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Financial Snapshot: Gathering The Information You Need To Create

Social Security Information

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In order to find out how much disability, retirement and survivor benefits you are entitled to under the federal Social Security system, you can:

  • Request the information online at: offsite link
  • Call the Social Security Administration at 800.772.1213
  • Visit your local Social Security office to request the form known as "Personal Earnings and Benefits Estimate Statement" (form SSA-7004).

Once you have mail the form, it generally takes three to four weeks before you receive the information.


  • When you receive the record, check it carefully. According to a study by the General Accounting Office, earnings records are incorrect for one in 10 people. 
  • Even a minor error can complicate collection of benefits. It can take a long time, and a lot of work on your part, to correct the record. Do it now while you're feeling up to it . You won't want unnecessary delays when you are ready to apply for the benefits.
    • See if the numbers are approximately what you recollect. 
    • Look for blanks where you think numbers should be. 
  • Social Security automatically mails a statement every year. Check it to be sure it is accurate.

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