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Free Social Security Benefits Letter

Use this letter to request a personal Earnings and Benefit Estimate Statement from the Social Security Administration that shows an individual’s social security earnings history and estimates his or her future social security benefits.

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How to write your Social Security Benefits Letter

 
 
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Reasons to Create

- You want to request a statement of earnings and potential Social Security benefits, to determine that all earnings are accounted for by Social Security.
 

Before You Begin

Information you may need:
- The name and address of the person requesting the Earnings/Benefits Statement.
- The name, all social security numbers, date of birth and any prior names of the person whose Earnings/Benefits Statement is being requested.
- Last year's earnings, current year's earnings, anticipated future earnings and anticipated retirement age of the person who is requesting the Statement.
 

Reasons to Update

- If there has been a name change.
- You want to periodically check that all earnings have been recorded.
 
 
Document Help
Social Security Earnings/Benefits Letter

The Social Security Administration (SSA) offers a free personal Earnings and Benefit Estimate Statement. This statement shows your social security earnings history and estimates how much you have paid in social security taxes. It also estimates your social security retirement, disability and survivor benefits and tells you how you can qualify for these benefits.

By requesting your Earnings and Benefit Estimate Statement, you can confirm that the SSA has accurately recorded your contributions to date. The statement includes wages from employment and self-employment income but not income from passive investments. If you believe that your earnings records differ from those of the SSA, you can call the toll-free number on the statement to clarify the discrepancy. Also, you can use the statement's projected benefits to plan for your retirement.

Your social security credits earned and the benefit estimates may change over time. Furthermore, the accuracy of your predicted earnings will determine the accuracy of your benefit estimates. Keep in mind that social security benefits are designed to supplement, not provide the exclusive means of, your retirement income.

The SSA is allowed to collect the information requested in this letter under Section 205 of the Social Security Act. This information is required in order to identify your record and prepare the earnings statement.

Providing these facts is voluntary, but without them, the SSA will not be able to give you an Earnings and Benefit Estimate Statement. The SSA and its contractors may not use this information for any other purpose.

It may take up to six weeks to receive your Earnings and Benefit Estimate Statement.


For More Information:
Applying for Social Security Benefits
Earning Social Security Credits
Lost Card/Name Change
Signing Instructions
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