Social Security Abroad Guide

Understanding how to receive and manage your Social Security benefits while living abroad is essential for a successful overseas retirement. This guide covers everything you need to know.

Table of Contents

Eligibility for Benefits Abroad

As a U.S. citizen, you can receive your Social Security payments in most countries around the world. However, there are some restrictions and considerations:

Countries Where You Can Receive Benefits

The Social Security Administration (SSA) can send payments to beneficiaries in most foreign countries, with some exceptions.

Good News: Most popular retirement destinations for Americans (Mexico, Costa Rica, Panama, Portugal, Spain, Thailand, etc.) allow U.S. citizens to receive their Social Security benefits without restrictions.

Restricted Countries

The U.S. Treasury Department prohibits sending payments to beneficiaries in the following countries:

  • Cuba
  • North Korea
  • Belarus (with exceptions)
  • Russia (with exceptions)
  • Myanmar (with exceptions)

If you're living in one of these countries, you may be able to receive your withheld payments once you move to a country where payments can be sent.

Non-U.S. Citizens

If you're not a U.S. citizen, different rules may apply. Some non-citizens may continue receiving benefits abroad indefinitely, while others may be subject to additional restrictions.

Receiving Payments Overseas

There are several ways to receive your Social Security benefits while living abroad:

Direct Deposit

Recommended Method

The SSA can deposit your benefits directly into your bank account in the United States or in many foreign countries.

Advantages:

  • Payments arrive faster
  • No risk of lost or stolen checks
  • No need to visit a bank to cash or deposit a check

Paper Checks

Alternative Method

If direct deposit is not available in your country of residence, the SSA can mail paper checks to your foreign address.

Disadvantages:

  • Delivery can take several weeks
  • Risk of loss or theft in the mail
  • May face difficulties cashing U.S. checks in some countries
  • Potential high fees for cashing or depositing U.S. checks

Direct Deposit Options

International Direct Deposit (IDD)

The SSA offers International Direct Deposit (IDD) to beneficiaries living in many countries around the world. This service deposits your benefits directly into your foreign bank account in the local currency.

Countries with IDD Available: The SSA currently offers IDD in more than 60 countries, including most popular retirement destinations for Americans.

Setting Up Direct Deposit

To set up direct deposit for your Social Security benefits:

  1. Complete the Direct Deposit Sign-Up Form (SF-1199)
  2. Provide your bank account information, including:
    • Bank name and address
    • Account number
    • Bank identification code (SWIFT/BIC code, IBAN, etc.)
  3. Submit the form to your nearest U.S. Embassy or Consulate, or mail it to the SSA

U.S. Bank Account Option

Another option is to have your benefits deposited into a U.S. bank account and then:

  • Use an ATM card to withdraw funds in your country of residence
  • Transfer money from your U.S. account to your foreign account
  • Use online banking services to manage your funds
Important: When using a U.S. bank account, be aware of potential fees for:
  • International ATM withdrawals
  • Foreign currency conversion
  • International wire transfers

Tax Implications

Understanding the tax implications of receiving Social Security benefits while living abroad is crucial for proper financial planning:

U.S. Tax Obligations

As a U.S. citizen, you're required to file a U.S. tax return regardless of where you live. However, there are several provisions that may reduce or eliminate your U.S. tax liability:

Foreign Earned Income Exclusion

Allows you to exclude a certain amount of foreign earned income from U.S. taxation.

Note: This does not apply to Social Security benefits, which are considered unearned income.

Foreign Tax Credit

Allows you to claim a credit for income taxes paid to a foreign country.

This can help prevent double taxation on your income, including Social Security benefits.

Taxation of Social Security Benefits

Up to 85% of your Social Security benefits may be subject to U.S. federal income tax, depending on your total income and filing status.

Tax Treaties: The U.S. has tax treaties with many countries that may affect how your Social Security benefits are taxed. These treaties can help prevent double taxation and may provide special rules for Social Security benefits.

Local Tax Obligations

You may also be subject to income tax in your country of residence. The tax treatment of U.S. Social Security benefits varies by country:

  • Some countries exempt U.S. Social Security benefits from local taxation
  • Others may tax these benefits at various rates
  • Tax treaties may determine how benefits are taxed
Consult a Tax Professional: Tax laws are complex and vary by country. It's highly recommended to consult with a tax professional who specializes in expatriate taxation to understand your specific tax obligations.

