Social Security

Ask social security questions and get answers ASAP

Ask an Expert,
Get an Answer ASAP!

I am 63 and due to medical reasons I am going to retire. I…

Customer Question
I am 63 and...

I am 63 and due to medical reasons I am going to retire. I just want to sign up for Social Security Benefits

Accountant's Assistant: These retirement benefits are supposed to help us but they can be so complicated! The Retirement Expert will help you get the most benefits propertly. Please tell me more, so we can help you best.

I don't know that there is more. I need to sign up for social security and I need to do it fairly quickly so I need some help.

Accountant's Assistant: Is there anything else the Retirement Accountant should be aware of?

My husband is 66 and is retired and going on Medicare. He will be starting to take his Social Security in February. He is on IPERS and I am on TIAA.

Submitted: 6 months ago.Category: Social Security
Show More
Show Less
Ask Your Own Social Security Question
Answered in 2 hours by:
1/2/2018
Social Security Expert: jgordosea, Enrolled Agent replied 6 months ago
jgordosea
jgordosea, Enrolled Agent
Category: Social Security
Satisfied Customers: 3,161
Experience: As an Enrolled Agent my competency has been tested by the Internal Revenue Service.
Verified

Greetings,

Since you are already age 62, you may be able to start your benefits in the month you apply. You should apply for benefits no more than four months before the date you want your benefits to start. Benefits are paid the month after they are due. (If your benefits start in April, you will receive your first benefit payment in May.)

There are several methods to apply.

In general, the documents you need may depend on the circumstances of your claim.

Please ask if you need more information or clarification.

    Ask Your Own Social Security Question
    Was this answer helpful?

    How JustAnswer works

    step-image
    Describe your issueThe assistant will guide you
    step-image
    Chat 1:1 with a social security expertLicensed Experts are available 24/7
    step-image
    100% satisfaction guaranteeGet all the answers you need
    Ask jgordosea Your Own Question
    jgordosea
    jgordosea
    jgordosea, Enrolled Agent
    Category: Social Security
    Satisfied Customers: 3,161
    3,161 Satisfied Customers
    Experience: As an Enrolled Agent my competency has been tested by the Internal Revenue Service.

    jgordosea is online now

    A new question is answered every 9 seconds

    How JustAnswer works:

    • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
    • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
    • 100% Satisfaction GuaranteeRate the answer you receive.

    JustAnswer in the News:

    Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
    JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
    Web sites like justanswer.com/legal
    ...leave nothing to chance.
    Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
    Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
    I will tell you that...the things you have to go through to be an Expert are quite rigorous.

    What Customers are Saying:

    I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

    T.G.WMatteson, IL

    I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

    BonnieChesnee, SC

    Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

    JohnMinneapolis, MN

    Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

    OrvilleHesperia, California

    Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

    Mary C.Freshfield, Liverpool, UK

    This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

    AlexLos Angeles, CA

    Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

    GPHesperia, CA

    < Previous | Next >

    Meet the Experts:

    dylatess

    dylatess

    ATTORNEY

    3,467 satisfied customers

    37 plus years of SSD practice

    Megan C

    Megan C

    Certified Public Accountant (CPA)

    4,582 satisfied customers

    Licensed CPA, CMA, CFE, CGMA M.Accy Also Teach Accounting courses at Master's Level

    LawTalk

    LawTalk

    Attorney

    3,071 satisfied customers

    I have 30 years of legal and litigation experience, including representing clients before the U.S. Social Security Administration.

    R. Klein, EA

    R. Klein, EA

    Accountant

    334 satisfied customers

    Tax & Social Security Benefits specialist

    Dimitry K., Esq.

    Dimitry K., Esq.

    Attorney

    233 satisfied customers

    Licensed in multiple jurisdictions, experienced business attorney.

    AttorneyTom

    AttorneyTom

    Attorney

    16 satisfied customers

    Attorney

    Stephanie O Joy, Esq

    Stephanie O Joy, Esq

    Soc. Sec. Attorney

    3,283 satisfied customers

    22+ years legal exp. - 12+ years owning/operating her own SSD Law practice.

