No Need to Visit a Field Office: Replace Your SSA-1099 Benefit Statement Online
Date: February 7, 2017
Social Security has made requesting or replacing your annual Benefit Statement even easier. The Benefit Statement is also known as the SSA-1099 or the SSA-1042S. Now you have the ability to download it anytime and anywhere you want using our online services. There’s no need to visit a field office.
An SSA-1099 is a tax form Social Security mails each year in January to people who receive Social Security benefits. It shows the total amount of benefits you received from Social Security in the previous year so you know how much Social Security income to report to IRS on your tax return.
If you currently live in the United States and you need a replacement form SSA-1099 or SSA-1042S, simply go online and request an instant, printable replacement form with a my Social Security account at www.socialsecurity.gov/myaccount .
A replacement SSA-1099 or SSA-1042S is typically available for the previous tax year after February 1.
If you already have a my Social Security account, you should access your online account and go to “Replacements Documents” to view and print your SSA-1099 or SSA-1042S. If you don’t have access to a printer, you can save the document on your computer or laptop and email it. If you don’t have a my Social Security account, creating a secure account is very easy to do and usually takes less than 15 minutes.
If you’re a noncitizen who lives outside of the United States and you received or repaid Social Security benefits last year, we will send you form SSA-1042S instead. The forms SSA-1099 and SSA-1042S are not available for people who receive Supplemental Security Income (SSI).
For those who help others with preparing their taxes, be sure to check out our new Information for Tax Preparers web page. Here you’ll find helpful reminders, links to IRS forms, and informative fact sheets for you and for your clients to help them satisfy their Social Security–related tax obligations. Please visit this page frequently for the latest Social Security tax preparation news and updates. While you're there, be sure to download, print, and display our replacement SSA-1099 poster in your offices.
Faith Leaders & Communities of Worship Conference Call
Date: December 14, 2016
Please join our December 19 conference call at 2 p.m. (EST) to discuss the steps every faith leader and their communities of worship can take to help secure their health and financial well-being in 2017!
What are we discussing?
We will discuss the benefits—and peace of mind—that come with enrolling for quality healthcare under the Affordable Care Act. We will also discuss how you can help to secure your financial future by opening a my Social Security online account, where you can receive estimates of current and future benefits and much much more! For those who do not have an employer-provided 401(k), there’s also myRA, the new retirement savings account from the U. S. Department of the Treasury. Join us to learn more!
When Is the Conference Call?
Monday, December 19, 2016 from 2:00 p.m. to 3:00 p.m. (EST)
Register by Monday, December 19, 2016 by 12:00 p.m. (EST).
Join the Online Discussion
We will be live-tweeting this conference call from our @SSAOutreach Twitter handle. We invite you to engage with us on Twitter during and after the call using #SSAEngage.
Please help spread the word by sharing this invitation through your networks! We look forward to your participation.
Hispanic Community Conference Call
Date: December 1, 2016
In collaboration with the Centers for Medicare and Medicaid Services, we are hosting a Hispanic community conference call on Thursday, December 1, 2016, from 3:00 p.m. to 4:00 p.m. EST. During this call, we will provide an overview of Social Security retirement benefits, highlight the benefits of opening a my Social Security account, and share information about Open Enrollment under the Affordable Care Act.
Due to the limited number of lines, we ask that you register here to participate as soon as possible. Prior to the call, all registrants will receive an email confirmation with the call-in information.
This conference call will be conducted in Spanish.
We also encourage you to forward this invitation to other colleagues who may be interested in joining us. We hope you can join us!
Estaremos conduciendo una teleconferencia, junto a los Centros de Servicios de Medicare y Medicaid (CMS, siglas en inglés), el jueves, 1 de diciembre de 2016, desde las 3:00 p.m. hasta las 4:00 p.m. (hora del este de los EE. UU. – EST).
