What types of applications and related forms are used to apply for retirement, survivors, and disability insurance benefits?

It is critical to understand any racial-ethnic disparities in retirement program knowledge and to develop solutions to address them. In this article, we find that people of color have significantly …

The bibliography also includes ORES Working Papers and disability-related research done by the Center for Retirement Research at Boston College and the Michigan Retirement Research …

DEFINITION: Spousal-only beneficiaries are individuals who did not work at all or enough to qualify for Social Security retirement benefits on their own earnings records, but do qualify for …

If you need more information about tax withholding, read IRS Publication 554, Tax Guide for Seniors, and Publication 915, Social Security and Equivalent Railroad Retirement Benefits.

For computing Social Security benefits, the years after 1950 up to the year a person is entitled to retirement or disability benefits. For a survivor's claim, the base years include the year of the …

For more information about taxation of benefits, read our Retirement Benefits booklet or IRS Publication 915, Social Security and Equivalent Railroad Retirement Benefits.

This article includes background information on the SSI and DI application process, general information on the B.E.S.T application process, and characteristics of B.E.S.T applicants.

Aug 5, 2010 · Annual Scheduled Benefit Amounts for Retired Workers With Various Pre-Retirement Earnings Patterns Based on Intermediate Assumptions

A pension is calculated by dividing that amount by the average life expectancy at the time of retirement and indexing it to various economic factors. When benefits are due, the individual’s …