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Social Security explains who needs to report to offices, walks back cuts to phone services


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The Social Security Administration walked back plans to reduce over-the-phone services, providing clarity to recipients on Wednesday about who has to verify their identity in person.

The move comes weeks after the agency unveiled "stronger identity verification procedures," that officials said would require more in-person visits but better protect against fraudulent claims. The announcement led to an outcry from the public.

Now instead of requiring applicants and beneficiaries to verify their identity online or in person for certain services, the agency said those who use the phone system "will only have to come in-person if they are flagged by our anti-fraud system," Social Security said in a Wednesday post on X.

The new security measures were set to go into effect on March 31, acutely impacting Americans who are unable to make the trip or do not have reliable internet access.

“We have listened to our customers, Congress, advocates, and others, and we are updating our policy to provide better customer service to the country’s most vulnerable populations," Social Security Commissioner Lee Dudek said in a March 27 news release obtained by Paste BN.

Dudek added that "Medicare, Disability, and SSI applications will be exempt from in-person identity proofing because multiple opportunities exist during the decision process to verify a person’s identity."

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When will Social Security's 'anti-fraud checks' start?

Anti-fraud checks are slated to start on Monday, April 14, for all claims "made over the phone and flag claims that have fraud risk indicators."

Those who are changing direct deposit information online or in person will also be subject to anti-fraud checks, the agency said.

"We will continue to conduct 100 percent ID proofing for all in-person claims," Social Security said. "4.5 million telephone claims a year and 70K may be flagged. Telephone remains a viable option to the public."

How do I know if I need to schedule an in-person visit?

The answer depends on your needs and current situation.

Who has to verify their identity in person?

If you fall into any of the following categories, you must visit a local Social Security office to verify your identity:

  • Anyone applying for Retirement, Survivors, or Auxiliary (Spouse or Child) benefits
  • Anyone changing direct deposit information for any type of benefit
  • Anyone receiving payment by paper check (in order to change/update their mailing address)

What services does Social Security offer online?

Applicants, or beneficiaries, can make changes or requests online, including:

"Some tasks start online and need to be finished in an office but starting online saves time," the agency said. "We’ll help you schedule an appointment to visit when it’s needed. If you don’t start online, call to make an appointment before visiting."

Any Social Security beneficiary or applicant can call 1-800-772-1213 to schedule or use the Social Security Office Locator to find the nearest office.