Taxable Social Security
Benefits (AG)
To deal with an enquiry regarding the amount of taxable social
security benefits paid, consider steps 1 - 4
Contact by telephone
| 1 | Verify the person you are speaking to. Follow the
guidance in
Confirm
Identify |
| 2 | When you are satisfied with who you are speaking to
advise them
- To contact the Social Security Department for details of the
benefits paid
|
Contact in writing
| 3 | Attempt to telephone the claimant
- If contact is made by telephone see
Confirm Identify
to satisfy yourself that you are speaking to the correct person,
and advise them
- Of what taxable social security benefits should be included on
the claim form
- To contact the Social Security Department for details of the
benefits paid
- If contact can not be made by telephone, go to step 4
|
| 4 | If you are unable to make contact by telephone
write to the claimant and advise them
- Of what taxable social security benefits should be included on
the claim form
- To contact the Social Security Department for details of the
benefits paid
|
