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How can I notify Soc Sec - by either a direct phone call or…

Customer Question
How can I notify...

How can I notify Soc Sec - by either a direct phone call or an e-mail - of the change in my checking account which receives my monthly social security payment. It's a simple matter of saying: "The account you have on file for me

Accountant's Assistant: The Retirement Accountant will know how to help. Is there anything else important you think the Retirement Accountant should know?

They will need my current checking account and my newest checking account numbers. I can give them to you if it's safe to do so.

Submitted: 4 months ago.Category: Social Security
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Answered in 1 hour by:
3/8/2018
Social Security Expert: Lane, JD,CFP, MBA, CRPS replied 4 months ago
Lane
Lane, JD,CFP, MBA, CRPS
Category: Social Security
Satisfied Customers: 14,677
Experience: Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial, Social Security & Tax advice since 1986
Verified

Hi. My name’s Lane …

I hold a law degree (J.D.), with concentration in Tax Law, Estate law & Corporate law, an MBA in finance, a BBA, and CFP & CRPS (Chartered Retirement Plans Specialist) designations, as well - I’ve been providing financial, Social Security/Medicare, estate, corporate, non-profit, and tax advice, to clients on three continents, since 1986.

I’m looking at your question now.

Bear with me a moment while I type up my response.

Then if you have further questions we can go from there.

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Social Security Expert: Lane, JD,CFP, MBA, CRPS replied 4 months ago

So sorry, but Social Security doesn't communicate via email.

...

You DO have three options for this (and one of them is an online option and one is a call)

...

(1) ... You can use "MY SOCIAL SECURITY" an online account that allows you to get copies of your award letter/benefit verification letter, 1099-SSA, see your earnings record, get proof of benefits, and make changes to your direct deposit

...

You can go there, log in (or simply register, THEN log in, if you've never used it) and make the direct deposit changes there.

...

Here's the site for that: click here for MY SOCIAL SECURITY

...

(I'm attaching a set of directions for getting that set up)

...

If you'd rather not use your online account, you have two other options:

...

(2) ... By calling 1-***-***-****, you can speak to a Social Security representative ... (Generally, you’ll have a shorter wait time if you call during the week after Tuesday) ... between 7 a.m. and 7 p.m. Monday through Friday. They can help you with this.

OR

...

(3) ... You can go directly to your bank. All depository institutions have the forms to get make these changes. If this is a new bank go TO that new bank. If this is just an account number change at your bank go to your existing bank ... and they will make the change for you.

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Lane
Lane, JD,CFP, MBA, CRPS
Category: Social Security
Satisfied Customers: 14,677
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Experience: Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial, Social Security & Tax advice since 1986

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