Tip 1

If you are married, you and your spouse should each fill out your own Ballpark E$timate worksheet taking your marital status into account when entering your Social Security benefit in Step 2.

Tip 2

The non-interactive ballpark provides estimated Social Security benefits based on several income ranges. For a more personalized figure, use the appropriate benefit figure from "Your Social Security Statement." All Americans over the age of 24 not currently receiving Social Security Benefits receive a personalized statement annually three months before their birthday. If you haven't received your statement, contact the Social Security Administration at 1-800-772-1213 or online at http://www.ssa.gov/.

Tip 3

If you don't know how much you will receive annually from your traditional employer pension or defined benefit plan, contact the benefits or human resources professional in your office.

Tip 4

If you anticipate receiving income from an annuity in retirement, enter the amount you expect to receive annually in "Other" on line 2 of the non-interactive version or line 14 of the interactive version.

Tip 5

If you have a question or concern that is not addressed here, visit the Frequently Asked Questions page or contact ASEC.