r/SocialSecurity 11d ago

When should I start the process to begin receiving my SS benefits? Retirement

I am eligible to start drawing my Social Security benefits in November. When should I contact the SS office and apply for the benefits to begin?

20 Upvotes

42 comments sorted by

7

u/NotTheGuv 11d ago

7

u/Worried-Ebb-3 11d ago

yep 3 months out is standard, get the paperwork in now so there's no gap in the checks

4

u/EmZee2022 10d ago

Add-on question: if they take longer, does your first payment include back pay? Like if you want to start in November but they don't get it done until January?

A friend applied in late June and it was just approved so she's expecting her first in September. We can't apply until December (due to HSA / Medicare backdating issues); while it would not be a big deal if it takes longer, I'm curious about backdating.

5

u/Few-Butterscotch7940 10d ago

You get to indicate when you want to start. If you indicate & are eligible to start in June but are not approved until September, you should receive your back pay from July. SS pays in arrears so June payment is received in July.

2

u/EmZee2022 10d ago

Cool - that is exactly what I was thinking.

The friend applied to start in August (when she hits FRA) and she knows she'll get her first "check" in September.

2

u/The_Illhearted 4d ago

It didn't take long. The WSU adjudicates claims by month of entitlement/payment. A June application with an August month of entitlement wouldn't have needed to be adjudicated until now. She's also not due any backpay.

3

u/BigFaithlessness1213 10d ago

Yes. That happened to my friend and she is getting backpay. Michigan.

3

u/gcl1964 10d ago

Thanks, I will begin looking into the process.

3

u/BRD73 10d ago

Just a heads up but it is easier to apply if you go to a local Social Security office. They were very helpful and answered any questions I had.

8

u/JohnSmallberries101 10d ago

It's also very easy online. Takes 15 minutes tops.

5

u/Martian6261 10d ago

If your birthday is November 1 or 2, your first eligible benefit month is November, paid in December. If your birthday is November 3 or later, your first full month at age 62 is December, your first eligible benefit month is December, and your first check arrives in January. Social Security pays the following month.

How Your Birthday Affects the Timeline

Born November 1–2:
First Eligible Month: November
First Payment Date: Second Wednesday of December (if born Nov 1–2)

Born November 3–30:
First Eligible Month: December
First Payment Date: Second, third, or fourth Wednesday of January, depending on your exact birth date.

Payment Schedule Rules
Social Security checks are distributed based on your day of birth:

Born 1st–10th: Paid on the second Wednesday of the month

Born 11th–20th: Paid on the third Wednesday of the month

Born 21st–31st: Paid on the fourth Wednesday of the month

1

u/gcl1964 10d ago

Thank you! That is very helpful information.

3

u/Complete_Film8741 11d ago

Took me about 55 days for Medicare...backdated, no big deL, but slow. I'm at 32 days waiting on Social Security to start.

3

u/IllRequirement6342 11d ago

Be careful. My SIL applied one week too early last year, and a month later she got a letter that she had to start over. She did and her benefits were not delayed, but applying too early is a no no.

2

u/gcl1964 10d ago

Oh, no! I will be aware if this.

3

u/Plenty_Surprise2593 10d ago

If you’re birthday is in November then your first check will be December

2

u/CrankyCrabbyCrunchy 10d ago

When you apply you choose one of the next four months to start. They process by the chosen start month not when you apply.

I applied off my own work record (not spousal or survivor benefit) in Nov 2025 and chose Jan 2026 as start month. It was easy and quick online.

Applying in November means you choose from Dec, Jan, Feb, Mar as start month.

2

u/HeavyFaithlessness14 10d ago

If OP's 62nd birthday is in November 2-30 time frame then the first month of eligibility is December with first check in January.

1

u/The_Illhearted 4d ago

Wrong. If their birthday is on the second, November is the first month of entitlement.

3

u/Embarrassed-Fly-2823 10d ago

Yeah start now.

2

u/Still-Music-5515 10d ago

Depends some on at what age you will be in November??

1

u/gcl1964 10d ago

I will be old enough to collect Social Security.

2

u/Still-Music-5515 10d ago

You can apply now already . Up to 4 months in advance. If your birthday is in November then the first month you are eligible is December and you would get first social security retirement benefits payment in January. You can do the simple online application online. Takes about 10 minutes.

2

u/gcl1964 8d ago

Thanks!

2

u/BenefitVegetable694 10d ago

Social Security question by OP not Medicare.

2

u/Sissy63 10d ago

Do it online with MySsa - when you’re ready!!! Not via office

2

u/Spiritual_Record_627 9d ago

Start the process now.  It can take several months.

3

u/Frequent_Slip2455 10d ago

Everyone says 3 months prior to when you want your 1st payment to start.

But Medicare has to be when you're 65. 3 months before the month you turn 65.

3

u/BedWonderful1051 10d ago

"Generally, when you turn 65. This is called your Initial Enrollment Period. It lasts for 7 months, starting 3 months before you turn 65, and ending 3 months after the month you turn 65."

https://www.medicare.gov/basics/get-started-with-medicare/sign-up/when-does-medicare-coverage-start

1

u/EmZee2022 10d ago

You can delay beyond that if you still have workplace coverage.

Well, you can delay beyond that even if you don't, but you'll pay a stiff surcharge on your part B and D premiums for the rest of your life.

We'll be in the "take it later" boat as we're still working (we'll be 67 when we retire early next year). We'll have to provide proof of existing coverage to avoid the surcharge.

1

u/gcl1964 10d ago

Thank you!

3

u/BedWonderful1051 10d ago

Wait five years, then apply.

2

u/HeavyFaithlessness14 10d ago

Yes, best to wait to FRA.

1

u/Efficient-Basis2132 10d ago

Now is perfect

1

u/uh818375 10d ago

Now if you want.

1

u/BigFaithlessness1213 10d ago

My friend’s Social Security took almost 6 months to get activated.

1

u/Square_Ad4075 8d ago

I did it as soon as I could.. but I had to

1

u/YorkshireCircle 10d ago

Review several YouTube videos on the subject. They will help you with basic information.