Social Security Forms

Work Activity Report is used to to report work activity and work incentives for Title II beneficiaries. This form is the most important reporting form for Title II beneficiaries.

Request for Reconsideration is a used by beneficiaries to request that Social Security reconsider a decision that has been made on a claim. This form is used when a beneficiary wants to submit additional information to be considered.

Request for Waiver of Overpayment is a form used by beneficiaries to request that an overpayment be waived because the beneficiary was not at fault or it is used to set up payment plans for overpayments.

Statement of Claimant is a form that can be used to report any general information to Social Security. It is a narrative form.

Work Activity Questionnaire is a form that is given to and completed by employers of beneficiaries to determine whether or not a Title II beneficiary has a subsidy or special condition at work.

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Remembering the Greats: Subsidies and Special Conditions Work Incentive

In this weekend of remembering the past it’s worth noting that SSDI emerged from a program initiated during the Second World War to compensate and assist civil defense workers who became disabled in the course of their work to protect the nation. One of the key work...

Sorry Figures: SSA Launches Customer Service Tracking Program

A recent press release from our friends at Social Security announced the arrival of SecurityStat,  which the agency declares is “an agencywide, cross-cutting performance management program—to accelerate the deployment of customer service improvements.” Further reading...

Slimming Down: SSA Simplifies Rules on In-Kind Support and Maintenance

The former Governor of Maryland Martin O’Malley took over the reins of Social Security in December last year in his role as the agency’s commissioner. Naturally, it’s still o early to see what lasting effect he’ll have but he has recently overseen a change that is...

Opportunity Cost: HUD Eliminates the Earned Income Disregard

In an essay from 1976 the Italian economist Carlo Cipolla outlined some fundamental laws of stupidity. He avers that we underestimate the number of stupid people out there; we underestimate the destructive power of stupidity; stupid people are the most dangerous of...

Cleaning Up: Changes to SSI Waivers of Overpayments During Covid

Thanks to the settlement decision of a court case that was resolved in January this year up to two million Supplemental Security Income (SSI) beneficiaries who were recorded as having had overpayments now won’t have to pay the money back. The decision determined that...

Equality Control: Social Security and Section 504

Seventeen years before the Americans with Disabilities Act (ADA), President Richard Nixon, of all people, signed into law the Rehabilitation Act of 1973. This act was something of a precursor to the ADA but had requirements limited to federal agencies and those who...

A Little Learning: All You Need to Know about Section 301

This week we’re going to hand over the blogging reins to the inestimable Mabel Munoz, Maryland Employment Network’s Lead Benefits Counselor. She recently provided a wonderful factsheet on Section 301 which you can read below in all its pellucid glory. What does...

Beneficiary Beware: Slam the Scam 2024

Yes, it’s that time of year again.  Social Security have been in a constant battle to make everyone aware of the ever-present and ever-real threat of scammers targeting beneficiaries and doing their utmost to part them with their hard-earned cash. Each March the...

Soup’s On: Nutrition Services for Older Marylanders

Thanks to the increasingly mature Older Americans Act (OAA), instituted back in 1965, there have been funds available to every state in the land to provide nutrition services to those approaching the autumn of their lives. In Maryland, as in many states, that means...

Break Time: The Earned Income Tax Credit in 2024

Tax deadline day is fast approaching so it would certainly seem to be an appropriate time to highlight a little tax break that’s out there for those of us who are working and have ‘low to moderate’ income, in the parlance of the IRS. The Earned Income Tax Credit...