THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rod@welchco.com
S U M M A R Y
DIARY: October 8, 2010 12:51 PM Friday;
Rod Welch
Social Security pension benefits begun today.
1...Summary/Objective
2...Social Security Benefits Review
3...Social Security Retirement Pension Supplements VA Disability Pension
..............
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CONTACTS
SUBJECTS
Social Security Retirement Pension Benefits Investigate Additional I
0503 -
0503 - ..
0504 - Summary/Objective
0505 -
050501 - Follow up ref SDS 51 0000. ref SDS 43 0000.
050502 -
050503 -
050504 -
050505 -
050506 -
050508 - ..
0506 -
0507 -
0508 - Background
0509 -
050901 - On 091218 0541 at 1508 while recovering from Heller Myotomy surgery to
050902 - resolve achalasia, Rodney McClain visited in the hospital room at the
050903 - VA Medical Center in San Francisco. ref SDS 27 X44J At that time,
050904 - signed Form 21-526 for VA benefits, which Rodney indicated would be
050905 - processed by his Department of Services and Rehabilitation in the
050906 - State of California, which had an office in the Medical Center.
050907 - ref SDS 27 HQ5N
050909 - ..
050910 - On 100113 1522 received letter from VA notifying that documents filed
050911 - by AMVETS requires information to complete processing. ref SDS 31 4M9K
050912 - The VA sent a copy to AMVETS, ref SDS 31 FP9K, and indicated that
050913 - AMVETS as the veteran's representative, ref SDS 31 D25H, should sign a
050914 - response notice. ref SDS 31 7Y3J
050916 - ..
050917 - On 100208 sent a letter to AMVETS asking for status of their response
050918 - to the VA letter dated 100106, and received on 100113. ref SDS 32 PP8W
050920 - ..
050921 - On 100209 0934 called and left message about receiving the letter sent
050922 - to AMVETS on 100208, ref SDS 32 PP8W, asking about progress responding
050923 - to VA's letter dated 100106, and received on 100113. ref SDS 31 4M9K
050924 - asking for information. ref SDS 33 PP8W
050926 - ..
050927 - On 100211 1139 called and left follow up message on letter sent to
050928 - AMVETS. ref SDS 34 PP8W
050930 - ..
050931 - On 100212 0823 AMVETS called responding to calls the past few days,
050932 - asking about progress responding to the letter sent to AMVETS by the
050933 - VA asking for information on claim filed by AMVETS. ref SDS 35 PP8W
050935 - ..
050936 - On 100212 0830 at 0940 received letter saying AMVETS performing all
050937 - filings and so patient not required to take any action on VA letter
050938 - dated 100106. ref SDS 35 AP4L
050940 - ..
050941 - On 100215 0915 letter asks for copy of AMVETS response to VA
050942 - requesting information on filing, as planned in AMVETS letter to
050943 - patient on 100212, ref SDS 36 PP8W, saying that AMVETS would respond
050944 - for the patient to the VA. 100212 0823, ref SDS 35 AP4L
050946 - ..
050947 - On 100224 0837 called AMVETS to get copy of response to VA letter
050948 - dated 100106, asking for information on filing, and received on
050949 - 100113, ref SDS 31 4M9K, and to confirm AMVETS letter on 100212 saying
050950 - a memo would be sent to the VA. ref SDS 35 AP4L, call today asks for
050951 - copy of AMVETS letter showing their response was sent. ref SDS 37 PP8W
050953 - ..
050954 - On 100225 1109 AMVETS called and said a copy of AMVETS letter to the
050955 - VA on 100212 would be submitted to the patient. ref SDS 38 PP8W
050957 - ..
050958 - On 100225 1544 received letter advising that VA is processing
050959 - application for VA pension benefits. ref SDS 39 4M9K
050961 - ..
050962 - On 100226 1624 received letter from AMVETS transmitting AMVETS letter
050963 - dated 100212 to VA and responding to VA's letter dated 100106, and
050964 - received on 100113, which requested information on filing, and AMVETS
050965 - letter received 100226. ref SDS 40 4M9K
050967 - ..
