Welch Company
San Francisco, CA
S U M M A R Y
DIARY: October 20, 2010 02:19 PM Wednesday;
Rod Welch
Social Security letter Oct 12 says to file for benefits filed on Oct 8th.
1...Summary/Objective
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CONTACTS
SUBJECTS
Social Security Application Procedures Computer Internet Conflicts L
2103 -
2103 - ..
2104 - Summary/Objective
2105 -
210501 - Follow up ref SDS 5 0000. ref SDS 4 0000.
210502 -
210503 -
210504 -
210505 -
210507 - ..
2106 -
2107 -
2108 - Background
2109 -
210901 - On 101008, Janice assisted application for social security benefits
210902 - scheduled to receive 1st payment on 101124. ref SDS 1 VX81
210904 - ..
210905 - Janice mailed return envelope for submitting documentation on marriage
210906 - and divorce. ref SDS 1 VX86
210908 - ..
210909 - On 101008 found certified copy of marriage registry. ref SDS 1 US9I
210911 - ..
210912 - On 101010 1411 Pam found divorce papers in Millie's tax documents.
210913 - ref SDS 2 VW5G
210915 - ..
210916 - On 101012 called Social Security and verified that certified copy of
210917 - marriage registration satisfies requirements to submit original
210918 - documentation. ref SDS 3 CF4F
210920 - ..
210921 - On 101013 1640 envelope did not arrive from Social Security; called
210922 - and was told the envelope was processed to be mailed on 101008, and so
210923 - likely was actually mailed on 101012, because 101008 was Friday, which
210924 - prevents distribution of mail until Monday, but since Monday was a
210925 - holiday, Columbus Day, the mailing may not have occurred until 101012;
210926 - so expect to receive on 101014 - 101018. ref SDS 4 EX8F
210928 - ..
210929 - On 101018 1836 received letter from Social Security dated 101013,
210930 - ref SDS 5 EX8F, and requesting documentation on marriage and divorce
210931 - from Millie, ref SDS 5 VW6G, and requesting confirmation of notes
210932 - prepared by Social Security (Janice), ref SDS 5 OQ6G, for telecon on
210933 - 101008, ref SDS 1 NB3H, and which were attached to the Social Security
210934 - letter dated 101013. ref SDS 5 9543
210935 -
210936 -
210937 -
210938 -
210940 - ..
2110 -
2111 -
2112 - Progress
2113 -
211301 - Received following letter in the mail today from Social Security, and
211302 - dated 101012, the day before the letter dated 101013, received 2 days
211303 - ago on 101018. ref SDS 5 EX8F This presents a complex management
211304 - problem to understand correlations in Social Security communications.
211306 - ..
211307 - Social Security letter received today says...
211309 - ..
211310 - 1. Social Security Administration
211312 - ..
211313 - 2. Date: October 12, 2010
211320 - ..
211321 - Subject: Important Information
211324 - ..
211325 - 3. On October 8, 2010, we talked with you about your entitlement
211326 - to Social Security Benefits. Before we can decide if you are
211327 - entitled, you must file an application.
211328 -
211329 - [On 101028 1513 call with Social Security says not
211330 - necessary file another application, because application
211331 - claim for Social Security was approved on 101008.
211332 - ref SDS 6 JD7K
211334 - ..
211335 - This letter seems conflicting with the call to Social Security on
211336 - 101008. ref SDS 1 NB3H During the call on 101008, Jancie filed an
211337 - application, and determined Social Security monthly benefits. She
211338 - further arranged for direct deposit to Wells Fargo savings account,
211339 - ref SDS 1 MX4K, and advised that the first payment would be issued on
211340 - on 101124. ref SDS 1 VX7X
211342 - ..
211343 - Janice requested during the call on 101008, documentation showing
211344 - widower status. She said Social Security would mail an envelope with
211345 - return address for submitting requested documents. ref SDS 1 VX86 On
211346 - 101018 received in the mail from Social Security a return envelope for
211347 - submitting requested documentation, and gave instructions implementing
211348 - determination made on 101008 on determination of retirement benefits.
211349 - ref SDS 5 EX8F
211351 - ..
211352 - Accordingly, Social Security instructions in the document dated 101012
211353 - and received today, per above, ref SDS 0 OQ6G, appears conflicting
211354 - with case history, including the letter received yesterday on 101018,
211355 - and dated 101013, implementing application processing. ref SDS 5 EX8F
211357 - ..
211358 - Social Security letter dated 101012 continues...
211359 -
211360 - 4. What To Do Next
211361 -
211362 - You Can Also Apply Online at...
211363 -
211364 - http://www.socialsecurity.gov
211366 - ..
211367 - 1. You can apply for Social Security retirement and disability
211368 - benefits, complete disability report forms, and apply for
211369 - Extra Help with Medicare Prescription Drug Plan Costs on
211370 - the Internet.
211372 - ..
211373 - 2. Applying online is secure and confidential. You can work
211374 - at your own pace and enter informaiton at your convenience.
211376 - ..
211377 - 3. If you finish your application online, and you do not need
211378 - to keep an appointment, please call to cancel it at 1 800
211379 - 772 1213.
211381 - ..
211382 - 4. Starting your application or forms online will save you
211383 - time even if you do not finish. Simply schedule and
211384 - appointment or keep an existing one with one of Social
211385 - Security's representatives and they will assist you in
211386 - completing your application.
211388 - ..
211389 - 5. If you would like a Social Security representative to take
211390 - the application for you and you do not have an ppointment,
211391 - call us toll free at 1 800 772 1213 to schedule one.
211393 - ..
211394 - 5. If We Don't Hear From You
211395 -
211396 - It is important that you file an application immediately to
211397 - prevent a loss of benefits. The sooner we receive your
211398 - application, the sooner we can decide if your are eligible. If
211399 - you file an application within 6 months of the date of this
211400 - letter, we can use the date you contacted us, as the filing
211401 - date.
211403 - ..
211404 - 6. If You Have Any Questions
211405 -
211406 - If you have any questions, you may call, write, or visit any
211407 - Social Security office. If you call or visit, please have this
211408 - letter with you. The address and telephone number of the
211409 - office that serves your area is:
211410 -
211411 - Social Security
211412 - 1111 Civic Drive Suite 180
211413 - Walnut Creek, CA 94596
211415 - ..
211416 - Telephone 877 319 5042
211418 - ..
211419 - 7. Also, if you plan to visit, you may call ahead to make an
211420 - appointment. Our toll-free number is 1 800 772 1212. If you
211421 - are deaf or hard of hearing, you may call our TTY number tool
211422 - free at 1 800 325 0778. This will help us serve you mor
211423 - quickly when you arrive at the office.
211425 - ..
211426 - Field Office Manager
211427 -
211428 -
211429 - *******************************
211431 - ..
211432 - Attached to Social Security letter dated 101012, and received today,
211433 - per above, ref SDS 0 EX8F, is another document, which appears to be a
211434 - computer screen that has been printed, and so is difficult to read...
211435 -
211436 - 1. Save Time...Go Online
211437 -
211438 - http://www.socialsecurity.gov
211440 - ..
211441 - 2. How to Help Speed up your Retirement Claim
211442 -
211443 - If you have Internet access please visit our website at...
211444 -
211445 - http://www.socialsecurity.gov
211446 -
211447 - ...and complete your retirement application online.
211449 - ..
211450 - 3. The direct link is...
211451 -
211452 - https://www.secure.ssa.gov/apps6z/ISBA/main.html
211454 - ..
211455 - Please fill out as much as you can and save your questions for
211456 - the date of your appointment. We will review and supplement
211457 - your application at that time.
211459 - ..
211460 - Thank you.
211461 -
211462 - *************************************
211464 - ..
211465 - Back page continues and says...
211467 - ..
211468 - 4. Social Security Online
211469 - Retirement & Medicare
211470 - Qualify and Apply
211472 - ..
211473 - 5. If you qualify you can use Internet Social Security Benefit
211474 - Application. The direct link is:
211475 -
211476 - https://www.secure.ssa.gov/apps6z/ISBA/main.html
211478 - ..
211479 - 6. If you apply, please be ready to supply the information we
211480 - need to approve your application for these benefits.
211481 -
211482 - 1. Retirement or Medicare
211483 - 2. Spouse or Divorced Spouse's
211484 - 3. Child's
211486 - ..
211487 - 7. We may ask you to provide certain documents to show that you
211488 - are eligible and help us decide how much your benefits should
211489 - be. If you do not have a birth certificate, you may request
211490 - one from the state where you were born. For details on where
211491 - to write in your state, check "Where to Write for Vital
211492 - Records."
211494 - ..
211495 - 8. Also bring along your bank information so you can sign up for
211496 - Direct Deposit. If you do not have a bank account, you can
211497 - sign up for the Direct Express card program. With Direct
211498 - Express, deposits from federal payments are made directly to
211499 - the card.
211501 - ..
211502 - 9. Social Security Benefit Application
211503 -
211504 - If you are navigating using only the keyboard or using an
211505 - assistive device and need help, visit our instructional page
211506 - for alternative views and navigation.
211508 - ..
211509 - 10. You Can:
211510 -
211511 - 1. Apply for Retirement, Disability, Spouse's Benefits
211512 -
211513 - 2. Restart your incomplete application
211514 -
211515 - 3. Check your claim status
211517 - ..
211518 - 11. You cannot use this Internet application to file for...
211519 -
211520 - 1. Medicare coverage only (e.g., you are working and do not
211521 - intend to file for monthly Social Security benefits at
211522 - this time.
211523 -
211524 - 2. Supplemental Security Income (SSI) benefits. Note: while
211525 - you cannot use this Internet application, you can begin the
211526 - process of applying for SSI disability benefits for an
211527 - adult or child by completing an online Disability Report.
211529 - ..
211530 - 3. Any type of monthly Social Security benefit other than
211531 - retirement, disability, or spouse's benefits.
211532 -
211533 -
211534 -
211535 -
211536 -
211537 -
211538 -
211539 -
211540 -
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211545 -
2116 -