Durante está llamada, hablaremos sobre los beneficios de jubilación del Seguro Social, los beneficios de abrir una cuenta de my Social Security account (disponible solo en inglés) y ofreceremos información sobre como obtener cobertura de salud a través del Mercado de Seguros Médicos.
Debido a que tenemos un número limitado de líneas telefónicas, le pedimos que se inscriba aquí lo antes posible. Le enviaremos un recordatorio a través de correo electrónico el día antes de la llamada con el número de teléfono que debe llamar.
Le exhortamos a que comparta esta invitación con sus colegas u otras personas interesadas en participar. ¡Esperamos su participación!
Veterans Community Call
Date: October 31, 2016
The Social Security Administration is hosting a conference call with veterans service organizations on Wednesday, November 9, 2016 at 2:00 p.m. EDT. The event will focus ongoing collaborations with veterans service organizations to educate veterans on their Social Security benefits.
During the call, we plan to discuss:
- Social Security’s administrative budget status;
- A Social Security/Veteran Affairs electronic medical records initiative;
- Internet disability appeals (non-medical);
- Open enrollment under the Affordable Care Act; and
- Ways to improve collaborative efforts to educate America’s veterans about their Social Security benefits.
Please register here to participate.
We welcome your participation in this important conversation on how to help our nation’s veterans access the benefits they have earned.
National Disability Employment Awareness Month
Date: October 26, 2016
In honor of National Disability Employment Awareness Month, we are excited to host a conference call highlighting programs that help people with disabilities go to work. Every October, this special observance promotes awareness about disability employment and celebrates the many and varied contributions of America's workers with disabilities.
During this call, we will share information about:
- The Work Incentives Planning and Assistance Program;
- Vocational Rehabilitation;
- Schedule A Hiring Authority (a federal government hiring program); and
- The Job Accommodation Network.
Please join us on Monday October 31, 2016 from 1:30 p.m. to 2:30 p.m. EDT to hear from experts about these important topics.
Featured guest speakers include:
- Robert Pfaff – Deputy Associate Commissioner for Research, Demonstration, and Employment Support, Social Security Administration;
- Ed Jackson – Human Resources Specialist, Social Security Administration; and
- Linda Batiste – Principal Consultant, Job Accommodation Network.
Due to the limited number of lines, we ask that you register to participate as soon as possible here. Prior to the call, all registrants will receive an email reminder with the call-in information.
New DATE and TIME for the Hispanics, Retirement Savings, and Social Security call
Date: October 17, 2016
Join us on Wednesday, October 26, 2016, from 1:00 p.m. to 2:30 p.m. EDT for an important conversation about Hispanics, Retirement Savings, and Social Security. We will highlight findings from Social Security and National Council of La Raza's reports (1)“Preparing for Retirement, Social Security Literacy, and Information Preferences among Hispanics: A Qualitative Study” and (2)“Enhancing Latino Retirement Readiness in California.” Featured guest speakers will include:
- Janice Peterson, Professor of Economics, California State University-Fresno
- Lila Rabinovich, Director of Policy and Development, Dornsife Center for Economic and Social Research, University of Southern California
- Barbara A. Smith, Senior Economist, Office of Retirement Policy, Social Security Administration
- Marisabel Torres, Senior Policy Analyst, National Council of La Raza
Due to the limited number of lines, we ask that you register to participate as soon as possible here. Prior to the call, all registrants will receive an email reminder with the call-in information. The call-in information is also available at the top of the registration page.
During the call, we invite you to engage with us @SSAOutreach on Twitter using #HHM16SSA.
We also encourage you to forward this invitation to other colleagues who may be interested in joining us. We hope you can join us! ¡Esperamos su participación!
Register to participate in our 5th National Disability Forum
Date: October 13, 2016
We are excited to invite you to attend our 5th National Disability Forum to discuss “Exploring Opportunities to Advance the Disability Program through Telehealth and Telemedicine.”
What are Telehealth and Telemedicine?
