If you’re the beneficiary of the account, make sure you have this information handy:
- Your email
- Your date of birth
- Social Security Number or Tax Identification Number
- Contact details
- Proof of eligibility
If you’re an Authorized Legal Representative, you’ll need your information (email, date of birth, Social Security Number or Tax Identification Number, contact details, and work status. You’ll also need to know the beneficiary’s eligibility status and provide documentation of Power of Attorney or Legal Guardianship, unless you’re the parent of a beneficiary under the age of 18.
If the beneficiary is not eligible for SSI or SSDI benefits, they need a signed Diagnosis Form from a licensed physician. You won’t need to provide it for registration, but the IRS or the Plan may ask for it at any time.
If you’re signing up by U.S. mail, you’ll need an Enrollment Form.