Who needs a Form SSA-827?
Any social security disability payee wishing to authorize and request disclosure of their medical records, educational records, and other information about their ability to perform tasks.
What is Form SSA-827 for?
The form serves a dual purpose in disability claims: (1) it is a written request of the claimant to a medical or another source to release information and (2) it serves as authorization for the claimant’s sources to provide information to the Social Security Administration. These sources include the claimant’s hospitals, doctors, schools, nurses, psychiatric social workers, employers, friends, and family members.
Is the SSA-827 fillable form accompanied by other forms?
No other form is required.
When is Form SSA-827 due?
There is no deadline for submission of the form.
How do I fill out the printable SSA-827 form?
You should fill the “WHOSE Records to be Disclosed” box with your name, your social security number, and your date of birth.
You should check the box before the words “Determining whether I am capable of managing benefits ONLY” only if this applies to you.
You should sign, date, and complete the “INDIVIDUAL authorizing disclosure” box if you are authorizing the disclosure on your own behalf.
If you sign the form on behalf of the other person authorizing disclosure, you should fill the “IF not signed by subject of disclosure” box. Mark the respective checkbox to indicate that a parent of a minor, a guardian, or other personal representative signed the form.
In section “WITNESS”, an individual who knows the person signing the form should sign as a witness and provide his or her phone number or address. If needed, there is a space for a second witness.