050968 - On 100226 2217 submitted VA letter dated 100222 received yesterday on
050969 - 100225, ref SDS 39 4M9K, and not citing receipt of AMVETS letter on
050970 - 100212, received yesterday on 100225, ref SDS 40 5P58, sending
050971 - information the VA requested in a letter dated 100106, and received on
050972 - 100113, ref SDS 31 SU3X, letter to AMVETS says... ref SDS 41 4M9K
050974 - ..
050975 - On 010427 1118 received letter dated 010421 from the VA Service Center
050976 - in St Paul MN, and saying that AMVETS application for pension is still
050977 - being processed. ref SDS 42 4M9K
050979 - ..
050980 - On 100604 1520 received letter from VA approving pension benefit.
050981 - ref SDS 43 4M9K
050983 - ..
050984 - On 100729 0510 at 1700 Millie died transferring responsibility for
050985 - household expenses. ref SDS 47 EK4I
050987 - ..
050988 - On 101007 0655 research social security pension payments to meet
050989 - expenses. ref SDS 51 4M9K
050990 -
050991 -
050992 -
050994 - ..
0510 -
0511 -
0512 - Progress
0513 -
051301 - Drove to...
051302 -
051303 - Social Security Administration
051304 - 1111 Civic Drive #180
051305 - Walnut Creek, CA 94596-3893
051306 - 800 772 1213
051307 -
051309 - ..
0514 -
0515 -
0516 - 1343
0517 -
051701 - Entered request to file for benefits, and got #84. There were about
051702 - 20 people in the waiting room, so drove home and got notebook
051703 - computer, c16. Took about 20 minutes. Returned, and the list was on
051704 - #100, so missed turn. Got another number, 109.
051706 - ..
051707 - Social Security Disability benefits based on heart surgery, quadruple
051708 - bypass, CABG, on 091022, ref SDS 13 PQWU, and on throat surgery 2
051709 - months later on 091216 0600. ref SDS 25 OP6N
051711 - ..
051712 - Disabilities of afibulation and vomitting prevent regular employment.
051714 - ..
051715 - A-fibulation occurs when heart falls out of rythm, reported initially
051716 - on 091024 0600, ref SDS 14 HR7G
051718 - ..
051719 - Medical records treating disabilities were recived from the VA on
051720 - 100928 0706. ref SDS 49 NA4Y
051721 -
051723 - ..
0518 -
0519 -
0520 - 1438
0521 -
052101 - Visited with disability benefits assistant.
052102 -
052103 - She said that because there has been no social security taxes paid in
052104 - the past 5 years, disability benefits cannot be awarded.
052106 - ..
052107 - Offered to apply for social security retirement benefits at age 65.
052109 - ..
052110 - Decided to defer.
052111 -
052113 - ..
0522 -
0523 - 1500
052401 - ..
052402 - Social Security Benefits Review
052403 -
052404 - At the Social Security office today, received document...
052405 -
052406 - What You Can Do Online at...
052407 -
052408 - http://www.socialsecurity.gov
052410 - ..
052411 - Apply for retirement...
052412 -
052413 - http://www.socialsecurity.gov/applyforbenefits
052415 - ..
052416 - Apply for disability benefits...
052417 -
052418 - http://www.socialsecurity.gov/applyfordisability
052420 - ..
052421 - Get retirement benefits estimate...
052422 -
052423 - http://www.socialsecurity.gov/estimator
052425 - ..
052426 - Navigating to get an estimate of retirement benefits, encountered the
052427 - following phone number...
052428 -
052429 - 800 772 1213
052431 - ..
052432 - Planners calculate retirement and
052433 - disability benefits.......
052434 -
052435 - http://www.socialsecurity.gov/planners
052436 -
052437 -
0525 -
SUBJECTS
Social Security Retirement Pension Benefits and Medicare Health Insu
2803 -
280401 - ..
280402 - Social Security Retirement Pension Supplements VA Disability Pension
280403 -
280404 - Called Social Security in Pennsylvania.
280405 -
280406 - http://www.socialsecurity.gov/pgm/services.htm
280407 -
280408 - 800 772 1213
280410 - ..
280411 - Talked to Karen Unit #45.
280413 - ..
280414 - Explained medical disability finding in VA letter received on 100604
280415 - 1520. ref SDS 43 HZ6I I explained the VA awarded a medical disability
280416 - pension of about $1,000 per month.
