Do you know how to get your annual Social Security Statement?

retirement crossroads

 

Many clients have asked me this question:  “In the past I received my Social Security statement by mail near my birthday. I have not received one recently, what happened?”

The U.S. Social Security Administration no longer mails the statements.  You can still get your statement annually by creating an online account on “My Social Security.” Visit www.socialsecurity.gov/myaccount and click where it says “Create an Account.”

To set up an account you need to be 18 years old and have a valid email address, social security number and U.S. mailing address.  When you set it up you will be asked for some personal information to verify your identity.

After you set up your account you will be able to get your Social Security Statement and can print or save the statement.  This statement is very valuable when planning your financial and life insurance needs.  It also tells you your options for your benefits at retirement, disability benefits, and your family survivor benefit.

If you have any questions call our office at 215-885-2200.  This statement is a valuable tool when reviewing your estate and retirement plans.  Let us know by commenting if you were successful in setting up your account.

 

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