Form SSA-7004 "Request for Social Security Statement"

What Is Form SSA-7004?

Form SSA-7004, Request for Social Security Statement - also known as the SSA Form 7004 - is a form used to request information about the individual's earning history, estimates of their and their family members' eligibility for the Social Security benefits. It is also used for the estimation of taxes paid in Social Security.

The Social Security Administration (SSA) mails the Social Security Statement annually to workers aged 60 and to those who do not receive Social Security benefits three years prior to their birthday. If an individual files Form SSA-7004, the mailing schedule will change. The Social Security statements will be sent annually after the date the request was processed.

The most recent version of the Social Security Form SSA-7004 was issued by the SSA in April 2013. An SSA-7004 printable form is available below for download.

File Form SSA-7004-SM, Request for Earnings and Benefit Estimate Statement in order to have the SSA send you the following information: a record of your earnings and an estimate of your Social Security taxes, as well as estimates of benefits you and your family members may be eligible for.

Use Form SSA-7004-SM-OP1, Request for Social Security Statement, in order to request a Statement from the SSA electronic system.

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Download Form SSA-7004 "Request for Social Security Statement"

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Form Approved
Social Security Administration
OMB No. 0960-0466
Request for Social Security Statement
Within four to six weeks after you return this form, we will send you:
a record of your earnings history;
an estimate of how much you have paid in Social Security taxes; and
estimates of benefits you (and your family) may be eligible for now and in the future.
Please note: If you have been receiving a Social Security Statement each year about three months before
your birthday, this request will stop your next scheduled mailing. You will not receive a scheduled Statement
until the following year.
We hope you will find the Statement useful in planning your financial future. Remember, Social Security is more than
a program for retired people. It helps people of all ages in many ways. For example, it can help support your family
when you die and pay you benefits if you become severely disabled.
If you have any questions about Social Security or this form, please call our toll-free number, 1-800-772-1213 (TTY
1-800-325-0778).
Please check this box if you want to get your Statement in Spanish instead of English.
Please print or type your answers. When you have completed the form, mail it to:
Social Security Administration
Wilkes Barre Data Operations Center
P.O. Box 7004
Wilkes Barre, PA 18767-7004
1. Name shown on your Social Security card:
First Name:
Middle Initial:
Last Name only:
-
-
2. Your Social Security number as shown on your card:
/
/
3. Your date of birth (Month-Day-Year):
-
-
4. Other Social Security numbers you have used:
-
-
5. Your Sex:
Male
Female
Form SSA-7004 (04-2013) EF (04-2013)
Page 1
Destroy Prior Editions
Form Approved
Social Security Administration
OMB No. 0960-0466
Request for Social Security Statement
Within four to six weeks after you return this form, we will send you:
a record of your earnings history;
an estimate of how much you have paid in Social Security taxes; and
estimates of benefits you (and your family) may be eligible for now and in the future.
Please note: If you have been receiving a Social Security Statement each year about three months before
your birthday, this request will stop your next scheduled mailing. You will not receive a scheduled Statement
until the following year.
We hope you will find the Statement useful in planning your financial future. Remember, Social Security is more than
a program for retired people. It helps people of all ages in many ways. For example, it can help support your family
when you die and pay you benefits if you become severely disabled.
If you have any questions about Social Security or this form, please call our toll-free number, 1-800-772-1213 (TTY
1-800-325-0778).
Please check this box if you want to get your Statement in Spanish instead of English.
Please print or type your answers. When you have completed the form, mail it to:
Social Security Administration
Wilkes Barre Data Operations Center
P.O. Box 7004
Wilkes Barre, PA 18767-7004
1. Name shown on your Social Security card:
First Name:
Middle Initial:
Last Name only:
-
-
2. Your Social Security number as shown on your card:
/
/
3. Your date of birth (Month-Day-Year):
-
-
4. Other Social Security numbers you have used:
-
-
5. Your Sex:
Male
Female
Form SSA-7004 (04-2013) EF (04-2013)
Page 1
Destroy Prior Editions
For items 6 and 8, show only earnings covered by Social Security. Do NOT include wages from state, local, or
federal government employment that are NOT covered by Social Security or that are covered ONLY by Medicare.
6. Show your actual earnings (wages and/or net self-employment income) for last year and your estimated earnings
for this year.
.
$
A. Last year's actual earnings:
(Dollars Only)
0
0
.
$
B. This year's estimated earnings:
(Dollars Only)
0
0
7. Show the age at which you plan to stop working:
(Show only one age)
8. Below, show the average yearly amount (not your total future lifetime earnings) that you think you will earn
between now and when you plan to stop working. Include performance or scheduled pay increases or bonuses, but
not cost-of-living increases.
If you expect to earn significantly more or less in the future due to promotions, job changes, part-time work or an
absence from the work force, enter the amount that most closely reflects your future average yearly earnings.
If you don't expect any significant changes, show the same amount you are earning now (the amount in 6B).
.
$
Future average yearly earnings:
(Dollars Only)
0
0
9. Do you want us to send the Statement:
To you? Enter your name and mailing address.
To someone else (your accountant, pension plan, etc.)? Enter your name with "c/o" and the name and address
of that person or organization.
"C/O" or Street Address (Include Apt. No., P.O. Box, Rural Route)
Street Address
Street Address (If Foreign Address, enter City, Province, Postal code)
U.S. City, State, ZIP code (If Foreign Address, enter Name of Country only)
NOTICE:
I am asking for information about my own Social Security record or the record of a person I am authorized to
represent. I declare under penalty of perjury that I have examined all the information on this form, and on any
accompanying statements or forms, and it is true and correct to the best of my knowledge. I authorize you to use a
contractor to send the Social Security Statement to the person and address in item 9.
u
Please sign your name (Do Not Print)
(Area Code) Daytime Telephone Number
Date
Form SSA-7004 (04-2013) EF (04-2013)
Page 2
Privacy Act Statement
Sections 205(a), 205(c)(2), and 1143(a)(2) of the Social Security Act, as amended, authorize us to collect
this information. We will use the information you provide to accurately identify your Social Security earnings
records, extract the recorded earnings history and to produce the requested statement.
Furnishing us this information is voluntary. However, failing to provide us with all or part of the information
may prevent the issuance of a Social Security account statement.
We rarely use the information you supply us for any purpose other than to identify your Social Security
earnings records and issue a Social Security account statement. We may disclose information to another
person or to another agency in accordance with approved routine uses, which include but are not limited to
the following:
1. To enable a third party or agency to assist us in establishing rights to Social Security benefits and/
or coverage;
2. To comply with Federal laws requiring the release of information from our records (e.g., to the
Government Accountability Office and Department of Veterans Affairs);
3. To make determinations for eligibility in similar health and income maintenance programs at the
Federal, State and local level; and
4. To facilitate statistical research, audit, or investigative activities necessary to assure the integrity
and improvement of our programs (e.g., to the Bureau of the Census and to private entities under
contract with us).
We also may use the information you give us in computer matching programs. Matching programs compare
our records with records kept by other Federal, State and local government agencies. Information from
these matching programs can be used to establish or verify a person's eligibility for federally-funded or
administered benefit programs and for repayment of benefits or delinquent debts under these programs.
A complete list of routine uses of the information you provided us is available in our Systems of Records
Notice entitled, Earnings Recording and Self-Employment Income System, Social Security Administration,
Office of Systems, 60-0059. This notice, additional information regarding this form, and information
regarding our programs and systems, are available online at
www.socialsecurity.gov
or at your local Social
Security office.
Paperwork Reduction Act Notice
This information collection meets the requirements of 44 U.S.C. § 3507, as amended by Section 2 of the
Paperwork Reduction Act of 1995. You do not need to answer these questions unless we display a valid
Office of Management and Budget control number. We estimate that it will take about 5 minutes to read the
instructions, gather the facts and answer the questions. You may send comments on our time estimate
above to: SSA, 6401 Security Blvd., Baltimore, MD 21235-6401. Send only comments relating to our
time estimate to this address, not the completed form.
Form SSA-7004 (04-2013) EF (04-2013)
Page 3
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How to Fill out SSA-7004 Form?

