Social Security & Medicare

Detailed coverage of Social Security, Medicare, Medicaid, and other programs. Fast answers to frequently asked retirement, disability, and Medicare questions.
Start Ship Date: 2/1/23


About the Social Security & Medicare

Social Security & Medicare Tab Contents
Tab Tab Title
Tab 1
Social Security Eligibility
  • Full Retirement Age Chart
  • Amount of Wages or Self-Employment Income Necessary to Obtain a Credit Chart
  • Social Security Overview
    • Purpose
    • Social Security Administration (SSA)
    • Programs Included Under the Social Security Act and Related Laws
    • Obtaining a Social Security Card
    • Social Security Numbers for Noncitizens
    • Taxpayer Identification Number (TIN)
    • Application for Benefits
    • Duty to Report Certain Events
    • International Social Security (Totalization) Agreements
    • Non-Covered Workers
  • Eligibility for Monthly Social Security Payments
    • Reporting to Social Security
  • Becoming Insured
    • Insured Status
    • Determining Insured Status
    • Earning Social Security Credits
    • Self-Employment Credits
    • Work in a Foreign Country
  • Earnings Records and Tax Reports
    • Social Security Number (SSN)
    • Earnings Record
    • Correcting an Earnings Record
  • Employees
    • Employer
    • Corporate Officers
    • Common-Law Test
    • Factors Which Show Control
    • Exceptions to Common-Law Test
    • Farm Crew Workers
  • Wages
    • Actual or Constructive Payment
    • Cash-Pay Test
  • Self-Employment
    • Trade or Business
    • Exclusions from Trade or Business
    • Partnership
    • Royalties
    • Nonprofessional Fiduciaries
    • Business Carried on in an Estate or Trust
    • Mail Carriers
    • Land Owner
    • Sharefarmer
    • Newspaper Vendors
    • Employees of Foreign Governments
    • State and Local Government Employees
    • Public Officials
    • Federal Court Reporters
    • Exemption for Religious Orders
    • Self-Employed Ministers, Members of Religious Orders, and Christian Science Practitioners
    • Crews of Fishing Boats
    • Real Estate Agents and Direct Sellers
    • Church Employees
  • Net Earnings From Self-Employment
    • Who Must File
    • Methods for Calculating Net Earnings
    • Regular Method
    • Farm Optional Method
    • Nonfarm Optional Method
    • Using Both Optional Methods
  • Special Coverage Provisions
    • Agricultural Labor
    • Household Employment
    • Work by a Student for a School
    • Student Nurse
    • Hospital Intern
    • Employment Not in the Course of the Employer's Trade or Business
    • Family Employment
    • Delivering or Distributing Newspapers
    • Nonprofit Organizations
    • Ministers and Members of Religious Orders
    • Crews on Fishing Boats
    • Employment for a Foreign Government, International Organization, or Instrumentality of a Foreign Government
    • Foreign Students and Exchange Visitors
    • Employment as Civilian for the U.S. Government
    • Employees for the District of Columbia
    • Federally Sponsored Programs
    • Member of the U.S. Armed Forces
    • Employment Outside the U.S.
    • Guam and American Samoa
    • Commonwealth of the Northern Mariana Islands (CNMI)
    • Railroad Retirement Act
    • Included-Excluded Rule
  • State and Local Government Employees
    • Social Security Coverage
    • Section 218 Agreement
    • Mandatory Coverage
    • Section 218 Agreement Effective Date
    • Types of Work Not Covered by Section 218 Agreements
    • Coverage Groups
    • Termination of Section 218 Agreements
    • Police Officers and Firefighters
    • Public Transportation System Employees
    • Positions Compensated Solely by Fees
    • Rehired Annuitants
Tab 2
Social Security Benefits
  • Annual Retirement Earnings Test Exempt Amounts Chart
  • Countries with Qualifying Social Insurance or Pension Systems Chart
  • U.S. Treasury Department Restricted Countries for Payments Chart
  • SSA Restricted Countries for Payments Chart
  • Retirement Insurance Benefits
    • Summary
    • When Monthly Benefits Can Begin
    • Entitlement to Benefits
    • Amount of Benefits
  • Railroad Retirement Benefits (RRB)
    • Tier I and Tier II
    • Tier I Benefits
    • Tier II Benefits
  • Filing a Claim
    • Application
    • Signing the Application
    • When to File Applications
    • Individuals Nearing Retirement Age
    • Delay in Filing
