How To Request Information From Social Security
This course explains the process of using the Freedom of Information Act to request information from SSA. It also identifies circumstances when it is unnecessary to make requests through FOIA, and, instead, use online resources or personal contacts as sources of obtaining information.
As previously mentioned in the course Introduction to the key representatives, States are expected to work with the RO on State and local coverage issues. This relationship between the States and SSA attributes to the efficient flow of general correspondence and assistance regarding all aspects of coverage as they are defined in sections 210 and 218. However, what is the process for requesting information from SSA for the public? To find out, please read on.
1. The Freedom of Information Act
Enacted in 1966, and taking effect on July 5, 1967, the FOIA provides any person the right to obtain access to federal agency records, except to the extent that such records are protected from public disclosure. A FOIA request can be made for any agency record. Before sending a request to a federal agency, you should determine which agency is likely to have the records you are seeking. Each agencys website will contain information about the type of records that agency maintains.
2. Why do we have FOIA?
3. How Are FOIA requests made to SSA?
4. Is it necessary to make all requests for information through the FOIA?
Gather 2022 Tax Documents
Taxpayers should develop a recordkeeping system electronic or paper that keeps important information in one place. This includes year-end income documents like Forms W-2 from employers, Forms 1099 from banks or other payers, Form 1099-K from third party payment networks, Form 1099-NEC for nonemployee compensation, Form 1099-MISC for miscellaneous income, or Form 1099-INT if you were paid interest, as well as records documenting all digital asset transactions.
Ensuring their tax records are complete before filing helps taxpayers avoid errors that lead to processing delays. When they have all their documentation, taxpayers are in the best position to file an accurate return and avoid processing or refund delays or IRS letters.
Avoid Refund Delays And Understand Refund Timing
Many different factors can affect the timing of a refund after the IRS receives a return. Although the IRS issues most refunds in less than 21 days, the IRS cautions taxpayers not to rely on receiving a 2022 federal tax refund by a certain date, especially when making major purchases or paying bills. Some returns may require additional review and may take longer to process if IRS systems detect a possible error, the return is missing information or there is suspected identity theft or fraud.
Also, the IRS cannot issue refunds for people claiming the EITC or Additional Child Tax Credit before mid-February. The law requires the IRS to hold the entire refund not just the portion associated with EITC or ACTC.
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While Not As Severe As A Dishonorable Discharge A Bad Conduct Discharge Is A Significant Punishment In The Us Military Justice System
Image Via KIRILL KUDRYAVTSEV/AFP via Getty Images
Whelan received a “bad conduct discharge” from the Marines in 2008. In terms of severity of punishment, this form of discharge is second to and distinct from a dishonorable discharge.
On Dec. 8 2022, WNBA star Brittney Griner was released to American custody after spending nearly 10 months as a prisoner in the Russian penal system on marijuana-related charges. Her release was secured via a prisoner exchange in which U.S. authorities released convicted Russian arms dealer Viktor Bout.
Griner’s release renewed attention on another American citizen detained in Russia: Paul Whelan. Since late 2018, he has been held on espionage charges, which he denies. Though U.S. President Joe Biden had been attempting to secure the release of both Griner and Whelan in one move, Russian authorities refused to include Whelan in any trade.
Some critics of Biden have faulted him for not bringing Whelan back, often citing Whelan’s service in the Marines as part of that argument. Whelan’s family, for their part, have been supportive of Griner’s release.
Such a punishment generally disqualifies a former Marine from receiving Veterans Affairs benefits. As described in a military justice fact sheet, this is “one of two types of punitive discharges that may be imposed on an enlisted person” and is “less severe than a Dishonorable Discharge.”
Disclosure Of Social Security Numbers
It shall be unlawful for any Federal, State or local government agency to deny to any individual any right, benefit, or privilege provided by law because of such individuals refusal to disclose his social security account number.
theprovisions of paragraph of this subsection shall not apply with respect to
any disclosure which is required by Federal statute, or
the disclosure of a social security number to any Federal, State, or local agency maintaining a system of records in existence and operating before January 1, 1975, if such disclosure was required under statute or regulation adopted prior to such date to verify the identity of an individual.
Any Federal, State, or local government agency which requests an individual to disclose his social security account number shall inform that individual whether that disclosure is mandatory or voluntary, by what statutory or other authority such number is solicited, and what uses will be made of it. Section 7 of the Privacy Act of 1974, as amended, 5 U.S.C. § 552a note ).
