Ask Larry

Why Didn't My Payment Date Change?

Hi, You guys have been extremely helpful to me in the past.
A while ago, I wrote to ask whether when I switched from receiving Survivor benefits on the 3rd of the month, to my own (bd 4.6.53) they would change my pay date. You indicated it would change to the 2nd wed of the month, as expected due to the 6th of the month birthday.
I was surprised to find that it is going to remain the 3rd of the month.

Hi. In my experience, when a person switched from collecting survivor benefits to collecting retirement benefits on their own account, their payment date could potentially change depending on how their day of birth compared with the day of birth of the person on whose account they were receiving survivor benefits (https://faq.ssa.gov/en-us/Topic/article/KA-01957).

If Social Security has changed their policy with regard to payment dates, I'm not aware of it. Unfortunately, Social Security does not publish the payment cycling section of their operations manual (POMS) online like they do with other sections of POMS, so there's no way for me to research this topic.

Best, Jerry

Category: 
Posted: 
Apr 5 2023 - 4:55pm
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