Help - The 1099-A Process

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Social Security Trust

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Tef

I finished all 3 parts of The Trust. Awesome! What I didn't get is how to find out how much is in there (on the ledger) before the age of 65. How do I find out?

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Administrator
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Chris says you would go to the SSA office and request that. 

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Tef
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So one can get the on-ledger information from the SSA office as well, however the off-ledger can only be had when you reach 65 when the trust matures, correct?

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WarriorBride
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Does the trust mature at 65 for everyone or just some born certain years? Has anyone you know had success in getting that information?

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Dale Smith
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I'm 65.  I've tried getting that info over the phone and they all play dumb.  Don't feel empowered enough to go face-to-face with them.  

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