    • Where to File
    • Department of Veterans Affairs or Railroad Retirement Board
    • Application Considered Filed
    • Valid Applications
    • Completing the Application
    • Retroactive Effect of Application
    • Restricted Retroactivity
    • Right to Withdraw an Application
  • Evidence Required for Benefits
    • Types of Evidence
    • Proof of Age
    • Parent-Child Relationship
    • Child Age 18–19
    • Marriage
    • Death
    • Child in Care
    • U.S. Citizenship
    • Wages
  • Representative Payees
    • Representative Payees
    • Evidence
    • Selecting Payees
    • Notification
    • Responsibilities of Representative Payee
  • Computing the Cash Benefit Rate
    • Average Indexed Monthly Earnings (AIME)
    • Primary Insurance Amounts (PIA)
    • Computation
    • Allocation of Self-Employment Income
    • Special Minimum PIA
    • Windfall Elimination Provision (WEP)
    • Cost-of-Living Adjustments (COLA)
    • Delayed Retirement Credit
    • Recomputation of the PIA
  • Reduced Benefit Rate
    • Making the Reduction
    • Recomputing the Reduced Benefit Rate
    • Basic Reduction Formulas
    • Effect of Basic Reduction Formulas
    • Computing Reduction Months
    • Computing Reduction Amount
    • Maximum Monthly Benefits on One Earnings Record
  • Underpayments and Overpayments
    • Underpayments
    • Overpayments
  • Reduction or Nonpayment of Social Security Benefits
    • Earnings Test
    • Foreign Work Test
    • Child in Care Requirement
    • Good Cause
    • Workers' Compensation or Disability Benefits
    • Governmental Pension
    • Conviction of Subversive Activities
    • Deportation
    • Aliens
    • Confinement in a Correctional Institution
    • Marriage
    • Outstanding Warrants
  • Additional Events That Can End Entitlement Benefits
Tab 3
Social Security Taxation and Planning
  • Taxation of Social Security Benefits
    • Taxation
    • Taxable and Nontaxable Benefits
    • Railroad Retirement Benefits
    • Form W-4V, Voluntary Withholding Request
    • Form SSA-1099, Social Security Benefit Statement
    • Form RRB-1099, Payments By the Railroad Retirement Board
    • Lump-Sum Payments
  • Investments to Reduce Taxes for Social Security Benefits
    • Tax Issue
    • Applicable Tax Law
    • Tax Planning Strategies
    • Possible Risks
    • Court Case
  • When to Start Collecting Social Security
    • Benefits Issue
    • Applicable Law
    • Tax Planning Strategies
    • Examples
    • Possible Risks
  • How Work Affects Retirement Benefits
    • Benefits and Tax Issues
    • Applicable Tax Law
    • Planning Strategies
    • Examples
  • Social Security and Railroad Retirement Taxation by State
  • Social Security Benefits Worksheet
Tab 4
  • Recent Work Test for Disability Eligibility Chart
  • Comparison of SSDI and SSI Disability Programs Chart
  • Duration of Work Test for Disability Eligibility Chart
  • Disability Benefits
    • Qualifications
    • Cash Disability Benefits and Related Disability Protection
  • Entitlement to Benefits
    • Eligibility
    • Auxiliary Benefits
    • Waiting Period
    • Amount of Benefit
    • Reduction or Offset of Benefit
    • Effect of Outside Benefits on Social Security Disability Benefits Payable
    • Lump-Sum Payments
    • Disabled Worker's Benefits Not Paid
    • Disabled Worker's Cash Benefits End
    • Medicare Coverage
    • Restarting Benefits
  • Definition of Disability
    • Disability Definition
    • Medically Determinable Impairment
    • Substantial Gainful Activity
  • Disability Determinations
    • Independent Determinations
    • Percentage of Disability
    • Evidence of Not Disabled
    • Listing of Impairments
    • Compassionate Allowances
    • Condition Does Not Meet Listing
    • Age, Education, and Work Experience
    • Employment
    • Quality Assurance and Appeals
  • Evidence of Disability
    • Required Evidence
    • Categories of Evidence
  • Period of Disability
    • Establishing a Period of Disability
  • Disability Status Ceases
  • The Ticket to Work and Self-Sufficiency Program
    • Work Incentives Planning And Assistance And Protection And Advocacy
  • Trial Work Period
    • Incentive for Rehabilitation
    • Month of Service Guidelines
    • Benefits Not Payable
    • Ineligibility
    • Beginning and Ending of Trial Work Period
  • Reporting to Social Security Administration (SSA)
