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Social Security, Medicare, and Government Pensions

Exam Questions: 90
Course Level: Basic
Pages: 392 | Content: 374, Supplemental: 18
NASBA Area of Study: Management Services
Not Acceptable for: Enrolled Agents
Version: 7840A

This course is your complete guide to Social Security retirement and medical benefits, with all of the 2020 changes and updated for 2021. It easily breaks out the qualifications and application processes for retirement, disability, dependents and survivor benefits, and Supplemental Security Income (SSI). Another section discusses qualifications and application processes for Medicare and Medicaid, including Part D. There is also a discussion on Medigap insurance and Medicare Advantage plans, plus a section dedicated to government pensions and veteran benefits. Everything you need to understand these government benefits all in one place. PLEASE NOTE: Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

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Course Information

Table of Contents
  • Social Security: The Basics
  • Social Security Retirement Benefits
  • Social Security Disability Benefits
  • Social Security Dependents Benefits
  • Social Security Survivors Benefits
  • When to Claim Social Security Benefits, and Which Ones to Claim
  • Supplemental Security Income
  • Applying for Benefits
  • Appealing a Social Security Decision
  • Federal Civil Service Retirement Benefits
  • Veterans Benefits
  • Medicare
  • Medicare Procedures: Enrollment, Claims, and Appeals
  • Medigap Insurance
  • Medicare Part C: Medicare Advantage Plans
  • Medicaid and State Supplements to Medicare
Objectives
  • To identify ways to save Social Security
  • To identify the eligibility requirements for retirement benefits
  • To identify the eligibility requirements for disability benefits
  • To identify the eligibility requirements for dependents benefits
  • To identify the eligibility requirements for survivors benefits
  • To recognize the issues around early claim of benefits
  • To identify SSI eligibility requirements
  • To identify where to get advice on applying for benefits
  • To recognize the process for appealing a Social Security decision
  • To identify the factors involved in determining retirement benefits
  • To identify eligibility requirements for veteran benefits
  • To recognize the characteristics of Medicare
  • To identify the requirements for application to Medicare
  • To recognize the benefits of medigap plans
  • To identify the differences between the various Medicare Advantage plans
  • To identify the services covered by Medicaid

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.