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Estate and Elder Law

Annual SSA Earnings/Benefit Statements Ceased


In the past, each year the Social Security Administration (SSA) mailed a statement to all workers age 25 and older who were not receiving Social Security or Medicare benefits. The statement listed a worker's earnings record along with estimated benefit amounts at various retirement ages.

For budgetary reasons, the SSA will no longer send out these annual statements. It is not known when, or if, the automatic mailings will resume.

The SSA also will no longer accept Form SSA-7004, "Request for Social Security Statement."

Since Social Security benefits are based on one's lifetime earnings history, it is important to determine that all earnings are correctly listed on (SSA) records.

Those who need to verify earnings information can call the SSA directly at (800) 772-1213; TTY - (800) 325-0778, Monday through Friday, 7:00AM to 7:00PM.

Social Security benefits can also be estimated using the calculators on the SSA website.

Gregory Herman-Giddens, JD, LLM, TEP, CFP, Attorney at Law (NC, FL, TN), Board Certified Specialist in Estate Planning and Probate Law (NC). North Carolina Registered Guardian, Solicitor, England and Wales. Follow his blog, North Carolina Estate Planning Blog..

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