Document pack
Social Security Claiming Organizer: Claiming Age Workbook, Spouse and Earnings Test Figures, Documents and my Social Security Steps
See your options side by side, with SSA's own math.
$17 one time · Word and PDF · download link by email
Who it is for
People in their late 50s and 60s deciding when to start Social Security retirement benefits, and the spouses and adult children helping them.
Not the right fit if
You want someone to tell you when to claim: this lays out SSA's own numbers so you can decide.
Why it is different
- Checked against ssa.gov, November 2026.
- Uses only SSA's published formulas; never says when to claim.
- Word, PDF and an Excel workbook.
What is inside
- Start here: the claiming rules. Full retirement age, the reduction, delayed credits, earnings test, spouses and survivors.
- Document checklist. What SSA lists to apply and what copies it accepts.
- my Social Security account steps. Setting up the account and checking your earnings record.
- Claiming comparison worksheet. A printed side-by-side for you and your spouse.
- Claiming comparison workbook (Excel). Amounts at every age from 62 to 70, a custom age, spouse benefit and earnings test.
A look inside
The first pages, as you will get them
Get it
Social Security Claiming Organizer
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information and calculators, not legal, benefits, tax or financial advice. SSA decides your benefit amount. Not affiliated with the Social Security Administration. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Questions
Common questions
What do I get and how is it delivered?
The Social Security Claiming Organizer comes as a zip with four documents, each as an editable Word file and a printable PDF: Start Here Claiming Rules, Document Checklist, My Social Security Account Steps, and Claiming Comparison Worksheet, plus an Excel workbook (Claiming Comparison Workbook). The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, and the Word files edit in Word, Google Docs or LibreOffice. The workbook is built for Excel and tested in LibreOffice; it should open in Google Sheets, but not every feature is tested there. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Is this legal or tax advice?
General information and calculators, not legal, benefits, tax or financial advice. SSA decides your benefit amount.
Is it the right fit for me?
It is made for people in their late 50s and 60s deciding when to start Social Security retirement benefits, and the spouses and adult children helping them. Skip it if you want someone to tell you when to claim: this lays out SSA's own numbers so you can decide.
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