Discover Your Future Social Security Benefits – Part 1

In my recent post (see link below) about the new financial organization system I have implemented in my life, I discussed how the system instructs you to maintain/label a hanging file folder for “Social Security Benefits.” In this folder, you are supposed to keep the most recent copy of your Social Security benefits statement.

My Money Blog – My New Favorite Financial Organization System

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 (, 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 – 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.

My Money Blog – Discover Your Future Social Security Benefits – Part 2

So, request a copy of your statement, and let me know how it goes for you!

Keep on learning!


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