Work Activity Report - Employees

Periodically, Social Security will ask people who are working to complete a Work Activity Report -- Employee (SSA-821-F4 (7-85).

As you work, it would be helpful to keep track of your income and expenses and the other information requested in the form, as well as your Trial Work Months as you use them. While your local Social Security office may not request work earnings information from you as often as official guidelines dictate, they probably will do so eventually. A few minutes of time noting this information will save you an endless amount of time trying to reconstruct it later. For a simple way to keep track for employees, click here; for self employed people, click here.

For a list of information that will be requested and a sample log for tracking your income and IRWE expenses, see IRWE.

The form can be found at The Form Can be Found Online at http://www.socialsecurity.gov/forms/ssa-821.pdf

For tips about completing the form, click here. 

Note:

• Ask your Claims Representative how frequently you should submit this form. You may want to photocopy it while it is blank so that you can complete it and send it in periodically (or, even better, personally deliver it and get a receipt) even if they don't send one to you regularly.
• Also keep track of your Trial Work Months as you use them. Remember, Social Security is slow to process income data, so your Trial Work Months may expire well before Social Security realizes it. If they keep sending you payments after the expiration of your Trial Work Period, plus the three extra months to which you are entitled, Social Security will want that money back. If you remain aware of this situation and set the extra money aside, repayment won't be so painful. If you put the money into an interest bearing account, you may even earn a little money since Social Security doesn't charge interest on repayments.

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