280418 - ..
280419 - Karen said Social Security retirement supplements VA disability. This
280420 - aligns with Molly's explanation at the VA on 091217 0600. ref SDS 26
280421 - 2N7K Karen said medical disability cannot be paid by both VA and
280422 - Social Security. She advised that Social Security will notify the VA
280423 - that retirement benefits do not duplicate medical disability.
280424 -
280425 - [...below on 101008 1251 at 1600 Jancie confirmed that
280426 - Social Security retirement supplements VA disability
280427 - payments. ref SDS 0 NO4L
280429 - ..
280430 - Karen said Social Security needs military form...
280431 -
280432 - DD214
280434 - ..
280435 - Karen asked about marriage?
280437 - ..
280438 - Explained Millie died a few months ago on 100729. ref SDS 47 EK4I We
280439 - married in 1982 and divorced for finacial reasons in 2000, but
280440 - continued living together. She was diagnosed with cancer in 2002,
280441 - reported on 020321 1430. ref SDS 4 6Q4U She lived for nearly 10
280442 - years with stage 4 breast cancer (IBC)
280443 -
280444 - [On 101018 1836 submitted letter to Social Security
280445 - transmitting marriage certificate in April 1982, divorce
280446 - documents were finalized in April 2000. ref SDS 56 G56T
280448 - ..
280449 - Karen asked how long Millie had cancer? Advised that Mil was
280450 - diagnosed February 2002, and was stage 4 for nearly 10 years.
280452 - ..
280453 - Karen said Social Security can pay widower benefits for Millie's
280454 - Social Security account.
280455 -
280456 - [On 101101 1638 received letter from Social Security dated
280457 - 101029, and somehow postmarked 2 days earlier on 101027,
280458 - ref SDS 60 VW5G, and notifying retirement benefits have
280459 - been awarded, ref SDS 60 2F5Q, implementing application
280460 - Janice filed today on 1010108, per above. ref SDS 0 MX4K
280462 - ..
280463 - [On 101124 0951 Social Security payment received.
280464 - ref SDS 61 VW5G
280466 - ..
280467 - Will need marriage license.
280469 - ..
280470 - Karen transferred the call to another department for processing a
280471 - retirement pension application.
280472 -
280473 -
280475 - ..
2805 -
2806 -
2807 - 1616
2808 -
280801 - Talked to Janice.
280802 -
280803 - Janice said that questions asked during the call are subject to
280804 - criminal penalties for purjury.
280806 - ..
280807 - [On 101018 1836 received letter from Janice transmitting
280808 - summary of the call today, ref SDS 56 EX8F, and an envelope
280809 - for submitting proof of marriage and divorce. ref SDS 56
280810 - VW6G
280812 - ..
280813 - Janice asked for...
280814 -
280815 - Mother's maiden name................. Lot or Lott??
280817 - ..
280818 - Janice asked for certified copies...
280819 -
280820 - Marriage certificate................... 820413
280821 - Divorce filing......................... 991022, ref SDS 2 0001
280823 - ..
280824 - Janice said she needs these documents to support widower benefits,
280825 - discussed with Karen, per above. ref SDS 0 744N
280826 -
280827 - [...below on 101008 1251 1849 after the call found
280828 - certificate of marriage in Millie's desk drawer.
280829 - ref SDS 0 US9I
280831 - ..
280832 - [On 101008 2128 letter to Pam asks for divorce documents
280833 - from Millie's records that Pam took after her mom died.
280834 - ref SDS 52 ED5Q
280836 - ..
280837 - [On 101010 1411 Pam found divorce papers in Millie's tax
280838 - documents. ref SDS 53 VW5G
280840 - ..
280841 - [On 101018 1836 submitted letter to Social Security
280842 - transmitting marriage certificate in April 1982, divorce
280843 - documents were finalized in April 2000. ref SDS 56 G56T
280845 - ..
280846 - Janice did not ask for military discharge form DD214, which Karen
280847 - earlier thought would be needed, per above. ref SDS 0 K759
280849 - ..
280850 - Janice asked about Millie's marriage to Ron Senior?
280852 - ..
