbox |
Check this box if the institution where you currently reside is a jail. Fill only if 'Third - Institution (Since Date)' is selected.
Depends on:
Third - Institution (Since Date)
|
| Q20 - Other (Specify) | Checkbox |
Check this box if the institution where you currently reside is not listed above and you will specify the type. Fill only if 'Third - Institution (Since Date)' is selected.
Depends on:
Third - Institution (Since Date)
|
| Q20 Institution Type - Other (Specify) | Text |
If your institution type is not listed, enter the name or brief description of the institution type here (e.g., assisted living, group home). Fill only if 'Third - Institution (Since Date)', 'Q20 - Other (Specify)' are selected (all).
Depends on:
Third - Institution (Since Date), Q20 - Other (Specify)
|
| Q21 Institution Details (Name, Admission Date, Expected Release Date) | ||
| Q21(a) Name of institution | Text |
Enter the full legal name of the institution where you currently reside or are admitted. Fill only if 'Third - Institution (Since Date)' is selected.
Depends on:
Third - Institution (Since Date)
|
| Q21(b) Date of admission | Date |
Provide the date you were admitted to the institution. Fill only if 'Third - Institution (Since Date)' is selected.
Depends on:
Third - Institution (Since Date)
|
| Q21(c) Expected release date | Date |
Provide the date you expect to be released or discharged from the institution. Fill only if 'Third - Institution (Since Date)' is selected.
Depends on:
Third - Institution (Since Date)
|
| Q22 Non-Institutional Care Residence Type (Including Other Specify) | ||
| Q22 Foster Home | Checkbox |
Check this box if your current non-institutional residence is a foster home (then follow the form instructions to go to #23). Fill only if 'Q19 Second - Non-Institutional Care (Since Date)' is selected.
Depends on:
Q19 Second - Non-Institutional Care (Since Date)
|
| Q22 Group Home | Checkbox |
Check this box if your current non-institutional residence is a group home (then follow the form instructions to go to #23). Fill only if 'Q19 Second - Non-Institutional Care (Since Date)' is selected.
Depends on:
Q19 Second - Non-Institutional Care (Since Date)
|
| Q22 Other (Specify) | Checkbox |
Check this box if your current non-institutional residence is a type not listed (Other) and provide the specific residence type (then follow the form instructions to go to #23). Fill only if 'Q19 Second - Non-Institutional Care (Since Date)' is selected.
Depends on:
Q19 Second - Non-Institutional Care (Since Date)
|
| Q22 Other Non-Institutional Residence (Specify) | Text |
Enter the name or description of the 'Other' non-institutional residence where you currently live (for example, boarding house, assisted living, or specific facility name). Fill only if 'Q19 Second - Non-Institutional Care (Since Date)', 'Q22 Other (Specify)' are selected (all).
Depends on:
Q19 Second - Non-Institutional Care (Since Date), Q22 Other (Specify)
|
| Q26(b) Child Under 18/Student Receives Income (Yes/No) | ||
| Q26(b) YES - Child/studente receives income | Checkbox |
Check this box if anyone listed in Q26(a) who is under age 18, or who is between ages 18–22 and a student, receives any income. Fill only if 'Q26(a) (everyone who lives with you) includes anyone under age 22 and not married' is 'Yes'.
Depends on:
1st Household Member - If Under 22, Married: NO, Second row - If Under 22 - Married: NO, Third Row (Q26a) - If Under 22: Married - NO, 4th Row - If Under 22, Married: NO, Q26a - Fifth household member - If Under 22: Married NO, Sixth Household Member — If Under 22 Married: NO
|
| Q26(b) NO - Child/student does not receive income | Checkbox |
Check this box if none of the persons listed in Q26(a) who are under age 18 or who are ages 18–22 and students receive any income. Fill only if 'Q26(a) (everyone who lives with you) includes anyone under age 22 and not married' is 'Yes'.
Depends on:
1st Household Member - If Under 22, Married: NO, Second row - If Under 22 - Married: NO, Third Row (Q26a) - If Under 22: Married - NO, 4th Row - If Under 22, Married: NO, Q26a - Fifth household member - If Under 22: Married NO, Sixth Household Member — If Under 22 Married: NO
|
| Q27(a) Own or Rent Residence (Yes/No) | ||
| Q27(a) YES - Own or rent the place where you live | Checkbox |
Check this box if you or anyone who lives with you owns or rents the place where you live (then follow the form instructions to go to #28).
|
| Q27(a) NO - Do not own or rent the place where you live | Checkbox |
Check this box if neither you nor anyone who lives with you owns or rents the place where you live (then follow the form instructions to go to 27(b)).
|
| Q27(b) Person Who Owns/Rents Residence (Name/Address/Telephone) | ||
| Q27(b) Owner/Renter Name | Text |
Enter the full name of the person who owns or rents the place where you live. Fill only if 'Q27(a) NO - Do not own or rent the place where you live' is 'Yes'.
Depends on:
Q27(a) NO - Do not own or rent the place where you live
|
| Q27(b) Owner/Renter Address | Text |
Enter the complete street address (including apartment or unit number if applicable), city, state, and ZIP code for the person who owns or rents the place where you live. Fill only if 'Q27(a) NO - Do not own or rent the place where you live' is 'Yes'.
Depends on:
Q27(a) NO - Do not own or rent the place where you live
|
| Q27(b) Owner/Renter Telephone Number | Text |
Enter a telephone number where the person who owns or rents the place where you live can be reached. Fill only if 'Q27(a) NO - Do not own or rent the place where you live' is 'Yes'.
Depends on:
Q27(a) NO - Do not own or rent the place where you live
|
| Q28(a)-(b) Home Ownership (You/Spouse or Parents) (Yes/No) | ||
| Q28(a) YES | Checkbox |
Check this box if you (or your spouse) are buying or you own the place where you live (then go to (c)).
|
| Q28(a) NO | Checkbox |
Check this box if you (or your spouse) do not buy or own the place where you live (if you are a child living with your parent(s) go to (b); otherwise go to #29).
|
| Q28(b) YES | Checkbox |
Check this box if your parent(s) are buying or they own the place where you live (then go to (c)).
|
| Q28(b) NO | Checkbox |
Check this box if your parent(s) do not buy or own the place where you live (then go to #29).
|
| Q28(c) Mortgage Payment (Amount and Frequency) | ||
| Q28(c) Mortgage Amount | Number |
Enter the dollar amount of the mortgage payment you make for the place where you live. Fill only if 'Q28(a) YES', 'Q28(b) YES' is 'Yes' for any fields selection.
Depends on:
Q28(a) YES, Q28(b) YES
|
| Q28(c) Payment Frequency | Text |
Enter how often the mortgage payment is made (for example, monthly, weekly, biweekly, or annually). Fill only if 'Q28(a) YES', 'Q28(b) YES' is 'Yes' for any fields selection.
Depends on:
Q28(a) YES, Q28(b) YES
|
| Q29 Rent Liability and Rent Payment Details | ||
| Q29(a) YES — I (or my spouse living with me) have rental liability | Checkbox |
Check this box if you (or the spouse living with you) are legally responsible for paying rent for the place where you live.
|
| Q29(a) NO — I (or my spouse) do not have rental liability | Checkbox |
Check this box if neither you nor the spouse living with you are responsible for paying rent for the place where you live (if you are a child living with your parent(s) go to (b); otherwise go to (c)).
|
| Q29(b) YES — Parent(s) have rental liability | Checkbox |
Check this box if your parent(s) are legally responsible for paying rent for the place where they live.
|
| Q29(b) NO — Parent(s) do not have rental liability | Checkbox |
Check this box if your parent(s) are not responsible for paying rent for their residence (proceed to (c)).
|
| Q29(c) YES — Someone who lives with me has rental liability | Checkbox |
Check this box if someone who lives with you has rental liability and you will provide that person's name on the line.
|
| Q29(c) Name of person with rental liability | Text |
Enter the full name of the person who has rental liability for the place where you live. Fill only if 'Q29(c) YES — Someone who lives with me has rental liability' is 'Yes'.
Depends on:
Q29(c) YES — Someone who lives with me has rental liability
|
| Q29(c) NO — No one who lives with me has rental liability (give name of person with home ownership) | Checkbox |
Check this box if no one who lives with you has rental liability and you will provide the name of the person who owns the home.
|
| Q29(c) Name of person with home ownership | Text |
Enter the full name of the person who has home ownership (the homeowner) for the place where you live. Fill only if 'Q29(c) NO — No one who lives with me has rental liability (give name of person with home ownership)' is 'Yes'.
Depends on:
Q29(c) NO — No one who lives with me has rental liability (give name of person with home ownership)
|
| Q29(d) Rent amount | Number |
Provide the amount of rent paid for the residence. Fill only if 'Q29(a) YES — I (or my spouse living with me) have rental liability', 'Q29(b) YES — Parent(s) have rental liability' is 'Yes' for any.
Depends on:
Q29(a) YES — I (or my spouse living with me) have rental liability, Q29(b) YES — Parent(s) have rental liability
|
| Q29(d) Rent payment frequency | Text |
Enter how often the rent is paid (for example: monthly, weekly, biweekly, or annually). Fill only if 'Q29(a) YES — I (or my spouse living with me) have rental liability', 'Q29(b) YES — Parent(s) have rental liability' is 'Yes' for any.
Depends on:
Q29(a) YES — I (or my spouse living with me) have rental liability, Q29(b) YES — Parent(s) have rental liability
|
| Q30 Landlord Relationship and Landlord Contact Info | ||
| Q30(a) YES — Parent or child of landlord or landlord's spouse | Checkbox |
Check this box if you or anyone who lives with you is the parent or child of the landlord or the landlord's spouse (if checked, continue to item (b)).
|
| Q30(a) NO — Not parent or child of landlord or landlord's spouse | Checkbox |
Check this box if neither you nor anyone who lives with you is the parent or child of the landlord or the landlord's spouse (if checked, follow the form instruction to go to item (c)).
|
| Q30 Relationship to Landlord | Text |
Enter the relationship of the person related to the landlord or the landlord's spouse (for example, parent, child, spouse, sibling, etc.). Fill only if 'Q30(a) YES — Parent or child of landlord or landlord's spouse' is 'Yes'.
Depends on:
Q30(a) YES — Parent or child of landlord or landlord's spouse
|
| Q30 Landlord Name and Address (include telephone) | Text |
Provide the landlord's full name and mailing address and, if known, their telephone number and area code. Fill only if 'Q30(a) YES — Parent or child of landlord or landlord's spouse' is 'Yes'.
Depends on:
Q30(a) YES — Parent or child of landlord or landlord's spouse
|
| Q31 Others Contribute to Household Expenses (Yes/No and Amount) | ||
| Q31(a) YES - Others contribute to household expenses | Checkbox |
Check this box if anyone living with you contributes money or pays household expenses for your household.
|
| Q31(a) NO - Others do not contribute to household expenses | Checkbox |
Check this box if no one living with you contributes money or pays household expenses for your household.
|
| Q31(b) Amount others contribute | Number |
Enter the total dollar amount that other people living with you contribute toward household expenses for question 31(b). Fill only if 'Q31(a) YES - Others contribute to household expenses' is 'Yes'.
