“Financial Hardship And Emotional Distress”

      From Follow-up on Claims Denied Because Claimants Were Not Insured for Benefits, a report by Social Security’s Office of Inspector General:

… This audit is a follow up to our 2016 review of Retirement Claim Denials Because of Lack of Insured Status.  

Generally, to be insured for retirement benefits, a claimant must have 40 quarters of covered earnings and have attained age 62. SSA employees should not deny a retirement claim if the claimant is not insured for benefits at the time of filing but will become insured within 4 months and evidence of the earnings is available.  

We obtained the records of 450,209 retirement claims filed between May 2014 and June 2023 that SSA employees determined the claimants lacked insured status. From this, we identified 4,077 claimants who may have been insured because they had 40 or more quarters of coverage in the year of filing. Of the 100 claimants in our sample, SSA employees denied retirement claims for 43 who alleged lag earnings when they filed their claims, were fully insured, and entitled to retirement benefits but employees did not consider their lag earnings. Despite reminders issued to employees after our prior review, employees denied the retirement claims because they determined the claimants lacked insured status; however, the claimants had lag earnings when they filed their claims.  

Based on sample results, we estimate, from May 2014 to June 2023, employees denied retirement benefits to 1,753 claimants who were insured for benefits. Of these, 1,347 claimants were entitled to over $3 million in retirement benefits.  

Without controls and processes to ensure employees identify, review, and document lag earnings, SSA will continue denying millions of dollars in retirement benefits to claimants who should be receiving them. Depriving retired individuals of the benefits to which they are entitled could have a significant and harmful effect on beneficiaries, including financial hardship and emotional distress. …

     This problem is not limited to retirement claims. I’d say it’s more common in disability claims. 

Which Is His Day Job?

      From Tax Notes:

IRS CEO Frank Bisignano is positioned to lead the tax agency through the next filing season and beyond, according to observers.

After seeing seven different commissioners — including one who underwent a full-length confirmation process — the IRS ended 2025 with a leader whose position didn’t exist two months ago. …

Scams Way Down Since 2020

      Social Security’s Office of Inspector General (OIG) has issued a Quarterly Scam Update. It says it’s the 18th such update but it’s the first time I’ve seen it. 

     The report shows that Social Security scams reached a peak in 2020 but went way down in 2022 and have stayed much lower. Maybe the Trump Administration will claim credit for the reduction.Surprisingly, at least to me, those under the age of 50 were the most likely to be scammed but older people showed larger losses.

Social Security Planning To Nationalize Claims Taking

      From Federal News Network:

The Social Security Administration is rolling out nationwide systems in the coming months that will impact how the agency schedules appointments for initial claims and triages its workload to employees.

SSA employees told Federal News Network that they’re used to processing claims submitted locally, but will soon tackle a nationwide inventory of cases.

Employees are wary that these changes will introduce more complexity to their workloads, as well as a higher risk of overpayments that SSA would have to claw back.

“Someone who applies in California could be speaking to an SSA rep in Maine,” one SSA employee said. …

[A] SSA employee said staff were briefed on these changes this week. The employee said staff submitted multiple requests to management seeking clarification on these points, but were told to “worry about today, not tomorrow.” …

Doing Less With Less

      The Strategic Organizing Center, which I’m unfamiliar with, has issued a report on the state of service at the Social Security Administration. It’s a discouraging read. Staffing is down and it’s far from uniform. Some states and areas within states have lost far more than others. I’d give you some excerpts but it seems to be set up to block copying. Read the original.

Bisignano With Newly Sworn In Deputy Commissioner Arjun Mody

  

From Twitter (X)

Former Social Security Running For Office

     From News From The States:

Lauren Reinhold, a longtime federal employee at the Social Security Administration, was swept up in Elon Musk’s DOGE purge of federal employees. Colin McRoberts, a professor at the University of Kansas business school, was inspired to run for office after attending Republican U.S. Sen. Roger Marshall’s contentious March 1 town hall in Oakley.

Both Reinhold and McRoberts believe they can overcome the long odds Democrats have faced in the district by taking aim at Mann’s willingness to support an unpopular Republican agenda.

“We were promised: ‘Things are going to be better for you.’ And I’m just one person, but they certainly were not better for me,” Reinhold said.

“I was lied to. I was told my prices would be lower,” she added. “I was told that things would be better for my kids. I was told they would fix health care. And it’s been a year, and none of that’s happened.” …

Live View Of Social Security Employee At Work