Congratulations on your new job! Now your employer is asking you to fill out your portion of the I-9 Employment Eligibility Verification, Department of Homeland Security, U.S. Citizenship and Immigration Services form to verify that you are eligible to work in the United States.

How do I fill out Form I-9?

Make sure you have the proper forms of identification available before you begin. The most popular forms of ID include a US passport from List A, or your Driver’s License with your Social Security Card from Lists B and C respectively. A list of acceptable identification documents is available on the last page of this form. All forms of ID must be current.

Your employer is asking you to fill out this form to prove that you are eligible to work in the United States. You may be asked at a future date to reverify your employment eligibility, or if you are rehired to an organization you have worked at previously, you may need to reverify your status then as well. Do not fill out an I9 verification before accepting a job offer, and have it completed no later than the first day of employment.

Section 1 is the only section employees are responsible for filling out. Do not fill out anything beyond section 1.

Beginning at the top left field, fill in your last name. Your last name must match what is on your acceptable form of identification. Proceed with your legally given first name in the next field, followed by your middle initial. If you were previously married or have legally changed your last name, enter that information in the last field on the top row.

Moving along to the next row, you will see boxes to fill in with your address. Enter your street number and name in the first field. If you live in an apartment, condo, or use a PO Box please enter the unit number into the next field. Next, enter your city or town. In the next field asking for state, please use your states’ abbreviation. Finally, fill in your zip code.

The next row includes your date of birth. Use two digits for the month, two digits for the day, and four digits for the year. For instance, if your birthday is August 5th, 1980 you will write 08/05/1980. In the next field, if you have a social security number enter it here. If you do not have a SSN, please leave this field blank. In the last two fields, enter your email address, and finally your phone number.

This last portion of section 1 requires you to answer if you are: an American citizen, a noncitizen national of the United States, a lawful permanent resident, or an alien authorized to work in the US. Check the box that applies to you.

Please note lawful permanent residents must provide an Alien Registration Number/USCIS Number. Aliens authorized to work must provide one of the following: An Alien Registration Number/USCIS Number or Form I-94 Admission Number or a Foreign Passport Number.

Finally, sign and date the form. You have completed the employee portion of the I9.

The SS-5 form is used to apply for a new social security card, apply for a replacement social security card, or to change or correct information on your social security card.

How do I fill out Form SS-5?

Starting at line 1, enter your full name given to you at birth. Make sure you input the name you had before you changed your name due to marriage or divorce. The Social Security Administration needs this information to locate the record of your previous social security card. If you are a female, this means you will need to enter your maiden name if you took your husband’s last name.

Onto line 2, enter your Social Security Number, if you have one. If you do not, leave line 2 blank. Next, on line 3 fill in your place of birth. Do not abbreviate any of the names. Line 4 ask for your date of birth. Enter it with two digits for the month, two digits for the day, and four digits for the year. If your birthday is August 5, 1980, your date of birth will look like 08/05/1980.

On line 5, you are being asked to select your citizenship status. Select if you are a U.S citizen, legal alien allowed to work, legal alien not allowed to work, or you are none of the mentioned where you select other. Select only one option.

Line 6 is optional and is asking if you are of Latino or Hispanic origin. Answer Yes and No at your own discretion. Line 7 is also optional and is asking you to select your race; Native Hawaiian, Alaska Native, Asian, American Indian, Black/African American, other Pacific Islander or white. Again, you may choose to ignore this section.

Line 8 is asking for your sex, male or female. Check the appropriate box. Lines 9 and 10 are optional if you are over 18 years old. If you are over 12 years old, you must complete these forms and turn them in in-person with your parent(s) or guardian(s). If you are under 18, on line 9a, enter your Mother’s first, middle, and last name at the time of her birth. Under that on 9b, enter your mother’s social security number. If it is unknown, check the box ‘Unknown’. Same as your mother’s information, on line 10a, fill in your father’s full name and social security number in sections 10a and 10b respectively. It also has the unknown selection in 10b. Again, these fields are not mandatory if you are over 18 years old.

If you are applying to change your name on your current Social Security Card, you must answer line 11. Choose yes for line 11 because you have filed and received a social security number before, and move on to line 12.

On line 12, enter your most recent first, middle, and last name listed on your social security card. This is usually the same name that is on the card you currently have.
For line 13, if your birth date was corrected in the past, please make sure you input the date you had before that change. If you got your birth date correct on the first application, leave it blank if not enter the birth date you entered in your last application.

Moving to line 14, enter today’s date; the day you are applying for a name change. On line 15, enter your enter your daytime phone number, please make sure it is correct as the social security administration may contact you directly.

Line 16 is asking for your full mailing address. Do not use abbreviations.Enter your mailing address, and please make sure it is correct as this is where you will receive your social security card in approximately 14 days.

Line 17 is for your signature. Finally, line 18 is asking for the relationship to the applicant. If you are filling this out for yourself, check ‘self’. Otherwise, choose the appropriate option: Natural or adoptive parent, legal guardian, or other. If other you must specify the relationship.

You have now completed Form SS-5.

This form is used for proof of group health care coverage based on current employment. This information is needed to process your Medicare enrollment application.

How do I fill out Form CMS-L564?

If you want to apply for Medicare during a special enrollment period, you must prove that you have or had group health coverage within the last 8 months. You are only responsible for filling out the first section of the form, and your employer is responsible for filling out the second part as well as sign at the bottom.

Starting with line 1, fill in your current or past employer’s name. To the right on line 2, enter today’s date. Moving down to line 3, enter the address of the employer, moving down enter the city, and to the right enter the abbreviation for the state as well as the 5-digit zip code.

Moving down to line 4, enter the applicant’s name. This is the person who is applying for Medicare enrollment. To the right on line 5, enter the applicant’s social security number. Down to line 6, enter the employee’s full name. The applicant and employee may be the same person, but fill in both lines 6 and 7. To the right on line 7, enter the employee’s social security number.

The applicant has now completed their portion of Form CMS-L564 and must have the employer complete Section B.