“Telehealth” encompasses a variety of ways to use video and other technology to enhance healthcare and education delivery. “Telemedicine” involves clinical services provided by interactive communication, most commonly a video, between a patient and a practitioner at different locations. We are eager to hear your input on ways that telehealth and telemedicine might be able to help us better serve individuals with disabilities and improve the overall administration of our programs.
When Is the National Disability Forum?
The National Disability Forum is scheduled for Thursday, October 27th, 2016 from 1:00 p.m. – 3:00 p.m. EDT at the National Education Association located at 1201 16th Street, NW, Washington DC. The forum will also be available via teleconference.
Who are the Speakers?
Dr. David Brennan, Director, Telehealth Initiatives at the MedStar Institute for Innovation will moderate the discussion. Other speakers include:
- Alan H. Dinesman, M.D., Medical Officer, Office of Disability and Medical Assessment, Department of Veterans Affairs
- Kathy Wibberly, Ph.D., Director, Mid-Atlantic Telehealth Resource Center at University of Virginia Telehealth Resource Center
- Scott Baker, Business Innovations Manager, InSight Telepsychiatry
Additional speakers are being confirmed.
Register by Monday, October 25th, 2016 if you plan to attend the forum either in-person or by phone. Please share this invitation with other colleagues who may be interested.
Join the Online Discussion
In addition, we are seeking input for the questions below on telehealth and telemedicine through our IdeaScale engagement site from now through November 18th, 2016. IdeaScale is an online tool where you can share your thoughts and ideas with others and respond to their comments. Please refer to the attached guide for IdeaScale instructions.
- How can we use telemedicine and/or telehealth in the development of claims to better serve individuals with a disability?
- How can telehealth help expedite the timely assessment of disability claims at all levels of adjudication?
- How else might we use telemedicine and/or telehealth to improve the administration of our programs and what factors should we consider?
To learn more about the National Disability Forum series, visit us at http://www.socialsecurity.gov/ndf/. If you have any questions, please contact Joie Hill at Joie.Hill@ssa.gov or 410-965-9115 .
Expanded SSI Application Window for Foster Kids
Date: September 13, 2016
The transition to adulthood is one of the most important parts of life’s journey. For foster children living with a disability, it can be even more challenging. Social Security is conducting a pilot study that will let these young people apply for Supplemental Security Income (SSI) benefits sooner.
Since 2010, their rules have allowed foster children to apply for this program up to 90 days before their foster care eligibility will end. This lessens the risk that these young people will experience a gap in income support while Social Security considers their application. However, in some cases the decision process lasts longer than 90 days.
On August 1, 2016, Social Security implemented a year-long pilot study doubling the SSI application window to 180 days before foster care eligibility ends. This pilot will help them assess whether the longer period significantly reduces the number of individuals experiencing gaps in income support. After a year, they will decide whether to make the policy permanent.
What You Need to Know About Your Supplemental Security Income (SSI) When You Turn 18
Update to the my Social Security Changes
Date: August 15, 2016
On July 30, 2016, Social Security began requiring new and current my Social Security account holders to sign into their account using a one-time code sent via text message. This second layer of security that requires more than a username and a password is known as “multifactor authentication.” Although we have always provided the “extra security” option to account holders, we implemented this new process to comply with the President’s Executive Order on Improving the Security of Consumer Financial Transactions.
We have a fundamental responsibility to protect the public’s personal information. However, multifactor authentication inconvenienced or restricted access to some of our account holders. We’re listening to the public’s concerns and are responding by temporarily rolling back this mandate.
As before July 30, current account holders will be able to access their secure account using only their username and password. We highly recommend the extra security text message option, but it will not be required. Now, we are developing an alternative authentication option, besides text messaging, that we will begin implementing within the next six months.
We strive to balance security and customer service options, and we want to ensure that our online services are both easy to use and secure. The my Social Security service has always featured a robust verification and authentication process, and it remains safe and secure.
