Thank you for your purchase of the Social Security Analysis and Strategy Report.
Before getting started, you will need:
- Social Security statement for you and your spouse, if married
- Earnings Record for you and your spouse, if married
(If needed, please visit www.ssa.gov to download your SS statement and Earnings Record.)
To get started, download the editable form here and return it to us using the secure upload link here. Before you enter any information into the downloadable questionnaire, please be sure to save the form to your computer. Once the information is completed, please save it again. We also require a copy of your Social Security Report and your Earnings Record for you and your spouse with the completed form in your upload response. Click here to review this quick video message to answer any questions you may have. If you still have questions, please call 480.550.6556 or email [email protected]. Thanks!