SSA-L9781 Retirement, Survivors and Disability Insurance: Earnings

Social Securit Administration
Retirement, Survivors and Disability Insurance
Important Information
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Date:

,

Claim Number: ~ . # W - Z-,W$fd)
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I a m writing to ask your help in making suse that we are paying you the correct
amount of Social Security benefits. We need you to give us current information
a b u t your work.
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Earlier, you told us that your earnings this year would be about $.y ~ c x,
a Your phns,
however, may have changed. Because we want to make sure that we are paying
you accurately, we want you to che& your estimate for this year, and let us know
if it is different We also need know about y o u work plans for 200b
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The enclosed form has some questions about your work for this year and next yearAfter you complete it, please mail it ia the enclomd envelope. We need to hear from.
you as soon as possible, because we need to know if your estimate for 2006 is still
*ht.
b

Thank you for taking the time to assist us. We would like ta give you the best possible

sewice and hope that you find this form a convenient way to inform us about your work
plans.

If you have any questions, you can call us toll free at 1 -800-772-1
213,7:00 a.m. to
7:00 p.m. Monday through Friday. We can answer most q u e s ~ o n over
s
the phone.
Our busiest times are the first week of the month and Mondays. So, we may be able ta
handle your call more quickly if you can call us at other times. lf you prefer to visit or
call one of our offices, use the 800 l~umberand we can give you the office address and
telephone number. Please have this letter with you if you call o r visit an office. It w i l l
help us answer your questions.
Sincerely,

commissioner

Social Security Administration

Enclosures:
Ehmings Estimate Form SSA-L9781-SM
Envelope

Form SSA- LV8l -Sh1(%20d)

6

We have put together a list of questions that will help you update your earnings
estimate. Please answer them carefully. Before you answer our questions, we
want to talk briefly about how to estimate your earnings.

It may not be easy for you to figure ahead of time how much you w i l l make in
200$ and 2006. But if you keep these pointers in mind, you should have no problem.

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If you are paid wages, base your estimate on what you expect to earn before
taxes or other deductions for the whole year. Be sure to include bonuses,
vacation pay, sick pay, tips of $20 or more a month, and any contribution that
you make from your salary to a tax deferred savings plan
Drop from your estimate any money you will get from yaur employer &year
for work you did last year or before. Also, do not include:
a

Social Security, r a h a d or civil
service retirement, veterans,
black lung or public assistance
benefits;

&ts or inheritances;

pensions and other retirement
payments which are not
reported on your W-2 form;

rental income;

gain (or loss) from the sale of capital
assets;

unemployment or worker's
compensation;

investment income;

jury duty payments.

a interest from savings accounts;

life insurance annuities and
dividends;

If you a= self-employed,base your estimate on what you think yaur net
earnings will be - just Like on ur tax return If you became entitled t,a Social
Security benefits before 20$(I)
do not include %your estimate any Federal
agricultural program payments you expect in 200& and (2) do not include
seli-employment income received in 20
rom carry-overcrops for work you
did before you became entitled to Social ecurity benefits-

%

If you get both wages and income from self-employment, add the two amounts
tagether. The total is your estmate.

Form SSA- L9781 -SM(7 -200P)

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Page 2
&1%n61cb! y&/
rn You will reach full retirement age in.-

Beginning with the month of full retirement age, the earnings limit no longer
applies. If you w i l l reach full retirement age in January
you do not have
to complete question 5 -ding
your earnings for 2 0 9 .
7

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7

People who reach fuU retirement age in February through Dece ber 20M7
should exclude from their estimate of yearly earnings for ZOO$ ny wages earned
in the month they reach full retirement age and all fobwing months. Selfemployment income should be prorated based on the number of month under
full =tiremen t age. That is, divide expected net earnings (or loss) for 200 b~
the number of months of self-employment and multiply this result by
the number of months in 200%before you reach full retirement age

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Now,you are ready to answer the following questions about your earnings. And again,

Form SSA- L978l -SM(7-20~kj

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Form Approved
OMB No. UWW

Page 1
For

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1* How
Earlier, you told us
will earn
this year.
much do
now think you will earn in
rid.--

you

(;File Typeapplication/pdfFile Modified2006-10-04File Created2006-10-04