Excerpt from “Social Security: Maximize Your Benefits”

Stack of Files and Papers

 

Getting Official Documents for When You Apply for Benefits

When you apply for Social Security benefits you’ll need your birth certificate for retirement benefits, and marriage, divorce and death records for spousal, ex-spousal, survivor or dependent benefits.  The Centers for Disease Control and Prevention (CDC) provide a helpful Web page located at www.cdc.gov/nchs/w2w.htm that offers links to where to write for vital records.

Select the correct state and area and follow the guidelines at  www.cdc.gov/nchs/w2w/guidelines.htm. The Federal government does not provide certificates for benefits. For your information, many states will allow you to order via telephone, online or by mail. Charges for each certificate vary but average around $20 each. Allow two to three weeks for delivery. However, for an extra change many states have overnight express mail.

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Maximizing Social Security Benefits with Guest Kathleen Sindell

Lange Money Hour

 

Maximizing Social Security Benefits with guest Kathleen Sindell, Ph.D.

Kathleen Sindell, Ph.D. was recently interviewed by Jim Lange for the Lange Money Hour. Jim is a nationally-recognized tax, retirement and estate planning attorney with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania.  He is the President and Founder of The Roth IRA Institute™ and a bestselling author. According to Jim Lange,” Social Security: Maximize Your Benefits is blissfully short, but complete.” 

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