    • Required Reporting of Certain Events
  • Compassionate Allowances Conditions List
Tab 5
Medicare and Supplemental Insurance
  • Medicare Monthly Premiums Chart
    • Medicare Coverage Choices at a Glance Chart
  • Standard Drug Benefit (Part D) Chart
  • Medicare Savings Programs Income and Resource Limits Chart
  • Basics of Medicare
    • The Four Parts of Medicare
    • Medicare and the Corona Virus (COVID-19)
    • Medicare Coverage Choices
    • Eligibility
    • Medicare Savings Programs
    • Enrollment Periods
    • Late Enrollment Penalties
  • Medicare Part A
    • Hospital Care
    • Hospice
    • Home Health Services
  • Medicare Part B
    • Clinical Research Studies
    • Ambulance Services
    • Durable Medical Equipment (DME)
    • Mental Health Care (Outpatient)
    • Mental Health Care (Partial Hospitalization)
    • Prescription Drugs (Outpatient)
    • Preventive Services
    • Services Not Covered
  • Medicare Part C
    • Health Maintenance Organization (HMO) Plans
    • Preferred Provider Organization (PPO) Plans
    • Private Fee-for-Service (PFFS) Plans
    • Medicare Special Needs Plans (SNP)
    • Medicare Medical Savings Account (MSA) Plans
    • Other Medicare Health Plans
  • Medicare Part D
    • What Drug Plans Cover
    • Coverage Rules
    • Standard Drug Benefits
    • Coverage Gap
    • Medication Therapy Management Programs
    • Medicare Part D and Other Insurance
  • Supplemental Insurance (Medigap)
    • Coordination of Benefits
    • Retiree Health Insurance
    • Medicare Supplement Insurance (Medigap)
    • Medigap and Medicare Advantage Plans
  • Medicare Coverage Choices at a Glance
    • Medigap Rights
  • Medigap Guaranteed Rights
Tab 6
Supplemental Security Income SSI
  • Federal Benefit Rates (FBR)—SSI Chart
  • How Income Affects SSI Benefits Chart
  • SSI Recipient Statistics Chart
  • Comparison of SSDI and SSI Programs Chart
  • SSI Terms Chart
  • Supplemental Security Income (SSI)
    • SSI Overview
    • Basic Principles of SSI
    • SSI Benefits
  • State Supplements
    • Mandatory Payments
    • Optional Payments
    • Coordination With Medicaid
    • Supplemental Nutrition Assistance Program (SNAP)
  • Eligibility for SSI
    • Categories of Eligibility
    • Income and Property Limitations
    • Other Requirements
    • SSI Eligibility for Aliens
    • Absence From the United States
    • Filing for Other Benefits
    • Fugitive Felons
    • Probation and Parole Violators
    • Institutionalization
    • Marriage and SSI
    • Eligibility Under More Than One Category
    • Continuing Eligibility
    • Recipient Reporting Requirements
    • Fraud
  • Income
    • Income Defined
    • Countable Income
    • Earned Income
    • Unearned Income
    • lncome and SSI Benefits
    • Assistance Related to Disasters
    • Assistance for Home Energy or Support and Maintenance
    • In-Kind Income
    • One-Third Reduction Rule
    • Presumed Maximum Value Rule
    • Temporary Absences
    • Acting as an Agent
  • SSI Resources
    • Resources Effect on SSI Benefits
    • SSI Resources
    • Liquid and Non-Liquid Resources
    • Resources Not Considered SSI Resources
    • Ownership of Resources
    • Countable Resources
    • Valuation of Resources
    • Resource Exclusions
    • Resources Affected by Disaster
    • Real Property That Cannot Be Sold
    • Conditional SSI Payments
    • Disposal of Resource at Below Market Value
  • Deeming of Income and Resources
    • Deeming Situations
    • Ineligible Spouse to Eligible Individual
    • Parent to a Child
    • Sponsor to an Alien
    • Essential Person to an Eligible Qualified Individual
  • Work Incentives for the Blind or Disabled
    • Purpose of Work Incentives
    • Continuity of Benefits
    • Impairment-Related Work Expenses (IRWE)
    • Work Expenses of the Blind
    • Plan to Achieve Self-Support (PASS)
    • Disabled Engaged in Substantial Gainful Activity
    • Medicaid While Working
    • Restarting SSI Cash Benefits if Benefits Ended Because of Earned Income
  • Federal SSI Payment Amount
    • Federal Benefit Rate (FBR)
    • Maximum Monthly SSI Benefit
    • State Supplementary Payments
    • Computation of Payments
    • Retrospective Monthly Accounting (RMA)
    • Proration of SSI Payments
    • Windfall Offset
    • Interim Assistance Reimbursement
    • Direct Field Office Payments
    • Presumptive Blindness or Presumptive Disability Payments