Depends on:
Q31(a) YES - Others contribute to household expenses
|
| Q32 Others Provide All Meals (Yes/No) | ||
| Q32 Others Provide All Meals - YES | Checkbox |
Check this box if others in the household pay for or provide you with all of your meals.
|
| Q32 Others Provide All Meals - NO | Checkbox |
Check this box if others in the household do not pay for or provide you with all of your meals (you receive some or none from others).
|
| Q33 Your Contribution to Household Expenses (Yes/No and Average Monthly Amount) | ||
| Q33 YES — Average Monthly Amount | Checkbox |
Check this box if you do contribute to household expenses; also enter the average monthly amount you contribute.
|
| Q33 Average Monthly Amount Contributed | Number |
Enter the average monthly dollar amount you contribute toward household expenses. Fill only if 'Q33 YES — Average Monthly Amount' is 'Yes'.
Depends on:
Q33 YES — Average Monthly Amount
|
| Q33 NO | Checkbox |
Check this box if you do not contribute to household expenses.
|
| Q34 Loan Agreement to Repay Household Expenses (Yes/No, Lender Info, Coverage) | ||
| Q34(a) Loan agreement - YES | Checkbox |
Check this box if you do have a loan agreement with anyone to repay the value of your share of the household expenses.
|
| Q34(a) Loan agreement - NO | Checkbox |
Check this box if you do not have a loan agreement with anyone to repay the value of your share of the household expenses.
|
| Q34(b) Loan agreement - Lender name, address and telephone | Text |
Enter the full name, street address, and telephone number (including area code) of the person or entity with whom you have the loan agreement to repay your share of household expenses. Fill only if 'Q34(a) Loan agreement - YES' is 'Yes'.
Depends on:
Q34(a) Loan agreement - YES
|
| Q34(c) Loan covers share - YES | Checkbox |
Check this box if the amount of the loan will cover your share of the household expenses.
|
| Q34(c) Loan covers share - NO | Checkbox |
Check this box if the amount of the loan will not cover your share of the household expenses.
|
| Q36(a) Non-household pays/provides shelter items | ||
| 36(a) YES — Name of Provider (Person or Agency) | Checkbox |
Check this box if someone who does NOT live with you pays for, or provides you or your household any shelter items; then enter the provider's name, list of items, and monthly value.
|
| Q36(a) Name of provider | Text |
Enter the full name of the person or agency that does NOT live with you and who pays for or provides shelter items for you or your household. Fill only if '36(a) YES — Name of Provider (Person or Agency)' is 'Yes'.
Depends on:
36(a) YES — Name of Provider (Person or Agency)
|
| Q36(a) List of items provided | Text |
List each shelter-related item (for example, rent, utilities, repairs, furniture, or other housing costs) that the non-household provider pays for or supplies. Fill only if '36(a) YES — Name of Provider (Person or Agency)' is 'Yes'.
Depends on:
36(a) YES — Name of Provider (Person or Agency)
|
| Q36(a) Monthly value | Number |
Enter the total monthly dollar value provided by the non-household person or agency toward the shelter items you listed. Fill only if '36(a) YES — Name of Provider (Person or Agency)' is 'Yes'.
Depends on:
36(a) YES — Name of Provider (Person or Agency)
|
| 36(a) NO | Checkbox |
Check this box if no one who does NOT live with you pays for or provides any of your or your household's shelter items.
|
| Q36(b) Non-household gives money for shelter items | ||
| Q36(b) YES - Non-household gives money for shelter items | Checkbox |
Check this box if someone who does NOT live with you gives you or your household money to pay for any of your or your household's shelter items (then provide the name of the provider, list of items, and monthly value).
|
| Q36(b) Provider Name | Text |
Enter the full name of the person or agency (who does NOT live with you) that gives money to your household for shelter items. Fill only if 'Q36(b) YES - Non-household gives money for shelter items' is 'Yes'.
Depends on:
Q36(b) YES - Non-household gives money for shelter items
|
| Q36(b) List of Shelter Items Provided | Text |
List the shelter items (for example: rent, utilities, mortgage, insurance) that this non-household provider pays for or gives money toward. Fill only if 'Q36(b) YES - Non-household gives money for shelter items' is 'Yes'.
Depends on:
Q36(b) YES - Non-household gives money for shelter items
|
| Q36(b) Monthly Value | Number |
Enter the total monthly dollar value of the money or payments this provider gives toward your household's shelter items. Fill only if 'Q36(b) YES - Non-household gives money for shelter items' is 'Yes'.
Depends on:
Q36(b) YES - Non-household gives money for shelter items
|
| Q36(b) NO - No non-household gives money for shelter items | Checkbox |
Check this box if no one who does NOT live with you gives you or your household money to pay for any of your or your household's shelter items.
|
| Q37(a) Info same since filing month began? | ||
| Q37(a) YES | Checkbox |
Check this box if the information provided in items #19–36 has been the same since the first moment of the filing date month.
|
| Q37(a) NO | Checkbox |
Check this box if any information in items #19–36 has changed since the first moment of the filing date month (you must explain the changes in Remarks, then continue to part (b)).
|
| Q37(b) Do you expect info to change? | ||
| Q37(b) YES | Checkbox |
Check this box if you expect any of the information given in items #19-36 to change; if checked, explain the changes in the Remarks section and then go to #38.
|
| Q37(b) NO | Checkbox |
Check this box if you do not expect any of the information given in items #19-36 to change, then go to #38.
|
| Q38 Trust Details | ||
| Q38 Title of the Trust | Text |
Enter the full title or official name of the trust in which your name appears. Fill only if 'Q38(a) You — Yes', 'Q38(a) Your Spouse — Yes' is 'Yes' (any).
Depends on:
Q38(a) You — Yes, Q38(a) Your Spouse — Yes
|
| Q38 Funding Type | Text |
Describe the trust's funding source (for example, self-funded, third-party funded, or another funding arrangement). Fill only if 'Q38(a) You — Yes', 'Q38(a) Your Spouse — Yes' is 'Yes' (any).
Depends on:
Q38(a) You — Yes, Q38(a) Your Spouse — Yes
|
| Q38 Date Established | Date |
Provide the date when the trust was originally established. Fill only if 'Q38(a) You — Yes', 'Q38(a) Your Spouse — Yes' is 'Yes' (any).
Depends on:
Q38(a) You — Yes, Q38(a) Your Spouse — Yes
|
| Q38 Total Alleged Value | Number |
Enter the total alleged monetary value of the assets held in the trust. Fill only if 'Q38(a) You — Yes', 'Q38(a) Your Spouse — Yes' is 'Yes' (any).
Depends on:
Q38(a) You — Yes, Q38(a) Your Spouse — Yes
|
| Q38 Specific Assets in Trust | Text |
List the specific assets contained in the trust, such as vehicles, real estate, bank accounts, or other property. Fill only if 'Q38(a) You — Yes', 'Q38(a) Your Spouse — Yes' is 'Yes' (any).
Depends on:
Q38(a) You — Yes, Q38(a) Your Spouse — Yes
|
| Q38 Trust Ownership (You/Spouse) Checkboxes | ||
| Q38(a) You — Yes | Checkbox |
Check this box if you (the applicant) own or your name appears, either alone or with other people, on any trust at the first moment of the filing date month.
|
| Q38(a) You — No | Checkbox |
Check this box if you (the applicant) do not own and your name does not appear on any trust at the first moment of the filing date month.
|
| Q38(a) Your Spouse — Yes | Checkbox |
Check this box if your spouse owns or your spouse's name appears, either alone or with other people, on any trust at the first moment of the filing date month. Fill only if 'TYPE OF CLAIM - Couple' is 'Yes'.
Depends on:
Couple
|
| Q38(a) Your Spouse — No | Checkbox |
Check this box if your spouse does not own and your spouse's name does not appear on any trust at the first moment of the filing date month. Fill only if 'TYPE OF CLAIM - Couple' is 'Yes'.
Depends on:
Couple
|
| Q39 Vehicle Ownership (You/Spouse) Checkboxes | ||
| Q39 - You: YES (Own or name appears on vehicle title) | Checkbox |
Check this box if, at the first moment of the filing date month, you own or your name appears (alone or with another person) on the title of any vehicle (auto, truck, motorcycle, camper, boat, etc.).
|
| Q39 - You: NO (Do not own or name does not appear) | Checkbox |
Check this box if, at the first moment of the filing date month, you do not own and your name does not appear on the title of any vehicle.
|
| Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title) | Checkbox |
Check this box if, at the first moment of the filing date month, your spouse owns or your spouse's name appears (alone or with another person) on the title of any vehicle (auto, truck, motorcycle, camper, boat, etc.). Fill only if 'TYPE OF CLAIM - Couple' is 'Yes'.
Depends on:
Couple
|
| Q39 - Your Spouse: NO (Spouse does not own or name does not appear) | Checkbox |
Check this box if, at the first moment of the filing date month, your spouse does not own and your spouse's name does not appear on the title of any vehicle. Fill only if 'TYPE OF CLAIM - Couple' is 'Yes'.
Depends on:
Couple
|
| Q40 Other Property Description Item #1 | ||
| Item #1 - Other Property Description | Text |
Enter a clear description of the property (size, address or location, and how it is used), including when it was last used if not currently used and whether you plan to use the property in the future. Fill only if 'Q40 You - YES', 'Q40 Your Spouse - YES' is 'Yes' (any).
Depends on:
Q40 You - YES, Q40 Your Spouse - YES
|
| Q40 Other Property Description Item #2 | ||
| Item #2 — Other Property Description | Text |
Enter a full description of the Item #2 property, including size, address or location, how it is used, when it was last used (if not in use now), and whether you plan to use the property in the future. Fill only if 'Q40 You - YES', 'Q40 Your Spouse - YES' is 'Yes' (any).
Depends on:
Q40 You - YES, Q40 Your Spouse - YES
|
| Q40 Other Property Ownership (You/Spouse) Checkboxes | ||
| Q40 You - YES | Checkbox |
Check this box if you own, or your name appears (alone or with another person's name) on any land, houses, buildings, real property, property in a foreign country, equipment, mineral rights, items in a safe deposit box, assets set aside for emergencies or heirs, or any other property not shown elsewhere on the application.
|
| Q40 You - NO | Checkbox |
Check this box if you do not own and your name does not appear on any of the types of property listed in Q40(a).
|
| Q40 Your Spouse - YES | Checkbox |
Check this box if your spouse (if filing) owns, or their name appears (alone or with another person's name) on any of the property types listed in Q40(a). Fill only if 'TYPE OF CLAIM - Couple' is 'Yes'.
Depends on:
Couple
|
| Q40 Your Spouse - NO | Checkbox |
Check this box if your spouse (if filing) does not own and their name does not appear on any of the types of property listed in Q40(a). Fill only if 'TYPE OF CLAIM - Couple' is 'Yes'.
Depends on:
Couple
|
| Q44(c) Resource Value Change (Yes/No) | ||
| Q44(c) YES | Checkbox |
Check this box if there has been any increase or decrease in the value of your or your spouse's resources since the first moment of the filing date month (if checked, follow instructions to complete item 44(d)).
|
| Q44(c) NO | Checkbox |
Check this box if there has been no increase or decrease in the value of your or your spouse's resources since the first moment of the filing date month (if checked, proceed to item 45).
|
| Q44(d) Resource Value Change Explanation | ||
| Q44(d) Resource Value Change Explanation | Text |
Provide a brief explanation describing any increase or decrease in the value of your or your spouse’s resources since the first moment of the filing date month, including what changed and when. Fill only if 'Q44(c) YES' is 'Yes'.
