This data file provides information at the national level by month for federal fiscal years onward for average speed to answer calls to the National Number Network. This data file provides information at the national level by month for federal fiscal years onward for agent busy rates and calls to the National Number Network. This dataset shows the average processing time for completed inquiries. The "Average Processing Time" represents the number of days from the entry of the case inquiry into the OPI record system through the case's completion.
This dataset provides data on the number of incoming, pending, and completed inquiries by quarter. The table columns reflect the steps in processing the inquiries. This dataset gives a breakdown of the incoming inquiries categorized by topics by quarter.
These topics include program and post entitlement issues as well as questions regarding earnings and Social Security numbers. Additionally, this dataset shows the number of inquiries related to a miscellaneous topic.
This dataset provides the annual quantities of Field Office Visitors at the national level for the average number of daily visitors to SSA field offices. SSA uses this data to monitor our field office service delivery. This dataset provides annual data at the national level for federal fiscal years This dataset provides field office claims pending counts by year at the national level for federal fiscal years onward.
This dataset provides quarterly average enumeration processing time in days at the national level for for new or replacement cards issued by Social Security Field Offices or Card Centers where the public visits the field office or card center to request an original or replacement card in person. This dataset provides annual volumes for language preferences at the national level of individuals filing claims for Retirement and Survivor benefits for federal fiscal years onward.
This dataset provides annual volume of the Social Security Retirement and Survivors initial claims at the national level for federal fiscal year shown two ways. This dataset provides annual volumes for language preferences at the national level of individuals filing claims for Retirement and Survivor benefits for fiscal years - This dataset provides quarterly volumes for language preferences at the national level of individuals filing claims for Retirement and Survivor benefits for fiscal years onward.
This dataset provides quarterly volumes for language preferences at the national level of individuals filing claims for Retirement and Survivor benefits for fiscal years - This dataset provides annual volumes for language preferences at the national level of individuals filing claims for ESRD Medicare benefits for federal fiscal years onward.
This dataset provides annual volume of the Medicare claims based solely on ESRD at the national level for fiscal year with quarter 4 shown two ways. This dataset provides annual volumes for language preferences at the national level of individuals filing claims for ESRD Medicare benefits from fiscal year through This dataset provides quarterly volumes for language preferences at the national level of individuals filing claims for ESRD Medicare benefits for fiscal years onward.
This dataset provides quarterly volumes of the Medicare claims based solely on ESRD at the national level for fiscal year with quarter 4 shown two ways. This dataset provides quarterly volumes for language preferences at the national level of individuals filing claims for ESRD Medicare benefits for fiscal years - This dataset provides annual volumes for language preferences at the national level of individuals filing claims for disability insurance benefits for federal fiscal years onward.
This dataset provides annual volume of the Social Security Disability initial claims at the national level for federal fiscal year shown two ways. This dataset provides annual volumes for language preferences at the national level of individuals filing initial claims for Disability Insurance benefits for fiscal years - This dataset provides quarterly volumes for language preferences at the national level of individuals filing initial claims for disability insurance benefits for fiscal years onward.
This dataset provides quarterly volumes for language preferences at the national level of individuals filing initial claims for disability insurance benefits for fiscal years - This dataset provides annual volumes for language preferences at the national level of individuals filing claims for SSI Blind and Disabled benefits for federal fiscal years onward. This dataset provides annual volume of SSI Blind and Disabled initial claims at the national level for federal fiscal year shown two ways.
This dataset provides annual volumes for language preferences at the national level of individuals filing claims for SSI Blind and Disabled benefits for fiscal years - This dataset provides quarterly volumes for language preferences at the national level of individuals filing claims for SSI Blind and Disabled benefits for fiscal years onward. This dataset provides quarterly volumes for language preferences at the national level of individuals filing claims for SSI Blind and Disabled benefits for fiscal years - This dataset provides annual volumes for language preferences at the national level of individuals filing claims for SSI Aged benefits for federal fiscal years onward.