    • Appeals
Tab 7
Survivors, Spouses, Children
  • Spousal Benefits Chart
  • Family Benefits Chart
  • Survivor's Benefits Chart
  • Spousal Benefits
    • Eligibility for Spousal Benefits
    • Amount of Spousal Benefits
    • Termination of Spousal or Divorced Spousal Benefits
    • Eligibility for Divorced Spouse
  • Widow(er) Benefits
    • Eligibility for Widow(er) Benefits
    • Definition of Widow(er)
    • Application for Widow(er) Benefits
    • Effect of Remarriage on Widow(er)'s Benefits
    • Amount of Widow(er)'s Insurance Benefit
    • Termination of Widow(er)'s Benefits
  • Benefits for Children
    • Eligibility for Child's Benefits
    • Amount of Benefits
    • Children With Disabilities
Tab 8
Medicaid and CHIP
  • Medicaid
    • Eligibility
    • Poverty Guidelines
    • Medicaid Benefits
    • Medicaid Funding
    • Medicaid Spending
    • Premiums, Copayments, and Other Cost Sharing
  • CHIP
    • Children's Health Insurance Program (CHIP)
    • CHIP Eligibility Standards
    • CHIP Benefits
    • CHIP Cost Sharing
    • Outreach and Enrollment for Medicaid and CHIP
Tab 9
Long-Term Care
  • Distribution and Duration of Long-Term Care Services Chart
  • Medicare Payment For Skilled Nursing Care Chart
  • Long-Term Care Overview
    • Long-Term Care
    • Who Needs Care
    • How Much Care is Needed
    • Who Provides Care
    • Where to Receive Care
    • Who Pays for Long-Term Care
  • Accessing Long-Term Care
    • Staying at Home
    • Living in a Facility
  • Long-Term Care Planning
    • Advance Care Plan Considerations
    • Legal Concerns
  • Long-Term Care Costs
    • Average Costs
    • Cost Trends
    • Paying for Long-Term Care
  • Insurance
    • Health and Disability Insurance
    • Long-Term Care Insurance
    • Life Insurance
  • Private Payment
    • Reverse Mortgages
    • Annuities
    • Trusts
  • Medicare
    • Medicare Coverage for Long-Term Care
    • Hospice Care
  • Medicaid—Long-Term Care
    • Medicaid
    • Medicaid Eligibility
    • Applying for Medicaid
    • Medicaid Estate Recovery
    • Program of All-Inclusive Care for the Elderly (PACE)
  • Veterans Affairs Benefits
    • Programs to Help Veterans Stay in Their Homes
    • Paying for Long-Term Care
  • State Programs
Tab 10
Veterans Benefits
  • Retirement Benefits
    • Social Security
    • Special Veterans Benefits
    • Thrift Savings Plans
    • Military Retirement Plans
    • VA Pensions
    • Dependents and Survivors Benefits
  • Separation From Military Service
  • Disability Benefits
    • Disability
    • VA Service Connected Disability Benefits
    • Social Security Disability
  • Health Care
    • VA Health Care Benefits
    • Medicare
    • TRICARE for Life (TFL)
  • Other VA Benefits
Tab 11
  • Medicare Level 1 and Level 2 Appeals Chart
  • Original Medicare (Parts A & B—Fee-for Service) flowchart
  • Social Security Representation
    • Representative Appointment and Fee Arrangement Forms
    • Appointing a Representative
    • Representative Fee Agreements
  • Social Security Appeals
    • Initial Determinations
    • Review Process Steps—Appeal Levels
    • Appeal Time Limits
    • Extensions
    • 1) Reconsideration
    • 2) Administrative Law Judge Hearing
    • 3) Appeals Council Review
    • 4) Civil Action in Federal District Court
  • Medicare Representation
    • Available Resources
    • Self-Appointed Representative
  • Medicare Appeals
    • Complaints Versus Appeals
    • Medicare Appeals Forms
    • Appeals
    • Fast Appeals
    • Advance Beneficiary Notice of Noncoverage
    • Medical Summary Notice
    • Levels of Appeal—Parts A and B
    • Level 1: Redetermination by a Medicare Administrative Contractor (MAC)
    • Level 2: Reconsideration by a Qualified Independent Contractor (QIC)
    • Level 3: Hearing by an Administrative Law Judge (ALJ)
    • Level 4: Review by the Medicare Appeals Council (Appeals Council)
    • Level 5: Judicial Review in U.S. District Court
    • Medicare Health Plan Appeals
    • Medicare Prescription Drug Coverage Appeals
    • Extra Help For Medicare Prescription Drug Costs
    • Special Needs Plan (SNP) Appeals
    • Income-Related Monthly Adjustment Amount Appeals
  • Veterans Affairs (VA) Appeals
    • Veterans Affairs (VA) Appeals Forms
    • VA Appeals Structure
    • VA Appeals Process

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