Your Personalized Social Security Report

Showing the single result

  • Chart

    Personalized Optimal
    Social Security Report

    Comprehensive and understandable, your personalized report will show you:

    1)how your lifetime benefits change at different claiming ages, and
    2)when and how to file in order to achieve the highest lifetime benefits.

    You can print the entire report for your records!

    What information do I need to generate my report?

    You’ll need the monthly Social Security benefit at full retirement age for you and your spouse. If you do not have this information, you can get an estimate of your Social Security benefits either online or US mail.

    To view your Social Security statement, go to the Social Security Administration website and create a Social Security My Account.

    You may also request a Social Security Statement by mail by completing Form SSA-7004 at your local SSA field office or call the Social Security general information number at 1-800-772-1213.