Which Social Security form needed to report increased pension income?

you dont need a form just call the 800 number and tell them. they'll make a note in ur record. thats what i did when my fire dept pension went up

You should complete Form SSA-131 (Employer Report of Special Wage Payments). This is the correct form for reporting changes to pension amounts when you're receiving Social Security retirement benefits and are subject to the Windfall Elimination Provision (WEP). You can download it from the SSA website or pick it up at your local office. Make sure you have documentation of the pension increase from your pension administrator when you submit it. Any change in your non-covered pension can affect your Social Security benefit calculation.

You don't need a specific form. What you need to do is report the change by either: 1. Calling your local office directly (much faster than the main 800 number) 2. Scheduling an in-person appointment using the online scheduler 3. Writing a letter to your local office with proof of the pension increase I recommend option #1. Changes to non-covered pensions that might affect WEP need to be reported, and they'll recalculate your benefit amount based on the new information. Make sure you have the letter showing your new pension amount handy when you call. The reason there's no specific form is that pension changes need to be evaluated individually by an SSA claims specialist because of how WEP calculations work.

When my husband's pension increased last year, we tried calling for weeks with no luck. Then we found this service called Claimyr that got us through to an actual SSA agent in about 15 minutes instead of waiting on hold for hours. Worked great and saved us a trip to the office. They have a video that shows how it works: https://youtu.be/Z-BRbJw3puU and their website is claimyr.com if you want to check it out. Way better than waiting all day!

My sister used that Claimyr thing when she needed to talk to someone about her widows benefits. Said it worked pretty good.

Back to your original question - there's an important distinction here: If you receive a pension from employment where you PAID Social Security taxes, you don't need to report increases. But since you mentioned WEP, I'm assuming your teacher's pension is from employment where you DIDN'T pay Social Security taxes. In that case, yes, you must report the increase because it can affect your benefit calculation. The most efficient method is to call your local office (use the Field Office Locator on SSA.gov to find the direct number) and have them document the change in their system. Have your pension award letter showing the increase ready when you call.

dont u also need to tell them if ur still working? my friend got in trouble cuz he didnt tell them he was still substitute teaching while getting SS

When I had to report my pension increase last year, I ended up faxing a letter with my pension documentation to my local office after failing to reach anyone by phone. They processed it within a couple weeks and sent me a letter confirming the change. Sometimes the old-school methods work better than trying to navigate their phone system!

Yes, my benefit was reduced by about $60/month after I reported my pension increase. Not ideal, but better than getting hit with an overpayment notice later. That happened to my neighbor and she had to pay back over $5,000!

OMG the whole WEP thing is SUCH A SCAM!!! I worked for 20 years in the private sector paying into SS and then 15 years teaching in Texas. They've cut my SS benefit by almost HALF because of my teacher pension. It's TOTALLY UNFAIR! They're basically STEALING money I earned!!!!!

Thanks everyone for the helpful responses! I'm going to try calling my local office first thing tomorrow morning, and if that doesn't work, I'll try the Claimyr service that a couple of you mentioned. I'll also have my pension increase letter ready to fax or mail if needed. I appreciate all the suggestions!

Good luck with calling tomorrow morning! Just a tip - I've found that calling right when they open (usually 9 AM) gives you the best chance of getting through quickly. Also, if you do end up needing to mail or fax documentation, make sure to include your Social Security number on every page and keep copies for your records. The whole WEP situation is frustrating, but you're doing the right thing by reporting it promptly to avoid any overpayment issues down the road.

Just wanted to share my experience as another newcomer here - I went through something similar last month when my state pension increased. I called my local SSA office at exactly 9 AM like Carmen suggested and got through in about 10 minutes! The representative was super helpful and walked me through exactly what they needed. They made a note in my file right away and said I'd get a letter in 2-3 weeks if my benefit amount changes. One thing that really helped was having my pension administrator's letter with the exact new monthly amount ready when I called. They asked for the effective date of the increase too, so make sure you have that info handy. Good luck with your call tomorrow Reginald!