STEP BY STEP INSTRUCTIONS
Visit your local SSA office or call 1-800-772-1213
The SSA will mail BPQY with cover letter to the address on current SSA record.
Do you need help with your BPQY? If you would like one of our benefits counselors to help with benefits planning, you will first need to submit the two forms below. One is consent to release information and the second is to authorize release of IRS records.
Note: The two forms below need to be used when a benefits counselor or authorized representative, besides the beneficiary, need to review the BPQY.
DO NOT EMAIL FORMS. You can fax to Teresa Nier, our Certified Work Incentives Counselor (CWIC) @ 727-954-3085
OTHER HELPFUL INFORMATION:
For any questions or issues, contact your assigned Job Counselor.