Social Security Administration - My Social Security Advocates

An infographic depicting the evidence requirements for different child categories when applying for benefits.

§ 404.736: Evidence of a Child’s Dependency for Benefits Application

Leave a Comment / Childcare & Guardianship, Dependency / May 13, 2023 May 13, 2023

Section 404.736: Evidence of a Child’s Dependency for Benefits Application When applying for child’s benefits, the Social Security Administration (SSA) may request evidence of the child’s dependency on the insured individual. The evidence required depends on the child’s relationship to the insured individual, such as being a natural or adopted child, stepchild, grandchild, or step-grandchild. …

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Illustration of two hands exchanging evidence documents.

Preferred Evidence and Other Evidence for Benefit Claims, § 404.709

Leave a Comment / Evidence Requirements / May 11, 2023 May 11, 2023

When it comes to making benefit claims, providing the right evidence is crucial. The Social Security Administration (SSA) has established guidelines regarding preferred evidence and other types of evidence that can support your claim. Understanding these guidelines can greatly enhance your chances of receiving the benefits you deserve. In this blog post, we will …

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Graphic showing an applicant submitting their Social Security benefits application.

When Applications and Forms are Considered Filed with the Social Security Administration, § 404.614

Leave a Comment / Application for Benefits / May 8, 2023 May 8, 2023

The process of applying for benefits from the Social Security Administration (SSA) can be complex, especially when it comes to understanding the rules regarding when an application or form is considered filed. This blog post aims to provide a clear explanation of the relevant regulations and filing dates, making it easier for applicants to navigate …

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Flowchart of cross-program recovery steps

Cross-Program Recovery: When Will It Begin? § 404.545

Leave a Comment / Overpayments / May 8, 2023 May 8, 2023

In this blog post, we’ll discuss the process and timeline of cross-program recovery from current monthly benefits as outlined in § 404.545. Cross-program recovery is a method used by the Social Security Administration to collect overpayment balances from beneficiaries receiving Title VIII or Title XVI benefits. Key Points: 30-Day Grace Period: The cross-program recovery process will …

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Recovering Title II Overpayment from Title VIII and Title XVI Benefits, § 404.535

Leave a Comment / Overpayments / May 8, 2023 May 8, 2023

This blog post explains the Social Security Administration’s (SSA) guidelines for withholding amounts from your title VIII and title XVI benefits in order to recover a title II overpayment. Here, we’ll break down the regulations set forth in § 404.535 to help you understand the process and your rights during this recovery. Withholding from Past-Due Benefits: …

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Additional Methods for Recovery of Title II Benefit Overpayments, § 404.527

Leave a Comment / Overpayments / May 6, 2023 May 6, 2023

The Social Security Administration (SSA) is responsible for administering Title II benefits under the Social Security Act. Occasionally, individuals may receive overpayments, which the SSA then attempts to recover using various methods. This blog post aims to explain the additional methods for recovery of Title II benefit overpayments outlined in § 404.527, and the conditions under …

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Flowchart of SSA's overpayment and waiver request process.

SSA’s Process for Overpayment Findings and Waiver Requests, § 404.523

Leave a Comment / Overpayments / May 6, 2023 May 6, 2023

The Social Security Administration (SSA) has a specific process in place to handle situations involving overpayment and waiver requests. This article breaks down the key aspects of the process, as outlined in §404.523, to provide a clear understanding of how the SSA makes its determinations and what to expect if you’re dealing with an overpayment …

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Referral of Overpayments to the Department of the Treasury for Tax Refund Offset, § 404.520

Leave a Comment / Overpayments / May 6, 2023 May 6, 2023

When it comes to managing taxes and dealing with overpayments, the Social Security Administration (SSA) collaborates with the Department of the Treasury to offset income tax refunds owed to taxpayers who have outstanding overpayments. This blog post aims to explain the standards and procedures involved in this process, as outlined in § 404.520 through 404.526, and …

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Person holding a Social Security card and calculator.

What You Need to Know About Being “Without Fault” in a Deduction Overpayment, § 404.510

Leave a Comment / Overpayments / May 6, 2023 May 6, 2023

If you receive Social Security benefits, you may be subject to deduction overpayments if you earn above a certain threshold. However, there are certain circumstances where you may be considered “without fault” in these situations. According to § 404.510 of the Social Security Administration’s regulations, all pertinent circumstances will be considered in determining whether an individual …

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