Depends on:
Q44(c) YES
|
| Q45(a) Investment Items Ownership (You/Spouse) | ||
| Q45(a) Items acquired or held for their value as an investment? — You: YES | Checkbox |
Check this box if you (the applicant) own items that were acquired or are held for their value as an investment.
|
| Q45(a) Items acquired or held for their value as an investment? — You: NO | Checkbox |
Check this box if you (the applicant) do not own any items that were acquired or are held for their value as an investment.
|
| Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES | Checkbox |
Check this box if your spouse owns items that were acquired or are held for their value as an investment. Fill only if 'TYPE OF CLAIM' is 'Couple'.
Depends on:
Couple
|
| Q45(a) Items acquired or held for their value as an investment? — Your Spouse: NO | Checkbox |
Check this box if your spouse does not own any items that were acquired or are held for their value as an investment. Fill only if 'TYPE OF CLAIM' is 'Couple'.
Depends on:
Couple
|
| Q45(a) Life Estate/Unprobated Estate Ownership (You/Spouse) | ||
| Q45(a) You - Life estates or ownership interest in an unprobated estate - YES | Checkbox |
Check this box if you (either alone or jointly with any other person) own a life estate or have an ownership interest in an unprobated estate.
|
| Q45(a) You - Life estates or ownership interest in an unprobated estate - NO | Checkbox |
Check this box if you do not own any life estate or ownership interest in an unprobated estate.
|
| Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES | Checkbox |
Check this box if your spouse (either alone or jointly with any other person) owns a life estate or has an ownership interest in an unprobated estate. Fill only if 'TYPE OF CLAIM' is 'Couple'.
Depends on:
Couple
|
| Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - NO | Checkbox |
Check this box if your spouse does not own any life estate or ownership interest in an unprobated estate. Fill only if 'TYPE OF CLAIM' is 'Couple'.
Depends on:
Couple
|
| Q45(b) Asset/Investment Details - Row 1 | ||
| Row 1 Owner's Name | Text |
Enter the full name of the person who owns the asset or investment listed in Row 1. Fill only if 'Q45(a) You - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Items acquired or held for their value as an investment? — You: YES', 'Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES' is 'Yes' (any).
Depends on:
Q45(a) You - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Items acquired or held for their value as an investment? — You: YES, Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES
|
| Row 1 Name of Item | Text |
Enter the name or brief description of the asset or investment for Row 1 (for example, type of account, property description, or security name). Fill only if 'Q45(a) You - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Items acquired or held for their value as an investment? — You: YES', 'Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES' is 'Yes' (any).
Depends on:
Q45(a) You - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Items acquired or held for their value as an investment? — You: YES, Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES
|
| Row 1 Value | Number |
Enter the current total value of the item or investment listed in Row 1. Fill only if 'Q45(a) You - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Items acquired or held for their value as an investment? — You: YES', 'Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES' is 'Yes' (any).
Depends on:
Q45(a) You - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Items acquired or held for their value as an investment? — You: YES, Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES
|
| Row 1 Amount Owed | Number |
Enter the total amount currently owed on the item or investment listed in Row 1. Fill only if 'Q45(a) You - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Items acquired or held for their value as an investment? — You: YES', 'Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES' is 'Yes' (any).
Depends on:
Q45(a) You - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Items acquired or held for their value as an investment? — You: YES, Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES
|
| Row 1 Name & Address of Bank or Other Organization | Text |
Enter the name and full mailing address of the bank or other organization associated with the item or investment in Row 1. Fill only if 'Q45(a) You - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Items acquired or held for their value as an investment? — You: YES', 'Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES' is 'Yes' (any).
Depends on:
Q45(a) You - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Items acquired or held for their value as an investment? — You: YES, Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES
|
| Q45(b) Asset/Investment Details - Row 2 | ||
| Row 2 Owner's Name | Text |
Enter the full name of the owner of the asset or investment for row 2. Fill only if 'Q45(a) You - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Items acquired or held for their value as an investment? — You: YES', 'Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES' is 'Yes' (any).
Depends on:
Q45(a) You - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Items acquired or held for their value as an investment? — You: YES, Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES
|
| Row 2 Name of Item | Text |
Enter a short description or name of the asset or investment (for example, type of account, security, property interest) for row 2. Fill only if 'Q45(a) You - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Items acquired or held for their value as an investment? — You: YES', 'Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES' is 'Yes' (any).
Depends on:
Q45(a) You - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Items acquired or held for their value as an investment? — You: YES, Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES
|
| Row 2 Value | Number |
Enter the current value of the asset or investment for row 2. Fill only if 'Q45(a) You - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Items acquired or held for their value as an investment? — You: YES', 'Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES' is 'Yes' (any).
Depends on:
Q45(a) You - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Items acquired or held for their value as an investment? — You: YES, Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES
|
| Row 2 Amount Owed | Number |
Enter the outstanding amount owed (debt or loan balance) on the asset or investment for row 2. Fill only if 'Q45(a) You - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Items acquired or held for their value as an investment? — You: YES', 'Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES' is 'Yes' (any).
Depends on:
Q45(a) You - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Items acquired or held for their value as an investment? — You: YES, Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES
|
| Row 2 Name & Address of Bank or Other Organization | Text |
Provide the name and mailing address of the bank or other organization associated with the asset or investment for row 2. Fill only if 'Q45(a) You - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Items acquired or held for their value as an investment? — You: YES', 'Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES' is 'Yes' (any).
Depends on:
Q45(a) You - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Items acquired or held for their value as an investment? — You: YES, Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES
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| Q45(b) Asset/Investment Details - Row 3 | ||
| Row 3 Owner's Name | Text |
Enter the full name of the person who owns or jointly owns the asset or investment listed on this row. Fill only if 'Q45(a) You - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Items acquired or held for their value as an investment? — You: YES', 'Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES' is 'Yes' (any).
Depends on:
Q45(a) You - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Items acquired or held for their value as an investment? — You: YES, Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES
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| Row 3 Name of Item | Text |
Provide a brief description or name of the asset or investment (for example, 'checking account', 'stock - ABC', 'vacation property'). Fill only if 'Q45(a) You - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Items acquired or held for their value as an investment? — You: YES', 'Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES' is 'Yes' (any).
Depends on:
Q45(a) You - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Items acquired or held for their value as an investment? — You: YES, Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES
|
| Row 3 Value | Number |
Enter the current value of the item or investment. Fill only if 'Q45(a) You - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Items acquired or held for their value as an investment? — You: YES', 'Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES' is 'Yes' (any).
Depends on:
Q45(a) You - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Items acquired or held for their value as an investment? — You: YES, Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES
|
| Row 3 Amount Owed | Number |
Enter the amount still owed against this item (for example, outstanding loan, mortgage, or lien). Fill only if 'Q45(a) You - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Items acquired or held for their value as an investment? — You: YES', 'Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES' is 'Yes' (any).
Depends on:
Q45(a) You - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Items acquired or held for their value as an investment? — You: YES, Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES
|
| Row 3 Name & Address of Bank or Other Organization | Text |
Provide the name and mailing address of the bank or other organization associated with this asset or any lien on it. Fill only if 'Q45(a) You - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Items acquired or held for their value as an investment? — You: YES', 'Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES' is 'Yes' (any).
Depends on:
Q45(a) You - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Items acquired or held for their value as an investment? — You: YES, Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES
|
| Q45(b) Asset/Investment Details - Row 4 | ||
| Row 4 - Owner's Name | Text |
Enter the full name of the owner (individual, joint owner, or estate) of the asset or investment in row 4. Fill only if 'Q45(a) You - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Items acquired or held for their value as an investment? — You: YES', 'Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES' is 'Yes' (any).
Depends on:
Q45(a) You - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Items acquired or held for their value as an investment? — You: YES, Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES
|
| Row 4 - Name of Item | Text |
Enter the name or a brief description of the asset or investment listed in row 4. Fill only if 'Q45(a) You - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Items acquired or held for their value as an investment? — You: YES', 'Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES' is 'Yes' (any).
Depends on:
Q45(a) You - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Items acquired or held for their value as an investment? — You: YES, Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES
|
| Row 4 - Value | Number |
Enter the current monetary value of the item listed in row 4. Fill only if 'Q45(a) You - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Items acquired or held for their value as an investment? — You: YES', 'Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES' is 'Yes' (any).
Depends on:
Q45(a) You - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Items acquired or held for their value as an investment? — You: YES, Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES
|
| Row 4 - Amount Owed | Number |
Enter the outstanding amount owed on the item listed in row 4. Fill only if 'Q45(a) You - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Items acquired or held for their value as an investment? — You: YES', 'Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES' is 'Yes' (any).
Depends on:
Q45(a) You - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Items acquired or held for their value as an investment? — You: YES, Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES
|
| Row 4 - Name & Address of Bank/Organization | Text |
Enter the name and mailing address of the bank or other organization associated with the item in row 4 (lender, trustee, or holder). Fill only if 'Q45(a) You - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES', 'Q45(a) Items acquired or held for their value as an investment? — You: YES', 'Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES' is 'Yes' (any).
Depends on:
Q45(a) You - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Your Spouse - Life estates or ownership interest in an unprobated estate - YES, Q45(a) Items acquired or held for their value as an investment? — You: YES, Q45(a) Items acquired or held for their value as an investment? — Your Spouse: YES
|
| Q46(a) Burial Expense Assets Set Aside (You/Spouse Yes/No) | ||
| Q46(a) You - YES | Checkbox |
Check this box if you have any assets set aside specifically for burial expenses (for example, burial contracts, trusts, agreements, or other items intended to pay for burial), including any items mentioned in #38, #40-44, and #48.
|
| Q46(a) You - NO | Checkbox |
Check this box if you do not have any assets set aside specifically for burial expenses.
|
| Q46(a) Your Spouse - YES | Checkbox |
Check this box if your spouse has any assets set aside specifically for burial expenses (for example, burial contracts, trusts, agreements, or other items intended to pay for burial), including any items mentioned in #38, #40-44, and #48. Fill only if 'TYPE OF CLAIM' is 'Couple'.
Depends on:
Couple
|
| Q46(a) Your Spouse - NO | Checkbox |
Check this box if your spouse does not have any assets set aside specifically for burial expenses. Fill only if 'TYPE OF CLAIM' is 'Couple'.
Depends on:
Couple
|
| Q46(b) Burial Asset Item 1 Conditions | ||
| Q46(b) Item 1 — For Whose Burial | Text |
Enter the full name of the person for whom this burial asset (Item #1) is intended or reserved. Fill only if 'Q46(a) You - YES', 'Q46(a) Your Spouse - YES' is 'Yes' (any).
Depends on:
Q46(a) You - YES, Q46(a) Your Spouse - YES
|
| Item 1 — Is Item Irrevocable? YES | Checkbox |
Check this box if Item (#1) is irrevocable (cannot be changed or revoked). Fill only if 'Q46(a) You - YES', 'Q46(a) Your Spouse - YES' is 'Yes' (any).
