360Blue Forms

Social Security Questionnaire-Single Individuals

Social Security Questionnaire- Married Couples

About Social Security Retirement Benefits

• • Social Security Retirement Benefits
  • Social Security Retirement Benefits | SSA Publication No. 05-10035
  • Learn About Social Insurance | National Academy of Social Insurance

Claiming Your Benefits

• • When to Start Receiving Retirement Benefits | SSA Publication No. 05-10147
  • The Social Security Claiming Guide | Center for Retirement Research at Boston College
  • Delayed Retirement Credits
  • Other Things To Consider | SSA.gov

How to Apply For Benefits

• • Apply Online for Social Security Benefits | SSA Publication No. 05-10032
  • Social Security Forms
  • What You Need to Know When You Get Retirement or Survivors Benefits | SSA Publication No. 05-10077
  • A Guide for Representative Payees | SSA Publication No. 05-10076
  • Overpayments | SSA Publication No. 05-10098
  • What You Can Do Online | SSA Publication No. 05-10121

Taxation of Your Benefits

• • Social Security and Equivalent Railroad Retirement Benefits | IRS Publication 915
  • Tax Guide for Seniors | IRS Publication 554
  • Social Security: Calculation and History of Taxing Benefits | Congressional Research Service
  • Federal-State Reference Guide | IRS Publication 963

Coordinating Spousal Benefits

• • Benefits for Your Souse
  • Benefits for Your Divorced Spouse

Survivor Benefits

• • Survivors Benefits | SSA Publication No. 05-10084
  • How Social Security Can Help You When a Family Member Dies | SSA Publication No. 05-10008

Dependent Benefits

• • Benefits for Children | SSA Publication No. 05-10085
  • Benefits for Children With Disabilities | SSA Publication No. 05-10026

Cost of Living Adjustments (COLAs)

• • COLA Overview
  • Latest COLA
  • Historical COLAs since 1975
  • COLA Estimates by Social Security Trustees

Women and Social Security

• • What Every Woman Should Know | SSA Publication No. 05-101127
  • Women and Social Security | American Academy of Actuaries Issue Brief
  • Social Security: Why Boomer Women Need More by Heidi Hartman, excerpted from Baby Boomer Women: Secure Futures or Not?

Special Situations

• • If You Are Self-Employed | SSA Publication No. 05-10022
  • How State and Local Government Employees are Covered By Social Security and Medicare | SSA Publication No. 05-10051
  • If You Work For a Non-Profit Organization | SSA Publication No. 05-10027
  • Windfall Elimination Provision (WEP) | SSA Publication No. 05-10045
  • Government Pension Offset (GPO) | SSA Publication No. 05-10007
  • How International Agreements Can Help You | SSA Publication No. 05-10180
  • Military Service and Social Security | SSA Publication No. 05-10017
  • Special Payments After Retirement | SSA Publication No. 05-10063
  • Your Payments While You Are Outside the United States | SSA Publication No. 05-10137
  • Social Security International Program

• • Medicare | SSA Publication No. 05-10043
  • Medicare Resources
  • Medicare.gov | Eligibility & Premium Calculator
  • CMS.gov | Medicare Trustees Report
  • Medicare Rights Center

• • Internal Revenue Service

• • Smart Bond Investing Accrued Interest Calculator
  • Retirement Calculator
  • College Savings Calculator
  • Loan Calculator
  • Savings Calculator
  • 401(k) and IRA Minimum Required Distribution Calculator

• • The Wall Street Journal
  • New York Times