Use the following procedures to process requests for Social Security Statement.
When SSN holders call, visit or write to your office to request a Social Security
Statements:
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Make sure that the requesters meet all access and disclosure requirements in GN 03305.000 and GN 03340.000.
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Advise requesters that they can complete and mail in a paper Form SSA-7004-SM-OP1
or they can use the SSA-7004 format on SSA's Internet web site to submit the request
electronically. By either method, they will receive a paper SSA-7005-SM, Social Security Statement, by mail in return.
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Tell requesters that it is mandatory to complete items 1 through 5, and item 9 of
whichever version of the Form SSA-7004 that they submit. We will use that information
to verify the record they are requesting and to mail the resulting Statement. Requesters
submitting a paper SSA-7004-SM-OP1 must also sign and date the form in the signature
block.
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Tell requesters to complete items 6 through 8 on the form, showing current and future
earnings information and age at which they plan to stop working. We need this information
to provide realistic benefit estimates, but these items are not mandatory. If requesters
do not complete these three items, we will use $0 for items 6 and 8 and age 62 for
item 7 when we calculate their credits and benefit estimates for the Statement.