Yesterday the Social Security Administration released new functionality on their website that allows you to get your benefit amounts and review your earnings history.

I did it myself…you set up a user profile and go through a process that takes 5 minutes. The link to where you start is copied below.

This is a big deal since the SSA stopped mailing out statements to everyone. If you are over 60 years of age, you will receive a paper statement. But, for everyone else you will need to go to this site to download your information. It is also a good idea to review the earnings history since the SSA does make mistakes that can impact your benefit amount.

NOTE, since the Social Security agents and offices won’t give you advice, you will need to figure out a claiming strategy for the information on your statement. You will have general information on your statement from SSA, but it doesn’t tell you when to start to get the most benefits. We are happy to help show you how to maximize your benefits and compare this strategy to other scenarios you think make sense for your situation.