The Social Security Benefits Handbook

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  • Edition: 5th
  • Format: Paperback
  • Copyright: 1/1/2008
  • Publisher: Sourcebooks Inc

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Millions of Americans receive Social Security benefits without knowing what they are actually entitled to. Others fail to realize that they should be receiving a check. The Social Security Benefits Handbook will help you find your way in this complicated maze. The Social Security Benefits Handbook will lead you through the requirements, procedures, and calculations you need to maximize your benefits. Book jacket.

Author Biography

Stanley A. Tomkiel, III, is admitted to practice in both New York and Florida

Table of Contents

Introductionp. xi
The Social Security Administrationp. 1
The Social Security Administration-In General
Internal Offices
Telephone Services
Internet Website
Field Offices
District Office Personnel
The Programs Operations Manual System
Eligibility Requirementsp. 19
Eligibility Requirements-In General
Retirement Benefits
Disability Benefits
Spouse's Benefits
Child's Benefits
Parent's Benefits
Medicare Generally
Lump Sum Death Payment
Being Age 62 "Throughout the Month"
Marriage Requirement
Exceptions to the One-Year Duration of Marriage Requirement for Spouse's Benefits
Exceptions to the Nine-Month Duration of Marriage Requirement for Widow(er)'s Benefits
Child in Care Requirement
Child Relationship Requirement
Dependency Requirements-Children and Grandchildren
Entitlement on More Than One Accountp. 55
Entitlement on More Than One Account-In General
On Your Own Earnings Record and as a Husband/Wife
On Your Own Account and Widow(er)'s Benefits
As a Spouse and as a Widow(er)
As a Spouse and as an Ex-Spouse
As the Widow(er) of Two or More Workers
Disability Benefits and Retirement Benefits
Child Entitled on More Than One Account
Other Combinations of Benefits
Applicationsp. 67
Applications-In General
Protective Filing Statement
Who May File an Application
When to File an Application-In General
When You Do Not Have to File an Application
Retroactivity of Applications
Rules on Medicare Enrollment
When to Start Your Benefits-The Month of Election
Required Documents-In General
Proof of Age Rules
Proof of Marriage Rules
Special Problems for Business Owners
Processing Time Frames
Withdrawal of Application
Disability Benefits-Special Provisionsp. 111
Disability Benefits-In General
Definition of Disability
Earnings Record "Freeze"
Substantial Gainful Activity
Date of Onset
Unsuccessful Work Attempt
Waiting Period
Closed Period of Disability
Trial Work Period
Reentitlement Period
Effect of Workers' Compensation Benefits
Effect of Other Kinds of Benefits or Payments
When Disability Benefits End
Continuing Disability Review
Ticket to Work
Insured Status-Work Requirementp. 141
Work Requirement-In General
Fully Insured Status
Currently Insured Status
Disability Insured Status
Quarters of Coverage-In General
Benefit Amountsp. 151
Benefit Amounts-In General
Computation of Benefits
Reductions for Age-In General
Recomputations-In General
Deductions-In General
Earnings Limitationsp. 189
Earnings Test-Introduction
Earnings Limits-In General
How Earnings Are Charged against Monthly Benefits
Monthly Earnings Test
Income That Counts
Income That Does Not Count
When Earnings Are Counted
Self-Employment Income and Losses
Special Problems for Business Owners
Special Rule for the Year of Death
Work outside the United States
Reporting Requirementsp. 205
Reporting Requirements-In General
Reporting Earnings-In General
Late Filing-Penalties
Reporting Changes in Marital Status
Reporting Changes in Student Status
Reporting Child Not in Care
Reporting Death
Reporting Changes in Disability Cases
Reporting Work Outside the United States
Payment, Nonpayment, and Nonreceipt of Checksp. 217
Checks-In General
First Check
Regular Monthly Checks
Combined Checks
Special Checks
Direct Deposit
Nonpayment-In General
Suspension of Benefits
Termination of Benefits
Lost or Stolen Checks
What to Do if Your Check Does Not Come
Replacement Checks
Expedited Payments
When to Go to Your Congressperson
Overpaymentsp. 233
Overpayments-In General
Common Causes of Overpayment
Overpayment Procedures
Waiver of Overpayment
Without Fault
Against Equity and Good Conscience
Defeat the Purpose of Title II
Guidelines on Assets
Guidelines on Income and Expenses
Compromise Settlements
Guidelines for Accepting Compromise Offers
Medicarep. 263
Medicare-In General
Hospital Insurance
Medical Insurance
Prescription Drug Coverage
Part D Enrollment Periods
Private Health Insurance
What Is Not Covered
Assignment of Benefits
When to File Claims
Processing of Claims
Medicare Card
Appeals Processp. 283
Appeals-In General
What You Can and Cannot Appeal
Personal Conference-Overpayment Cases
Appeals Council Review
Court Review
Time Limits
Reopening Closed Cases
Miscellaneous Provisionsp. 295
Supplemental Security Income
Black Lung Benefits
Benefit Estimates
Obtaining Your Earnings Record
Correcting Your Earnings Record
Reporting Change of Address
Claim Numbers and Beneficiary Identification Codes
Who Gets Benefits Due a Deceased Beneficiary
Taxation of Social Security Benefits
Immunity of Benefits from Creditors
Criminal Penalties for Fraud
Foreign Social Security Credits
Railroad Employment
Receiving Benefits for Someone Else-The Representative Payee
List of Secondary Proof of Agep. 315
Quarters of Coverage Required for Insured Statusp. 317
List of FICA Yearly Maximumsp. 323
Sample Benefit Amountsp. 325
Reduction Factorsp. 329
Cost of Living Increasesp. 331
Earnings Limits by Yearp. 333
Most Common Beneficiary Identification Codesp. 335
Chart Summarizing the Effect Between Beneficiariesp. 337
Delayed Retirement Creditsp. 339
Medicare Premiums and Deductibles for 2007p. 341
Preventative Services Covered by Medicare Part B as of 2007p. 343
Indexp. 347
About the Authorp. 353
Table of Contents provided by Ingram. All Rights Reserved.

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