280853 - Explained they were likely married in about 1954, and were divorced
280854 - prior to April 1982, when we were married, per above. ref SDS 0 UV4I
280855 -
280856 - [On 101018 1836 received letter from Janice transmitting
280857 - summary of telecon today and saying Millie divorced Ron on
280858 - January 1 1981; actual divorce was on March 14, 1982, shown
280859 - in marriage certificate with Millie on April 3, 1082.
280860 - ref SDS 56 K279
280862 - ..
280863 - [On 101018 1836 letter to Janice at Social Security notes
280864 - marriage certificate shows Millie divorced 1st husband on
280865 - March 14, 1982. ref SDS 56 G55S
280867 - ..
280868 - Janice asked about 1st marriage to Diane.
280870 - ..
280871 - Married in 1974, and divorced in 1976.
280873 - ..
280874 - Diane died 011103, letter from Ross on 011112. ref SDS 3 0001
280876 - ..
280877 - Ron Senior is still alive age about 76.
280879 - ..
280880 - Janice said she did not use the marriage to Diane for social security
280881 - retirment benefits because the marriage lasted less than 5 years.
280883 - ..
280884 - Janice further advised that Social Security beneficiaries are required
280885 - by law to enroll in Medicare. Costs for Medicare are automatically
280886 - deducted from monthly Social Security payments.
280888 - ..
280889 - Explained I get all medical care and medications from the VA Medical
280890 - Center in San Francisco. This began in June 2005. On 091022, had
280891 - quadruple heart bypass surgery at VAMCSF. ref SDS 13 PQWU On 091216,
280892 - had Heller Myotomy surgery to treat achalasia and restore swallowing.
280893 - ref SDS 25 OP6N Now getting EGD dilation procesures about every 4
280894 - months, beginning on
280896 - ..
280897 - On 091218, was enrolled in VA disability program, so get monthly
280898 - pension in addition to full medical care. ref SDS 27 X44J
280900 - ..
280901 - Janice said Medicare enrollment today, supplements care at the VA.
280903 - ..
280904 - Asked how Medicare will be used, since VA provides full healthcare?
280906 - ..
280907 - Janice said its just the law.
280908 -
280909 - [On 101018 1836 letter from Social Security confirming
280910 - understandings from Janice for this call says the pensioner
280911 - wants to enroll in Medicare; seems conflicting with
280912 - representation that all social security beneficiaries are
280913 - required by law to enroll in Medicare. ref SDS 57 V34O
280915 - ..
280916 - Setup for direct deposit of monthly SSA pension to Wells Fargo
280917 - savings account.
280918 -
280919 -
280921 - ..
2810 -
2811 -
2812 - 1628
2813 -
281301 - Jancie went off line.
281302 -
281303 -
281305 - ..
2814 -
2815 -
2816 - 1644
2817 -
281701 - Janice came back online.
281702 -
281703 - Janice said monthly Social Security retirement payment after Medicare
281704 - charges will be...
281705 -
281706 - $1,814
281708 - ..
281709 - Janice confirmed Karen's explanation that Social Security cannot award
281710 - disability payments, because the VA has already awarded pension
281711 - benefits for medical disability, per above. ref SDS 0 535H
281713 - ..
281714 - Jancie said that total annual income from Social Security will be
281715 - about $21,000 after medicare charges, but only 50% of Social Security
281716 - pension payments are taxable income, or about $11,000.
281718 - ..
281719 - Advised that VA awarded a pension of about $1,000 per month, and
281720 - indicated it is exempt from income tax.
281722 - ..
281723 - Janice advised that Social Security has this on file, and since senior
281724 - citizens over 65 are exempt from income tax below $25,000, there will
281725 - be no need to file annual income tax returns.
281726 -
281727 - [On 110612 1912 Social Security letter dated 110602
281728 - notifies additiona Medicare charges $115.40 per month,
281729 - reduces total monthly payment to $1699. ref SDS 63 NM89
281739 - ..
281740 - [On 101101 1638 received letter from Social Security dated
281741 - 101029, and somehow postmarked 2 days earlier on 101027,
281742 - ref SDS 60 VW5G, and notifying retirement benefits have
281743 - been awarded, ref SDS 60 2F5Q, implementing application
281744 - Janice filed today on 1010108, per above. ref SDS 0 MX4K
281746 - ..
