AETC02 – CAPTION
You May Be Due More Benefits
AETC06 – CAPTION
What We Will Do
AETC07 – CAPTION
The Yearly Earnings Limit
AETC08 – CAPTION
A Special Rule That Applies To Earnings In One Year
AETC09 – CAPTION
If Your Expected Earnings Change
AETC10 – CAPTION
If You Work For Wages
AETC11 – CAPTION
If You Are Self-Employed
AETC12 – CAPTION
If You Work For Wages and Are Self-Employed
AETC14 – CAPTION
How We Calculate Earnings
If You Work For Wages and Are Self-Employed
AETH01 – HEADER
How Work Affects Your Social Security
AETH02 – HEADER
How To Estimate Earnings
AET036 – INFORMATIONAL PARAGRAPH TO THE BENEFICIARY ABOUT HOW EARNINGS HAVE AFFECTED
HIS
OR HER SOCIAL SECURITY BENEFITS
Please read the rest of this letter carefully. In it, we explain the changes we are
making to your benefits. We also tell you how your earnings have affected your benefits
and what to do if you disagree with any of our decisions.
AET037 – REFER TO WORKSHEET HEADER NL 00730.149D
The amount you (1) above the allowed amount is (2)
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Fill-in values:
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Fill-in (1)
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expect to earn
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Choice 1
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earn
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Choice 2
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Fill-in (2)
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Choice 1
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Annual Earnings Test (AET) amount for this Year of Earnings Report (YOER) in the format
$$$$$$.¢¢
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AET038 – PROVIDES THE LAST MONTHLY EARNINGS TEST YEAR’S INCOME LIMITS AND THE
BENEFICIARY'S NON-SERVICE MONTHS FOR THE LAST MONTHLY EARNINGS TEST YEAR
In addition, you told us that you did not (1) more than (2) a month and did not work
over 45 hours a month in self-employment (3) (4).
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Fill-in values:
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| Fill-in (1) |
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Choice 1
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expect to earn
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Choice 2
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earn
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| Fill-in (2) |
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Choice 1
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Full Retirement Age (FRA) year exempt amount divided by 12 in the format $$$$$.¢¢
EXAMPLE:
If the FRA year = 2012, then the exempt amount = $38, 880. Divide the exempt amount
by 12.
$38,880 12 = 3240
(show this amount in Fill-in (3))
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Choice 2
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Pre-Full Retirement Age (FRA) year exempt amount divided by 12 in the format $$$$$.¢¢
EXAMPLE:
If the PRE-FRA year = 2012 and the exempt amount = $14,640,
Divide $14,640 12 =1220 (show this amount in Choice 2)
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Fill-in (3)
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Choice 1
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from
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Choice 2
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in
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Choice 3
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through
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Fill-in (4)
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Choice 1
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First non-service month
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Choice 2
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and
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Choice 3
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comma (,)
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AET039 – INTRODUCTORY PARAGRAPH FOR THE BENEFICIARY ABOUT THE ANNUAL EARNINGS LIMIT
FOR
SPECIFIC YEARS
The earnings limit for (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11). If you over
the allowed amount for the year, we withhold $1 in benefits for every (12) above the
limit. We have enclosed a worksheet to show how we applied the earnings limit to your
earnings to figure your benefits.
For more information about the earnings limit, see the enclosed fact sheet called,
"How Work Affects Your Social Security."
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Fill-in values:
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Fill-in (1)
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Choice 1
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CCYY plus ”is”
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Fill-in (2)
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Choice 1
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Annual Earnings Test (AET) amount for this Year of Earnings Report (YOER) in the format
$$$$$$.¢¢
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Fill-in (3)
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Choice 1
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and for
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Choice 2
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comma (,)
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Choice 3
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Null
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Fill-in (4)
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Choice 1
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CCYY plus ”is”
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Choice 2
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Null
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Fill-in (5)
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Choice 1
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Annual Earnings Test (AET) amount for this Year of Earnings Report (YOER) in the format
$$$$$$.¢¢
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Choice 2
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Null
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Fill-in (6)
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Choice 1
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and for
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Choice 2
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comma (,)
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Choice 3
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Null
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Fill-in (7)
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Choice 1
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CCYY plus ”is”
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Choice 2
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Null
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Fill-in (8)
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Choice 1
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Annual Earnings Test (AET) amount for this Year of Earnings Report (YOER) in the format
$$$$$$.¢¢
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Choice 2
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Null
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Fill-in (9)
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Choice 1
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and for
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Choice 2
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Null
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Fill-in (10)
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Choice 1
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CCYY plus ”is”
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Choice 2
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Null
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Fill-in (11)
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Choice 1
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Annual Earnings Test (AET) amount for this Year of Earnings Report (YOER) in the format
$$$$$$.¢¢
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Choice 2
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Null
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Fill-in (12)
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Choice 1
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$2
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Choice 2
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$3
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Choice 3
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$2 or $3
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AET040 – PARAGRAPH TO A NON-RESPONDER (NRP) WITH A MID-YEAR MAILER INDICATOR ON THE
MASTER BENEFICIARY RECORD (MBR) EXPLAINING THAT SINCE HE OR SHE DID NOT PROVIDE AN
ESTIMATE OF
EARNINGS FOR THE CURRENT YEAR, WE WILL USE LAST YEAR'S EARNINGS AS THE CURRENT YEAR
ESTIMATE
Earlier we asked you to estimate earnings for (1). We need this estimate to decide
how much Social Security benefits to pay for (2). We have not heard from you. Unless
you contact us with a new estimate, we will use the same estimate we used in (3) to
decide benefits for (4).