Depends on:
Q46(a) You - YES, Q46(a) Your Spouse - YES
|
| Item 1 — Is Item Irrevocable? NO | Checkbox |
Check this box if Item (#1) is not irrevocable (it can be changed, revoked, or altered). Fill only if 'Q46(a) You - YES', 'Q46(a) Your Spouse - YES' is 'Yes' (any).
Depends on:
Q46(a) You - YES, Q46(a) Your Spouse - YES
|
| Item 1 — Will Interest Earned or Appreciation Remain in Burial Fund? YES | Checkbox |
Check this box if any interest earned or appreciation in value of Item (#1) will remain in the burial fund. Fill only if 'Q46(a) You - YES', 'Q46(a) Your Spouse - YES' is 'Yes' (any).
Depends on:
Q46(a) You - YES, Q46(a) Your Spouse - YES
|
| Item 1 — Will Interest Earned or Appreciation Remain in Burial Fund? NO | Checkbox |
Check this box if any interest earned or appreciation in value of Item (#1) will not remain in the burial fund (explain why in section (c)). Fill only if 'Q46(a) You - YES', 'Q46(a) Your Spouse - YES' is 'Yes' (any).
Depends on:
Q46(a) You - YES, Q46(a) Your Spouse - YES
|
| Q46(b) Burial Asset Item 1 Details | ||
| Item 1 - Description / Organization & Account | Text |
Provide a brief description of the item and the name and full mailing address of the organization, including the account or policy number if applicable. Fill only if 'Q46(a) You - YES', 'Q46(a) Your Spouse - YES' is 'Yes' (any).
Depends on:
Q46(a) You - YES, Q46(a) Your Spouse - YES
|
| Item 1 - Value | Number |
Enter the current monetary value of this burial asset. Fill only if 'Q46(a) You - YES', 'Q46(a) Your Spouse - YES' is 'Yes' (any).
Depends on:
Q46(a) You - YES, Q46(a) Your Spouse - YES
|
| Item 1 - Date Set Aside | Date |
Enter the date on which this asset was set aside for burial expenses. Fill only if 'Q46(a) You - YES', 'Q46(a) Your Spouse - YES' is 'Yes' (any).
Depends on:
Q46(a) You - YES, Q46(a) Your Spouse - YES
|
| Item 1 - Owner's Name | Text |
Enter the full name of the owner of this burial asset. Fill only if 'Q46(a) You - YES', 'Q46(a) Your Spouse - YES' is 'Yes' (any).
Depends on:
Q46(a) You - YES, Q46(a) Your Spouse - YES
|
| Q46(b) Burial Asset Item 2 Conditions | ||
| Q46(b) Item (#2) - For Whose Burial | Text |
Enter the full name of the person for whom the burial asset listed as Item (#2) is intended. Fill only if 'Q46(a) You - YES', 'Q46(a) Your Spouse - YES' is 'Yes' (any).
Depends on:
Q46(a) You - YES, Q46(a) Your Spouse - YES
|
| Item 2 - Is Item Irrevocable? YES | Checkbox |
Check this box if the burial asset listed as Item (#2) is irrevocable (answer 'Yes' to the question about irrevocability). Fill only if 'Q46(a) You - YES', 'Q46(a) Your Spouse - YES' is 'Yes' (any).
Depends on:
Q46(a) You - YES, Q46(a) Your Spouse - YES
|
| Item 2 - Is Item Irrevocable? NO | Checkbox |
Check this box if the burial asset listed as Item (#2) is not irrevocable (answer 'No' to the question about irrevocability). Fill only if 'Q46(a) You - YES', 'Q46(a) Your Spouse - YES' is 'Yes' (any).
Depends on:
Q46(a) You - YES, Q46(a) Your Spouse - YES
|
| Item 2 - Will Interest Earned or Appreciation Remain in the Burial Fund? YES | Checkbox |
Check this box if interest earned or any appreciation in value on Item (#2) will remain in the burial fund (answer 'Yes' to that question). Fill only if 'Q46(a) You - YES', 'Q46(a) Your Spouse - YES' is 'Yes' (any).
Depends on:
Q46(a) You - YES, Q46(a) Your Spouse - YES
|
| Item 2 - Will Interest Earned or Appreciation Remain in the Burial Fund? NO | Checkbox |
Check this box if interest earned or any appreciation in value on Item (#2) will not remain in the burial fund (answer 'No' to that question). Fill only if 'Q46(a) You - YES', 'Q46(a) Your Spouse - YES' is 'Yes' (any).
Depends on:
Q46(a) You - YES, Q46(a) Your Spouse - YES
|
| Q46(b) Burial Asset Item 2 Details | ||
| Item 2 Description | Text |
Provide the description for Item 2, such as the name and address of the organization, account or policy number, or a brief description of the burial asset. Fill only if 'Q46(a) You - YES', 'Q46(a) Your Spouse - YES' is 'Yes' (any).
Depends on:
Q46(a) You - YES, Q46(a) Your Spouse - YES
|
| Item 2 Value | Number |
Enter the dollar value of Item 2. Fill only if 'Q46(a) You - YES', 'Q46(a) Your Spouse - YES' is 'Yes' (any).
Depends on:
Q46(a) You - YES, Q46(a) Your Spouse - YES
|
| Item 2 When Set Aside | Date |
Enter the date when Item 2 was set aside. Fill only if 'Q46(a) You - YES', 'Q46(a) Your Spouse - YES' is 'Yes' (any).
Depends on:
Q46(a) You - YES, Q46(a) Your Spouse - YES
|
| Item 2 Owner's Name | Text |
Enter the full name of the owner for Item 2. Fill only if 'Q46(a) You - YES', 'Q46(a) Your Spouse - YES' is 'Yes' (any).
Depends on:
Q46(a) You - YES, Q46(a) Your Spouse - YES
|
| Q46(c) Burial Fund Explanation | ||
| Q46(c) Burial Fund Explanation | Text |
Provide a clear, detailed explanation about the burial fund(s) listed in 46(b), including why the funds were set aside, any restrictions or conditions, whether the interest or appreciation will remain in the burial fund, who will receive the burial benefits, and any other relevant details or clarifications. Fill only if 'Item 1 — Will Interest Earned or Appreciation Remain in Burial Fund? NO', 'Item 2 - Will Interest Earned or Appreciation Remain in the Burial Fund? NO' is 'No' (any).
Depends on:
Item 1 — Will Interest Earned or Appreciation Remain in Burial Fund? NO, Item 2 - Will Interest Earned or Appreciation Remain in the Burial Fund? NO
|
| Q7(a) Unable to Work Due to Illness/Injury/Condition - Spouse | ||
| Q7(a) Spouse - YES | Checkbox |
Check this box if your spouse is unable to work because of illnesses, injuries, or conditions and you are answering Q7(a) for your spouse. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Q7(a) Spouse - NO | Checkbox |
Check this box if your spouse is NOT unable to work because of illnesses, injuries, or conditions and you are answering Q7(a) for your spouse. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Q7(a) Unable to Work Due to Illness/Injury/Condition - You | ||
| Q7(a) YES - Unable to work because of illnesses, injuries or conditions | Checkbox |
Check this box if you are unable to work because of illnesses, injuries, or conditions.
|
| Q7(a) NO - Not unable to work because of illnesses, injuries or conditions | Checkbox |
Check this box if you are NOT unable to work (that is, your illnesses, injuries, or conditions do not prevent you from working).
|
| Q7(b) Date Became Unable to Work (MM/DD/YYYY) | ||
| Q7(b) Date You Became Unable to Work | Date |
Enter the date you became unable to work due to illness, injury, or condition. Fill only if 'Q7(a) YES - Unable to work because of illnesses, injuries or conditions' is 'Yes'.
Depends on:
Q7(a) YES - Unable to work because of illnesses, injuries or conditions
|
| Q7(b) Date Your Spouse Became Unable to Work | Date |
Enter the date your spouse became unable to work due to illness, injury, or condition. Fill only if 'Q7(a) Spouse - YES' is 'Yes'.
Depends on:
Q7(a) Spouse - YES
|
| Q7(c) Blind or Low Vision - Spouse | ||
| Q7(c) Spouse - YES (Blind or low vision) | Checkbox |
Check this box if your spouse is blind or has low vision even when using glasses or contact lenses. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Q7(c) Spouse - NO (Not blind or low vision) | Checkbox |
Check this box if your spouse is not blind and does not have low vision when using glasses or contact lenses. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Q7(c) Blind or Low Vision - You | ||
| Q7(c) You - YES | Checkbox |
Check this box if you are blind or have low vision even when wearing glasses or contact lenses.
|
| Q7(c) You - NO | Checkbox |
Check this box if you are not blind and do not have low vision when wearing glasses or contact lenses.
|
| Q7(d) Parent Age 62+ or Deceased (Before Age 22) - Yes/No | ||
| Q7(d) YES - Parent age 62+ or deceased | Checkbox |
Check this box if, before you were age 22 and were unable to work because of illness/injury/condition, you have a parent who is age 62 or older, unable to work because of illness/injury/condition, or is deceased.
|
| Q7(d) NO - Parent age 62+ or deceased | Checkbox |
Check this box if, before you were age 22 and were unable to work because of illness/injury/condition, you do NOT have a parent who is age 62 or older, unable to work because of illness/injury/condition, or deceased.
|
| Q7(d) Parent Information - First Parent | ||
| First Parent's Name | Text |
Enter the full legal name of the first parent (the parent who is age 62 or older, unable to work, or deceased). Fill only if 'Q7(d) YES - Parent age 62+ or deceased' is 'Yes'.
Depends on:
Q7(d) YES - Parent age 62+ or deceased
|
| First Parent's Social Security Number | Text |
Enter the first parent's Social Security Number. Fill only if 'Q7(d) YES - Parent age 62+ or deceased' is 'Yes'.
Depends on:
Q7(d) YES - Parent age 62+ or deceased
|
| First Parent's Address | Text |
Enter the first parent's current mailing address, including street address, city, state, and ZIP code. Fill only if 'Q7(d) YES - Parent age 62+ or deceased' is 'Yes'.
Depends on:
Q7(d) YES - Parent age 62+ or deceased
|
| Q7(d) Parent Information - Second Parent | ||
| Second Parent's Name | Text |
Enter the full name (first, middle/initial if any, and last) of the second parent who is age 62 or older, unable to work, or deceased. Fill only if 'Q7(d) YES - Parent age 62+ or deceased' is 'Yes'.
Depends on:
Q7(d) YES - Parent age 62+ or deceased
|
| Second Parent's Social Security Number | Text |
Enter the second parent's Social Security number exactly as issued (include all digits, no letters). Fill only if 'Q7(d) YES - Parent age 62+ or deceased' is 'Yes'.
Depends on:
Q7(d) YES - Parent age 62+ or deceased
|
| Second Parent's Address | Text |
Enter the second parent's full mailing address, including street, apartment or unit (if any), city, state, and ZIP code. Fill only if 'Q7(d) YES - Parent age 62+ or deceased' is 'Yes'.
Depends on:
Q7(d) YES - Parent age 62+ or deceased
|
| Q7(e) Child Date Became Disabled (MM/DD/YYYY) | ||
| Q7(e) Child Date Became Disabled | Date |
Enter the date the child first became disabled. Fill only if 'TYPE OF CLAIM' is 'Child' or 'Child with Parents'.
