Social Security Administration Reviews

As we have discussed in previous BLOGS the SSA has adopted a new system of reviews in accordance with the Strengthening Protections for Social Security Beneficiaries Act of 2018. Our members are reporting some of the important issues covered during the reviews:

  • Contact with client
  • Account titling:

On Bank statement

Agency

Federal Fiduciary

(type of account) for Social Security Beneficiaries

Agency Address

  

If you have any questions please contact the naorp.com.

 

 

About Author: Ed Doonan

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