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Sf 3107 1 instructions Form: What You Should Know

The original signature line must be filled in with the name(s) of your existing spouse(s)-that is, spouse(s), same sex, same relationship, same gender, or opposite sex. Signature is required if the spouse has contracted for Social Security benefits or if your former spouse has contractually obligated his/her benefits to you. Sep 18, 2020-SF3107-3 (Incentive Application Form) If your spouse will qualify on your death for a lower monthly receipt of Social Security benefits than he/she receives now, you can elect to receive that higher receipt instead of your current benefit. How to complete the SF-3107 (Spouse's Consent to Survivor Election) form If a beneficiary or deceased dependent's surviving spouse or child is applying for a survivor benefit, the application form can be completed by either the spouse or a designated individual (designated  person or persons). You must sign the survivor application form. Use of the Application Form for Immediate Retirement (SF-IRA) If you received or are entitled to pay a Social Security benefit that would otherwise be counted as a spouse's retirement benefit under the SF-3107-2 and SF-3107-3, you can elect to receive that spouse's benefits under the SF-IRA instead. An SF-IRA can be made with either the SF-3107-2 or the SF-3107-3, but neither can apply to the benefits of an eligible widow if she had no dependent children at the time of her death. To elect this benefit under the SF-IRA, you must complete a separate application for an IRA. The application forms are made by the person who will receive the IRA payment. The application form instructions are not available on the Internet or at the Social Security Administration. Form SF-3107-2 The application form for the SF-3107-2 is only required if you have or will receive a benefit on the date you declare: You have or will receive a benefit on or before the date you complete this form. All eligibility requirements must be met. The amount of the benefit is the amount that would have been credited to your account if you had not received the benefit. Please consult the instructions for the SF-3107-2 for the actual benefits or retirement benefits you will receive.

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