Depends on:
Child, Child with Parents
|
| Q7(f) Child Blind or Low Vision - Yes/No | ||
| Q7(f) Child Blind or Low Vision - YES | Checkbox |
Check this box if the child is blind or has low vision even when wearing glasses or contact lenses. Fill only if 'TYPE OF CLAIM' is 'Child' or 'Child with Parents'.
Depends on:
Child, Child with Parents
|
| Q7(f) Child Blind or Low Vision - NO | Checkbox |
Check this box if the child is not blind and does not have low vision when wearing glasses or contact lenses. Fill only if 'TYPE OF CLAIM' is 'Child' or 'Child with Parents'.
Depends on:
Child, Child with Parents
|
| Q7(g) Child Has Parent Age 62+ or Deceased - Yes/No | ||
| Q7(g) YES - Parent age 62 or older/unable to work or deceased | Checkbox |
Check this box if the child has a parent who is age 62 or older, unable to work because of illness, injuries, or conditions, or is deceased. Fill only if 'TYPE OF CLAIM' is 'Child' or 'Child with Parents'.
Depends on:
Child, Child with Parents
|
| Q7(g) NO - Parent not age 62 or older/unable to work and not deceased | Checkbox |
Check this box if the child does NOT have a parent who is age 62 or older, unable to work because of illness, injuries, or conditions, and is not deceased. Fill only if 'TYPE OF CLAIM' is 'Child' or 'Child with Parents'.
Depends on:
Child, Child with Parents
|
| Q7(g) Child's Parent Information - First Parent | ||
| Q7(g) First Parent's Name | Text |
Enter the full name (first, middle initial if any, and last) of the first parent who is age 62 or older, unable to work, or deceased. Fill only if 'Q7(g) YES - Parent age 62 or older/unable to work or deceased' is 'Yes'.
Depends on:
Q7(g) YES - Parent age 62 or older/unable to work or deceased
|
| Q7(g) First Parent's Social Security Number | Text |
Enter the first parent's Social Security number (digits; include hyphens if you normally use them). Fill only if 'Q7(g) YES - Parent age 62 or older/unable to work or deceased' is 'Yes'.
Depends on:
Q7(g) YES - Parent age 62 or older/unable to work or deceased
|
| Q7(g) First Parent's Address | Text |
Enter the first parent's mailing address, including street, city, state, and ZIP code. Fill only if 'Q7(g) YES - Parent age 62 or older/unable to work or deceased' is 'Yes'.
Depends on:
Q7(g) YES - Parent age 62 or older/unable to work or deceased
|
| Q7(g) Child's Parent Information - Second Parent | ||
| Second Parent's Name | Text |
Enter the full legal name of the child’s second parent as shown on official documents. Fill only if 'Q7(g) YES - Parent age 62 or older/unable to work or deceased' is 'Yes'.
Depends on:
Q7(g) YES - Parent age 62 or older/unable to work or deceased
|
| Second Parent's Social Security Number | Text |
Enter the second parent’s Social Security number (include any dashes if you normally use them). Fill only if 'Q7(g) YES - Parent age 62 or older/unable to work or deceased' is 'Yes'.
Depends on:
Q7(g) YES - Parent age 62 or older/unable to work or deceased
|
| Second Parent's Address | Text |
Enter the complete mailing address for the second parent, including street, city, state, and ZIP code. Fill only if 'Q7(g) YES - Parent age 62 or older/unable to work or deceased' is 'Yes'.
Depends on:
Q7(g) YES - Parent age 62 or older/unable to work or deceased
|
| Q9 You & Spouse - U.S. citizen by birth (Yes/No) | ||
| Q9 You - YES (United States citizen by birth) | Checkbox |
Check this box if you (the applicant) are a United States citizen by birth.
|
| Q9 You - NO (not a United States citizen by birth) | Checkbox |
Check this box if you (the applicant) are not a United States citizen by birth.
|
| Q9 Your Spouse, if filing - YES (United States citizen by birth) | Checkbox |
Check this box if your spouse (if filing) is a United States citizen by birth. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Q9 Your Spouse, if filing - NO (not a United States citizen by birth) | Checkbox |
Check this box if your spouse (if filing) is not a United States citizen by birth. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Real Property Taxes - Average Monthly Amount | ||
| Real Property Taxes - Average Monthly Amount | Number |
Enter the average monthly dollar amount you pay for real property taxes (show the average over the past 12 months, or for the months you have resided at your present address if less than 12). Fill only if 'Present living situation' is 'Household'.
Depends on:
Q19 First - Household (Since Date)
|
| Reporting Responsibilities Field | ||
| Reporting Responsibilities Reference Number | Text |
Enter the reference number or identifier shown for the 'Reporting Responsibilities' section (for example, the single-digit value printed in the box to the right of the heading).
|
| School Attendance Questions (56a-56c) | ||
| 56a YES — Attended school regularly since the filing date month | Checkbox |
Check this box if you have attended school regularly since the filing date month. Fill only if 'TYPE OF CLAIM' is 'Child' and you are employed or age 18-22.
Depends on:
Child
|
| 56a NO — Did not attend school regularly since the filing date month | Checkbox |
Check this box if you have not attended school regularly since the filing date month. Fill only if 'TYPE OF CLAIM' is 'Child' and you are employed or age 18-22.
Depends on:
Child
|
| 56b YES — Out of school for more than 4 calendar months | Checkbox |
Check this box if you have been out of school for more than four calendar months. Fill only if 'TYPE OF CLAIM' is 'Child' and you are employed or age 18-22.
Depends on:
Child
|
| 56b NO — Not out of school for more than 4 calendar months | Checkbox |
Check this box if you have not been out of school for more than four calendar months. Fill only if 'TYPE OF CLAIM' is 'Child' and you are employed or age 18-22.
Depends on:
Child
|
| 56c YES — Plan to attend school regularly during the next 4 months | Checkbox |
Check this box if you plan to attend school regularly during the next four months. Fill only if 'TYPE OF CLAIM' is 'Child' and you are employed or age 18-22.
Depends on:
Child
|
| 56c NO — Do not plan to attend school regularly during the next 4 months | Checkbox |
Check this box if you do not plan to attend school regularly during the next four months. Fill only if 'TYPE OF CLAIM' is 'Child' and you are employed or age 18-22.
Depends on:
Child
|
| School Information (56d) | ||
| 56(d) Name of School | Text |
Enter the full name of the school you attended or are attending. Fill only if '56a YES — Attended school regularly since the filing date month', '56c YES — Plan to attend school regularly during the next 4 months' is 'Yes' for any.
Depends on:
56a YES — Attended school regularly since the filing date month, 56c YES — Plan to attend school regularly during the next 4 months
|
| 56(d) Name of School Contact | Text |
Provide the full name of a school official or contact person (for example, a counselor or registrar). Fill only if '56a YES — Attended school regularly since the filing date month', '56c YES — Plan to attend school regularly during the next 4 months' is 'Yes' for any.
Depends on:
56a YES — Attended school regularly since the filing date month, 56c YES — Plan to attend school regularly during the next 4 months
|
| 56(d) School Phone Number | Text |
Enter the telephone number for the school contact, including area code. Fill only if '56a YES — Attended school regularly since the filing date month', '56c YES — Plan to attend school regularly during the next 4 months' is 'Yes' for any.
Depends on:
56a YES — Attended school regularly since the filing date month, 56c YES — Plan to attend school regularly during the next 4 months
|
| 56(d) Dates of Attendance — From | Date |
Enter the date you began attending this school. Fill only if '56a YES — Attended school regularly since the filing date month', '56c YES — Plan to attend school regularly during the next 4 months' is 'Yes' for any.
Depends on:
56a YES — Attended school regularly since the filing date month, 56c YES — Plan to attend school regularly during the next 4 months
|
| 56(d) Dates of Attendance — To | Date |
Enter the date you stopped or expect to stop attending this school. Fill only if '56a YES — Attended school regularly since the filing date month', '56c YES — Plan to attend school regularly during the next 4 months' is 'Yes' for any.
Depends on:
56a YES — Attended school regularly since the filing date month, 56c YES — Plan to attend school regularly during the next 4 months
|
| 56(d) Hours Attending or Planning to Attend | Number |
Enter the average number of hours per week you attend or plan to attend this school. Fill only if '56a YES — Attended school regularly since the filing date month', '56c YES — Plan to attend school regularly during the next 4 months' is 'Yes' for any.
Depends on:
56a YES — Attended school regularly since the filing date month, 56c YES — Plan to attend school regularly during the next 4 months
|
| 56(d) Course of Study | Text |
Describe your course of study, major, or program (for example, Nursing, Computer Science, or General Studies). Fill only if '56a YES — Attended school regularly since the filing date month', '56c YES — Plan to attend school regularly during the next 4 months' is 'Yes' for any.
Depends on:
56a YES — Attended school regularly since the filing date month, 56c YES — Plan to attend school regularly during the next 4 months
|
| Second Child Income Entry (Child / Source & Type / Monthly Amount) | ||
| Second Child - Child Receiving Income (Name/Identifier) | Text |
Enter the name or other identifier of the second child who is receiving income (e.g., full name or initials used on this application). Fill only if 'Q26(b) YES - Child/studente receives income' is 'Yes'.
Depends on:
Q26(b) YES - Child/studente receives income
|
| Second Child - Source and Type of Income | Text |
Describe the income source and type for the second child (for example, 'part‑time job', 'Social Security', 'alimony', or other benefit and brief source details). Fill only if 'Q26(b) YES - Child/studente receives income' is 'Yes'.
Depends on:
Q26(b) YES - Child/studente receives income
|
| Second Child - Monthly Amount | Number |
Enter the monthly amount of income the second child receives. Fill only if 'Q26(b) YES - Child/studente receives income' is 'Yes'.
Depends on:
Q26(b) YES - Child/studente receives income
|
| Second Income Source: Refugee Cash Assistance | ||
| Second Income Source - Refugee Cash Assistance: You (Yes) | Checkbox |
Check this box if, since the first moment of the filing-date month, you have received or expect to receive Refugee Cash Assistance during the next 14 months.
|
| Second Income Source - Refugee Cash Assistance: You (No) | Checkbox |
Check this box if, since the first moment of the filing-date month, you have not received and do not expect to receive Refugee Cash Assistance during the next 14 months.
|
| Second Income Source - Refugee Cash Assistance: Your Spouse (Yes) | Checkbox |
Check this box if, since the first moment of the filing-date month, your spouse has received or expects to receive Refugee Cash Assistance during the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Second Income Source - Refugee Cash Assistance: Your Spouse (No) | Checkbox |
Check this box if, since the first moment of the filing-date month, your spouse has not received and does not expect to receive Refugee Cash Assistance during the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Second Other Property Owner/Value/Owed Row | ||
| Second Other Property Owner's Name | Text |
Enter the full name of the owner for the second other property row. Fill only if 'Q40 You - YES', 'Q40 Your Spouse - YES' is 'Yes' (any).
Depends on:
Q40 You - YES, Q40 Your Spouse - YES
|
| Second Other Property Estimated Current Market Value | Number |
Enter the estimated current market value of the second property. Fill only if 'Q40 You - YES', 'Q40 Your Spouse - YES' is 'Yes' (any).
