Accessing Your Social Security Benefits Information Online
At Mirus Planning our best work is done when we have the most complete and accurate information available from our clients. Having up-to-date Social Security information is key when developing retirement income plans for our clients. If you are not currently taking Social Security, we recommend reviewing these estimates every other year. The easiest way to retrieve this information is from the official Social Security website, mySocialSecurity. Here, you can create an account which will allow you to access your benefit estimates, turn on Social Security, apply for Medicare and more!
Accessing Your Social Security Information Online:
Visit www.ssa.gov/mysocialsecurity to create an online account. If you have already created one before, there will also be a way to recover old accounts.
Some required information needed:
- Social Security #
- Email
- Date of Birth
- Home Address
- Phone Number
The site will also ask you some personal questions in the “Tell us about yourself?” section, which will include personal questions about current credit accounts you may have, and past residential addresses you may have lived at. This is simply an enhanced security verification method from Social Security to verify your identity.
Once Access is Established:
On the homepage, find the “Your Social Security Statement” link to download a copy of your statement.
Once you have downloaded your statement onto your computer, you can then securely upload this PDF file to us at Mirus Planning using the following link: www.mirusplanning.com/client-uploads.
Alternatively, you can share a copy of the statement via your client portal vault: www.mirusplanning.com/client-portal
Client Upload Instructions:
If you have any questions about retrieving your statement, or sharing the info with us at Mirus Planning, please reach out to us at team@mirusplanning.com and we are happy to assist!
Best regards,
Kyle Temple
CFP®, CPWA®
