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Old 02-17-2017, 01:00 PM
 
Location: Center City
6,855 posts, read 7,804,484 times
Reputation: 9473

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I will turn 62 this year and after running the numbers, will start taking Social Security. That is not my question. I want to know if I kick the process off myself, or whether the SSA notifies me that I've reached eligibility. I've searched the SSA site, CD and just plain google, and nothing pops up. I'm assuming someone here knows the answer.

Thank you in advance.
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Old 02-17-2017, 01:35 PM
 
Location: Central Mexico and Central Florida
7,101 posts, read 3,461,680 times
Reputation: 10163
Go to ssa.gov, register and then start the process. EZ PZ.
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Old 02-17-2017, 01:44 PM
 
Location: Center City
6,855 posts, read 7,804,484 times
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Quote:
Originally Posted by dothetwist View Post
Go to ssa.gov, register and then start the process. EZ PZ.
Understand that. I'm just wondering if the SSA will notify when eligible, or do I just initiate paperwork myself, 4 months prior to eligibility of first payment.
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Old 02-17-2017, 01:49 PM
 
Location: Miraflores
786 posts, read 893,939 times
Reputation: 1531
go online 3 mos before your birthday and file.
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Old 02-17-2017, 01:54 PM
 
Location: Jollyville, TX
3,850 posts, read 9,443,416 times
Reputation: 4402
To answer your question, no, the SSA will not notify you. You must go to the website and initiate the request no sooner than 3 months before you turn 62.
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Old 02-17-2017, 01:58 PM
 
Location: Center City
6,855 posts, read 7,804,484 times
Reputation: 9473
Quote:
Originally Posted by Moonlady View Post
To answer your question, no, the SSA will not notify you. You must go to the website and initiate the request no sooner than 3 months before you turn 62.
Thank you! This is the answer to my question. (+1)
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Old 02-17-2017, 03:04 PM
 
Location: Idaho
4,627 posts, read 4,466,840 times
Reputation: 9050
Something to keep in the back of your mind. When I turned 65, and became medicare eligible, I heard nothing from anybody. I may have fallen through the cracks, or maybe because I was still working and was covered under employer plans, that the SSA doesn't notify. Assuming you are no longer working or covered under an employer supplied plan, there are substantial heavy and life-long financial penalties if you don't sign up for Medicare in that initial seven-month window.

Those of you still working when you turn 65, and retire later . . . before walking out the door that last day, be absolutely certain that you get a letter from HR saying that you have been continuously covered under an employer medical plan since you turned 65. That letter mitigates having to pay the penalty.


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Old 02-17-2017, 04:09 PM
 
Location: Center City
6,855 posts, read 7,804,484 times
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^^^ Thank you for sharing this information. It's surprising that we are not contacted upon eligibility for these programs (but in other ways, not). I keep on top of my finances, yet as you can see, I needed to open this thread to answer what should be a simple question. It makes me feel that these matters fall between the cracks for large numbers of seniors.
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Old 02-17-2017, 04:14 PM
 
Location: North Beach, MD on the Chesapeake
33,896 posts, read 42,133,814 times
Reputation: 43298
One thing, if your birthday is, say, in June you won't receive your first check until July.
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Old 02-17-2017, 04:26 PM
 
Location: Center City
6,855 posts, read 7,804,484 times
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Quote:
Originally Posted by North Beach Person View Post
One thing, if your birthday is, say, in June you won't receive your first check until July.
Thank you. All this is new to me, so I appreciate the info.
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