Using Time Wisely

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Social Security: Getting Your Annual Statement

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Overview of File Box 3In organizing our important documents, we have worked through Box 1 (personal documents) and Box 2 (insurance documents).

With an overview and a show-and-tell of Box 3 complete, I will begin sharing the contents of my file box 3 (retirement and investment documents) starting with the first category – Social Security Documents.

The Social Security Documents category contains the following documents which you may or may not have:

Social Security Documents

      • Annual Statements
      • Identification Cards
      • Photocopies of Identification Cards
      • Copies of checks for paid self-insurance tax

Getting your Annual Statement

If you are 25 years old or older and not receiving Social Security benefits, you should receive your annual statement via the U.S. Postal Service. Per the Social Security Administration’s website, the annual statements are mailed 3 months prior to the worker’s birth month.

Not sure of the accuracy of that information because I receive my Social Security Annual Statement about a month after my birthday. If my statement is mailed 3 months prior to my birth month, then the processing takes a long time, or Pony Express is still alive and well. 🙂

If you have not received your Social Security Annual Statement, you can access it online. Follow this link to the Social Security website. You will need to create an account to verify your identity.

To get your important documents organized to save money, energy, and time, start. You can begin at Box 1, Box 2, or right here as we tackle Box 3 week by week. To guide you along this journey, I will present a project each week to get your important documents organized, accurate, and complete. Are you ready to get organized?

Weekly Project: Get your Social Security Annual Statement.

Find it in your paperwork or obtain it on-line.

Next week, we will continue this journey reviewing your annual statement for accuracy. Keep organizing. I know your schedule is busy, school is back in session, and the paperwork pile remains.

In using time wisely to get your important documents organized you will save money (from paying for documents you already have), energy (searching for documents in a thick pile), and time (moving documents to find the right one). Start where you are, complete the weekly project, and happy organizing!

Question: Which box/file are you organizing?