Another escalation that is related to the beneficiary’s DOB and SSN is the Dependent’s escalation. Basically, it works as a regular SSN or DOB escalation. The only difference is that the information in question is not the one from the account holder, but the beneficiary’s. If the Dependent’s DOB and SSN proofs are needed, that information will be detailed in the status section:
As you can see, the Dependent SSN proof and the Dependent Birthday proof are required. The proof types for the dependent’s SSN and DOB that will be requested are the same than the ones that we request to the account holders.
Valid DOB Proofs
The following will be considered valid DOB proofs:
- Driver’s License
- State ID Card
- Military ID
- Voter Registration Card
- SSA or State Letter
- Official Income Documentation
- Citizenship and Immigration Documentation
- Military Discharge Documentation
- Weapons permit
- Birth Certificate
- Passport

