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.

32 Comments

Leave a comment
  • 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?

Leave a Reply

Your email address will not be published.

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>

Copyright 2014 FiGuide.com   About Us   Contact Us   Our Advisors       Login