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Commonly Asked Questions about Security Application Forms

Theres really no bonus that retirees can collect. The Social Security Administration (SSA) uses a specific formula based on your lifetime earnings to determine your benefit amount.
SSA uses the SSA-795 to obtain information from claimants or other persons having knowledge of facts in connection with claims for Social Security benefits or Supplemental Security Income (SSI) payments when there is no standard form to collect the needed information.
Form SSA-2458, Report of Confidential Social Security Benefit Information, has information about a persons Retirement Survivors Disability Insurance or Supplemental Security Income benefits.
Use Form Medicare Income-Related Monthly Adjustment Amount Life-Changing Event to report a major life-changing event. If your income has gone down, you may also use Form SSA-44 to request a reduction in your income-related monthly adjustment amount.
Form SSA-44 Mechanics File a separate form for both spouses (if married and filing a joint tax return), since IRMAA tax is charged on both spouses on Medicare. If only one spouse working and then retired, the life-changing event for the other spouse can be the working spouses retirement. How to Avoid Additional Medicare Premiums (Income Related Monthly financialplanningassociation.org sites files financialplanningassociation.org sites files