What do I need to open an account?
Make sure you have this information handy:
Your email;
Your date of birth;
Social Security Number or Tax Identification Number; and
Contact details.
If you’re an Authorized Legal Representative, you’ll need the same information as the beneficiary’s, plus your work status. You may also need guardianship, conservatorship, or power of attorney documentation, depending on your relationship to the beneficiary.
If the beneficiary is not eligible for Supplemental Security Income (SSI) or Social Security Disability Insurance (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 snail mail, you’ll need these forms.
