RIN006 – EXPLAINS ADJUSTMENT REDUCTION FACTOR INCREASE
Because (1) retired early, we reduced (2) monthly Social Security benefit. The amount
that we reduced it was based on the number of months (3) would receive benefits before
(4). However, (5) didn't receive benefits some of these months because (6) worked
and earned over certain limits. So, we must increase (7) benefit amount to give credit
for these months.
Fill-in values:
|
|
Fill-in (1)
|
|
Choice 1
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN)
|
Choice 2
|
you
|
Fill-in (2)
|
|
Choice 1
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
|
Choice 2
|
his
|
Choice 3
|
her
|
Choice 4
|
your
|
Fill-in (3)
|
|
Choice 1
|
Beneficiary Given Name (BGN)
|
Choice 2
|
he
|
Choice 3
|
she
|
Choice 4
|
you
|
Fill-in (4)
|
|
Choice 1
|
full retirement age
|
Choice 2
|
age 62
|
Choice 3
|
age 60
|
Fill-in (5)
|
|
Choice 1
|
Beneficiary Given Name (BGN)
|
Choice 2
|
he
|
Choice 3
|
she
|
Choice 4
|
you
|
Fill-in (6)
|
|
Choice 1
|
Beneficiary Given Name (BGN)
|
Choice 2
|
BIC A’s Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN)
|
Choice 3
|
he
|
Choice 4
|
she
|
Choice 5
|
you
|
Choice 6
|
he and his spouse
|
Choice 7
|
she and her spouse
|
Choice 8
|
you and your spouse
|
Choice 9
|
his spouse
|
Choice 10
|
her spouse
|
Fill-in (7)
|
|
Choice 1
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
|
Choice 2
|
his
|
Choice 3
|
her
|
Choice 4
|
your
|
RIN007 – EXPLAINS DELAYED RETIREMENT CREDIT INCREASE
When (1) filed for Social Security benefits, we figured the benefit amount based on
(2) earnings history at that time. If after becoming entitled to benefits, (3) to
work, (4) may earn credit for this additional work. So, we must increase (5) benefit
amount to give credit for these months.
We apply the increase sometime after it is due. This is because earnings information
is not available until after each tax year.
Fill-in values:
|
|
Fill-in (1)
|
|
Choice 1
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN)
|
Choice 2
|
you
|
Fill-in (2)
|
|
Choice 2
|
his
|
Choice 3
|
her
|
Choice 4
|
your
|
Fill-in (3)
|
|
Choice 1
|
he continues to work or later returns
|
Choice 2
|
she continues to work or later returns
|
Choice 3
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) plus “continues
to work or later returns”
|
Choice 4
|
you continue to work or later return
|
Fill-in (4)
|
|
Choice 1
|
he
|
Choice 2
|
she
|
Choice 3
|
you
|
Fill-in (5)
|
|
Choice 1
|
his
|
Choice 2
|
her
|
Choice 3
|
your
|
RIN008 – MONTHLY BENEFIT AMOUNT (MBA) CHANGE - ANOTHER BENEFICIARY IS TERMINATED OR
BECOMES ENTITLED ON THE RECORD
We changed (1) monthly benefit to (2) starting (3). We made this change because we
(4) paying benefits to another person on this record.
Fill-in values:
|
|
Fill-in (1)
|
|
Choice 1
|
your
|
Choice 2
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
|
Fill-in (2)
|
|
Choice 1
|
Post-MBR Monthly Benefit Amount (MBA) associated with the Effective Date (EFD) of
the MBA increase
|
Choice 2
|
NA-HIST-POST-MBA in the format $$$$$.¢¢
|
Fill-in (3)
|
|
Choice 1
|
Effective Date (EFD) on the Post-MBR associated with the Monthly Benefit Amount (MBA)
increase
|
Choice 2
|
NA-HIST-START month in the format Month CCYY
|
Fill-in (4)
|
|
Choice 1
|
started
|
Choice 2
|
stopped
|
RIN012 – MONTHLY BENEFIT AMOUNT (MBA) CHANGE - COST OF LIVING INCREASE
We raised (1) monthly benefit to (2) beginning (3) because the cost of living increased.
Fill-in values:
|
|
Fill-in (1)
|
|
Choice 1
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
|
Choice 2
|
your
|
Fill-in (2)
|
|
Choice 1
|
Post-MBR Monthly Benefit Amount (MBA) associated with the Effective Date (EFD) of
the MBA decrease
|
Choice 2
|
NA-HIST-POST-MBA in the format $$$$$.¢¢
|
Fill-in (3)
|
|
Choice 1
|
Effective Date (EFD) on the Post-MBR associated with the Monthly Benefit Amount (MBA)
increase
|
Choice 2
|
NA-HIST-START month in the format Month CCYY
|
RIN013 – AUXILIARY'S MONTHLY BENEFIT AMOUNT (MBA) CHANGE DUE TO ANOTHER BENEFICIARY'S
DEATH
We changed (1) monthly benefit to (2) starting (3). We changed (4) benefit because
of the death of (5).
