This is all well and good if you are one of those people that is already receiving these statements from the IRS or your employer. However, if you’re like me, I didn’t even know that there was any way to get a statement estimating my what my future Social Security benefit payments would be. And, truth be told, I was figuring that Social Security would not even exist by the time I retire in > 40 years from now.
However, after digging around a little bit online and on the Social Security Adminstration website (ssa.gov), I was able to find the link below where you can securely request a copy of your future benefits statement directly from the goverment.
Social Security Administration.gov – Request a Copy of Your Social Security Benefits
To request a copy of your statement, complete the following steps:
- Fill out the online form with all of your personal information, including name, birthdate, address, telephone number, and social security number.
- Enter the total income you received last year and what you will recieve this year.
- Enter an estimate of the average annual income you will recieve in the future.
- Lastly, enter the age at which you are planning to stop working.
After clicking, “continue,” the Social Security Administration will mail you a copy in several weeks.
Note: I requested my statement May 20th, and just received it today in the mail on June 4th. So, even though it may take a few weeks to receive your statement, don’t worry too much!
Part 2 of this series contains an in-depth analysis of my Social Security benefits statement and associated Social Security strategies. You can read more about it by clicking the following link.
So, request a copy of your statement, and let me know how it goes for you!
Keep on learning!
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