SOCIAL SECURITY FACT FINDER Step 1 of 6 16% Client Name First Last Client Marital Status*MarriedNot MarriedClient Gender Male Female Client Date of Birth* Month Day Year Client Employment Status*EmployedSemi-RetiredRetiredClient Employment Income*Client Other Income(NON-INVESTMENT ONLY)Client Desired Retirement Age* Co-Client Name First Last Co-Client Gender Male Female Co-Client Date of Birth Month Day Year Co-Client Employment StatusEmployedSemi-RetiredRetiredCo-Client Employment IncomeCo-Client Other Income(NON-INVESTMENT ONLY)Co-Client Desired Retirement Age Is your client eligible?* Yes No Receiving Now What is your client's amount of benefit?*What is your client's Primary Insurance Amount (PIA)?*When does client want to start?* At Full Retirement Age Other specific age Unsure What is the client's Full Retirement Age?At what client's age?* Is your co-client eligible? Yes No Receiving Now What is your co-client's amount of benefit?What is your co-client's Primary Insurance Amount (PIA)?When does co-client want to start? At Full Retirement Age Other specific age Unsure What is the co-client's Full Retirement Age?At what co-client's age? Are either of the clients subject to the windfall elimination provision or the government pension offset?* Yes No If so, please provide statements and/or amounts.Upload statements here.Max. file size: 8 MB. Please upload any documents you fell will aid in the Social Security fact finding process for your clients. Drop files here or Select files Max. file size: 8 MB.
