Steps on How to Get a PDF of Your Social Security Benefits
Create an Account
Social Security will now prompt you to “Please tell us who you are”. Enter the following information.
Social Security will now verify your identity.
Your Social Security Profile is now visible to you...
View & Email Advisor
You can view your statement now.
Final step: Contact the advisor or financial professional you wish to work with and attach the PDF to an email. Encrypt and send.
From there, we can now run your Social Security analysis.
Thank you for following these steps and if there are any other questions, we would be glad to answer them. If you would like more information, our Social Security analyses are completed through HealthView Services – please check out their site for more information.
What You Need to Know About Social Security