Fill-in values:
|
|
Fill-in (1)
|
|
Choice 1
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
|
Choice 2
|
your
|
Fill-in (2)
|
|
Choice 1
|
Post-MBR Monthly Benefit Amount (MBA) associated with the Effective Date (EFD) of
the MBA increase
|
Choice 2
|
NA-HIST-POST-MBA in the format $$$$$.¢¢
|
Fill-in (3)
|
|
Choice 1
|
Effective Date (EFD) on the Post-MBR associated with the Monthly Benefit Amount (MBA)
increase due to death
|
Choice 2
|
NA-HIST-START month in the format Month CCYY
|
Fill-in (4)
|
|
Choice 1
|
his
|
Choice 2
|
her
|
Choice 3
|
your
|
Fill-in (5)
|
|
Choice 1
|
Deceased Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN)
|
Choice 2
|
another person entitled on this record
|
RIN044 – AUXILIARY MONTHLY BENEFIT AMOUNT (MBA) CHANGE - ANOTHER BENEFICIARY ENTITLED
AND COST-OF-LIVING ADJUSTMENT (COLA)
We changed (1) monthly benefit to (2) beginning (3) because we started paying another
person(s) on this record. This change also includes the cost of living increase.
Fill-in values:
|
|
Fill-in (1)
|
|
Choice 1
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
|
Choice 2
|
your
|
Fill-in (2)
|
|
Choice 1
|
Post-MBR Monthly Benefit Amount (MBA) associated with the Effective Date (EFD) of
the MBA change in the format $$$$$.¢¢
|
Choice 2
|
NA-HIST-POST-MBA in the format $$$$$.¢¢
|
Fill-in (3)
|
|
Choice 1
|
Effective Date (EFD) on the Post-MBR associated with the Monthly Benefit Amount (MBA)
change in the format Month CCYY
|
Choice 2
|
NA-HIST-START month in the format Month CCYY
|
RIN045 – MONTHLY BENEFIT AMOUNT (MBA) CHANGE - ANOTHER BENEFICIARY TERMINATES AND
COST-OF-LIVING ADJUSTMENT (COST-OF-LIVING ADJUSTMENT (COLA))
We changed (1) monthly benefit to (2) beginning (3) because benefits to another entitled
person(s) stopped. This change also includes the cost of living increase.
Fill-in values:
|
|
Fill-in (1)
|
|
Choice 1
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
|
Choice 2
|
your
|
Fill-in (2)
|
|
Choice 1
|
Post-MBR Monthly Benefit Amount (MBA) associated with the Effective Date (EFD) of
the MBA change in the format $$$$$.¢¢
|
Choice 2
|
NA-HIST-POST-MBA in the format $$$$$.¢¢
|
Fill-in (3)
|
|
Choice 1
|
Effective Date (EFD) on the Post-MBR associated with the Monthly Benefit Amount (MBA)
change in the format Month CCYY
|
Choice 2
|
NA-HIST-START month in the format Month CCYY
|
RIN046 – NUMBER HOLDER NOTICE WORKERS’ COMPENSATION (WC)/PUBLIC DISABILITY BENEFIT
(PDB)
INVERSE OFFSET POSTPONED MONTHLY BENEFIT AMOUNT (MBA) CHANGE
We changed (1) monthly benefit to (2) beginning (3).
Fill-in values:
|
|
Fill-in (1)
|
|
Choice 1
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
|
Choice 2
|
your
|
Fill-in (2)
|
Post-MBR Monthly Benefit Amount (MBA) associated with the Effective Date (EFD) of
the MBA change in the format $$$$$.¢¢
|
Fill-in (3)
|
Effective Date (EFD) on the Post-MBR associated with the Monthly Benefit Amount (MBA)
change in the format Month CCYY
|
RIN047 – MONTHLY BENEFIT AMOUNT (MBA) CHANGE - AGE REDUCTION FACTOR (ARF)
We changed (1) monthly benefit to (2) starting (3). We gave (4) credit for benefits
that we did not pay at the full rate before (5) reached (6).