281747 - [On 101124 0951 payment received. ref SDS 61 VW5G
281748 -
281790 - ..
281791 - Internet research calculating social security income...
281792 -
281793 - http://www.socialsecurity.gov/planners/calculators.htm
281795 - ..
281796 - VA disability income....
281797 -
281798 - 985
281799 -
281800 - ...awarded on 100604 1520. ref SDS 43 4I39
281802 - ..
281803 - ...total monthly income...
281804 -
281805 - $2,799
281807 - ..
281808 - This will provide sufficient income to pay rent, utilities and other
281809 - subsistence expenses for food and transportation, so may be able to
281810 - stay in our home that Millie created the past 15 years. Hope for no
281811 - major dental problems.
281812 -
281851 - ..
281852 - Effective date of benefits will be October 2010.
281854 - ..
281855 - Payments will be issued on Wednesday, related to Mil's birthday.
281857 - ..
281858 - First payment will be issued...
281859 -
281860 - 101124
281862 - ..
281863 - Janice is sending return addressed envelope for receiving certified
281864 - copies of marriage and divorce documents, per above. ref SDS 0 UV4I
281865 - She said should get this in mail on Wednesday.
281866 -
281867 - [On 101013 1640 did not receive mailing on Wednesday, as
281868 - planned with Janice today; expect mail was delayed until
281869 - Tuesday or Wednesday, and so may not be received until
281870 - after 101015. ref SDS 55 YI50
281871 - ..
281872 - [On 101018 1836 received letter from Janice transmitting
281873 - envelope for submitting marriage and divorce documents.
281874 - ref SDS 56 VW6G
281876 - ..
281877 - [On 101018 1836 submitted letter transmitting marriage and
281878 - divorce documents. ref SDS 56 G56T
281880 - ..
281881 - [On 101020 1419 received letter from Social Security saying
281882 - to file application on the Internet for retirement
281883 - benefits, ref SDS 58 EX8F, which appears conflicting with
281884 - Janice's notice that the application was filed today on
281885 - 101008, during this call, per above, ref SDS 0 NB3H,
281886 - including the amount of benefits, ref SDS 0 MX4K, and date
281887 - of 1st payment. ref SDS 0 VX7X
281889 - ..
281890 - [On 101027 1531 received letter from Social Security local
281891 - office in Walnut Creek, dated 101022, and postmarked
281892 - 101026, and saying that on receiving notice of award for
281893 - Security Security retirement benefits, customers should get
281894 - a permanant password from Social Security Internet services
281895 - for managing the account online. ref SDS 59 EX8F
281897 - ..
281898 - [On 101101 1638 received letter from Social Security dated
281899 - 101029, and somehow postmarked 2 days earlier on 101027,
281900 - ref SDS 60 VW5G, and notifying retirement benefits have
281901 - been awarded, ref SDS 60 2F5Q, implementing application
281902 - Janice filed today on 1010108, per above. ref SDS 0 MX4K
281904 - ..
281905 - [On 101124 0951 Social Security payment received.
281906 - ref SDS 61 VW5G
281908 - ..
281909 - [On 101201 0858 received VA pension payment. ref SDS 62
281910 - VW5G
281911 -
281912 -
281913 -
281915 - ..
2820 -
2821 -
2822 - 1849
2823 -
282301 - After the call to Social Security, went through the drawer in the
282302 - desk next to the computer table. Millie kept a lot of documents in
282303 - folders in this desk drawer.
282305 - ..
282306 - Found 2 marriage certificates. One is cerimonial, and the other is a
282307 - certified copy of...
282308 -
282309 - Certificate of Registry of Marriage........... 0 1416
282310 - Date: 820403
282312 - ..
282313 - Cannot find certificate of divorce.
282314 -
282315 - [On 101008 2128 letter to Pam asks for divorce documents
282316 - from Millie's records that Pam took after her mom died.
282317 - ref SDS 52 ED5Q
282318 -
282319 - [On 101010 1411 Pam found divorce papers in Millie's tax
282320 - documents. ref SDS 53 VW5G
282321 -
282322 -
282323 -
282324 -
282325 -
2824 -