Requesting the Benefit Matrix for Social Security Survivor Benefits

Thanks so much for sharing your knowledge and expertise in today’s meeting.  I just wanted to follow up with a quick note to see if you’d been able to determine the name of the form or report I would have clients ask for when they go into the office (or call in) that details their potential survivor benefit amount.  I get nervous accepting just a verbal amount when advising clients on decisions regarding lifetime income streams!   ….. not that I think a SS rep could ever be wrong, but…

When advising clients on decisions regarding Social Security survivor benefits, it's essential to have accurate and detailed information. The document you're referring to is called the "Benefit Matrix." This report provides a breakdown of the potential survivor benefit amounts, which can help ensure that the decisions made about lifetime income streams are based on precise figures rather than just verbal estimates.

Clients can request the Benefit Matrix when they visit a Social Security office or call in to inquire about survivor benefits. This document will give you a clear, detailed view of the benefit amounts they may be eligible for, based on their specific circumstances.

Having this report allows you to confidently guide your clients in making informed decisions, ensuring that they are fully aware of the benefits they may receive.

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