Support for the SSI Savings Penalty Elimination Act 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the Primary’s legal name and social security number in the designated fields. Ensure accuracy as this information is crucial for identification.
  3. Next, fill in your Spouse’s legal name and social security number if applicable. This section is important for joint applications.
  4. Complete the section regarding developmentally disabled dependents by providing their name, social security number, and relationship to you. This helps establish eligibility.
  5. Sign and date the certification statement confirming that the dependent listed is not eligible to be claimed by another taxpayer. This step is essential for compliance.
  6. If applicable, indicate any developmental disabilities by checking the appropriate boxes and answering follow-up questions about the condition's origin and impact on functioning.
  7. Finally, ensure a licensed physician or psychologist completes their section, including their signature, date of birth of the individual, and contact information.

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