Research and Analysis by Kenneth A. Couch

The Social Security Statement: Background, Implementation, and Recent Developments
from Social Security Bulletin, Vol. 74 No. 2 (released May 2014)
by Barbara A. Smith and Kenneth A. Couch

In 1995, the Social Security Administration (SSA) began mailing annual earnings and benefit statements to workers aged 60 or older. By 2000, SSA was sending these statements to all workers aged 25 or older. It was the largest customized mailing ever undertaken by a federal agency. This article describes the development and implementation of the Social Security Statement; the changes in its distribution, content, and appearance over time; its relationship to SSA's strategic plans; and the surveys SSA commissioned to measure public awareness and knowledge of Social Security.