Form Approved: OMB No. 0960-0068
Expires 08/2014

 

To get started

You will need to have the report that you received in the mail in order to access your beneficiary's records. For security reasons, we will request information regarding unique codes on your report.

Completing your report

We estimate that it will take about 15 minutes to read the instructions, gather the facts, and answer the questions. For more information go to the Paperwork Reduction Act.

You must complete this report in one sitting. Your information will not be saved if you do not complete your online report. However, you may always log-in in the future and start your report from the beginning.

When you finish

After you have completed your accounting update, you will be given a confirmation number for your reference. This information will be saved for 30 days in our records for your review.

To Complete the Accounting Report...

      I am an existing user

     I am a new user

If you are a new user

Selecting "Register" here will take you to a page called Business Services Online (BSO). BSO lets organizations AND individuals do business with and submit confidential information to Social Security. You must register using BSO before you can complete your accounting report online.