Depends on:
Q40 You - YES, Q40 Your Spouse - YES
|
| Second Other Property Amount Owed | Number |
Enter the amount still owed on the second property. Fill only if 'Q40 You - YES', 'Q40 Your Spouse - YES' is 'Yes' (any).
Depends on:
Q40 You - YES, Q40 Your Spouse - YES
|
| Second Vehicle Information | ||
| Second Vehicle - Owner's Name | Text |
Enter the full name of the person who appears on the title for the second vehicle. Fill only if 'Q39 - You: YES (Own or name appears on vehicle title)', 'Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)' is 'Yes' (any).
Depends on:
Q39 - You: YES (Own or name appears on vehicle title), Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)
|
| Second Vehicle - Description (Year, Make & Model) | Text |
Provide the year, make, and model of the second vehicle (for example, 2019 Toyota Camry). Fill only if 'Q39 - You: YES (Own or name appears on vehicle title)', 'Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)' is 'Yes' (any).
Depends on:
Q39 - You: YES (Own or name appears on vehicle title), Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)
|
| Second Vehicle - Used For | Text |
Describe how the second vehicle is primarily used (for example: personal, work commute, business delivery, or recreational). Fill only if 'Q39 - You: YES (Own or name appears on vehicle title)', 'Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)' is 'Yes' (any).
Depends on:
Q39 - You: YES (Own or name appears on vehicle title), Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)
|
| Second Vehicle - Current Market Value | Number |
Enter the current market value of the second vehicle. Fill only if 'Q39 - You: YES (Own or name appears on vehicle title)', 'Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)' is 'Yes' (any).
Depends on:
Q39 - You: YES (Own or name appears on vehicle title), Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)
|
| Second Vehicle - Amount Owed | Number |
Enter the outstanding loan balance or amount still owed on the second vehicle. Fill only if 'Q39 - You: YES (Own or name appears on vehicle title)', 'Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)' is 'Yes' (any).
Depends on:
Q39 - You: YES (Own or name appears on vehicle title), Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)
|
| Self-Employed Since Beginning of Taxable Year (Spouse) | ||
| Your Spouse — YES | Checkbox |
Check this box if your spouse has been self-employed at any time since the beginning of the taxable year in which the filing date month occurs, or if your spouse expects to be self‑employed in the current taxable year.
|
| Your Spouse — NO | Checkbox |
Check this box if your spouse has not been self‑employed since the beginning of the taxable year and does not expect to be self‑employed in the current taxable year.
|
| Self-Employed Since Beginning of Taxable Year (You) | ||
| 53(a) You — YES | Checkbox |
Check this box if you have been self‑employed at any time since the beginning of the taxable year in which the filing date month occurs or you expect to be self‑employed in the current taxable year.
|
| 53(a) You — NO | Checkbox |
Check this box if you have not been and do not expect to be self‑employed at any time since the beginning of the taxable year in which the filing date month occurs (i.e., you are not self‑employed for the relevant taxable year).
|
| Self-Employment Information (Last Year) | ||
| Date(s) Self-Employed (Last Year) | Date |
Enter the date or range of dates when you were self-employed during last year. Fill only if '53(a) You — YES' is 'Yes'.
Depends on:
53(a) You — YES
|
| Type of Business (Last Year) | Text |
Provide the primary type or brief description of the business you operated last year (for example, 'plumbing', 'freelance graphic design', or 'retail sales'). Fill only if '53(a) You — YES' is 'Yes'.
Depends on:
53(a) You — YES
|
| Last Year's Gross Income | Number |
Enter the total gross income earned from this self-employment for last year. Fill only if '53(a) You — YES' is 'Yes'.
Depends on:
53(a) You — YES
|
| Last Year's Net Profit | Number |
Enter the net profit (income after allowable business expenses) from this self-employment for last year. Fill only if '53(a) You — YES' is 'Yes'.
Depends on:
53(a) You — YES
|
| Last Year's Net Loss | Number |
Enter the net loss (if any) from this self-employment for last year. Fill only if '53(a) You — YES' is 'Yes'.
Depends on:
53(a) You — YES
|
| Self-Employment Information (This Year) | ||
| Date(s) Self-Employed | Date |
Enter the date or range of dates when you were self-employed for this business during the current tax year. Fill only if 'Your Spouse — YES' is 'Yes'.
Depends on:
Your Spouse — YES
|
| Type of Business | Text |
Enter the primary type of business or occupation you conducted for this self-employment entry. Fill only if 'Your Spouse — YES' is 'Yes'.
Depends on:
Your Spouse — YES
|
| This Year's Gross Income | Number |
Enter the total gross income you earned this year from self-employment for this business. Fill only if 'Your Spouse — YES' is 'Yes'.
Depends on:
Your Spouse — YES
|
| This Year's Net Profit | Number |
Enter the net profit (income after allowable business expenses) you earned this year for this self-employment. Fill only if 'Your Spouse — YES' is 'Yes'.
Depends on:
Your Spouse — YES
|
| This Year's Net Loss | Number |
Enter the net loss you reported this year for this self-employment if your allowable business expenses exceeded your income. Fill only if 'Your Spouse — YES' is 'Yes'.
Depends on:
Your Spouse — YES
|
| Seventeenth Income Source: Workers' Compensation | ||
| Seventeenth Income Source: Workers' Compensation — You (YES) | Checkbox |
Check this box if you have received or expect to receive workers' compensation income in the next 14 months.
|
| Seventeenth Income Source: Workers' Compensation — You (NO) | Checkbox |
Check this box if you have not received and do not expect to receive workers' compensation income in the next 14 months.
|
| Seventeenth Income Source: Workers' Compensation — Your Spouse (YES) | Checkbox |
Check this box if your spouse has received or expects to receive workers' compensation income in the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Seventeenth Income Source: Workers' Compensation — Your Spouse (NO) | Checkbox |
Check this box if your spouse has not received and does not expect to receive workers' compensation income in the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Seventh Income Source: Veteran Benefits Based on Need (Paid Directly or Indirectly as a Dependent) | ||
| Seventh — You: Veteran Benefits Based on Need (Yes) | Checkbox |
Check this box if you have received or expect to receive veteran benefits based on need (paid directly or indirectly as a dependent) since the first moment of the filing month or within the next 14 months.
|
| Seventh — You: Veteran Benefits Based on Need (No) | Checkbox |
Check this box if you have not received and do not expect to receive veteran benefits based on need (paid directly or indirectly as a dependent) since the first moment of the filing month or within the next 14 months.
|
| Seventh — Your Spouse: Veteran Benefits Based on Need (Yes) | Checkbox |
Check this box if your spouse has received or expects to receive veteran benefits based on need (paid directly or indirectly as a dependent) since the first moment of the filing month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Seventh — Your Spouse: Veteran Benefits Based on Need (No) | Checkbox |
Check this box if your spouse has not received and does not expect to receive veteran benefits based on need (paid directly or indirectly as a dependent) since the first moment of the filing month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Sewer - Average Monthly Amount | ||
| Sewer — Average Monthly Amount | Number |
Enter the average monthly dollar amount you pay for sewer service (show the average over the past 12 months or for the months you have lived at your current address). Fill only if 'Present living situation' is 'Household'.
Depends on:
Q19 First - Household (Since Date)
|
| Sixteenth Income Source: Unemployment Compensation | ||
| Sixteenth - Unemployment Compensation (You - YES) | Checkbox |
Check this box if you have received or expect to receive unemployment compensation since the first moment of the filing month or within the next 14 months.
|
| Sixteenth - Unemployment Compensation (You - NO) | Checkbox |
Check this box if you have not received and do not expect to receive unemployment compensation since the first moment of the filing month or within the next 14 months.
|
| Sixteenth - Unemployment Compensation (Your Spouse - YES) | Checkbox |
Check this box if your spouse has received or expects to receive unemployment compensation since the first moment of the filing month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Sixteenth - Unemployment Compensation (Your Spouse - NO) | Checkbox |
Check this box if your spouse has not received and does not expect to receive unemployment compensation since the first moment of the filing month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Sixth Child Income Entry (Child / Source & Type / Monthly Amount) | ||
| Sixth Child — Name | Text |
Enter the full name of the sixth child who is receiving income. Fill only if 'Q26(b) YES - Child/studente receives income' is 'Yes'.
Depends on:
Q26(b) YES - Child/studente receives income
|
| Sixth Child — Source and Type | Text |
Provide the income source and type for the sixth child (for example: wages, Social Security, SSI, child support, etc.). Fill only if 'Q26(b) YES - Child/studente receives income' is 'Yes'.
Depends on:
Q26(b) YES - Child/studente receives income
|
| Sixth Child — Monthly Amount | Number |
Enter the monthly amount of income the sixth child receives. Fill only if 'Q26(b) YES - Child/studente receives income' is 'Yes'.
Depends on:
Q26(b) YES - Child/studente receives income
|
| Sixth Income Source: Disaster Relief | ||
| Sixth - Disaster Relief (You — YES) | Checkbox |
Check this box if, since the first moment of the filing date month, you have received or expect to receive disaster relief income in the next 14 months.
|
| Sixth - Disaster Relief (You — NO) | Checkbox |
Check this box if, since the first moment of the filing date month, you have not received and do not expect to receive disaster relief income in the next 14 months.
|
| Sixth - Disaster Relief (Your Spouse — YES) | Checkbox |
Check this box if, since the first moment of the filing date month, your spouse has received or expects to receive disaster relief income in the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| Sixth - Disaster Relief (Your Spouse — NO) | Checkbox |
Check this box if, since the first moment of the filing date month, your spouse has not received and does not expect to receive disaster relief income in the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
|
| SNAP Application Taken Today (57f) | ||
| 57(f) - You: YES | Checkbox |
Check this box if you (the applicant) agree to have your SNAP application taken today; if checked, go to #58.
|
| 57(f) - You: NO | Checkbox |
Check this box if you (the applicant) do not want your SNAP application taken today; if checked, provide an explanation in item (g).
|
| 57(f) - Your Spouse, if filing: YES | Checkbox |
Check this box if your spouse (if filing) agrees to have their SNAP application taken today; if checked, go to #58. Fill only if 'TYPE OF CLAIM' is 'Couple'.
Depends on:
Couple
|
| 57(f) - Your Spouse, if filing: NO | Checkbox |
Check this box if your spouse (if filing) does not want their SNAP application taken today; if checked, provide an explanation in item (g). Fill only if 'TYPE OF CLAIM' is 'Couple'.
Depends on:
Couple
|
| SNAP Benefits Currently Receiving (57a) | ||
| 57a — You: YES (Receiving SNAP benefits) | Checkbox |
Check this box if you (the applicant) are currently receiving SNAP benefits (formerly food stamps).
|
| 57a — You: NO (Not receiving SNAP benefits) | Checkbox |
Check this box if you (the applicant) are NOT currently receiving SNAP benefits.
|
| 57a — Your Spouse, if filing: YES (Receiving SNAP benefits) | Checkbox |
Check this box if your spouse (if they are filing with you) is currently receiving SNAP benefits. Fill only if 'TYPE OF CLAIM' is 'Couple'.
Depends on:
Couple
|
| 57a — Your Spouse, if filing: NO (Not receiving SNAP benefits) | Checkbox |
Check this box if your spouse (if they are filing with you) is NOT currently receiving SNAP benefits. Fill only if 'TYPE OF CLAIM' is 'Couple'.
