Section 1143 of the Social Security Act, as amended, requires SSA to provide to Social
Security Number (SSN) holders, upon their request, statements of certain information
from their Social Security records. This information includes the wages and self-employment
income reported to the SSN holders’ records, estimates of the tax contributions they
and their employers paid, and estimates of the potential benefits for which they and
their families may qualify based on those earnings. SSA uses the Social Security Statement,
Form SSA-7005-SM (formerly known as the Personal Earnings and Benefit Estimate Statement,
or PEBES), to provide the required information.
There are four versions of the Statement.
SSA-7005-SM-SI, which is issued automatically each year to eligible individuals age
25 and older (see RM 01305.000),
SSA-7005-SM-OR, which is sent to SSN holders at their request,
SSA-L7005-SM-SI, which is a one-page letter issued automatically each year to eligible
individuals age 25 and older who have only non-covered earnings, and
SSA-L7005-SM-OR, which is a one-page letter sent to SSN holders who request a Statement and have only non-covered earnings.
This subchapter discusses requests for Statements.
Use this subchapter to process requests received by mail on Form SSA-7004-SM-OP1,
Request for Social Security Statement, or in the form of correspondence that contains
all required information for identifying the requester's record.
NOTE: SSN holders also may submit requests for Social Security Statements through the
electronic version of the request form that is located on SSA’s Internet web site
(www.socialsecurity.gov/mystatement ). These requests do not go to FOs or WBDOC for processing; they go directly to the
National Computer Center in Baltimore for processing through the system.