Social Security to resume benefits statement mailings

CHICAGO Sat Apr 19, 2014 7:10pm EDT

An American flag flutters in the wind next to signage for a United States Social Security Administration office in Burbank, California October 25, 2012. REUTERS/Fred Prouser

An American flag flutters in the wind next to signage for a United States Social Security Administration office in Burbank, California October 25, 2012.

Credit: Reuters/Fred Prouser

Related Topics

CHICAGO (Reuters) - Paper Social Security benefits statements, which used to be mailed out every year and then fell victim to budget cuts, are going to make a partial comeback.

Starting this September, the Social Security Administration (SSA) will resume mailings at five-year intervals to workers who have not signed up to view their statements online, an agency spokesman told Reuters. The statements will be sent to workers at ages 25, 30, 35, 40, 45, 50, 55 and 60, he said, adding the agency would continue to promote use of the online statements.

The SSA stopped mailing most paper statements in 2011 in response to budget pressures, and saved the SSA $70 million annually - about 50 cents per mailed statement. But the decision has been a sore point with some critics, who argue the statement provides a valuable annual reminder to workers of what they can expect to get back from payroll taxes in the future.

The annual statement includes an estimate of monthly benefits at various claiming ages, and for disability claims. It explains how benefits are calculated, and displays the worker's history of income subject to Social Security tax.

The SSA budget is funded mainly by the same payroll tax revenue used for paying benefits but Congress, which approves the agency's budget, has approved less than the agency's request in 14 of the past 16 years. In fiscal 2012, for example, SSA operated with $11.4 billion, just 88 percent of the amount requested.

The cuts have led to sharp reductions in SSA customer service. Nationwide, staff is down to 62,000 from a peak of 70,000 in the 1990s.

So far, only 10 million American wage earners - just 6 percent of all workers - have signed up at the site. ( Critics note that many of the workers who will be most reliant on Social Security in retirement are least likely to have Internet access, including low-income and non-English speaking minorities.

The partial restoration of mailed statements was made possible by an improved budget outlook. The SSA's fiscal 2014 budget was boosted to $11.7 billion and President Barack Obama's fiscal 2015 budget request is $12 billion.

"It's a step in the right direction," said Nancy Altman, co-director of Strengthen Social Security, an advocacy group. "But the mailings shouldn't be limited to workers who haven't signed up (for) online accounts. Just because people have signed up, it does not mean that they revisit it to check their earnings statements."

For more from Mark Miller, see

(Follow us @ReutersMoney or here

Editing by Lauren Young and Frances Kerry)

We welcome comments that advance the story through relevant opinion, anecdotes, links and data. If you see a comment that you believe is irrelevant or inappropriate, you can flag it to our editors by using the report abuse links. Views expressed in the comments do not represent those of Reuters. For more information on our comment policy, see
Comments (9)
OneOfTheSheep wrote:
My experience with the 62,000 SSA customer service staff strongly suggests all should be fired and people who actually WANT to provide “Customer Service” hired. The waits to talk to someone are intolerable, the attitude of the people insufferable.

If you aren’t easily and quickly pleased that they talk to you, or have the audacity to insist someone get off their butt and GET INFORMATION available ONLY to them, they hang up on you. They can’t be fired, and obviously know it.

So the real question is: By what means can “We, the people” fix this current mess?

Apr 19, 2014 7:42pm EDT  --  Report as abuse
G_E wrote:
Sounds like a cry for more money – out of OUR pockets which is then transfered to theirs!!!

Apr 19, 2014 10:02pm EDT  --  Report as abuse
Stanley7746 wrote:
I did find the paper notice valuable to my plans for retirement.

They cannot be fired and some cannot stop themselves.

Apr 19, 2014 10:22pm EDT  --  Report as abuse
This discussion is now closed. We welcome comments on our articles for a limited period after their publication.