Do I pay federal taxes on my Social Security benefits? Visit the AARP state page for information about events, news and resources near you. You are leaving AARP. Please return to AARP. You'll start receiving the latest news, benefits, events, and programs related to AARP's mission to empower people to choose how they live as they age.
You can also manage your communication preferences by updating your account at anytime. You will be asked to register or log in. In the next 24 hours, you will receive an email to confirm your subscription to receive emails related to AARP volunteering.
Once you confirm that subscription, you will regularly receive communications related to AARP volunteering. In the meantime, please feel free to search for ways to make a difference in your community at www. About two-thirds of recipients are widows and widowers.
They can collect survivor benefits from age 60 50 if they are disabled , at rates ranging from You need not claim survivor benefits as soon as your spouse dies or at your earliest eligibility age. There is no time limit to file, and survivor benefits actually grow if you delay claiming them until you reach your full retirement age. However, depending on your financial situation it might make sense to file as soon as possible after the death is reported to Social Security.
Survivor benefits are dated from the time you apply and are not retroactive to the time of death. Note: We are currently in the process of replacing our commenting service, so it may take a few days for previous comments to appear.
Login or register on AARP. Find the answers to the most common Social Security questions such as when to claim, how to maximize your retirement benefits and more. You are leaving AARP.
Please return to AARP. You'll start receiving the latest news, benefits, events, and programs related to AARP's mission to empower people to choose how they live as they age. You can also manage your communication preferences by updating your account at anytime. Effective immediately, NTIS will be responding only to emails for customer support.
The NTIS call center has been retired. All emails will be answered in the order received. For all questions regarding access to the LADMF data once you are certified, please send an email to subscriptions ntis. Section requires that NTIS charge fees sufficient to cover the costs associated with the certification program.
The final rule, which supersedes and replaces the interim final rule previously in effect, was published in the Federal Register on June 1, , and became effective November 28, The certification program established under the final rule limits access to LADMF information to those persons certified under the program.
Certified persons, also called Subscribers, must have a legitimate fraud prevention interest, or have a legitimate business purpose pursuant to a law, governmental rule, regulation, or fiduciary duty in order to be certified under the program. We encourage you to go beyond managing finances and to become actively involved in the beneficiary's life.
For example, you can:. The following list, while not all-inclusive, shows some of the most common things you must report:. To report changes, call our toll-free number, , or call, fax or visit your local Social Security office. Important: If you do not report changes timely, and an overpayment occurs, you may be held responsible for repaying the overpaid amount.
This handbook contains a list of publications you may order from us or download from our website www. These publications provide in-depth reporting instructions for Social Security and SSI beneficiaries. There are limits to what a Social Security payee is authorized to do.
For various reasons, a beneficiary might receive a large payment covering several months, or even years, of past due benefits.
These basic needs are food, clothing, shelter, and medical care. For example, you might arrange for schooling or special training that will help the beneficiary become more self-sufficient. Or you may use a reasonable amount of excess funds on recreation items and activities for the beneficiary. If you receive a large payment on behalf of the beneficiary and are unsure of how to use the funds, you should contact us.
If you are payee for a beneficiary living in an institution e. If the beneficiary is receiving SSI benefits and living in an institution, this is required. If you are not sure of whether a beneficiary is considered to be living in an institution, or if you are not sure how you may spend the funds, contact us for assistance. You may pool the personal funds of several resident beneficiaries for whom you are payee to make a group purchase provided you obtain our approval prior to making the purchase.
Submit your request to your local Social Security office. You should contact your local Social Security office before you use funds for this purpose. If your organization is a creditor of the beneficiary, such as a landlord or an institution in which the beneficiary is residing, you must obtain our approval before reimbursing your organization for any debts owed to the organization. Out-of-Pocket Expenses As payee, you may reimburse yourself for a reasonable amount of actual out-of-pocket expenses incurred on behalf of the beneficiary.
Usually, these would be for actual expenses for food, housing, medical items, clothing, transportation, and personal needs items. The amount of a reimbursement may not exceed the actual expense incurred.