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Fill-in values:
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Fill-in (1)
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Current Operating Year (COY) in the format CCYY
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Fill-in (2)
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Current Operating Year (COY) in the format CCYY
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Fill-in (3)
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Current Operating Year (COY) – 1 (the last year for which we have an estimate) in
the format CCYY
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Fill-in (4)
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Current Operating Year (COY) in the format CCYY
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AET041 – PARAGRAPH TO A NON-RESPONDER (NRP) WITH NO MID-YEAR MAILER INDICATOR ON THE
MASTER BENEFICIARY RECORD (MBR) EXPLAINING THAT SINCE HE OR SHE DID NOT PROVIDE AN
ESTIMATE OF
EARNINGS FOR THE CURRENT YEAR. WE WILL USE LAST YEAR’S EARNINGS AS THE CURRENT YEAR
ESTIMATE.
We base the amount of Social Security benefits you are due on your estimated earnings.
In (1), your earnings estimate was (2). Unless you contact us with a new estimate,
we will use that same estimate to decide your benefits for (3).
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Fill-in values:
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Fill-in (1)
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Current Operating Year (COY) – 1 (the last year for which we have an estimate in the
format CCYY
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Fill-in (2)
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Post-MBR Amount of Reported Earnings (AORE) from the last estimate in the format $$$$$¢¢
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Fill-in (3)
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Current Year in the format CCYY
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AET042 – PARAGRAPH TO A WORKING BENEFICIARY THAT SINCE HE OR SHE DID NOT PROVIDE AN
ESTIMATE OF EARNINGS FOR THE CURRENT YEAR, WE WILL USE THE EARNINGS REPORTED BY HIS
OR HER EMPLOYER
LAST YEAR AS THE CURRENT YEAR ESTIMATE.
In (1), we based the amount of your Social Security benefits on earnings of (2) that
your employer reported. We will use the same amount of earnings to decide your benefits
in (3). That is, unless you contact us with a new estimate of your expected earnings
for (4).
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Fill-in values:
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Fill-in (1)
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Current Operating Year (COY) – 1 in the format CCYY
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Fill-in (2)
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Post-MBR Amount of Reported Earnings (AORE) in the format $$$$$.¢¢
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Fill-in (3)
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Current Operating Year (COY) in the format CCYY
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Fill-in (4)
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Current Operating Year (COY) in the format CCYY
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AET043 – REQUEST TO BENEFICIARY ASKING THEM TO NOTIFY SOCIAL SECURITY ADMINISTRATION
IF
HIS OR HER WORK ESTIMATE IS NOT CORRECT
Your work plans may have changed and we want to make sure that we are paying you correctly.
So, please check your estimate, and let us know right away if you think (1) will earn
more or less than (2) in (3).
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Fill-in values:
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Fill-in (1)
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Choice 1
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your estimate
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Choice 2
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your expected earnings
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Fill-in (2)
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Amount of Reported Earnings (AORE) in the format $$$$$.¢¢
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Fill-in (3)
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The Year of Earnings Report (YOER) in the format CCYY
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AET044 – EXPLAINS TO A DIVORCED AUXILIARY SPOUSE THAT A FORMER SPOUSE'S WORK NO LONGER
AFFECTS BENEFITS
You told us your divorce was final in (1). Once you have been divorced for 2 years,
your former spouse’s work no longer affects your benefits. Therefore, beginning (2),
we will no longer withhold or reduce your benefits because of former spouse's work.
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Fill-in values:
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Fill-in (1)
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Marriage End Date (MARR-END-REL-D)
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Fill-in (2)
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Effective date of change in the format Month CCYY
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AET045 – REFER TO WORKSHEET HEADER NL 00730.149A
AET046 – REFER TO WORKSHEET HEADER NL 00730.149A
AET047 – REFER TO WORKSHEET HEADER NL 00730.149A
AET048 – REFER TO WORKSHEET HEADER NL 00730.149B
AET049 – REFER TO WORKSHEET HEADER NL 00730.149B
AET050 – REFER TO WORKSHEET HEADER NL 00730.149B
AET051 – REFER TO WORKSHEET HEADER NL 00730.149D
AET052 – REFER TO WORKSHEET HEADER NL 00730.149D