Secure Document Upload
Ensuring the privacy and security of your data is a top priority for us. You can rest easy knowing that we take every precaution to provide an online document upload service with high-grade security.
Please upload the most recent version of the following documents:
- Pension estimates (if any)
- Complete statements on IRAs, 401(k)s, or any other accounts set aside for retirement purposes
- Prior two years tax returns
- Social Security benefits estimate (find on mySSA account at SSA.gov)
- Social Security earnings record* (find on mySSA account at SSA.gov)
* The earnings record that we require is separate from the incomplete one found on page 2 of the benefits statement. To make the planning process as smooth as possible, please provide the full earnings records. You can find this info by logging into your mySSA account at SSA.gov and clicking the highlighted link in the example as below: