Join Social Security with America Saves Week
America Saves Week, happening from February 26 to March 3, is coordinated by America Saves and the American
Savings Education Council. America Saves seeks to motivate and encourage households to save money, reduce
debt, and build wealth.
Started in 2007, the Week is an annual opportunity for organizations to promote good savings behavior and a
chance for individuals to assess their own saving status. Thousands of diverse organizations have participated
in America Saves Week and Military Saves Week over the years, reaching millions of Americans.
2018 Savings Themes and Topics include:
- Monday, February 26: Save with a plan
- Tuesday, February 27: Save the easy way…automatically
- Wednesday, February 28: Save for rainy days
- Thursday, March 1: Save to retire
- Friday, March 2: Save the extra
- Saturday, March 3: Save as a family
Your clients can find out more about saving for the future at americasavesweek.org as well as www.socialsecurity.gov/planners.
Tax Season and Your Benefit Statement (SSA-1099)
The Benefit Statement is also known as the SSA-1099 or the SSA-1042S. You and your clients have the ability
to download it using our online services. There’s no need to visit a field office.
An SSA-1099 is a tax form Social Security mails each year in January to your clients who receive Social Security
benefits. It shows the total amount of benefits people received from Social Security in the previous year
so they know how much Social Security income to report to IRS on their tax return.
If you or your clients currently live in the United States and need a replacement form SSA-1099 or SSA-1042S,
simply go online and request an instant, printable replacement form with a my
Social Security account at www.socialsecurity.gov/myaccount.
Social Security Testifies Before Congress
Two Social Security representatives recently testified before Congress. On January 24, Jim Borland, acting
deputy commissioner for communications, testified before the Senate Special Committee on Aging on the subject
“Navigating Critical Decisions to Age Well.” “Few government agencies touch the lives of as many people as
we do,” Borland said. “Social Security pays monthly OASDI benefits to approximately 62 million individuals.
During fiscal year (FY) 2017, we paid about $934 billion to Social Security beneficiaries.”
Borland also described Social Security’s important role in helping people to understand Social Security retirement
and Medicare benefits so that they can make their own informed decisions. He said, “Before individuals apply
for and receive Social Security benefits, SSA has an important role to provide objective and clear information
that individuals may use to plan for retirement and make informed decisions appropriate for their circumstances.
We have a variety of ways to inform individuals about their claiming options before they decide to file for
Social Security benefits or enroll in Medicare. These resources are critical because they allow individuals
to consider the best age for them to start benefits based on their health, finances, and other personal circumstances.
We provide this information using a variety of methods, including the Social Security Statement,
our website and publications, outreach, and more.”
On February 7, Gina Clemons, associate commissioner for disability policy, testified before the House Committee
on Ways and Means, Subcommittee on Social Security. Her testimony covered the many ways Social Security serves
America's Veterans, including wounded warriors and the disabled.
Clemons stated, “Through the programs and services we provide, it is our duty to show our appreciation and
support for their sacrifices. We are proud of our ongoing partnerships and processes to help Wounded Warriors
and other Service members and Veterans. By working together, we continue to provide the high quality service
that our military men and women deserve.”
You and your clients can read both testimonies at www.socialsecurity.gov/legislation/congressionaltestimony.html.
Social Security Disability Demonstration Projects
Social Security is currently running two demonstration projects to help improve our beneficiaries’ and applicants’
lives as well as our programs.
For beneficiaries who worry they might lose their monthly Social Security Disability Insurance (SSDI) benefits
if they return to work or start to earn more, the Promoting Opportunity Demonstration (POD) is a voluntary
project that gives them a chance to keep more benefits and potentially increase their total income while
using a simpler approach to reporting their earnings. POD will last for approximately four years. We’re implementing
POD for volunteers in regions of Alabama, California, Connecticut, Maryland, Michigan, Nebraska, Texas, and
Another study, the Supported Employment Demonstration (SED), aims to provide employment and behavioral health
interventions to recently denied disability applicants from 20 states for 36 months.
These studies are voluntary and won’t affect an individual’s eligibility to receive benefits in the future.
To learn more about POD, encourage your clients to visit www.PODSSA.org,
and for more information on SED, go to www.ssa.gov/disabilityresearch/supported_employment.html.
Social Security Celebrates Black History Month
In February, we honor African Americans by celebrating Black History Month. Created in 1926, this event coincides
with Abraham Lincoln’s and Frederick Douglass’s birthdays. African American communities have celebrated these
birthdays together for over 90 years. Your clients might find our People Like Me page helpful when planning
for their future: www.socialsecurity.gov/people/africanamericans.
Social Security has the tools to help your clients plan for their retirement and to apply for benefits online.
We also pay disability benefits to individuals with medical conditions that prevent them from working for
more than 12 months or that result in death. If the disabled individual has dependent family members, they
may also be eligible to receive payments.
Encourage your clients to learn more at www.socialsecurity.gov/benefits.
Why Social Security Matters
Social Security means different things to a lot of people. Maybe you have a client who was wounded during a
military tour. We provide disability benefits for many wounded warriors. Maybe you have clients who lost
parents when they were very young. We provide benefits to children of deceased parents.
Social Security Matters is also the name of one of our most informative resources, our blog. Here are five
of our most popular blog posts that provide vital information about our services.
- So You’ve Lost Your Social Security Card - blog.ssa.gov/so-youve-lost-your-social-security-card/
- How You Can Grow Your Social Security Benefits Beyond Retirement Age - blog.ssa.gov/how-you-can-grow-your-social-security-benefits-beyond-retirement-age/
- Social Security Benefits to Increase in 2018 - blog.ssa.gov/social-security-benefits-to-increase-in-2018/
- 2017 Brings New Changes to Full Retirement Age - blog.ssa.gov/2017-brings-new-changes-to-full-retirement-age/
- Is it Medicare or Medicaid? - blog.ssa.gov/is-it-medicare-or-medicaid/
Sharing this information is pivotal in educating the public and we post new information, including guest articles
and policy information, on the blog several times a month. Direct your clients to blog.socialsecurity.gov when they ask how they can know more about Social Security.