How To Get Your Social Security Benefits Statement

Since 1999, American workers have automatically received an annual Social Security projected benefit statement in the mail. In an effort to save money, these statements will no longer be mailed, at least for the period from April through September 2011. The Social Security Administration predicts that in October it will resume mailing annual statements, but only to those who are age 60 or older and not receiving benefits.

Individuals can still access their benefit statement online. You can get a personalized estimate of your future retirement benefits at, but it won't contain as much detail as the physical document you have been receiving.

The agency estimates that it will save $30 million by suspending mailing for the remainder of the government's fiscal year.

About the author

Lon Jefferies, CFP®, MBA
Lon Jefferies, CFP®, MBA

Lon Jefferies is an investment advisor representative with Net Worth Advisory Group, a fee-only financial planning firm in Salt Lake City, Utah. He is a Certified Financial Planner (CFP®) and a member of the National Association of Personal Financial Advisors (NAPFA). He possesses an MBA and bachelor's degrees in Finance and Marketing from the University of Utah. Lon writes articles for local magazines such as Utah CEO, Business Connect and Utah Business Magazine, and he consistently contributes articles to online magazines such as and (by The Wall Street Journal). Additionally, Lon is an expert author at Lon has been quoted nationally in publications such as the NY Times and Investment News.

Lon can be contacted at (801) 566-0740 or Learn more about Net Worth Advisory Group at and visit Lon's blog at


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