In organizing our important documents, this Social Security correspondence post concludes the first category of File Box 3. 🙂
Along with our annual statement(s), identification card(s), photocopy of identification card(s), and photocopies of all checks paying self-insurance tax, the last set of documents is all Social Security correspondence.
Social Security Correspondence
When you enroll for benefits (disability, retirement, etc.), file a claim, make changes to your record, or contact the Administration, keep a record of your correspondence.
Though I have not needed these benefits for my family, I know more than a few families who receive Social Security checks.
Keeping pay stubs and correspondence noting benefit amounts will save you time and energy at tax time.
Weekly Project: File all Social Security correspondence.
If you have not contacted the Administration, then your file is complete. In filing all our Social Security documents, we need to celebrate. Enjoy the accomplishment of using time wisely.
If you are still working on organizing these documents, then don’t give up. Your efforts are not in vain. Go at your own pace, but keep moving forward. Happy organizing!
Question: What additional Social Security documents would you add to this category?