Form SSA-7004. Request for Social Security Statement
Form SSA-7004, the Request for Social Security Statement, allows individuals to request a statement that provides an estimate of their Social Security benefits, earnings history, and an overview of the benefits that may be available to them. The main purpose is to give individuals a clear picture of their potential Social Security benefits, aiding in financial planning.
For example, someone nearing retirement age might use this form to request a statement that outlines their expected benefits. The benefits include helping individuals plan for retirement, understand their potential benefits, and make informed decisions about their financial future.
The parties involved are individuals who want to receive their Social Security statement and the SSA. The form is simple and typically requires personal information, such as name, Social Security number, and date of birth. It's important to provide accurate personal information to receive an accurate statement.