What is a filing date for Social Security?
What is a filing date for Social Security?

What is a filing date for Social Security?

A protective application date is the date on which you initially notify the Social Security Administration (SSA) of an intention to apply for benefits. It can be the date on which you formally submit the application, but it can also be determined by prior written or oral contact by phone, email, in person or online.

You get a protective application date no matter what type of benefit you apply for, but it is especially important in this regard. Supplementary security income (SSI) and Social insurance disability insurance (SSDI), the two services Social Security administers for people with disabilities.

With SSI, the protective filing date determines when your services begin if your claim is approved. With SSDI, it affects how much you can receive refunda form of retroactive payment during a period when you were medically qualified for benefits but your claim had not yet been approved.

The process of establishing a protective filing date is slightly different for SSI and SSDI. This is how it works for each type of disability benefit.

SSI protective filing date

You can establish your Supplementary Security Income Protection Date orally or in writing. E.g:

  • Start filling one online application for disability benefits. Once you have entered a certain amount of information, you can save the application and get a re-entry number that allows you to continue it later. If you do this, your protective filing date will be established by triggering the local Social Security office to go ahead and schedule an interview as required for SSI.
  • Call Social Security at 800-772-1213 to arrange a telephone interview or in-person meeting at a local office. (SSA field offices have been closed to most personal services below Covid-19 pandemic but is tentatively scheduled to reopen March 30.)
  • Visit your local Social Security office when it reopens. If you indicate an intention to seek SSI, this date will be your protection date.

You must complete an SSI application within 60 days to lock the protection date.

If your SSI claim is approved, Social Security generally entitles you to benefits beginning on the first day of the calendar month following the protective filing date. Even a day difference in setting the date can affect your benefits. For example, if October 31st is your protection date, you will be eligible for benefits on November 1st. However, if you wait until November 1st to set the date, you will not be eligible for benefits until December 1st.

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