Yesterday I had a chance to sit in on a social security benefits seminar. Part of the seminar was geared toward social security benefits and trying to help our clients decide when is the right time to take their benefits or if they should maybe wait at a later date to take them and also address whether the spouse should potentially draw that social security benefit as well. One of the take-aways I actually got from the seminar was regarding your social security statement, which they refer to as “the” statement. How often do you receive your statement? More importantly, what I want to talk about today is what happens if you want to request a new statement, how you actually do so. This is actually one of the little flyers they gave us showing how you can request your social security statement on line. Miss Patty Duke here claims how easy it is, how you can do it in less than 10 minutes. I want to put that to the test almost, but also to show you how you would request your social security statement if you are wanting to get a new, updated one. First and foremost, you actually don’t have to go on line to do it. You can call your local social security office to do so. One thing I will say, and this is what the social security individual employee that gave the seminar told us yesterday was, their office lines are just terribly busy. They are constantly either processing claims, doing new paper work, taking phone calls, etc. It is, she admitted, incredibly difficult to actually
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