Silver Sands

Social Security offers retirement, disability, and survivors benefits.  Medicare provides health insurance.  Because these services are often related, you may not know which agency to contact for help.  The list below can help you quickly figure out where to go.  Please share this list with family and friends.

Did you know that you can apply online for Medicare, even if you are not ready to retire?  We can help you make an informed decision about when to apply for benefits based on yourindividual and family circumstances.  Applying online can take less than 10minutes.  There are no forms to sign and usually no required documentation.  We’ll process your application and contact you if we need more information.

This year, America Saves Week (ASW) runs from February 24 through 29.  The week is an opportunity for organizations to promote good financial habits.  It’s also a great time for people to assess their own saving status, as planning and saving are key to a successful retirement.

Tax season is approaching, and we have made replacing your annual Benefit Statement even easier.  The Benefit Statement, also known as the SSA-1099 or the SSA-1042S, is a tax form we mail each year in January to people who receive Social Security benefits.  It shows the total amount of benefits you received from us in the previous year so you know how much Social Security income to report to the IRS on your tax return.

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