We regret any inconvenience you or your clients may have experienced.
There is no requirement that you access your personal my Social Security account as a result of the steps we are taking. However, when you do access your account, we encourage you to sign up for the extra security text message option. You can access your account by visiting www.socialsecurity.gov/myaccount.
Closing retirement benefit loopholes
Posted: March 28, 2016
You may have heard that some of our rules about claiming retirement benefits are changing. Last November, Congress passed legislation to close loopholes that had allowed some married couples to receive higher benefits than intended. We estimate less than 0.2 percent of total Social Security retirement and survivor’s beneficiaries used these claiming strategies in 2014.
Closing these loopholes helps restore fairness and strengthens Social Security’s long-term financing. For details about the closed loopholes, visit our Social Security Matters blog post.
Please tell your members and constituents why Congress made these changes in the law. While you have their attention, you may also want to remind them about the advantages of waiting to claim retirement benefits. That hasn’t changed.
Thank you for helping us to keep the public informed!
Can’t find your card? Request a new one online!
Posted: January 28, 2016
Most people seldom need to show their Social Security card. For those who need their card and can’t find it, it’s reassuring to know they can request a replacement through the mail or by visiting their local Social Security office.
However, some of our customers now have the additional option of requesting a replacement Social Security card online. To take advantage of this new service option, you must:
- Have or create a my Social Security account;
- Have a valid driver’s license issued by the District of Columbia, Michigan, Nebraska, Washington, or Wisconsin. (In some states, you may also be able to use a state-issued identification card. We plan to add more states in the future);
- Be age 18 or older and a United States citizen with a domestic U.S. mailing address (this includes APO, FPO, and DPO addresses); and
- Not be requesting a name change or any other changes to your card.
IMPORTANT: You may not always need to replace a lost or stolen card. For more information about replacing Social Security cards — and help with deciding when to show your card — see our online publication Your Social Security Number and Card.
No matter where they live, our customers can also use their personal my Social Security account to:
- Keep track of their earnings and verify them every year; and
- Get an estimate of their future benefits if they are still working.
If they currently receive benefits, they can:
- Get a letter with proof of their benefits;
- Change their address;
- Start or change direct deposit;
- Get a replacement Medicare card; and
- Get a replacement SSA-1099 or SSA-1042S for tax season.
It’s free, fast, and secure!
Thank you for helping us spread the word about my Social Security and this latest enhancement. By offering more choices, we’re making it easier than ever for our customers to take care of their important Social Security business.
Open Enrollment for the Affordable Care Act – November 1, 2015 through January 31, 2016
Posted: November 2, 2015
Open enrollment for the Affordable Care Act started on November 1st. In 2010, just before the Affordable Care Act took effect, 49.95 million individuals had no health insurance. In fact, since the key provisions of the Affordable Care Act became law, about 16.4 million uninsured people have gained coverage, but we have a long way to go to cover millions more.
Millions of Americans count on HealthCare.gov for quality and affordable health coverage. This includes numerous individuals from constituencies we serve. Open Enrollment for 2016 coverage runs from November 1, 2015 through January 31, 2016. To start the new year with coverage, individuals must sign up by December 15, 2015.
The U.S. Department of Health & Human Services (HHS) has identified segments of the populations who remain uninsured, but are eligible to receive coverage through the marketplace. Social Security is teaming up with HHS to conduct outreach events across the country to reach these uninsured populations and educate them about Social Security benefits and how to #GetCovered through HealthCare.gov. Providing affordable health care and preventative healthcare services decreases the likelihood of long term disability and the need for Social Security disability benefits or Supplemental Security Income.
If you have any upcoming events or activities that you would like for us to participate in, complete the form at www.socialsecurity.gov/agency/ask-for-a-speaker.html or contact Diandra Taylor at firstname.lastname@example.org.
