SSA Now Offers Video Appointments

May 21, 2024 / By Elaine Floyd, CFP ®

In its latest blog post SSA says appointments with representatives can now be done online using Microsoft Teams.

To set up an appointment clients would call the main number, (800) 772-1213, and ask for a video appointment. If the representative determines that a video appointment would be an appropriate option, they will set up the appointment. If not, they will conduct the interview over the phone or schedule a regular in-office appointment.

Of course, we still recommend that clients filing routine benefit applications use the regular online application service. But for widows filing for survivor benefits or for any other issue that would best be resolved by an in-person appointment, the availability of video conferencing should be more convenient for clients, so be sure to tell them about it.

As director of retirement and life planning for Horsesmouth, Elaine Floyd helps advisors better serve their clients by understanding the practical and technical aspects of retirement income planning. A former wirehouse broker, she earned her CFP designation in 1986.


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