Social Security Fact Finder

For many people entering into retirement, Social Security retirement benefits are often the main source of retirement income. Knowing the options and strategies available for potentially enhancing those benefits can be a key factor in the total amount of Social Security benefits you will be projected to receive over your lifetime.

Please answer the following questions for yourself and your spouse if applicable.

Name*

First NameLast Name

Email*

example@example.com

Phone Number

Please enter a valid phone number.

Spouse Name

First NameLast Name

Spouse Email (if different)

example@example.com

Current marital status*

MarriedWidowedDivorcedSingle (never married)

	You	Spouse
Current age?
What age is your full retirement age (FRA)? (see chart below)
(If FRA is unknown, what is your year of birth?)

	You	Spouse
What is your primary insurance amount (PIA)?

Are you considering claiming Social Security retirement benefits:

	YOU	SPOUSE
Prior to FRA
At FRA
Delaying past FRA

	YOU	SPOUSE
Do you have adequate resources besides Social Security retirement benefits to meet your retirement needs?

Full Retirement Age (FRA) is based upon the year you were born:

1937 or earlier	1938 - 1942	1943 - 1954	1955 - 1959	1960 and later
65	65 + 2 Months for every year after 1937 until 1943	66	66 + 2 Months for every year after 1954 until 1960	67

	You	Spouse
Will you use your Social Security benefits at retirement for living expenses, or are you planning on saving them?

	You	Spouse
Do you have health concerns or concerns about a shorter life expectancy?

Survivor checklist (if applicable)

	Yes	No
Have you remarried?

If yes, age at remarriage:

	Yes	No
Do you have any dependent children?

If yes, how many are under age 18?

If yes, how many are age 19 and still in high school?

If yes, how many are disabled and cared for at home?

Divorce Checklist (if applicable)

	Yes	No
Are currently married?
Were you married to your former spouse for at least 10 years?

	Yes	No	Uncertain
Is your former spouse at least age 62?

When was your divorce final? Date

What is your former spouse's PIA?