Financial Planners tax forms
This site provides information to financial planners regarding the various Social Security programs and Medicare and is a valuable resource in helping your clients plan for retirement or other life events.

new Information for tax preparers and their clients on Social Security Tax Documents

Online Applications For Social Security Benefits

Social Security offers online applications for retirement, spouse’s, Medicare and disability benefits.

Benefit Estimates

Visit our Calculators page to get an estimate of your future benefits or find out how other factors, such as work or a pension from a job not covered by Social Security, can affect your benefits.

You may also want to read “Other things to consider" to help decide when it's the best time to start benefits.

Related publications

Related Retirement Information

Changes to Social Security Claiming Strategies from the Bipartisan Budget Act of 2015

Have you heard that some of Social Security’s rules about claiming benefits are changing?

Visit the following resources to help you understand the changes:

Downloadable Statement Developers Guide

The Machine Readable Downloadable Statement Developers Guide provides guidance for companies to develop financial and retirement planning software that will read the file generated by SSA and provided by a my Social Security user who has downloaded their file. It includes a file format guide to aid software developers in understanding the layout of the machine-readable file. The file format guide will include information such as what fields may appear in the file, their possible values, and short descriptions of each.

Other Social Security Information

Under certain circumstances, Social Security can provide a speaker to discuss our programs, benefits, and services. We provide speakers free of charge, and they are generally available during business hours only.  If you'd like to have a Social Security representative speak at a conference, pre-retirement seminar or study group meeting, please visit our Request a Speaker page.

What You Can Do Online

My Social Security - Sign In or Create An Account