Request Your Social Security Timing Report

When to start collecting Social Security? To make the most of your benefits, you'll need to time it right. We take your specific information and give you a report that lays out different scenarios about how to maximize

This form asks about your projected income at Full Retirement Age. You can find information about your estimated future benefits by looking at your social security statement.

To access your social security statement online, create a “my Social Security” account at the Social Security Administration’s website: https://www.ssa.gov/myaccount/

To request your Timing report, please fill out the analysis worksheet:

* Indicates required field

Name: *

Date of Birth *

Social Security benefit at full retirement *

Email Address: *

Phone: *

City & State *

Spouse's Name: *

Spouse's Date of Birth *

Spouse Social Security benefit at full retirement *

Household Income Sources

Earned Income (if currently working)

Spouse's Earned Income (if currently working)

Are you currently working? *

Yes No

Monthly income *

Social Security Income (if currently collecting)

Are you currently receiving benefits? *

Yes No

Monthly Benefit Amount *

Spouse Income *

No Income/ Retired N/A

Spouse's Monthly Income *

Spouse's Social Security Income (if currently collecting)

Spouse's Benefits *

None/ Not yet N/A

Monthly Benefit Amount *

Client

Desired Retirement Age *

Income Needed Now: *

Income Needed at Retirement: *

Spouse

Desired Retirement Age *

Income Needed Now: *

Income Needed at Retirement: *

Comments/ Contact Preferences *

Submit

Social Security ​Timing Report

To request your Timing report, please fill out the analysis worksheet:

Household Income Sources

HIQS Group 2024

Social Security
Timing Report