Updates to Identity Proof Requirements for Social Security!

There are new rules regarding Social Security which may severely impact those whose computer skills are lacking.

Last week, the Social Security Administration (SSA) issued a press release clarifying the rules related to proof of identity. According to the administration, it is “taking proactive steps to enhance the security of its services by implementing stronger identity verification procedures” starting April 14, 2025. What are these procedures and how might they affect you?

If you can use your personal “my Social Security” account online…. You are fine, and these changes do not affect you.

If you cannot use your “my Social Security” online account:
– You will need to prove your identity at a Social Security office if applying for Retirement, Survivors, or Auxiliary (Spouse or Child) benefits.
– To change your direct deposit information, you must visit a Social Security office to process the change, or call 1-800-772-1213 to schedule an in-person appointment.
– SSA recommends that if you can’t apply online, you should call and schedule an in-person appointment to complete a claim for Retirement, Survivors, or Auxiliary (Spouse or Child benefits) in one interaction.

If you do not yet have a “my Social Security” account, it is advisable to create one. If you are able to access your account online, you will save yourself a great deal of time and effort. Create your account at www.ssa.gov/myaccount/

Note: SSA will not enforce these requirements in extreme dire-need situations, such as terminal illness. The administration is currently developing a process for such extreme cases.

Stay tuned as we keep you up to date about the latest changes to Social Security, Medicare and Medicaid. We are here to help you. Please call or e-mail for a consultation regarding your estate and disability planning needs.