fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

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Client To-Do Lists - NEW!
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Client To-Do Lists - NEW!
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For Premier Members only For Premier Members only

Filing For Social Security

What Do I Need To Do To File For Social Security?

Once a client has decided when and how to claim Social Security, they still need to gather information, complete the application, and monitor the process. Preparing ahead of time can help make filing feel more manageable.

To help clients move forward, we created the “Filing For Social Security” Client To-Do List. It outlines practical steps, including:

  • Gathering personal, banking, and supporting records
  • Confirming benefit and tax withholding details
  • Creating or accessing a “my Social Security” account
  • Reviewing earnings history
  • Completing and reviewing the application
  • Monitoring notices and benefit payments
  • Keeping copies of important records

Use it to help clients prepare, complete, and follow up on their Social Security application with greater confidence.

Related Guides
Client To-Do List
Loss Of A Loved One
Category: Client To-Do Lists - NEW!
For Premier Members only For Premier Members only
Client To-Do List
Identity Theft Recovery
Category: Client To-Do Lists - NEW!
For Premier Members only For Premier Members only

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“I find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”
— An Advisor from California
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“I love fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”
— An advisor in Utah
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
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