Steps

  1. Create your personal online account on the official social security website, typing the address yourself.
  2. Download your earnings record and check each year against your old tax returns or pay records.
  3. Report any missing or wrong year to the social security office with your proof.
  4. Read your estimate at different starting ages to see how the timing changes the monthly amount.
  5. If you were married for ten years or more and are now divorced, ask whether you may qualify for a divorced spouse benefit.
  6. If a spouse or former spouse has died, ask the office about survivor benefits as soon as you can.
  7. Write your questions down before any appointment and note the name of the office and date of each call.

Stop and call a professional if

Questions to ask the professional

Common mistakes

Outside the US or in another state: This describes the US program. Other countries run state pensions with different credit, spouse and survivor rules; check your national pension service.

Teach this to someone

A one page sheet for showing a friend, a teenager or a parent: what to say, what to show, and one question to check it landed.

Your checklist

Saved only in this browser.

Quick quiz

Three questions. Your score is saved only in this browser.

1. What should you check every year in your online account?
2. You were married for twelve years and are now divorced. What might you ask about?
3. A caller says your number is suspended and demands payment. What is this?

Related skills

Sources

Written in our own words from the sources above. It is general information, not advice for your situation; where a professional, your doctor or your lease says something different, follow them.

Last reviewed . First published .