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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Retirement/Decumulation, 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.

 

Click here for a client-facing email template.

Related Guides
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Social Security Disability Benefit Rules
Category: Retirement/Decumulation
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Social Security Benefit Rules For Divorced Spouses
Category: Retirement/Decumulation
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Flowchart
Social Security Benefit Rules For Surviving Spouses
Category: Retirement/Decumulation
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Social Security Benefit Rules For Spouses
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Flowchart
Social Security Benefit Reduction Rules
Category: Retirement/Decumulation
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Checklist
Social Security Retirement Benefit Issues
Category: Retirement/Decumulation
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Flowchart
Social Security Fairness Act Rules
Category: Retirement/Decumulation
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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
“It’s one of the best software products I have seen. It’s exactly what I have been looking for and trying to build internally. Well done!!!”
— Kate, an advisor in Florida
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
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