This site provides information to financial planners regarding the various Social Security programs and Medicare and is a valuable resource in helping your clients plan for retirement or other life events.

Watch our video How Social Security Can Help You Plan for Retirement, to understand the role that Social Security plays in retirement planning.  In addition, knowing the planning tools and other help available from Social Security makes retirement planning so much easier.

Online Applications For Social Security Benefits

Social Security offers online applications for retirement, spouse’s, Medicare and disability benefits.

Benefit Estimates

Choose the Retirement Estimator to estimate potential retirement benefit amounts using different retirement dates and levels of future earnings.

If you need information about disability and survivor benefit amounts, in case of disability or death as well as retirement benefits, choose one of our Other Benefit Calculators.

Related publications

If You Already Have A Benefit Estimate

Benefit amounts can be affected by a number of different factors. If you already have a benefit estimate, use the information on:

Related Retirement Information

Other Social Security Information

Under certain circumstances, Social Security can provide a speaker to discuss our programs, benefits, and services. We provide speakers free of charge, and they are generally available during business hours only.  If you'd like to have a Social Security representative speak at a conference, pre-retirement seminar or study group meeting, please visit our Request a Speaker page.