Are there any changes to survivor benefit rules in 2024?

Full question: Has there been any changes to the surviving spouse benefits in 2024. I started drawing my deceased ex-spouse benefits when I reached SS retirement age of 65 or 65 1/2 (don’t recall exact age). I kept working because at the time I was told I could switch to my personal benefits at age…

Read More

If I was underpaid, how do I recover it from the SSA? If I overpaid, am I really responsible to pay it back?

Full question: In July of 2002, I was awarded Social Security Disability when I was 55. I turned 56 in November, 2002. I received Disability benefits in full through 2008. In 2009 when I was 62, the SSA started taking Medicare premiums from my checks. I assume that at that time they switched me to…

Read More

Was I misinformed by a Social Security Administration representative?

Full question: I changed from surviving widow to individual in August 2023. The amount was deferred back to January 2023. I was told the correct increase would be received starting January 2024. I haven’t received the increase yet. Was I misinformed by Social Security representative? Hi there, Not necessarily, but I am not sure we…

Read More

How long does it take for a Request for Withdrawal of Application to get approved?

Full question: How long does it take Social Security to accept/process a “Request for Withdrawal of Application”. It has been a month since I had the application processed. Hi there, It is difficult to know how long it takes for your withdrawal application to be approved after it has been submitted, but you do have…

Read More

Where does Social Security get the money to pay benefits other than taxes?

Full question: From where does Social Security get the money to pay benefits (other than payroll taxes and income taxes on those very benefits)? I’ve heard 2 stories: one is there are OASI and DI Trust Funds that contain the $2 trillion balance in cash (and thus Soc Sec pulls its payroll/income tax shortfall from…

Read More

Can I switch benefits at a local SSA office or over the phone?

Full question: I am currently receiving spousal benefits and my wife is receiving full benefits. I turn 70 in November and want to switch to my full benefits. Do I need to go to a Social Security Office or can this switch be done over the phone with SSA? Hello, You can do either. Make…

Read More

< Back