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 · 14-day full refund · 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

Page 1 of the Start Here Claiming Rules (Social Security Claiming Organizer) — First page of Start Here Claiming Rules

Get it

Social Security Claiming Organizer

Email for your download link

Choose what to getGood: This kit · $17Better: This kit + Turning 65 Medicare Checklist · $28.25 regular ~~$32~~, you save $3.75Turning 65 Medicare Checklist is 25% off when bought with this kit (regular $15).Best: Better + the Yearly Updates Pass · $57.25 regular ~~$61~~, you save $3.75The pass ($29) gives you every refreshed edition of the kits you own for one year. One payment, no automatic renewal.

One-time prices. You pay only for the option you choose.

LicensePersonal, $17: one business, your own useTeam, $68: up to 10 users in your organizationOrganization, $170: up to 50 users in your organization

Team and organization licenses let you share the files within your organization. No resale or public posting. The multiple applies to the main product; an add-on or Updates Pass chosen with it keeps its own price. How licenses work.

Gift This is a gift. We email the recipient a download link on the date you pick. You pay now and get the receipt.

I have read the terms and privacy policy. I understand this is a set of templates and general information, not accounting, tax or legal advice.

14-day full refund. If it is not right for you, email us within 14 days and we refund you in full. Terms

Secure checkout by Stripe · instant download right after payment, link also by email · files: Word and PDF · one-time price, no subscription · plus sales tax where applicable · made by MCC Solutions in Cranford, NJ

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Uses the email and terms box above. You get the same download link by email.

ZIP code (for sales tax)

Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.

Get every update for a year, $29: the Yearly Updates Pass gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal.

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.

Ways to get it

Just this kit, or more

This kit

$17 one time

Social Security Claiming Organizer.

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Membership

$29 a month

Every kit and document pack in the store, including new ones. Cancel any time.

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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. If it is not right for you, email us within 14 days of buying for a full refund.

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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