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 Carol Thomas has recently retired from the Social Security Administration after 28 years service. If you have any questions about Social Security, please ask. We will use the questions you send for future posts. I will never post anyone's name, or other identifiable information.
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| Husband and I are going to file SSA 521 forms soon |
Last Update : 01-15-2009
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Husband and I are going to file SSA 521 forms soon, but are having difficulty in figuring out when to make effective so that we receive our soc sec checks in Dec (for Nov. benefits), and refile to receive Jan. 2009 checks. We understand that once we file, SSA will send us approval within 30 days with amt to be paid. We immediately send amts owed, and THEN checks stop? We receive receipt of amts paid within 30 days? Once receipts received, we refile effective Jan 1, 2009? Have looked all over for procedures and "timing" involved to no avail. Local SSA ofc handed us an outdated form.
Answer
What you are doing is not that common. The form has to be sent to the Payment Center. Can you figure out how much you have received? Call your local ss and ask them for 1099s for the years you have received benefits. It will be fairly easy for SS to suspend your checks. If you turn in a check with the form, the returned check will be posted on your acct within a week.(or it should be) The trick is to get you reinstated with all the correct info on your acct. If you are over 65, Medicare could be a problem. If you go into an office in mid December, you will have received your Nov benefit (dec check). Tell them you want checks stopped with Dec (January benefit). File a new retirement claim that day and it will protect you for Dec.(jan check). SS has to wait until the payment center changes the code on your claim to show that it is withdrawn. Then it has to post the new application. That could take a while. The only person that can say how long, is the person who is working on it at the payment center. It could take 2-3 months to get you the correct amt in your check. What I am saying, is that this is a manual procedure. Keep the name and the tel number of the person who is helping you with this. Also, get the supervisors name. Find out how long it will take to recoop the money that you gave back. Get back to me if anything is confusing. The main answer is, no one can give you an exact timeline as to how long this will take.
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DISCLAIMER -
You should consult with your local Social Security Office before acting upon any information received as a response to your question on "Social Security Advisor".
"Social Security Advisor" is intended to provide accurate and authoritative information with regard to the subject matter covered. It is offered with the understanding that neither the publisher nor the author is engaged in rendering legal, accounting, investment or other professional advice or services.
Information obtained from RetirementCommunity.com, including e-mail responses from "Social Security Advisor" should be considered as general educational information. You must never rely upon the advice given here. Your individual situation may not fit the generalizations discussed. Only your local Social Security office can evaluate your individual situation and give you advice.
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