SSA - POMS: GN 05002.220 - Replacement Social Security Benefit Statement (2024)

1.Using my Social Security (mySSA) website

The website allows mySSA Internet Users (IUs) to view, print, save, or request a mailed replacement Social Security Benefit Statement.

We issue replacement Social Security Benefit Statements as a Form SSA-1099-R-OP1 or SSA-1042S-R-OP1.

Get a copy of your SSA-1099 or SSA-1042 tax form online at https://www.ssa.gov/myaccount/replacement-SSA-1099.html

Beneficiaries will have access to their SSA-1099 or SSA-1042S tax form for any of the past 6 years for which benefits were paid.

The current SSA-1099 or SSA-1042S (most recent tax year’s benefit statement) is available after January 31 of the current year.

Historical SSA-1099 or SSA-1042S(previous five tax year’s benefit statements) are available anytime.

a. Replacement Social Security Benefit Statements available through mySSA include:

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  Title II only,

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  Title II and Title XVI (concurrent), and

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  See Also

  How can I get a detailed earnings statement that includes my employers or a certified record of my yearly earnings and taxes?How can I get a replacement form SSA-1099/1042S, Social Security Benefit Statement?How Did the Reintroduction of the Social Security Statement Change Workers' Expectations and Plans?Contact Us

  Title II and Title XVIII claimants.

b. Social Security Benefit Statements unavailable through mySSA include:

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  Title XVI only,

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  Title XVIII only, and

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  Statements for individuals who cannot create an account.

c. Creating a mySSA account

Internet users (IU) must successfully register and pass authentication to create a mySSA account.

To create the account, see https://www.ssa.gov/myaccount/.

d. Request the benefit statement via mySSA by following these steps:

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  Select "Replace Your Tax Form SSA-1099/SSA-1042S" link,

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      Choose the year you want to view a benefit statement for and then select "Download",

    See Also

    Access Your New Social Security Statement Online | SSA

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  Select the “Notice 703” or "Prior Year Forms and Instructions" link (Internal Revenue Service (IRS) worksheet) to access IRS Notice 703.

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  See more information on federal income tax rules for Social Security benefits or if the beneficiary receives a SSA-1042S, refer to IRS Publication 915, or

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  Select "Request a Paper Copy of your SSA-1099/1042S by Mail" link to have a paper copy of the current SSA-1099/1042S sent to the address on file. The IU should allow 10 days for receipt or 30 days if the beneficiary lives outside the United States.

NOTE: Users cannot request a replacement of current benefit statements from mid-December through January 31 each year. However, historical benefit statements are accessible for any of the past 5 years for which benefits were paid.

2.Calling SSA’s National 800 Network Number (N8NN)

3.Visiting or calling our local field offices (FOs)

If the beneficiary visits the FO or calls to replace a benefit statement:

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  Identify claimants following the instructions in GN 03380.005;

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  Verify the beneficiary’s complete mailing address, including city, state and zip code; then

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  Replace the Social Security Benefit Statement from options listed:

  1. a.

     Obtain an online Query; select the option 1099 (Benefit Statement) on the SSA Master File Query Menu; print the query with a SSA-1099-F2-INST (Benefit Statement Instruction Sheet), which includes IRS Notice 703. For a Master File Online Queries-Overview, see MSOM QUERIES 05203.001. For a copy of the SSA-1099-F2-INST along with the IRS 703 publication, see OS 15010.515.

  2. b.

     Request a Central Office replacement per MSOM QUERIES 05203.009.

  3. c.

     Suggest the beneficiary use the website mySSA. The user can immediately view,print, and request a replacement statement in the mail.