You must keep records of your out-of-pocket expenses. If you are unsure whether an expense your organization incurs on behalf of a beneficiary meets out-of-pocket and reimbursement criteria, contact your local Social Security office. Important: If you are an authorized Fee for Service payee, the cost of postage stamps is considered overhead and is not reimbursable. Important: Any policy you purchase for the beneficiary must clearly show that the beneficiary is the owner of the policy.
Before you purchase life insurance or a prepaid burial contract for an SSI beneficiary, contact your local SSA office to find out how this purchase may affect SSI eligibility. If you plan to use benefits to establish a trust, or fund an existing trust, on behalf of the beneficiary, you must submit a copy of the trust document to your local SSA office for review and approval.
We will confirm that the terms of the trust comply with our use of benefits rules and determine what effect the trust may have on SSI eligibility. We fully investigate every allegation of payee malfeasance and make a formal determination of whether misuse has occurred. If you learn that an employee of your organization has misused funds, you must immediately report it to us. Your organization has a legal obligation to repay all misused funds. If your organization is an approved fee for service payee, your organization must forfeit the fees charged for all months in which misuse occurred.
If your organization does not repay the misused funds, including the fees, immediately, the law allows us to collect the misused amount from you.
If we determine your organization misused funds, we will re-evaluate your suitability to remain payee and may appoint a new payee or make direct payment to the beneficiary. If misuse occurred, you must make full restitution of the misused funds. When you make restitution, or agree to a plan to do so, we may allow you to continue serving as payee if there is good reason to believe that you will use benefits properly in the future. Most beneficiaries who become entitled to benefits for the first time after May 1, , will receive payments electronically into an account at a financial institution opened on their behalf by their representative payee.
For all other beneficiaries, we strongly recommend the safety and convenience of direct deposit to receive benefits. When opening a financial account to hold beneficiary funds, you must establish a fiduciary savings or checking account at a bank, trust company, credit union, or savings and loan association that is insured under Federal or State law. We may ask you to provide records from your financial institution to verify this account.
Here are some important points to remember when establishing and managing an account at a financial institution:. You must title any account you establish in a way that shows the beneficiary owns the account and you, the payee, have only a fiduciary interest.
You must not use a joint account format because this allows a beneficiary direct access to their funds. When establishing the account, you must use the name of the organization on the title, not the name of an individual employee. If you serve as payee for many beneficiaries, you may request payment of funds into one deposit account. We call this kind of account a collective account.
You must title the collective account to show the beneficiaries own the account, and you must maintain an individual account ledger for each beneficiary. Important: Before you deposit funds into a collective account, you must receive our approval.
Funds deposited by a fiduciary on behalf of a beneficiary into a collective account are owned by the beneficiary. Important: If you are thinking of establishing a collective account, you must contact us before you deposit any funds into it.
Organizations often establish collective fiduciary accounts for the use of all their clients, including those who receive Social Security or SSI benefits but do not have a payee.
In addition, beneficiaries may authorize the deposit of other, non-social security, funds e. We prefer that the collective account you establish for the beneficiaries for whom you are payee contain only funds your organization receives as a Social Security or SSI payee. However, if you allow the funds of others in this account, your accounting records must clearly show the deposits, withdrawals, expenditures and interest for Social Security or SSI funds for each Social Security or SSI beneficiary for whom you are payee.
Unspent Social Security or SSI funds that you hold on behalf of a beneficiary belong to that beneficiary. When you are no longer payee for the beneficiary, you must immediately return all conserved funds, including interest, as well as any cash on hand, to us so that we can transfer the funds to a new payee or to the beneficiary directly if he or she no longer needs a payee. Upon the death of the beneficiary, any conserved or other funds you have belonging to the beneficiary become the property of his or her estate.
If there is no legal representative, you must contact the State probate court for instructions on what to do with remaining funds. If you need information about State law, contact the probate court or an attorney. You may receive payments after a beneficiary dies.
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