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Retirement & Tax Information

    Results: 6

  • Medicare Enrollment (3)
    NS-8000.5000-560

    Medicare Enrollment

    NS-8000.5000-560

    Social Security offices that accept applications for enrollment in and determine eligibility for the Medicare program. People who have signed up for early retirement benefits with the Social Security Administration or the Railroad Retirement Board apply for Medicare at that time and receive their Medicare card in the mail automatically prior to their 65th birthday. Individuals who wait for full retirement age to sign up for SSA cash benefits will need to apply for Medicare approximately three months prior to their 65th birthday month at the Social Security office where they will do the paperwork and designate if they want Part A and/or B. They will get their Medicare card in the mail showing their enrollment (Part A and/or B) with an effective date, the first of their birthday month. These people are now enrolled in Original Medicare and can sign up with a supplement or Medicare Prescription Drug Plan (Part D), or have the option of receiving their Medicare benefits through a Medicare Advantage plan (HMOs, PPOs, special needs plans, private fee for service plans). If they choose to enroll in a Medicare Advantage plan, they will have to determine availability and which plan is best for them, and then will need to enroll directly with the plan of their choice. Information about Medicare Advantage plans is available in the Welcome to Medicare handbook people receive when they enroll, by calling 1-800-MEDICARE or by using the personal plan finder on the Medicare website. Also included are other programs that help people prepare and file Medicare enrollment applications and/or are authorized to do eligibility determinations for the program.
  • Medicare Information/Counseling (3)
    LH-3500.5000

    Medicare Information/Counseling

    LH-3500.5000

    Programs that offer information and guidance for older adults and people with disabilities regarding their health insurance options with the objective of empowering them to make informed choices. Included is information about the eligibility requirements for Medicare; selection and enrollment in a Medicare prescription drug plan; benefits covered (and not covered) by the program; the payment process; the rights of beneficiaries; the process for determinations, coverage denials and appeals; consumer safeguards; and options for filling the gap in Medicare coverage. These programs also provide counseling and assistance about the subsidies that are available to low income beneficiaries enrolled in the Part D Prescription Drug Benefit; and may also provide information about Medicaid and the linkages between the two programs, referrals to appropriate state and local agencies involved in the Medicaid program, information about other Medicare-related entities (such as peer review organizations, Medicare-approved prescription drug plans, fiscal intermediaries and carriers), and assistance in completing Medicare insurance forms.
  • Money Management (4)
    DM

    Money Management

    DM

    Programs that provide assistance for people who want to build personal wealth, obtain credit and use it responsibly, access their credit reports and correct erroneous information, pay their bills in an orderly way, reduce their debt burden and/or manage their financial resources more effectively. The objective of money management programs is to help individuals and families become more financially stable and achieve long-term economic independence.
  • Property Tax Information (3)
    DT-8700.6500

    Property Tax Information

    DT-8700.6500

    Programs that provide information and guidance for people who need to understand the property tax laws as they relate to individuals in their situation. Most states have provisions for property tax relief, but they vary widely in form. Some jurisdictions levy the tax and provide a true refund of all or a portion of the paid tax; some exempt the property altogether; some defer the property tax until after the death of the owner and then recoup the tax from the proceeds of the sale of the property; some have a blanket exemption in which all property owners over the age of 65 are exempt from all property taxes regardless of income; and some allow a tax credit to be applied toward the income tax for qualified property owners. In the latter situation, individuals not paying income tax may receive a refund of the property tax credit amount or no refund at all, depending on the tax laws of the jurisdiction. Most states determine eligibility for property tax relief by looking at combinations of age, income, disability and veteran status.
  • Social Security Retirement Benefits (2)
    NS-7000.8000

    Social Security Retirement Benefits

    NS-7000.8000

    A program administered by the Social Security Administration that provides monthly cash payments (sometimes called old-age insurance benefits) for people age 62 and older who are fully insured. Workers may retire at age 62 and receive a reduced benefit or may wait until age 65 and receive a full benefit. Benefit amounts depend upon wages earned and the number of quarters of coverage credited to the individual's Social Security record.
  • Veteran Pension Program (1)
    NS-1800.9000-960

    Veteran Pension Program

    NS-1800.9000-960

    A program administered by the U.S. Department of Veterans Affairs that provides regular monthly payments for unemployed veterans age 65 and older and for wartime veterans who have a limited income. Veterans are generally eligible for pension benefits if they were discharged from service under conditions other than dishonorable, served at least 90 days of active military service one day of which was during a wartime period, their countable family income is below allowable yearly limits set by law, and they are age 65 or older or have a permanent and total disability not directly connected to their active duty service. Veterans who entered active duty after September 7, 1980, generally must have served at least 24 months or the full period for which called or ordered to active duty. The Pension Program also provides monthly payments, as specified by law, to surviving spouses and dependent children of deceased wartime veterans with limited incomes.
 
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