    < Previous | Next >

    Related Social Security Questions
    I am going to turn 63 in the end of July. My husband passed
    I am going to turn 63 in the end of July. My husband passed away 9/20/18. I was wondering if I could collect his benefits. How much would I receive and how much can I earn? … read more
    emc011075
    emc011075
    Senior Tax Specialist
    Bachelor's Degree
    16 satisfied customers
    I will turn 65 in August, 2018 and do not plan to collect
    I will turn 65 in August, 2018 and do not plan to collect Social Security benefits until I am 66. … read more
    Barbara
    Barbara
    Enrolled Agent, Paralegal
    5,423 satisfied customers
    Me and my husband just turned 64 and was wondering when
    Me and my husband just turned 64 and was wondering when should we begin the process of signing up for social security … read more
    NPVAdvisor
    NPVAdvisor
    CFP Licensee and Practitioner
    Master's Degree
    180 satisfied customers
    I am going to be 66 in February. I would like to take my
    Hi , I am going to be 66 in February . I would like to take my husband sis til I reach 70, is this possible? Also when is the earliest I should sign up for this? Can I apply now , I do work but have n… read more
    LEV
    LEV
    Retired
    Bachelor's Degree
    14,896 satisfied customers
    I am trying to get information to pass along to my brother
    I am trying to get information to pass along to my brother and I don't want to steer him in the wrong direction. He is 66, applied for Medicare in August. He is entitled to Part A now, but not part B … read more
    NPVAdvisor
    NPVAdvisor
    CFP Licensee and Practitioner
    Master's Degree
    180 satisfied customers
    I turned 65 on august 18 .I have lost my job and benefits on
    I turned 65 on august 18 .I have lost my job and benefits on august 4 due to going through prostate cancer treatment so now i need to start my social security and sign up for medicare.What is the best… read more
    NPVAdvisor
    NPVAdvisor
    CFP Licensee and Practitioner
    Master's Degree
    180 satisfied customers
    Where do I get information on medicare, I am 65 years old
    Where do I get information on medicare, I am 65 years old and want to retire when I am 66. Is there any coverage that I can have for medical … read more
    LEV
    LEV
    Retired
    Bachelor's Degree
    14,896 satisfied customers
    I am 63; I will be 64 April 2, 2017. I am going to file for
    Hello, I am 63; I will be 64 April 2, 2017. I am going to file for SS Benefits. Should I wait for my birthday to pass or just go ahead and file? I was wondering if I can file for 1/2 my husband's? Is … read more
    LEV
    LEV
    Retired
    Bachelor's Degree
    14,896 satisfied customers
    I am 62, about to turn 63 in February. I am employed and
    I am 62, about to turn 63 in February. I am employed and don't expect to take Soc Security until approximately age 66 or later. My husband is 70 and on disability / social security now, $1800/month. I… read more
    Christopher B, Esq
    Christopher B, Esq
    Attorney
    Juris Doctor
    1,847 satisfied customers
    My husband will turn 66 in February - does he need to wait
    My husband will turn 66 in February - does he need to wait until March 1st to draw his benefits so he isn't penalized for not being 66? … read more
    NPVAdvisor
    NPVAdvisor
    CFP Licensee and Practitioner
    Master's Degree
    180 satisfied customers
    I'm trying to apply for S.S. spousal benefits. mmy husband
    I'm trying to apply for S.S. spousal benefits. mmy husband turns 66 on September 28, 2016 … read more
    emc011075
    emc011075
    Senior Tax Specialist
    Bachelor's Degree
    16 satisfied customers
    I am nearing age 65. I do not intend to retire and I intend
    Michael ********** ******* *********** I am nearing age 65. I do not intend to retire and I intend to stay with Kaiser. What is required if I am not going to collect Social Security and am not going t… read more
    ABC Accounting Group
    ABC Accounting Group
    Bachelor\u0027s Degree
    848 satisfied customers
    My husband is preparing to retire in January 2017. He will
    My husband is preparing to retire in January 2017. He will be 70 on Dec 21, 2016. What do I need to do to activate my medical benefits and what do I have do do to get him started on Social Security an… read more
    Christopher B, Esq
    Christopher B, Esq
    Attorney
    Juris Doctor
    1,847 satisfied customers
    My question is regarding my Medicare coverage. I had medical
    My question is regarding my Medicare coverage. I had medical and dental coverage through my late husband's policy as a surviving spouse until August 31, 2014. I was informed that my coverage was no lo… read more
    Megan C
    Megan C
    Certified Public Accountant (CPA)
    Master's Degree
    4,582 satisfied customers
    I started collecting Social Security last February at age 62.
    I started collecting Social Security last February at age 62. Am I still eligible to apply for Social Security disability? I saw my ortho doc a few weeks ago, and he said my ex-rays showed that my bac… read more
    Stephanie O Joy, Esq
    Stephanie O Joy, Esq
    Soc. Sec. Attorney
    Doctoral Degree
    3,283 satisfied customers
    My husband is considering retiring at agw 63. What would his
    My husband is considering retiring at agw 63. What would his social security benefits be compared to retiring at 65?… read more
    KUMI95
    KUMI95
    Attorney
    Doctoral Degree
    17 satisfied customers
    I am 68 years old. I am currently working and have health
    I am 68 years old. I am currently working and have health insurance through my employer. My birthdate is November 22, 1943 and I started receiving my social security benefits when I turned 66. At that… read more
    Megan C
    Megan C
    Certified Public Accountant (CPA)
    Master's Degree
    4,582 satisfied customers
    I am a teacher. I plan on retiring from teaching at the end
    I am a teacher. I plan on retiring from teaching at the end of thenext school year, June/August 2012. A friend of mine retired this year and she told me she had started getting her social security and… read more
    KUMI95
    KUMI95
    Attorney
    Doctoral Degree
    17 satisfied customers
    Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

    Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

    Show MoreShow Less

    Ask Your Question

    x