Your Social Security Benefits
- Will You Qualify for Social Security Retirement Benefits?
- When Can You Collect Full Social Security Retirement Benefits?
- How Much Will You Collect?
- What Can Your Spouse Expect to Receive?
- What If You Want to Receive Social Security Retirement Benefits Early?
- How Much Can You Earn without Reducing Your Benefits?
- What If You Postpone Collecting Your Benefits?
- How About Inflation and Social Security?
- Will Your Social Security Benefits be Taxable?
- Auditing Your Social Security Statement
Auditing Your Social Security Statement
Your Social Security Statement provides you with a list of your Social Security earnings each year through your previous year's wages. It will tell you the current estimate (in today's dollars) of your retirement benefit at the age you requested, as well as the benefit at full retirement age and at age 70. It also tells you the projected amount of disability benefits and survivor benefits your family may receive.
- As a general rule, the Social Security Administration can correct errors only up to 3 years, 3 months, and 15 days after they occur.
- If eligible for Social Security, audit your personal Social Security record carefully.
- A Social Security Statement is mailed annually to all individuals age 25 and older. If you have not received this statement, call Social Security at 1-800-772-1213 and ask for Form SSA-7004 (Request for Social Security Statement). It can also be requested via the Internet at www.ssa.gov.
Review your record of earnings carefully. If they do not agree with your own records, contact the Social Security Administration at 1-800-772-1213. You will need past W-2 forms, pay stubs, tax returns, or any other proof of your earnings.
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Important information about procedures for opening a new account
To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means to you: When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
Investment products are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Insurance products offered through Osaic Institutions, Inc.
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Important information about procedures for opening a new account
To help the government fight the funding of Terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.
What this means to you: When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
Investment products are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Insurance products offered through Osaic Institutions, Inc.