User's Guide for Social Security Benefit Calculator 1 Table of Contents Social Security Benefit Calculator .................................................................................................. 1 How to... .......................................................................................................................................... 3 Install/uninstall on Windows ...................................................................................................... 3 Install/uninstall on a Mac ............................................................................................................ 3 Entering data for a new case ....................................................................................................... 3 Estimate a normal retirement benefit .......................................................................................... 4 File structure ............................................................................................................................... 4 Menus ............................................................................................................................................ 11 File menu .................................................................................................................................. 11 File menu commands ............................................................................................................ 11 New command (File menu) .................................................................................................. 11 Open command (File menu) ................................................................................................. 11 File Open dialog box ............................................................................................................. 11 Save command (File menu) .................................................................................................. 12 Save As command (File menu) ............................................................................................. 12 File Save As dialog box ........................................................................................................ 13 Calculate Estimate ................................................................................................................ 13 Page Setup command ............................................................................................................ 13 Print command ...................................................................................................................... 14 Print Preview command (File menu) .................................................................................... 15 Print Preview toolbar ............................................................................................................ 15 Print Setup command (File menu) ........................................................................................ 16 i Table of Contents Print Setup dialog box ........................................................................................................... 16 1, 2, 3, 4 command (File menu) ............................................................................................ 17 Exit command (File menu) ................................................................................................... 17 Edit menu .................................................................................................................................. 17 Edit menu commands ............................................................................................................ 17 Undo/Can't Undo command (Edit menu) ............................................................................. 17 Cut command (Edit menu) .................................................................................................... 17 Copy command (Edit menu) ................................................................................................. 17 Paste command (Edit menu) ................................................................................................. 17 View menu ................................................................................................................................ 18 View menu commands .......................................................................................................... 18 Toolbar command (View menu) ........................................................................................... 18 Toolbar .................................................................................................................................. 18 Status Bar command (View menu) ....................................................................................... 19 Status Bar .............................................................................................................................. 19 Font command (View menu) ................................................................................................ 19 Font size (Font dialog) .......................................................................................................... 20 Forms menu .............................................................................................................................. 20 Forms menu commands ........................................................................................................ 20 Worker Info form .................................................................................................................. 20 Supplemental Worker Info form ........................................................................................... 24 Disability Info form .............................................................................................................. 31 Family Members form .......................................................................................................... 34 ii User's Guide for Social Security Benefit Calculator Military Service form ............................................................................................................ 39 Summary QCs form .............................................................................................................. 39 Assumptions form ................................................................................................................. 41 Projected Benefit Increases form .......................................................................................... 45 Catch-up Increases form ....................................................................................................... 45 Projected Average Wage Increases form .............................................................................. 46 Wage Bases form .................................................................................................................. 46 Annual Earnings Info form ................................................................................................... 47 Properties menu ........................................................................................................................ 50 Properties menu commands .................................................................................................. 50 Computation Year form ........................................................................................................ 51 Historical Amounts ............................................................................................................... 51 Benefit Increases ................................................................................................................... 53 Catch-up Increases ................................................................................................................ 55 Average Wage Increases ....................................................................................................... 56 Help menu ................................................................................................................................. 57 Help menu commands........................................................................................................... 57 Context Help command ........................................................................................................ 58 Help topics command (Help menu) ...................................................................................... 58 About command (Help menu) .............................................................................................. 58 Description of generated report .................................................................................................... 59 General report information ....................................................................................................... 59 Pages in a report ........................................................................................................................ 59 iii Table of Contents Summary of results ................................................................................................................... 59 Table of earnings ....................................................................................................................... 60 Insured status ............................................................................................................................ 60 Family members.......................................................................................................................