Checking Your Social Security Statement

May 12, 2020
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Once you turn 60 years old, Social Security will start sending you an estimate once per year, roughly 3 months before your birthday. But what if you are under 60 or don’t have a recent statement? You can also check online – and the website is surprisingly user friendly!

1. Go to SSA.GOV

2. Click “SIGN IN/UP”

3. Choose “my Social Security”

4. Click “Create New Account” or simply sign in

a. To register you will need

i. A valid email address

ii. Social Security number

iii. U.S. mailing address

iv. To be at least 18 years old

Once you are signed in you will see your estimated benefit at full retirement age.

Right below the benefit, there is a section to download your whole statement.

What those statements look like are broken out by age. There are 3 age groups, 25-34, 35-54, and 55 and older. Below is an example statement from the 55 and older group.

The benefit amount is shown on the 2nd page of your full statement.

The 3rd page shows your work history by year. I enjoy looking back and remembering those minimum wage bus-boy hours from high school!

Disclaimer: Alex Voorhees and Reston Wealth Management do not provide legal, accounting or tax advice. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. Every individual situation is unique and a proper plan should be put in place before making a decision regarding Social Security. The Social Security Administration alone makes all final determinations on your eligibility for benefits and the benefit amounts. You should consult with your local Social Security Office before acting upon any information provided. The opinions voiced in this article are for general information only and are not intended to provide

specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. No strategy assures success or protects against loss