Social Security backtracks on major changes: Here’s who is exempt
The Social Security Administration announced this week it will push back a deadline for stronger ID verification procedures.
Under the new rules, people who need to apply or make changes, including new direct deposit account information, must do so via the online “my Social Security” tool or in person and not over the phone. That change was supposed to go into effect April 1 but has now been moved to April 14.
Certain categories of beneficiaries, including those seeking Medicare, Disability and SSI applications, will be exempt from the changes. Those applicants will be able to continue to update information over the telephone.
“We have listened to our customers, Congress, advocates, and others, and we are updating our policy to provide better customer service to the country’s most vulnerable populations,” Lee Dudek, Acting Commissioner of Social Security said in a statement. “In addition to extending the policy’s effective date by two weeks to ensure our employees have the training they need to help customers, Medicare, Disability, and SSI applications will be exempt from in-person identity proofing because multiple opportunities exist during the decision process to verify a person’s identity.”
Applicants applying for Retirement, Survivors or Auxiliary (Spouse or Child) benefits who cannot use the my Social Security tool will be required to visit a Social Security office in person. However, the agency said the requirements won’t be enforced in “extreme dire-need situations,” such as people with terminal illnesses or prison pre-releases. Those exceptions will require documentation and prior approval, the agency said.
Those needing to make an appointment for an in-person visit can do so at 1-800-772-1213.