A Social Security Statements Request can be obtained from a local Social Security office, requested by phone or online via My Social Security account. Any person aged 25 and older who has a Social Security Number (SSN) can file the request.

The statement contains information about the benefits, the individual's eligibility for these benefits and a description of the eligibility criteria. These benefits include retirement payments, disability benefits, and family survivors' payments. Also, the Statement contains eligibility for Medicare at the age of 65. The information provided in the request is used by the SSA to calculate eligibility and credits the individual has earned. The Social Security statement will be mailed within six weeks after the request was filed.

Please refer to the instructions below when filling out your form:

  1. Block 1-5 are self-explanatory;
  2. For items 6 and 8, show only the earnings that are covered by Social Security.
  3. Block 6a. Provide the number of your actual earnings the previous year. In blocks 6a, 6b and 8 enter only the earnings covered by Social Security;
  4. Block 6b. Enter the estimated amount of earnings this year;
  5. Block 7. Enter the age you plan to stop working;
  6. Block 8. Enter the average yearly income between the current year and the year you are planning to retire. If you do not expect any changes, enter the number you entered in block 6b;
  7. Block 9. Indicate, whether you want your Social Security Statement mailed to you or to another person or organization. If you want the statement to be mailed to you, enter your mailing address. If you want the statement to be mailed to another person or organization, enter your name with c/o and the mailing address of the person or organization;
  8. Sign the form with your name, provide your daytime phone number and date the form. Mail the completed form to the following address: Social Security Administration Wilkes Barre Data Operations Center P.O. Box 7004 Wilkes Barre, PA 18767-7004.
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