1. Talk with us first
Begin with a consultation so we can explain what information, if any, is needed for your situation.
What Not to Send Here
Do not use this website, email, or text for private records.
Please do not enter or attach a Social Security number, bank or routing number, password, medical record, photo identification, or other highly sensitive information through a public website form, email, or text message.
When Documents Are Needed
You will receive a secure Clio invitation.
After your consultation, if documents or private information are needed, you will receive an individual invitation to a secure Clio client link. Use that link only to upload the documents requested for your matter.
How to Send Sensitive Information
Three simple steps.
2. Watch for your invitation
You will receive a secure Clio client request by email. Each request is specific to you and the documents needed.
3. Upload through Clio
Use the secure link in your invitation to provide requested documents. Do not email or text copies of sensitive records.
Important Information
Clear expectations.
- SSBC Retirement Prep is an independent consulting service and is not affiliated with the Social Security Administration.
- We cannot guarantee approval of a claim, a benefit amount, or a decision by the Social Security Administration.
- You remain responsible for the information submitted with your claim and for decisions you make about your benefits.
Not sure whether something is sensitive?
Please contact us first. We can tell you the safest way to share the information.