Country Agreements

Totalization Agreements

The United States has established "totalization agreements" with many countries to coordinate Social Security coverage and benefits. These agreements serve two main purposes:

Eliminate Dual Taxation

Prevent you from paying Social Security taxes to both the U.S. and your country of residence on the same earnings.

Fill Gaps in Benefit Protection

Allow workers to qualify for partial U.S. or foreign benefits based on combined work credits from both countries.

Countries with Totalization Agreements

The U.S. currently has totalization agreements with the following countries popular among American retirees:

  • Australia
  • Canada
  • Chile
  • France
  • Germany
  • Greece
  • Ireland
  • Italy
  • Japan
  • Mexico
  • Portugal
  • South Korea
  • Spain
  • Switzerland
  • United Kingdom
Note: The specific provisions of each agreement vary. For detailed information about a specific country's agreement, visit the SSA's International Programs website.

Required Reporting

When receiving Social Security benefits abroad, you must comply with certain reporting requirements:

Questionnaires

The SSA periodically sends questionnaires to beneficiaries living abroad to verify:

  • Your continued eligibility for benefits
  • Any changes in your circumstances that might affect your benefits
  • Whether you're still alive (proof of life verification)
Important: Failure to respond to these questionnaires can result in the suspension of your benefits. Always respond promptly and keep your contact information updated with the SSA.

Reporting Changes

You must report the following changes to the SSA:

  • Change of address
  • Change in marital status
  • Death of a beneficiary
  • Inability to manage funds
  • Work activity (if receiving disability benefits)
  • Improvement in medical condition (if receiving disability benefits)
  • Adoption of a child
  • Child leaving the care of a parent
  • Child nearing age 18 becoming a full-time student
  • Change in school attendance for a student aged 18-19

How to Report Changes

You can report changes to the SSA through:

  • The nearest U.S. Embassy or Consulate
  • Mail to the SSA's Office of International Operations
  • Online through your my Social Security account (for some changes)
  • Phone call to the SSA's international phone number: +1-410-965-0160 (not toll-free)

Frequently Asked Questions

No, your basic benefit amount will not change because you live outside the United States. However, certain supplemental benefits like Supplemental Security Income (SSI) cannot be received while living abroad.

Additionally, cost-of-living adjustments (COLAs) will still be applied to your benefits, just as they would if you were living in the U.S.

Generally, Medicare does not cover healthcare services you receive outside the United States, with very limited exceptions. However, you can still enroll in and maintain Medicare coverage while living abroad, which may be beneficial if you plan to return to the U.S. for medical treatment or eventually move back.

If you choose not to enroll in Medicare Part B when you're first eligible, you may have to pay a late enrollment penalty if you decide to enroll later, and you'll have to wait for the General Enrollment Period (January 1–March 31 each year).

If you use International Direct Deposit (IDD), your benefits will be automatically converted to the local currency at the current exchange rate on the day of the deposit. The conversion is typically handled by the receiving bank.

If you receive your benefits in a U.S. bank account and then transfer or withdraw the money, the currency conversion will be handled by your bank or the ATM network, often with additional fees. Some expats use specialized services like Wise (formerly TransferWise) or other money transfer services to get better exchange rates.

Yes, you can work while receiving Social Security retirement benefits, but your benefits may be reduced if you're under full retirement age and earn more than certain amounts.

For 2025, if you're under full retirement age for the entire year, $1 in benefits will be deducted for every $2 you earn above $22,320. In the year you reach full retirement age, $1 in benefits will be deducted for every $3 you earn above $59,520 (only earnings before the month you reach full retirement age count).

Once you reach full retirement age, your benefits are no longer reduced regardless of how much you earn.

Your Social Security benefits will continue without interruption if you return to the United States. However, you should notify the SSA of your change of address and any changes to your direct deposit information.

If you were unable to receive benefits in a restricted country and those benefits were withheld, you may be able to receive the withheld payments once you return to the U.S. or move to a country where payments can be sent.

Additional Resources

Contact the Social Security Administration

If you have specific questions about your Social Security benefits while living abroad, you can contact:

  • Phone: +1-410-965-0160 (not toll-free)
  • Mail:
    Social Security Administration
    Office of International Operations
    P.O. Box 17769
    Baltimore, MD 21235-7769
    USA
  • In Person: Visit the nearest U.S. Embassy or Consulate. Many have a Federal Benefits Unit (FBU) that can assist with Social Security matters.

Need Personalized Advice?

Our team can help you navigate the complexities of receiving Social Security benefits abroad and planning your overseas retirement.