Follow our new Twitter account for advocates
Posted: June 17, 2015
Social Security’s Office of External Affairs is now on Twitter! Follow @SSAOutreach to get the latest updates on our national and regional outreach efforts. We created this new Twitter account for our partners in the advocacy community and third parties who serve the public.
Follow @SSAOutreach to:
- Get the latest news on our events, policy updates, and Social Security services.
- Hear from Social Security’s Acting Commissioner Carolyn Colvin and our senior executives about current topics
- Get live tweets from important conferences and meetings, like our National Quarterly Advocates Conference Call coming up on June 17.
- Find out what’s new at Social Security with communities your organization serves—such as American Indians and Alaska Natives, African Americans, Asian Americans and Pacific Islanders, Hispanics, immigrants, people with disabilities, homeless populations, same-sex couples, veterans, women, and young people.
- Keep up with news for appointed representatives, financial planners, health and school professionals, human resource experts, Medicare outreach organizations, representative payees, faith-based leaders, and other third parties with an interest in our programs and services.
- Retweet items of value to your network and members.
We invite you to visit @SSAOutreach and hope you can be among our first followers.
Information on replacing your Medicare Card
Posted: June 3, 2015
We are excited to introduce the expansion of online services available through the my Social Security portal at www.socialsecurity.gov/myaccount. Medicare beneficiaries can now obtain a replacement card if they have lost, damaged, or simply need to replace it online using a my
Social Security account.
The Medicare card is the most important piece of identification a beneficiary needs—it's proof that they have Medicare health insurance. Medical professionals and insurance companies need this proof to provide care and accurately calculate compensation for services.
Requesting a replacement card through a my
Social Security beneficiaries have a critical piece of identification available when required by medical providers as proof of Medicare coverage. Simply access your online my Social Security account at www.socialsecurity.gov/myaccount and select the “Replacement Documents” tab. Then select “Mail my replacement Medicare card.” After you request a card, it will arrive in the mail in approximately 30 days.
With a my
Social Security account, our beneficiaries can also:
- Get a letter showing what benefits they receive;
- Change their address and phone number;
- Start or change direct deposit of their benefit payment; and now
- Get a replacement SSA-1099 or SSA-1042S for tax season
We hope that you find this information helpful, and we encourage you to share it with your members and colleagues.
Social Security Launches New Anti-Fraud Website
Posted: February 9, 2015
Recently, Social Security launched an informative new web page that highlights the agency's many efforts in fighting fraud and protecting every worker's investment in the Social Security program. The web address is www.socialsecurity.gov/antifraudfacts.
Visitors to this site will get a behind-the-scenes glimpse into the hard work we do every day to fight fraud, waste, and abuse in our programs. The website includes information on the tools we use to fight fraud, spotlights some of our highly successful anti-fraud efforts, and provides materials you can use to help us spread the word that Social Security has zero tolerance for fraud.
We invite you to visit the website and use the materials to help us inform the public that Social Security takes fraud seriously and is very effective in limiting the instances of fraud.
We hope you will join us in disseminating the facts about our anti-fraud efforts as we work together to prevent the use of inaccurate information about fraud to advocate cutbacks in the disability program.
Please feel free to contact us at email@example.com with comments—or to discuss further ways that your organization can collaborate with Social Security to raise awareness about our efforts.
Replacement Form SSA-1099/1042S for Tax Purposes
Posted: February 1, 2015
With the new year comes tax season—something we all have to prepare for. Americans spend over 13 hours every year doing their taxes. Knowing how difficult filing taxes can be, we would like to help you keep the process as simple as possible. We are excited to offer a new online service to help people who receive Social Security benefits have the information they need to file their tax returns. If your clients receive Social Security benefits, but did not receive or misplaced their SSA-1099, they can use an online my Social Security account to get an instant replacement for tax purposes. Setting up an account is easy, secure, and convenient. They just need to go to www.socialsecurity.gov/myaccount.