Depends on:
Couple
|
| SNAP Explanation (57g) | ||
| 57(g) SNAP Explanation | Text |
Provide a clear, detailed explanation for question 57(g) about SNAP (for example, reasons, dates, names, actions taken, or other facts related to your SNAP application/benefits) so the reviewer can understand and verify your circumstances. Fill only if '57(f) - You: NO', '57(f) - Your Spouse, if filing: NO' is 'No' for any.
Depends on:
57(f) - You: NO, 57(f) - Your Spouse, if filing: NO
|
| SNAP Filed in Last 60 Days (57c) | ||
| 57(c) You - YES (Filed for SNAP in last 60 days) | Checkbox |
Check this box if you (the applicant) have filed for SNAP (food stamps) within the last 60 days. Fill only if '57a — You: NO (Not receiving SNAP benefits)' is 'Yes'.
Depends on:
57a — You: NO (Not receiving SNAP benefits)
|
| 57(c) You - NO (Not filed for SNAP in last 60 days) | Checkbox |
Check this box if you (the applicant) have not filed for SNAP (food stamps) within the last 60 days. Fill only if '57a — You: NO (Not receiving SNAP benefits)' is 'Yes'.
Depends on:
57a — You: NO (Not receiving SNAP benefits)
|
| 57(c) Your Spouse - YES (Filed for SNAP in last 60 days) | Checkbox |
Check this box if your spouse (if filing) has filed for SNAP (food stamps) within the last 60 days. Fill only if '57a — Your Spouse, if filing: NO (Not receiving SNAP benefits)' is 'Yes'.
Depends on:
57a — Your Spouse, if filing: NO (Not receiving SNAP benefits)
|
| 57(c) Your Spouse - NO (Not filed for SNAP in last 60 days) | Checkbox |
Check this box if your spouse (if filing) has not filed for SNAP (food stamps) within the last 60 days. Fill only if '57a — Your Spouse, if filing: NO (Not receiving SNAP benefits)' is 'Yes'.
Depends on:
57a — Your Spouse, if filing: NO (Not receiving SNAP benefits)
|
| SNAP Recertification Notice in Past 30 Days (57b) | ||
| 57(b) You - YES | Checkbox |
Check this box if you (the applicant) have received a SNAP recertification notice within the past 30 days. Fill only if '57a — You: YES (Receiving SNAP benefits)' is 'Yes'.
Depends on:
57a — You: YES (Receiving SNAP benefits)
|
| 57(b) You - NO | Checkbox |
Check this box if you (the applicant) have not received a SNAP recertification notice within the past 30 days. Fill only if '57a — You: YES (Receiving SNAP benefits)' is 'Yes'.
Depends on:
57a — You: YES (Receiving SNAP benefits)
|
| 57(b) Your Spouse, if filing - YES | Checkbox |
Check this box if your spouse (who is filing with you) has received a SNAP recertification notice within the past 30 days. Fill only if '57a — Your Spouse, if filing: YES (Receiving SNAP benefits)' is 'Yes'.
Depends on:
57a — Your Spouse, if filing: YES (Receiving SNAP benefits)
|
| 57(b) Your Spouse, if filing - NO | Checkbox |
Check this box if your spouse (who is filing with you) has not received a SNAP recertification notice within the past 30 days. Fill only if '57a — Your Spouse, if filing: YES (Receiving SNAP benefits)' is 'Yes'.
Depends on:
57a — Your Spouse, if filing: YES (Receiving SNAP benefits)
|
| SNAP Unfavorable Decision (57d) | ||
| 57(d) You - YES | Checkbox |
Check this box if you (the applicant) have received an unfavorable decision regarding your SNAP benefits. Fill only if '57(c) You - YES (Filed for SNAP in last 60 days)' is 'Yes'.
Depends on:
57(c) You - YES (Filed for SNAP in last 60 days)
|
| 57(d) You - NO | Checkbox |
Check this box if you (the applicant) have not received an unfavorable decision regarding your SNAP benefits. Fill only if '57(c) You - YES (Filed for SNAP in last 60 days)' is 'Yes'.
Depends on:
57(c) You - YES (Filed for SNAP in last 60 days)
|
| 57(d) Your Spouse, if filing - YES | Checkbox |
Check this box if your spouse (if they are filing) has received an unfavorable decision regarding their SNAP benefits. Fill only if '57(c) Your Spouse - YES (Filed for SNAP in last 60 days)' is 'Yes'.
Depends on:
57(c) Your Spouse - YES (Filed for SNAP in last 60 days)
|
| 57(d) Your Spouse, if filing - NO | Checkbox |
Check this box if your spouse (if they are filing) has not received an unfavorable decision regarding their SNAP benefits. Fill only if '57(c) Your Spouse - YES (Filed for SNAP in last 60 days)' is 'Yes'.
Depends on:
57(c) Your Spouse - YES (Filed for SNAP in last 60 days)
|
| Special Work-Related Expenses Due to Blindness/Disability (Spouse) | ||
| 54 (Your Spouse) YES — Special expenses due to blindness/disability | Checkbox |
Check this box if your spouse is blind or disabled and has special work-related expenses that are necessary for them to work (then explain in Remarks and go to #55).
|
| 54 (Your Spouse) NO — Special expenses due to blindness/disability | Checkbox |
Check this box if your spouse is blind or disabled but does not have any special work-related expenses that are necessary for them to work (then go to #55).
|
| Special Work-Related Expenses Due to Blindness/Disability (You) | ||
| You - YES (Explain in Remarks, then Go to #55) | Checkbox |
Check this box if you are blind or disabled and you have any special expenses that you paid which are necessary for you to work (you must explain the expenses in the remarks and then go to #55).
|
| You - NO (Go to #55) | Checkbox |
Check this box if you are blind or disabled but you do not have any special work-related expenses you paid that are necessary for you to work (then go to #55).
|
| Spouse Signature | ||
| Spouse's Signature (full name and signature) | Text |
Enter the spouse's full name (first name, middle initial, last name) and provide their handwritten signature in ink; sign here only if the spouse is applying for payments. Fill only if 'Your Spouse, if filing' is 'Yes'.
Depends on:
58(b) Your Spouse, if filing - YES (Other health insurance)
|
| Tenth Income Source: Social Security | ||
| Tenth - Social Security (You - YES) | Checkbox |
Check this box if you have received or expect to receive Social Security income since the filing date month or within the next 14 months.
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| Tenth - Social Security (You - NO) | Checkbox |
Check this box if you have not received and do not expect to receive Social Security income since the filing date month or within the next 14 months.
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| Tenth - Social Security (Your Spouse - YES) | Checkbox |
Check this box if your spouse has received or expects to receive Social Security income since the filing date month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Tenth - Social Security (Your Spouse - NO) | Checkbox |
Check this box if your spouse has not received and does not expect to receive Social Security income since the filing date month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Third Child Income Entry (Child / Source & Type / Monthly Amount) | ||
| Third child's name | Text |
Enter the full name of the third child who is receiving income. Fill only if 'Q26(b) YES - Child/studente receives income' is 'Yes'.
Depends on:
Q26(b) YES - Child/studente receives income
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| Third child's income source and type | Text |
Provide the source and type of the third child's income (for example, wages, Social Security, child support), including any brief clarifying details. Fill only if 'Q26(b) YES - Child/studente receives income' is 'Yes'.
Depends on:
Q26(b) YES - Child/studente receives income
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| Third child's monthly amount | Number |
Enter the monthly amount of income the third child receives. Fill only if 'Q26(b) YES - Child/studente receives income' is 'Yes'.
Depends on:
Q26(b) YES - Child/studente receives income
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| Third Income Source: Temporary Assistance for Needy Families | ||
| Third - Temporary Assistance for Needy Families (You — YES) | Checkbox |
Check this box if you have received or expect to receive Temporary Assistance for Needy Families (TANF) for yourself since the first moment of the filing date month or within the next 14 months.
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| Third - Temporary Assistance for Needy Families (You — NO) | Checkbox |
Check this box if you have not received and do not expect to receive Temporary Assistance for Needy Families (TANF) for yourself since the first moment of the filing date month and within the next 14 months.
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| Third - Temporary Assistance for Needy Families (Your Spouse — YES) | Checkbox |
Check this box if your spouse has received or expects to receive Temporary Assistance for Needy Families (TANF) since the first moment of the filing date month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Third - Temporary Assistance for Needy Families (Your Spouse — NO) | Checkbox |
Check this box if your spouse has not received and does not expect to receive Temporary Assistance for Needy Families (TANF) since the first moment of the filing date month and within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Third Other Property Owner/Value/Owed Row | ||
| Third Other Property - Owner's Name | Text |
Enter the full name of the owner for the third listed other property shown on this row. Fill only if 'Q40 You - YES', 'Q40 Your Spouse - YES' is 'Yes' (any).
Depends on:
Q40 You - YES, Q40 Your Spouse - YES
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| Third Other Property - Estimated Current Market Value | Number |
Provide your best estimate of the current market value for the third listed property. Fill only if 'Q40 You - YES', 'Q40 Your Spouse - YES' is 'Yes' (any).
Depends on:
Q40 You - YES, Q40 Your Spouse - YES
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| Third Other Property - Amount Owed | Number |
Enter the amount still owed (the outstanding debt or lien) on the third listed property. Fill only if 'Q40 You - YES', 'Q40 Your Spouse - YES' is 'Yes' (any).
Depends on:
Q40 You - YES, Q40 Your Spouse - YES
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| Third Vehicle Information | ||
| Third Vehicle - Owner's Name | Text |
Enter the full name of the person(s) listed on the title for the third vehicle. Fill only if 'Q39 - You: YES (Own or name appears on vehicle title)', 'Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)' is 'Yes' (any).
Depends on:
Q39 - You: YES (Own or name appears on vehicle title), Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)
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| Third Vehicle - Description (Year, Make & Model) | Text |
Provide the vehicle's year, make, and model for the third vehicle (for example, '2018 Toyota Camry'). Fill only if 'Q39 - You: YES (Own or name appears on vehicle title)', 'Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)' is 'Yes' (any).
Depends on:
Q39 - You: YES (Own or name appears on vehicle title), Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)
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| Third Vehicle - Used For | Text |
Describe how the third vehicle is primarily used (for example, 'personal', 'commuting', 'farm use', or 'business'). Fill only if 'Q39 - You: YES (Own or name appears on vehicle title)', 'Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)' is 'Yes' (any).
Depends on:
Q39 - You: YES (Own or name appears on vehicle title), Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)
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| Third Vehicle - Current Market Value | Number |
Enter the estimated current market value of the third vehicle. Fill only if 'Q39 - You: YES (Own or name appears on vehicle title)', 'Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)' is 'Yes' (any).
Depends on:
Q39 - You: YES (Own or name appears on vehicle title), Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)
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| Third Vehicle - Amount Owed | Number |
Enter the outstanding loan or lien balance owed on the third vehicle. Fill only if 'Q39 - You: YES (Own or name appears on vehicle title)', 'Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)' is 'Yes' (any).
