Guard Your Card – Protect What’s Important to You and Your Clients
Please tell your clients not to carry their Social Security card with them every day. The best way to “Guard Your Card” is to keep it in a safe place and share it only when required, which is rare. In fact, in most cases, just knowing the Social Security number should be enough. In 49 states and the District of Columbia, a Social Security card is not required to request a Real ID; only Pennsylvania requires it.
Your clients should be careful about sharing their number when asked for it. They should always ask why their number is needed, how it will be used, and what will happen if they refuse. Also, they shouldn’t carry documents that display their number.
If your client needs a replacement Social Security card, we make it easy. They may be able to use a personal my Social Security account to request a replacement. If they live in one of 45 participating states or the District of Columbia, and are requesting a replacement card with no changes, like a name change, they can use our free online service at www.ssa.gov/myaccount/replacement-card.html.
Visit www.ssa.gov/ssnumber to learn more about your Social Security card. Read and share our factsheet, How You Can Help Us Protect Your Social Security Number and Keep Your Information Safe with your clients, friends, and family at www.ssa.gov/pubs/EN-05-10220.pdf.
Social Security Forms Now Available for Online Submission
Social Security now offers convenient and secure online options for completing and submitting forms. Our newest online forms include:
- SSA 820– Work Activity Report (Self-Employed Person) – Provide work activity information for self-employed individuals applying for or receiving disability benefits.
- SSA 821 – Work Activity Report – Provide work activity information for individuals applying for or receiving disability benefits.
- SSA HA-85 – Request to Withdraw a Hearing Request – Submit a request to withdraw an existing hearing request.
- SSA-552 – Dedicated Account Use of Funds Statement – Confirm your understanding of how to use and not use dedicated account funds.
- SSA HA-86 – Request to Withdraw an Appeals Council Request for Review – Submit a request to withdraw an Appeals Council request for review.
- SSA HA-4608 – Waiver of Your Right to Personal Appearance Before an Administrative Law Judge – Notify us that you do not want to appear at a hearing before an Administrative Law Judge (ALJ), and that you want the ALJ to decide your case on the evidence in the written record.
Also available online is the SSA-455 – Disability Update Report, which people use to give us information we need to determine if a beneficiary is still disabled.
Online form completion with electronic signature expedites your clients’ requests without the need to visit a local office or meet in person. During these challenging times, we are more committed than ever to expand our secure online service offerings to meet the changing needs of our customers.
Please share this information with your clients and encourage them to learn more about this convenient online service option.
Sign Up for Medicare Part B Online
Your clients can sign up for Medicare Part B online! If they’re enrolled in Medicare Part A and want to enroll in Part B during the Special Enrollment Period, they can visit our Medicare webpage at www.ssa.gov/benefits/medicare/.
From there, they can enroll in Part B by completing these forms: CMS-40B (Application for Enrollment in Medicare – Part B [Medical Insurance]) and CMS-L564 (Request for Employment Information).
They can also fax or mail the CMS-40B and CMS-L564 to their local Social Security office to enroll. They can find the fax number and address for their local office at www.ssa.gov/locator. Your clients can contact Social Security at 1-800-772-1213 (TTY 1-800-325-0778) if they have any questions.
Note When completing the forms:
- Your clients should state, “I want Part B coverage to begin (MM/YY)” in the remarks section of the CMS-40B form or online application.
- If their employer is unable to complete Section B, they should complete that portion as best they can on behalf of their employer without that employer’s signature.
- They can submit one of the following types of secondary evidence by uploading it from a saved document on their computer:
- Income tax returns that show health insurance premiums paid.
- W-2s reflecting pre-tax medical contributions.
- Pay stubs that reflect health insurance premium deductions.
- Health insurance cards with a policy effective date.
- Explanations of benefits paid by the Group Health Plan or Large Group Health Plan.
- Statements or receipts that reflect payment of health insurance premiums.
Please let your clients know about this online, mail, or fax option.
Social Security Supports Small Businesses
The COVID-19 pandemic has been testing small businesses. Running a small business can be a 24-7 endeavor. Managing employees, inventory, scheduling, services, and marketing can be challenging even in normal times.
If you have clients who run a small business, or work for one, our online suite of services can help make their lives easier. Our business services allow them to file W-2/W-2Cs online and verify employees’ names and Social Security numbers against our records.
Our online services at www.ssa.gov/employer will save your clients valuable time when they need information on filing electronic W-2s and verifying Social Security numbers.
Small business owners can also take advantage of our Business Services Online at www.ssa.gov/bso/bsowelcome.htm. Your clients must register to use this free service, which also offers fast and secure online W-2 filing options to Certified Public Accountants, enrolled agents, and individuals who process W-2s and W-2Cs.
For more information about electronic wage reporting, encourage your clients to read our publication at www.ssa.gov/pubs/EN-05-10034.pdf.
Need a Standardized Benefit Verification Letter? Get It Online
If your clients need a Benefit Verification letter, sometimes called a “proof of income letter,” we have good news! Their Benefit Verification letter is available online when they need proof of Social Security benefits, Supplemental Security Income, or Medicare.
In addition to a client’s name, date of birth, and the benefits received, their Benefit Verification letter includes other identifiers to prevent misuse and fraud. This is an added benefit for clients as proof of income for loans, housing assistance, mortgage, and other verification purposes.
The same letter is also available if your clients need proof that they don’t receive benefits, or proof that benefits are pending. If your clients have an individual representative payee, they can use the my Social Security Representative Payee portal to access the Benefit Verification letter online for their beneficiaries.
Your clients can get their Benefit Verification letter anytime using their personal my Social Security account. Your clients can use any device to quickly and efficiently access their Benefit Verification letter. Encourage your clients to request it today at www.ssa.gov/myaccount.