Do I need an appointment to drop off Form W-4V at Social Security office?
Has anyone been to an SSA field office recently? I need to submit a Form W-4V to have taxes withheld from my Social Security benefits (just started collecting last month). The SSA website says most services require appointments now, but it's unclear if I need one just to hand in a form. I'd rather not wait 2-3 weeks for an appointment slot if I can just walk in and drop it off with the receptionist. Tried calling but after 45 minutes on hold I gave up. Any recent experiences with dropping off paperwork?
24 comments
Liam Mendez
I went last month to drop off medicare paperwork and they made me take an appointment even though I just wanted to hand them an envelope. So frustrating!!! Ended up waiting two weeks just for a 30 second interaction. The receptionist said something about "security protocols" but seemed like bureaucratic nonsense to me
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Emily Jackson
•Ugh, that's what I was afraid of. Thanks for sharing your experience. Did they at least give you a receipt or anything when you finally dropped it off?
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Sophia Nguyen
Some offices have a drop box now that you can use without an appointment. Call your local office directly (not the main 800 number) and ask specifically about Form W-4V drop-off procedures. If they have a drop box, ask about hours it's accessible and if you need any special envelope or cover sheet. Make sure to keep a photocopy of everything you submit, and consider sending it certified mail instead if you can't get a definitive answer.
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Emily Jackson
•That's really helpful - I didn't know about possible drop boxes. I'll try calling my local office directly. Do you happen to know if there's a way to reach them without going through the main number?
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Sophia Nguyen
•Look up your local office on the SSA website office locator. Some (not all) will list a direct number. If they don't, you might need to physically go to the office just to ask the security guard about their drop box policy, then come back with your form if they confirm they have one.
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Jacob Smithson
you actually CAN mail the W-4V form!!! thats what i did. just send it certified mail so u have proof they got it. took about 3 weeks to process but worked fine for me
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Emily Jackson
•Good to know! That might be the simplest option. I was just worried about it getting lost in the mail since it has my SSN on it.
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Isabella Brown
The SSA rules don't make ANY sense!! I had to make an appointment to submit my disability paperwork but when my sister went to drop off her retirement application they let her use a dropbox?? I think it depends on which office and maybe even which security guard is working that day. THEY DON'T EVEN FOLLOW THEIR OWN RULES!!!
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Liam Mendez
•This is so true. My cousin in Florida said her office doesn't even require appointments anymore for anything! But here in Chicago they act like you're trying to break into Fort Knox if you show up without one. It's totally random depending on location.
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Maya Patel
If you're struggling to reach Social Security by phone, try using Claimyr (claimyr.com). It's a service that helps you skip the phone wait times when calling SSA. I was in a similar situation needing to confirm if I could drop off my Medicare enrollment forms, spent days trying to get through, then used their service and was connected to an agent in minutes. They have a video demo at https://youtu.be/Z-BRbJw3puU that shows how it works. Saved me from having to take a day off work just to ask a simple question.
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Emily Jackson
•Thanks for the tip! Never heard of this service before but those wait times are killing me. I'll check out the video.
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Jacob Smithson
•does that really work? seems weird ssa would let some company skip their phone lines??
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Aiden Rodríguez
I work as a benefits counselor. Here's the current policy: 1. Most field offices now have a document drop-off option that doesn't require an appointment 2. For W-4V specifically, you can use the drop box, mail it in, or fax it 3. If you use the drop box, bring your own copy and ask the security guard for a date-stamped receipt 4. Processing time for tax withholding requests is currently running 3-4 weeks If you're concerned about verification, you can check your my Social Security account online about 30 days after submission to confirm the withholding has been applied.
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Emily Jackson
•Thank you for such detailed information! This is exactly what I needed to know. I'll bring my own copy and ask for a receipt.
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Isabella Brown
•Then WHY did they make me schedule an appointment to drop off paperwork?? This is what drives me crazy about SSA - inconsistent policies everywhere!
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Aiden Rodríguez
•The policy changed in March 2025. Prior to that, many offices required appointments for all services including drop-offs. Some offices are still transitioning to the new procedures, which explains the inconsistent experiences.
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Emma Garcia
Just want to add my recent experience - I submitted my W-4V last month by faxing it to the number on the SSA website. Called a week later to confirm they received it (yes, sat on hold forever), and they had it in their system. Took about 3 weeks for the withholding to show up in my account. Much easier than dealing with an office visit!
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Emily Jackson
•That's a great idea - I didn't even think about faxing it! I'll look up the fax number. Did you include anything else with the form or just send the W-4V by itself?
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Emma Garcia
•Just sent the form by itself with a cover sheet that had my name, SS number, and phone number. I wrote 'W-4V Submission' as the subject. Keep the fax confirmation page as proof!
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Jacob Smithson
my neighbor works at ssa and says they hate when people come without appointments cuz it messes up there schedule but they HAVE to take ur forms if u hand them to a person. so maybe just go and be nice but insist they take it?
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Liam Mendez
•That's terrible advice that could backfire. I tried the "just show up and insist" approach and they literally called security to escort me out because I didn't have an appointment. Don't risk it.
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Sophia Nguyen
Update on this topic: SSA just implemented a new national policy for W-4V forms specifically. As of May 2025, all field offices are required to accept tax withholding forms via: 1. Secure drop boxes (no appointment needed) 2. Mail 3. Fax 4. Online submission through my Social Security accounts (new feature) The online option is the fastest with processing in about 10 days. Drop box and mail take 3-4 weeks. If you haven't set up your my Social Security account, I highly recommend it for this and future needs.
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Emily Jackson
•Online submission sounds perfect! I do have a my Social Security account but didn't see any option for submitting W-4V there. Is this something new they just added?
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Sophia Nguyen
•Yes, it was added in the May 2025 portal update. Look under "Benefits & Payments" and then "Tax Withholding Preferences." If you don't see it, try clearing your browser cache or using a different browser.
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