Depends on:
Q39 - You: YES (Own or name appears on vehicle title), Q39 - Your Spouse: YES (Spouse owns or name appears on vehicle title)
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| Thirteenth Income Source: Office of Personnel Management (Civil Service) | ||
| Thirteenth - Office of Personnel Management (Civil Service) — You YES | Checkbox |
Check this box if you have received, or expect to receive within the next 14 months, income from the Office of Personnel Management (Civil Service).
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| Thirteenth - Office of Personnel Management (Civil Service) — You NO | Checkbox |
Check this box if you have not received and do not expect to receive within the next 14 months any income from the Office of Personnel Management (Civil Service).
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| Thirteenth - Office of Personnel Management (Civil Service) — Your Spouse YES | Checkbox |
Check this box if your spouse has received, or expects to receive within the next 14 months, income from the Office of Personnel Management (Civil Service). Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Thirteenth - Office of Personnel Management (Civil Service) — Your Spouse NO | Checkbox |
Check this box if your spouse has not received and does not expect to receive within the next 14 months any income from the Office of Personnel Management (Civil Service). Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Total Cash Expenses - Average Monthly Amount | ||
| Total Average Monthly Cash Expenses | Number |
Enter the total average monthly dollar amount for all listed household cash expenses (sum of mortgage/rent, insurance, taxes, utilities, garbage, water, etc.) averaged over the past 12 months (or for the months you have resided at your current address if less than 12 months). Fill only if 'Present living situation' is 'Household'.
Depends on:
Q19 First - Household (Since Date)
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| Twelfth Income Source: Railroad Retirement Board Benefits | ||
| Twelfth: Railroad Retirement Board Benefits — You (Yes) | Checkbox |
Check this box if you have received or expect to receive Railroad Retirement Board benefits since the first moment of the filing date month or within the next 14 months (you = yes).
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| Twelfth: Railroad Retirement Board Benefits — You (No) | Checkbox |
Check this box if you have not received and do not expect to receive Railroad Retirement Board benefits since the first moment of the filing date month or within the next 14 months (you = no).
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| Twelfth: Railroad Retirement Board Benefits — Your Spouse (Yes) | Checkbox |
Check this box if your spouse has received or expects to receive Railroad Retirement Board benefits since the first moment of the filing date month or within the next 14 months (spouse = yes). Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Twelfth: Railroad Retirement Board Benefits — Your Spouse (No) | Checkbox |
Check this box if your spouse has not received and does not expect to receive Railroad Retirement Board benefits since the first moment of the filing date month or within the next 14 months (spouse = no). Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Twentieth Income Source: Dividends/Royalties | ||
| Twentieth - Dividends/Royalties — You: YES | Checkbox |
Check this box if you have received or expect to receive dividends or royalties since the first moment of the filing date month or within the next 14 months.
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| Twentieth - Dividends/Royalties — You: NO | Checkbox |
Check this box if you have not received and do not expect to receive dividends or royalties since the first moment of the filing date month or within the next 14 months.
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| Twentieth - Dividends/Royalties — Your Spouse: YES | Checkbox |
Check this box if your spouse has received or expects to receive dividends or royalties since the first moment of the filing date month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Twentieth - Dividends/Royalties — Your Spouse: NO | Checkbox |
Check this box if your spouse has not received and does not expect to receive dividends or royalties since the first moment of the filing date month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Twenty-Fifth Income Source: Gambling/Lottery Winnings | ||
| Twenty-Fifth - Gambling/Lottery Winnings (You - YES) | Checkbox |
Check this box if you have received or expect to receive gambling or lottery winnings since the first moment of the filing date month or within the next 14 months.
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| Twenty-Fifth - Gambling/Lottery Winnings (You - NO) | Checkbox |
Check this box if you have not received and do not expect to receive gambling or lottery winnings since the first moment of the filing date month or within the next 14 months.
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| Twenty-Fifth - Gambling/Lottery Winnings (Your Spouse - YES) | Checkbox |
Check this box if your spouse has received or expects to receive gambling or lottery winnings since the first moment of the filing date month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Twenty-Fifth - Gambling/Lottery Winnings (Your Spouse - NO) | Checkbox |
Check this box if your spouse has not received and does not expect to receive gambling or lottery winnings since the first moment of the filing date month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Twenty-First Income Source: Rental/Lease Income Not from a Trade or Business | ||
| Twenty-First: Rental/Lease Income Not from a Trade or Business — You (Yes) | Checkbox |
Check this box if you have received or expect to receive rental or lease income not from a trade or business during the 14 months beginning with the filing date month.
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| Twenty-First: Rental/Lease Income Not from a Trade or Business — You (No) | Checkbox |
Check this box if you have not received and do not expect to receive rental or lease income not from a trade or business during the 14 months beginning with the filing date month.
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| Twenty-First: Rental/Lease Income Not from a Trade or Business — Your Spouse (Yes) | Checkbox |
Check this box if your spouse has received or expects to receive rental or lease income not from a trade or business during the 14 months beginning with the filing date month. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Twenty-First: Rental/Lease Income Not from a Trade or Business — Your Spouse (No) | Checkbox |
Check this box if your spouse has not received and does not expect to receive rental or lease income not from a trade or business during the 14 months beginning with the filing date month. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Twenty-Fourth Income Source: Other Bureau of Indian Affairs Income | ||
| Twenty-Fourth Income Source: Other Bureau of Indian Affairs Income — You YES | Checkbox |
Check this box if you (the applicant) have received or expect to receive Other Bureau of Indian Affairs income during the 14 months from the first moment of the filing date month.
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| Twenty-Fourth Income Source: Other Bureau of Indian Affairs Income — You NO | Checkbox |
Check this box if you (the applicant) have not received and do not expect to receive Other Bureau of Indian Affairs income during the 14 months from the first moment of the filing date month.
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| Twenty-Fourth Income Source: Other Bureau of Indian Affairs Income — Your Spouse YES | Checkbox |
Check this box if your spouse has received or expects to receive Other Bureau of Indian Affairs income during the 14 months from the first moment of the filing date month. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Twenty-Fourth Income Source: Other Bureau of Indian Affairs Income — Your Spouse NO | Checkbox |
Check this box if your spouse has not received and does not expect to receive Other Bureau of Indian Affairs income during the 14 months from the first moment of the filing date month. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Twenty-Second Income Source: Alimony | ||
| Twenty-Second - Alimony (You - Yes) | Checkbox |
Check this box if you have received or expect to receive alimony since the filing date month or within the next 14 months.
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| Twenty-Second - Alimony (You - No) | Checkbox |
Check this box if you have not received and do not expect to receive alimony since the filing date month and within the next 14 months.
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| Twenty-Second - Alimony (Your Spouse - Yes) | Checkbox |
Check this box if your spouse has received or expects to receive alimony since the filing date month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Twenty-Second - Alimony (Your Spouse - No) | Checkbox |
Check this box if your spouse has not received and does not expect to receive alimony since the filing date month and within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Twenty-Sixth Income Source: Other Income or Support | ||
| Twenty-Sixth - Other Income or Support (You - YES) | Checkbox |
Check this box if, since the first moment of the filing date month, you have received or expect to receive Other Income or Support in the next 14 months.
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| Twenty-Sixth - Other Income or Support (You - NO) | Checkbox |
Check this box if, since the first moment of the filing date month, you have not received and do not expect to receive Other Income or Support in the next 14 months.
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| Twenty-Sixth - Other Income or Support (Your Spouse - YES) | Checkbox |
Check this box if, since the first moment of the filing date month, your spouse has received or expects to receive Other Income or Support in the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Twenty-Sixth - Other Income or Support (Your Spouse - NO) | Checkbox |
Check this box if, since the first moment of the filing date month, your spouse has not received and does not expect to receive Other Income or Support in the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Twenty-Third Income Source: Child Support | ||
| Twenty-Third - Child Support (You — YES) | Checkbox |
Check this box if you (the applicant) have received or expect to receive child support since the filing date month or within the next 14 months.
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| Twenty-Third - Child Support (You — NO) | Checkbox |
Check this box if you (the applicant) have not received and do not expect to receive child support since the filing date month or within the next 14 months.
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| Twenty-Third - Child Support (Your Spouse — YES) | Checkbox |
Check this box if your spouse has received or expects to receive child support since the filing date month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Twenty-Third - Child Support (Your Spouse — NO) | Checkbox |
Check this box if your spouse has not received and does not expect to receive child support since the filing date month or within the next 14 months. Fill only if 'Are you married?' is 'Yes'.
Depends on:
5(a) YES — Are you married?
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| Type of Claim | ||
| Individual | Checkbox |
Check this box if the application is being filed only for you as an individual (not as a couple or child).
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| Individual with Ineligible Spouse | Checkbox |
Check this box if you are applying as an individual and you have a spouse who is not eligible for SSI.
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| Couple | Checkbox |
Check this box if the application is being filed jointly for you and your spouse as a couple.
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| Child | Checkbox |
Check this box if the application is being filed for a child (the child is the SSI applicant).
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| Child with Parents | Checkbox |
Check this box if the application is for a child who is living with and is claimed with parents on the application.
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| Wage Information (Spouse) | ||
| Spouse — Rate of Pay | Number |
Enter your spouse’s rate of pay (for example an hourly wage, salary amount, or other pay rate).
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| Spouse — Amount Worked Per Pay Period | Number |
Enter the amount your spouse works or is paid for each pay period (for example hours worked or units earned).
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| Spouse — How Often Paid | Text |
Enter how often your spouse is paid (for example Weekly, Biweekly, Semi‑monthly, or Monthly).
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| Spouse — Pay Day or Date Paid | Text |
Enter the regular pay day or the date your spouse was paid for the most recent pay period (for example a weekday or specific date).
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| Spouse — Date Last Paid | Date |
Enter the date your spouse was last paid.
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| Wage Information (You) | ||
| Your Rate of Pay | Number |
Enter the rate of pay you receive (hourly, salary, or per unit).
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| Amount Worked Per Pay Period | Number |
Enter the amount of time or units you typically work in each pay period (for example, hours or units).
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| How Often Paid | Text |
Enter how often you are paid (for example: Weekly, Biweekly, Twice a month, Monthly).
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| Pay Day or Date Paid | Text |
Enter your usual pay day or the day of the month you are paid (for example: Friday or 15th).
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| Date Last Paid | Date |
Enter the most recent date on which you were paid.
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| Water - Average Monthly Amount | ||
| Water — Average Monthly Amount | Number |
Enter the average monthly amount you pay for water (show the average over the past 12 months, or for the months you have resided at your present address if less than 12). Fill only if 'Present living situation' is 'Household'.
Depends on:
Q19 First - Household (Since Date)
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| Witness 1 Signature and Address | ||
| Witness 1 Signature | Text |
Enter the full name used as the witness signature (first name, middle initial, last name) exactly as the witness will sign in ink.
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| Witness 1 Address | Text |
Enter the witness's complete mailing address including number and street, city, state, and ZIP code. Fill only if 'Witness 1 Signature' is 'Yes'.
Depends on:
Witness 1 Signature
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| Witness 2 Signature and Address | ||
| Witness 2 Signature | Text |
Enter the full signature of the second witness (first name, middle initial, last name) as signed in ink.
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| Witness 2 Address | Text |
Enter the second witness's full mailing address including number and street, city, state, and ZIP code. Fill only if 'Witness 2 Signature' is 'Yes'.
Depends on:
Witness 2 Signature
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