How to Request for Social Security Statement

Social Security Statement is a copy of your personal earnings earned through the Social Security taxes that you and your employer have paid throughout your working history.

The Social Security statement also includes a summary of the estimated benefits that you and your family may receive based on your current earnings and how you can apply for such benefits.

This statement is automatically given to you every year.

Automatic statements are given three months before your birth month.

However there are various reasons why some workers do not receive their annual statement copies.

According to Social Security Administration (SSA), you may not receive your Social Security Statements if:


• Your age is below 25

• You are already receiving Social Security Benefits (like SSDI or Retirement) on your record

• SSA does not have a record of your current mailing address

• Your age is 62 years or above and is receiving Social Security Benefits on someone else’s record

• You are a Medicare beneficiary

• You already requested for a statement within the past 11 months

To request for a copy of your Social Security statement, you can either g to their website or mail the Social Security Request Form (SSA-7004) on the address indicated on the form.

The information needed t process your request are:

• The name indicated on your Social Security identification card

• Your Social Security Number or SSN

• Your date of birth

• Your place of birth.

• Your mother’s maiden name


Since the benefits shown on your Social Security Statement are just estimate of what benefits you can avail based on your “current” earnings, you my also request the SSA to include in the statement the benefits you and your family will be eligible in the future or more specifically, on your planned retirement age.
To get an estimate of your future benefits, you should include the following details:



• Your total earning’s last year and an estimate of your current and future earnings.

• Your estimated retirement age.

Once a request is sent, you may expect your requested copy of statements through US mail in two to four weeks.

The Social Security Statement serves the following purposes:


• Provides you with general information about the benefits provided by the Social Security Administration aside from retirement like Social Security Disability Insurance and Survivor benefits.

• It also helps you monitor the reported earnings you gained through your and your employer’s payment of Social Security taxes.

• It lets you check if important information, such as your name and birth date, are correct in the SSA’s records. It may sound simple, but a simple mistake can complicate your application of benefits.