Although this provision applies beyond federal agencies, it does not apply to: any disclosure which is required by federal statute or any disclosure of a social security number to any federal, state, or local agency maintaining a system of records in existence and operating before January 1, 1975, if such disclosure was required under statute or regulation adopted prior to such date to verify the identity of an individual. See Sec. 7-.
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Sign In To Online Account
An IRS Online Account lets taxpayers securely access their personal tax information, including tax return transcripts, payment history, certain notices, prior year adjusted gross income and power of attorney information. Filers can log in to verify if their name and address are correct. They should notify IRS if their address has changed. They must notify the Social Security Administration of a legal name change to avoid a delay in processing their tax return.
How To Fill Out And Sign Social Security Forms Printable 3288 Online
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Last Quarterly Payment For 2022 Is Due On January 17 2023
Taxpayers may need to consider estimated or additional tax payments due to non-wage income from unemployment, self-employment, annuity income or even digital assets. The Tax Withholding Estimator on IRS.gov can help wage earners determine if there is a need to consider an additional tax payment to avoid an unexpected tax bill when they file.
Get Banked To Speed Refunds With Direct Deposit
The fastest way to get a tax refund is by filing electronically and choosing direct deposit. Direct deposit is faster than waiting for a paper check in the mail. It also avoids the possibility that a refund check could be lost, stolen or returned to the IRS as undeliverable.
Don’t have a bank account? Learn how to open an account at an FDIC-Insured bank or through the National Credit Union Locator Tool. Veterans should see the Veterans Benefits Banking Program for access to financial services at participating banks.
Prepaid debit cards or mobile apps may allow direct deposit of tax refunds. They must have routing and account numbers associated with them that can be entered on a tax return. Taxpayers can check with the mobile app provider or financial institution to confirm which numbers to use.
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B Exception For Laws And Regulations In Effect Before January 1 1975
Federal, state, and local agencies may deny an individual a right, benefit, or privilege provided by law because of such individuals refusal to disclose the individuals social security number if required under statute or regulation adopted prior to January 1, 1975, and used to verify the identity of an individual.
A second exception to the general provisions of section 7 is set out in subsection 7, which grandfathers statutes or regulations in effect before January 1, 1975, and provides that the prohibition on denying a benefit because of an individuals failure to provide a social security number does not apply to those statutes and regulations. SeeSchwier v. Cox, 439 F.3d 1285, 1285-86 grandfather exception did not apply to Georgia voter registration procedures), affg 412 F. Supp. 2d 1266 , remanded by 340 F.3d at 1288-89 McKay v. Thompson, 226 F.3d 752, 755 s exception for systems of records in existence prior to January 1, 1975, where disclosure was required under statute or regulation).
A Exception For Disclosures Required By Federal Statute
Federal, state, and local agencies may deny an individual a right, benefit, or privilege provided by law because of such individuals refusal to disclose the individuals social security number if the disclosure is required by federal statute.
A key statute that requires the disclosure of social security numbers is the Social Security Act , which expressly permits a state agency to use social security numbers for the purpose of identifying individuals in the administration of any tax, general public assistance, drivers license, or motor vehicle registration law within its jurisdiction, see 42 U.S.C. § 405 . The SSA also permits a state agency to use social security numbers to issue birth certificates and to enforce child support orders, the Secretary of Agriculture to use social security numbers in administering the Food and Nutrition Act of 2008, and the Federal Crop Insurance Corporation to use them in administering the Federal Crop Insurance Act. See 42 U.S.C. §§ 405, , , .
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How To Write
Step 1 Download the entire document
- The applicant must carefully review all of the information provided on the first page, to ensure a clear understanding with regard to what is needed to ensure that the agency will have from you what will be needed to properly expedite the needs of the applicant.
- If the document is too difficult to understand, the applicant may either call the Social Security Office or visit their local office for more thorough assistance.
Step 2 On the second page, submit the following on behalf of the applicant:
- Date of Birth in mm/dd/yyyy format
- Social Security Number
Step 3 Authorize release of the applicants documents or records, to be sent directly to the Social Security Administration by having the information to:
- The names of the persons or organizations
- Enter the reason, into the line provided, as to why the information must be released
Step 4 Specify the information from the list that must be released Check at least one of the boxes provided as follows:
- Social Security Number
- Current SSI monthly payment amount
- Benefit amounts from mm/dd/yyyy to mm/dd/yyyy
- Medicare entitlement from mm/dd/yyyy to mm/dd/yyyy format
- Medical Records from claims folder from mm/dd/yyyy to mm/dd/yyyy format
- Complete medical records from claim folder
- Other records from files specify on lines provided
Step 5 Signatures
Witness must only sign if the applicants signature is an X or some other dedicated mark:
- Signature of witnesses