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 www.ssa.gov/estimator, 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 FIGuide.com and FILife.com (by The Wall Street Journal). Additionally, Lon is an expert author at EzineArticles.com. Lon has been quoted nationally in publications such as the NY Times and Investment News.

Lon can be contacted at (801) 566-0740 or lon@networthadvice.com. Learn more about Net Worth Advisory Group at http://networthadvice.com and visit Lon's blog at http://www.utahfinancialadvisor.blogspot.com.

49 Comments

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  • need copies of my 2013 and 2014 Award letters for my tax papers to be done.Can’t find my letters for the last two years can you mail them to me please address right now is 2242 East Contessa Circle Mesa Az.85213 was in Green Bay’Wisconsin 1307 Crestwood drive 54313

  • We are ready to do our income taxes for the past year and for some reason my wife never got her statement of retirement earnings for the year 2014 from the Social Security Administration. I received mine but we never got hers. Please send quickly.

  • I NEED MY 2014SOCIAL SECURITY BENIFIT TAX FORM SO MY HUSBAND AND I CAN DO OUR INCOME TAX . I DON’T KNOW WHY I HAVE GOT IT YET BUT MY ADDRESS IS 234 NE 9 ST APT 10A HOMESTEAD FLA 33030. THANK YOU!

  • How do I go about getting my social security benefit statement (form SSA – 1099)
    I never received my 2014 statement I did change address but I notified social securitymy address is 3687 Lake Bayshore Drive – Bradenton, Florida 34205
    Thanks

  • How do I go about getting my social security benefit statement (form SSA – 1099)
    I never received my 2014 statement I did change address but I notified social security

  • I need to know how to get another copy of my 2014 Social Security statement, my first copy was lost , could you help me get another one please, address is Ella D Dunlap. 54555 U.S. HWY ,Londonderry Ohio 45647. Thank you, Ella

  • I WOULD LIKE YOU TO SEND ME A COPY OF MY SOCIAL SECURITY STATEMENT AS SOON AS YOU CAN , I NEED IT VERY SOON ….THANK YOU PATRICIA VILLONE 3530WESTOWNPARKWAY WESTDESMOINES ,IOWA 50266 .

  • I need to know how to receive another copy of 2014 social security statement.
    my first copy was destroy today when clearing out my papers.
    Sorry, please let me know how I can get another copy.
    Thank you, Mildred Moody

  • Great article. Thanks for the info, you made it easy to understand. BTW, if anyone needs to fill out a form SSA-1099, I found a blank form here http://goo.gl/H8VI2u. This site PDFfiller also has some tutorials on how to fill it out and a few related SSA forms that you might find useful.

  • I need my social security benefits statement for my 2011 income tax file…….Please assist me because I never received it.

  • I am 69 years old and have been receiving social security. I need to get my 2011 P
    “Form SSA-1099″ Social Security Benefit Statement for my income tax/IRS required form.

  • I am 64 yrs old, I need a copy of my 2011 statement from soc. sec. so I can do my taxes before the 15th. Thank you in advance.

  • I did not recieve an earnings Statement from Social Securiy Adminstration for 2011. How am I to report my S.S. earnings to the IRS.

  • I have misplaced my Benefits Statement Letter from Social Security for 2012. How can I receive a copy of the statement for my records.

  • I need a copy of my 2011 social security statement for income tax filing, did the social security really suspended issuing the statement. how can we filing our income tax return? Is it legal ? how can I accumulate my benefit? should I go through my whole year 2011, monthly income checks the social security send me ? I just want to do the right thing, I don’t want the government to put me in jail. I am too old to die in there?

  • Don’t I need an end-of-year statement of my social security earnings in order to file my income tax? How can I procure one of these? I’ve always received one in the past. Thank you.

  • I RECIEVE S.S.I & NEED MY S.S.I STATEMENT FOR THE YEAR SO I CAN DO MY TAXES, BUT I NEVER RECIEVE ANY STATEMEMTS. WHAT I ALSO DON’T UNDERSTAND IS IT SAYS ABOVE PEOPLE WHO ARE 60 GET THEIR STATEMENTS MAILED, WELL MY FRIEND IS YOUNGER THAN 60 WHY DOES HE GET HIS MAILED?

  • Thanks much for publishing this information. I have every benefit statement back to 1999 but was getting panicky when I realized nothing ever arrived for 2011. I’m well under 60 and glad stopping the mailings will save so much, but I rather like being able to track things, for planning purposes. Again, if you hadn’t written this, I’d never know.

  • I AM 60 YEARS OF AGE AND HAVE NOT RECEIVED A STATEMENT. MY BIRTHDAY IS IN FEBRUARY AND I SHOULD HAVE RECEIVED A STATEMENT SOMETIME IN NOVEMBER. WILL I BE GETTING A STATEMENT?

  • hi lon
    i need a copy of my 2011 ss benefit statement
    so i can get help with my prescription assistance
    can you please help me thank you.

  • Hi John,

    Since you are over age 60, you will received a statement in the mail approximately three months before your birthday. Remember you can always go online and get the statement as well.

  • Hi Lon,

    I am nearly 63 years old. Has it been determined for sure that the annual Social Security Statements will be sent out again, and when can I expect to recieve one. Thanks for your time, John.

  • I am a disabled Viet Nam vet who is trying to get a copy of my benefit statement so I can get a waiver for my local taxes. I have looked all over the various social security pagges and cant seem to find the information that I need? Can you help me? Thanks

  • Since SSA, stopped providing these annual earnings statements, how does a person verify what is reported to SSA?

    I recently found out that someone has been using my SS# for the past 2 years. I have not received a statement from SSA for over 2 years. Now I am trying to find out what is the next step to take. Social Security does not seem interested in helping me. I contacted the company the person was employed with and have been notified they have taken corrective steps and have notified SSA of the problem. This still does not tell me if this person actually has a SS card with my SS number on it.

    Any suggestions?

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