Assemble the material in the following order from bottom to top:
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1.
Application forms. Put the lowest numbered application on the bottom, second lowest
next, etc. (Inc. SSA-3, 15,&25).
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2.
SS-5, or extract printouts, if applicable.
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-
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5.
Other proofs such as SSA-760-F4, SSA-11 BK, SSA-783, etc.
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7.
Claims correspondence and claimant's reports. Place in chronological order with the
most recent on top.
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8.
Free-Format Earnings Record - include any attachments such as OCRO scouting, RR-90
(if RR involved). Place minicertified earnings record here if the minicertified rather
than the free-format is received. Also place ONBE or OFBE here if a benefit estimate
earnings record was obtained.
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9.
All other primary and secondary wage evidence including:
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-
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c.
Self-employment tax returns and/or SSA-767.
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e.
Any other secondary evidence.
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10.
Special determinations.
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b.
SSA-7000-U5 or SSA-7010-U5. Include the SSA-3565 with the SSA-7010-U5.
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d.
SSA-2038-F3, Date of Birth Determination, or similar form, if required.
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11.
SSA-5002 with any necessary explanations.
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12.
SSA-671
Line up material in items 1 through 12 with the holes on the left side and staple
material between the holes.
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13.
Material to be placed on top of the assembled claim. (Does not need to have holes
punched.)
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b.
SSA-101-U3, SSA-3428-U2, or SSA-521
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c.
Claimant's authorization to secure copy of award certificate or disallowance letter
(when submitted).
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d.
SSA-790IDP or prior claim message.
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Place the material listed in item 13 above on top of all the other material in the
file and staple everything together in the upper left-hand corner. When several proofs
or pieces of evidence are to be photocopied and the file is not complicated and the
documents can readily be found in the file, several proofs or pieces of evidence can
be photocopied on the same sheet of photocopy paper. (Example: Proof of age and primary
and secondary wage evidence can be photocopied and placed in assembly order of either
item.)
Place the bar code label on top.