Social Security DAC vs SSI transition - confused about parent support documentation form
My daughter (28) is transitioning from SSI to Disabled Adult Child (DAC) benefits and we just had her phone interview yesterday. The SSA rep mentioned sending us a form to document how my wife provides over half of our daughter's support, but then she immediately started asking for specific dollar amounts (housing costs, utilities, food expenses, etc.) right on the call. I'm confused about whether we still need to wait for an actual form or if that verbal interview was the 'form' they mentioned. The rep works at our local office and said something would be mailed, but I'm starting to worry we misunderstood. My daughter's mySSA account shows the application is "processing" but no other details. Should I compile all our support documentation now and drop it off at the local office dropbox as a precaution? Or will an actual form arrive that we need to complete? I don't want to delay her DAC application since the benefit would be substantially higher than her current SSI. Anyone been through this process recently?
15 comments
Dylan Fisher
When my son switched from SSI to DAC benefits last year, we received Form SSA-8240 (Parent-to-Child Support Statement) about a week after the phone interview. The agent asked us similar questions during the call, but we still had to complete the actual form with supporting documentation. Based on my experience, I'd wait one more week before taking action. If nothing arrives by then, I'd call or visit the local office with documentation ready. The form basically needs proof that your wife provides over 50% of your daughter's support, so gather things like household bills, food costs, medical expenses, etc. Definitely make copies of everything since SSA sometimes loses things. The transition was worth it for us - my son's benefit increased by about $600/month going from SSI to DAC!
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Kelsey Hawkins
•Thank you for sharing your experience! It's reassuring to know we're probably just in the waiting period for the actual form. Did you remember specifically what documentation you attached to your form? I'm trying to organize everything now so we can submit it quickly when it arrives.
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Edwards Hugo
just went thru this with my disabled sister!!! the form is SSA-8240 like the other person said. they WILL mail it, but the questions on the phone are basically the same. my advice - START GATHERING ALL RECEPTS NOW. they want everything - rent, utilities, food, medical, clothing, transportation. Even Internet & phone if your providing that. They are SUPER picky about proving the over half support rule.
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Kelsey Hawkins
•This is really helpful, thank you! We'll start gathering receipts right away. Did your sister's application take a long time to process after you submitted the form?
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Gianna Scott
I'm actually going through this exact process with my son right now. Here's what's happening: SSA does a preliminary assessment during the phone interview, but they WILL send you the SSA-8240 form. The agent was asking those questions to pre-screen and make sure your daughter likely qualifies before sending the paperwork. Important tip - when you receive the form, make sure you're very specific about separating household expenses. If your household has 4 people but your daughter is one, they'll attribute only 1/4 of the household expenses toward her support. Make a spreadsheet breaking down exactly how much of each bill/expense is specifically for your daughter. The determination can take 2-3 months after submitting the form, so patience is key. DAC benefits are significantly better than SSI (higher payment, no asset limits, and Medicare instead of Medicaid after 24 months), so it's worth the hassle.
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Kelsey Hawkins
•The tip about breaking down household expenses is really valuable - I wouldn't have thought of that! We're a household of 3, so I'll make sure to attribute expenses correctly. Is there anything else I should know that might not be obvious from the form?
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Alfredo Lugo
The whole DAC process is MADDENING!! We waited 6 weeks for our form and had to call MULTIPLE TIMES to get anyone to tell us what was happening. SSA is so understaffed it's RIDICULOUS. Our interview was great but then complete silence afterwards. I finally got through after waiting on hold for HOURS and turns out they had "forgotten" to send the form!!! START CALLING THEM NOW don't assume anything is happening behind the scenes!!!
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Sydney Torres
•Same thing happened with my brother's application. The local office is useless.
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Kaitlyn Jenkins
Social Security eligibility technician here. The process you're describing is standard for DAC claims. During the initial interview, the claims specialist will ask preliminary questions about support to determine if your child is likely to meet the "one-half support" rule. This is followed by mailing the SSA-8240 form for official documentation. A few important points about the DAC process: 1. The SSA-8240 form should arrive within 7-10 business days 2. You'll need to document ALL support provided (housing, food, utilities, clothing, medical, etc.) 3. Your daughter must have become disabled before age 22 4. The parent must be either receiving Social Security retirement/disability benefits OR be deceased 5. For the support calculation, you need to show that contributions exceed what your daughter provides for herself through any income If you don't receive the form within two weeks, contact the local office. The processing time is currently averaging 90-120 days after all documentation is received. And yes, the benefit is usually substantially higher than SSI, without the strict resource limits.
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Kelsey Hawkins
•Thank you for the expert information! My wife started receiving her Social Security retirement benefits six months ago, which is why our daughter now qualifies for DAC. Her disability onset was at age 16, so well before 22. I'll watch for the form in the mail and contact the office if we don't see it by next week.
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Caleb Bell
I tried calling my local SS office for WEEKS about my husband's disability application and never got through. Then I found this service called Claimyr that got me connected to an actual SSA agent in 20 minutes instead of waiting on hold for hours. Might be worth trying if you need to follow up about the missing form and can't get through on the regular line. They have a demo video at https://youtu.be/Z-BRbJw3puU showing how it works. Saved me so much frustration!
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Kelsey Hawkins
•I've never heard of this service before. If we don't receive the form in the next week, I might try this instead of dealing with the endless hold times. Thanks for the suggestion!
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Sydney Torres
my daughter got DAC 2 years ago but we never got any form? they just asked questions on phone then approved her. weird.
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Gianna Scott
•That's unusual but possible. If your daughter was receiving a very low SSI payment and had well-documented support from parents, sometimes they can make the determination based on the interview alone. The form is typically required when the support situation needs more verification or is close to the 50% threshold.
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Edwards Hugo
btw one more thing - make sure your keeping your daughters Medicare vs Medicaid situation in mind. When my sis switched to DAC she lost her Medicaid after a few months!!! Had to apply for a Medicare Savings Program thru our state to help with the costs. SSA doest tell u about this part!!!!
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