Social Security Analysis Worksheet

To request your SS Timing report, please fill out the analysis worksheet below.

 All fields are required except for Spouse information and Home Phone:
Your First Name: Last Name: DOB:
Social Security benefit at full retirement (e.g. Age 66): $
Spouse's First Name: Last Name: DOB:
Spouse Social Security benefit at full retirement (e.g. Age 66): $
Email Address:
Cell Phone: Home Phone:
 
Are you currently working?
If Yes, how long are you planning to work? years
Are you currently receving Soc. Sec. Benefits?
If Yes, what is the monthly benefit amount? $

Is your spouse currently working?
If Yes, how long are they planning to work? years
Is your spouse currently receving Soc. Sec. Benefits?
If Yes, what is the monthly benefit amount? $
 
Estimated Future Annual Earnings $ Until Age
Spouse's Future Annual Earnings $ Until Age
 
  CLIENT SPOUSE
Desired Retirement Age
Income Needed Now
Income Needed at Retirement