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Social Security interview prep for overseas applicant - FBU Manila phone appointment coming up

I finally got a phone interview scheduled for my Social Security retirement benefits! Applied online back in October 2024 and just received an email confirming my phone appointment for March 15th, 2025. Really relieved but also nervous since my application is through the Federal Benefits Unit in Manila. Two main concerns: 1) What documents should I have ready for this call? Do I need notarized copies of my birth certificate, marriage license, etc.? I'm heading overseas for 6 weeks starting next Monday and want to get everything prepared before I leave since I'll be abroad during the actual interview. 2) What exactly happens during these phone appointments? Will they just review my application details or will there be additional questions? Anyone with FBU Manila experience who can share some insight? I've waited nearly 5 months for this appointment and really don't want to mess it up or cause more delays!

Mateo Hernandez

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For my FBU Manila phone interview last year, they primarily wanted to verify all the info in my application. Have digital copies of ALL your important documents - birth certificate, marriage certificate, divorce papers (if applicable), and your most recent tax returns. They'll email you a list of specific documents they need before the interview. The FBU process is notoriously slow, so make sure you have reliable phone service wherever you'll be overseas. My interview was supposed to be 15 minutes but lasted 45 because they had questions about my work history in the Philippines. Oh, and write down your entire work history with dates before the call - they'll likely go through that in detail. Good luck!

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NebulaNova

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Thanks so much! I really appreciate the detailed response. I'm definitely worried about phone service where I'll be traveling. Did you need notarized copies or were regular scans acceptable? And did they send the document list well in advance of the interview date?

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Aisha Khan

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my wife had her fbu call last month they just asked same stuff thats on the application nothing tricky but MAKE SURE UR PHONE WORKS OVERSEAS!!!! she missed first call had to reschedule took another 2 months to get new appointment

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NebulaNova

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Oh no! That's exactly what I'm worried about. I'll be in rural areas with spotty coverage. Did they try calling more than once when they couldn't reach her?

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Ethan Taylor

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I processed my retirement benefits through FBU Singapore (similar to Manila) in 2023. Here's what you need to prepare: 1. The FBU will actually email you a list of required documents about 1-2 weeks before your call. They typically request: - Original birth certificate (or certified copy) - Marriage certificate(s) - Divorce decree(s) if applicable - Most recent tax return - Proof of citizenship if naturalized - Bank information for direct deposit 2. For the phone appointment, they'll verify your identity first, then review your earnings record and benefit calculation. They'll confirm your filing strategy and payment preferences. The call typically takes 30-45 minutes. Regarding notarized copies - the FBU usually requests you scan original documents rather than notarized copies. However, since you're traveling, having notarized copies as backups is wise. Finally, ensure you have reliable phone service for your appointment. FBU appointment slots are limited, and rescheduling often means significant delays.

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NebulaNova

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This is incredibly helpful! I should get everything scanned before I leave then. Do you know if there's any way to request the document list earlier than the 1-2 week timeframe? With my travel schedule, I'm worried about not having access to my documents when they send the list.

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Yuki Ito

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They make it so complicated!!! I had regular SS appointment (not overseas) and they canceled TWICE without telling me. Wasted hours waiting for calls that never came. System is broken.

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Carmen Lopez

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For my FBU Manila interview last year, I was traveling in Vietnam when they called. Here's what I learned: 1. You absolutely need stable internet/phone service. Consider getting a portable WiFi device if you'll be in remote areas. They called exactly on schedule. 2. They'll email a document checklist about 10 days before the appointment. For me, it included birth certificate, passport, tax returns (last 3 years), marriage certificate, and direct deposit info. I didn't need notarized copies - just clear scans of originals. 3. The interview focused on verifying my work history (dates and employers), confirming my application choices, and discussing payment options. One tip - I used Claimyr (claimyr.com) before my application to actually talk to a live SSA representative and pre-check if my documentation was sufficient. Saved me a ton of headaches since they helped me identify issues before my formal application. Check out their video demo: https://youtu.be/Z-BRbJw3puU The FBU process is more straightforward than people think, just be organized and available for the call!

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NebulaNova

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Thank you! I hadn't heard of Claimyr before. I might check that out before I leave. The portable WiFi is a great idea too - I was planning to just rely on local SIM cards but having backup internet makes sense for something this important.

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AstroAdventurer

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i applied through manila FBU in 2023 and they never sent me a document list!?!!? had to scramble during the call to find everything. interviewer was annoyed. ended up having to submit stuff after the call and delayed my benefits by 3 MONTHS!!! make sure you call them BEFORE your appointment if you don't get a list. dont assume anything with SSA. NOTHING. and yes get notarized copies of EVERYTHING because i had to.

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NebulaNova

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Oh that's concerning! I'll definitely follow up if I don't receive a document list. Do you remember how long before the appointment they were supposed to send it? And which number did you call to reach them directly?

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Andre Dupont

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I worked for SSA for 28 years before retiring. For overseas applicants working with FBUs, the process is slightly different than domestic applications. The phone interview serves several purposes: 1. Verification of identity and eligibility 2. Review of earnings record accuracy 3. Discussion of benefit options and potential maximization strategies 4. Processing of any supplemental documentation Regarding documents, you should have: - Original birth certificate or passport - Social Security card - Marriage certificate(s) - Divorce decree(s) if applicable - Most recent tax returns - Banking information for direct deposit - Complete work history with dates and employers The FBU should send you a specific document request before your interview. If you're traveling, inform them in advance about your circumstances. For maximum preparation, review your earnings statement on my.ssa.gov before the interview to ensure all your work history is accurately reflected.

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NebulaNova

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Thank you so much for this detailed information from an insider perspective! I'll definitely check my earnings statement before the interview. Should I also inform them that I'll be traveling during the interview, or is that not necessary as long as I can take the call?

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Aisha Khan

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tell them your overseas +++ they HATE surprises lol

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Mateo Hernandez

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Just following up - did you manage to get through to the FBU Manila before your trip? Any updates on the document list situation?

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NebulaNova

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Yes! I actually followed the suggestion to try Claimyr and got through to SSA yesterday. They confirmed my appointment is still on and said the FBU should send the document list about 2 weeks before. I've scanned everything recommended here just to be safe. Now I just need to make sure I have good phone service for the call!

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