Instructions - Accessing and downloading your earnings record

How to download and import your earnings record into RSSA Roadmap.


Video

https://rssa.com/videos/rssa-roadmap-client-portal-tutorial/


Instructions

Import the values of your Social Security earnings record using an XML file from the Social Security Administration (SSA) website. (For data security purposes, this information will not include your Social Security number.) Follow these steps:


1.     Goto the Social Security Administration website and create an account if you don't already have one.

2.     Login using your SSA username and password.

3.     Click “Your Social Security Statement”.

4.     Clickthe "Download Statement Data as an XML file" link to download your XML data to your device.

5.     Repeat Steps 1 thru 4 to download the XML data for a spouse.

6.     Return to the earnings screen(s) in RSSA Roadmap® and click on the "Upload XML" button.

7.     Choose the appropriate XML file that you previously downloaded to import the earnings record.

*The PDF file of your Social Security Statement is NOT compatible for upload.


Updated 11/1/2024

NH11012024

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