Social Security Claiming Strategy Worksheet

VUB Financial Readiness Course
Planning Tool
Section 1: Your Information
(67 for most born after 1960)
Section 2: What You'd Receive at Each Age
Claiming Age % of FRA Benefit If FRA = $2,500 If FRA = $3,000 Your Estimate
62 70% $1,750 $2,100
63 75% $1,875 $2,250
64 80% $2,000 $2,400
65 86.7% $2,167 $2,600
66 93.3% $2,333 $2,800
67 (FRA) 100% $2,500 $3,000
68 108% $2,700 $3,240
69 116% $2,900 $3,480
70 124% $3,100 $3,720

Section 3: The Survivor Benefit Impact

Your surviving spouse inherits the higher of the two benefits. If you claim at 62, your spouse gets your reduced amount for the rest of their life. If you claim at 70, they get your maximum amount.

/month
/month
(monthly difference × 240)

Section 4: Break-Even Analysis

If you delay from 62 to 70, you give up 8 years of smaller checks to get larger checks forever after. The break-even point is approximately age 82.

Average life expectancy for a 65-year-old male: 84  |  Average life expectancy for a 65-year-old female: 87

Quick Math: Is Waiting Worth It?
× 96

Section 5: Why Many Veterans Have an Advantage

If you have any guaranteed income floor — military retired pay, a civilian pension, VA disability, or some combination — you may not need Social Security at 62. That lets you afford to wait. Every year you delay past FRA adds 8% to your benefit for life. If you don't have a pension floor, claiming timing matters even more — the eight-percent-per-year delay credit is the largest guaranteed raise in retirement.

Section 6: Your Decision

Section 7: Next Steps