What to Bring to Your Benefits Appointment: A Complete Guide

Applying for benefits can feel overwhelming, but being prepared makes the process much smoother. Here is a comprehensive guide to the documents you should bring to any benefits appointment.

Identity Documents

• Photo ID – Drivers license, state ID, or passport for all adults
• Social Security cards – For everyone in your household applying
• Birth certificates – Especially for children
• Immigration documents – If applicable (green card, work permit, visa)

Proof of Income

• Pay stubs – Last 30 days or 4-5 most recent
• Employer letter – If you just started a job
• Self-employment records – Tax returns, 1099s, business records
• Benefit letters – Social Security, unemployment, child support
• No income statement – If you have no income, you may need to explain how you meet expenses

Proof of Residence

• Utility bill – Recent bill with your name and address
• Lease or rental agreement – Shows where you live
• Mail – Official mail addressed to you at your current address

Proof of Expenses

• Rent receipts – Or canceled checks/bank statements showing rent payments
• Utility bills – Electric, gas, water, phone
• Childcare expenses – Receipts or provider statements
• Medical expenses – Bills for out-of-pocket costs
• Child support payments – Court orders and payment records

Tips for Your Appointment

1. Arrive early to allow time for check-in
2. Bring copies of documents when possible
3. If missing a document, bring what you have – caseworkers can often work with alternatives
4. Ask questions if you do not understand something
5. Get the caseworkers contact information for follow-up

Use our Document Checklist tool to create a personalized list for the specific programs you are applying for.