Am I Eligible For Social Security Benefits As A Surviving Spouse?

Flowchart guides clients on Social Security survivor benefits, covering eligibility and implications.

Key Benefits

Eligibility Criteria Discuss eligibility and age requirements for survivors, including differences between surviving spouses and ex-spouses, to help clients understand when they can start receiving benefits.

Marital Duration and Age of Collection Clarify the length of marriage rules and the age at which benefits can be collected by the survivor, providing a clear timeline for eligibility.

Implications of Remarriage and Children Explain how remarriage affects eligibility for survivor benefits and the impact of having dependent children, which can alter benefit amounts and qualifications.

Disability Considerations Address how the presence of a disability influences survivor benefit claims, ensuring clients with disabilities understand their specific entitlements.

About This Resource

Our “Am I Eligible For Social Security Benefits As A Surviving Spouse?” flowchart simplifies understanding survivor benefits. It covers eligibility, age considerations, marital duration, remarriage impacts, and effects of having children or a disability.

Financial Synergies
Wealth Advisors

Financial Synergies Wealth Advisors is a fee-only financial advisor and wealth management firm located in Houston, Texas. For over thirty-five, years we’ve been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients, they become part of our extended family, and in the past three decades we’ve developed multi-generational relationships with many of them.

Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine investment management and holistic financial planning to provide total wealth management for our clients. Together, we’ll construct a financial game plan and investment strategy to meet your goals, and give you greater confidence in your future.