Fill-in values:
|
|
Fill-in (1)
|
|
Choice 1
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
|
Choice 2
|
your
|
Fill-in (2)
|
|
Choice 1
|
Post-MBR Monthly Benefit Amount (MBA) associated with the Effective Date (EFD) of
the MBA change in the format $$$$$.¢¢
|
Choice 2
|
Show the NA-HIST-POST-MBA in the format $$$$$.¢¢
|
Fill-in (3)
|
|
Choice 1
|
Effective Date (EFD) on the Post-MBR associated with the Monthly Benefit Amount (MBA)
change in the format Month CCYY
|
Choice 2
|
NA-HIST-START month in the format Month CCYY
|
Fill-in (4)
|
|
Choice 1
|
you
|
Choice 2
|
he
|
Choice 3
|
she
|
Fill-in (5)
|
|
Choice 1
|
you
|
Choice 2
|
he
|
Choice 3
|
she
|
Fill-in (6)
|
|
Choice 1
|
age 60
|
Choice 2
|
age 62
|
Choice 3
|
full retirement age
|
RIN048 – MONTHLY BENEFIT AMOUNT (MBA) CHANGE - DELAYED RETIREMENT CREDIT
(DRC)
We raised (1) monthly benefit amount beginning (2) to (3). We changed (4) benefit
amount to give (5) credit for the past months that (6) delayed receiving retirement
benefits.
Fill-in values:
|
|
Fill-in (1)
|
|
Choice 1
|
your
|
Choice 2
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
|
Fill-in (2)
|
|
Choice 1
|
Effective Date (EFD) on the Post-MBR associated with the Monthly Benefit Amount (MBA)
change in the format Month CCYY
|
Choice 2
|
TDA-RETAP-EVENT-DATE that corresponds to the TDA-EVENT-INDICATOR = A602 in the format
Month CCYY
|
Fill-in (3)
|
|
Choice 1
|
Post-MBR Monthly Benefit Amount (MBA) associated with the Effective Date (EFD) of
the MBA change in the format $$$$$.¢¢
|
Choice 2
|
TDA-RETAP-EVENT-DATE that corresponds with TDA-EVENT-INDICATOR = A602 in the format
$$$$$.¢¢
|
Fill-in (4)
|
|
Choice 1
|
your
|
Choice 2
|
his
|
Choice 3
|
her
|
Fill-in (5)
|
|
Choice 1
|
you
|
Choice 2
|
him
|
Choice 3
|
her
|
Fill-in (6)
|
|
Choice 1
|
you
|
Choice 2
|
he
|
Choice 3
|
she
|
RIN049 – MONTHLY BENEFIT AMOUNT (MBA) CHANGE DUE TO INCORRECT MBA
We changed (1) monthly benefit to (2) as of (3). We found that (4) prior amount was
incorrect.
Fill-in values:
|
|
Fill-in (1)
|
|
Choice 1
|
your
|
Choice 2
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
|
Fill-in (2)
|
|
Choice 1
|
Post-MBR Monthly Benefit Amount (MBA) associated with the Effective Date (EFD) of
the MBA change in the format $$$$$.¢¢
|
Choice 2
|
NA-HIST-POST-MBA in the format $$$$$.¢¢
|
Fill-in (3)
|
|
Choice 1
|
Effective Date (EFD) on the Post-MBR associated with the Monthly Benefit Amount (MBA)
change in the format Month CCYY
|
Choice 2
|
NA-HIST-START month in the format Month CCYY
|
Fill-in (4)
|
|
Choice 1
|
your
|
Choice 2
|
his
|
Choice 3
|
her
|
RIN053 – MONTHLY BENEFIT AMOUNT (MBA) CHANGE DUE TO DUAL ENTITLEMENT (BENEFITS COMBINED
OR DECOMBINED)
We changed (1) monthly benefit amount to (2) starting (3). We changed the amount because
(4) also entitled on another record.
Fill-in values:
|
|
Fill-in (1)
|
|
Choice 1
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
|
Choice 2
|
your
|
Fill-in (2)
|
Post-MBR Monthly Benefit Amount (MBA) associated with the Effective Date (EFD) on
the MBA change in the format $$$$$$.¢¢
|
Fill-in (3)
|
Effective Date (EFD) on the Post-MBR associated with the Monthly Benefit Amount (MBA)
change in the format Month CCYY
|
Fill-in (4)
|
|
Choice 1
|
you are
|
Choice 2
|
he is
|
Choice 3
|
she is
|
RIN059 – PRIMARY INSURANCE AMOUNT (PIA) CHANGE DUE TO CREDITABLE MILITARY
SERVICE
We are changing (1) benefits to give (2) credit for time (3) spent in military service.
This time was not included when we figured (4) benefit before.
Fill-in values:
|
|
Fill-in (1)
|
|
Choice 1
|
your
|
Choice 2
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
|
Choice 3
|
his
|
Choice 4
|
her
|
Fill-in (2)
|
|
Choice 1
|
you
|
Choice 2
|
him
|
Choice 3
|
her
|
Fill-in (3)
|
|
Choice 1
|
you
|
Choice 2
|
he
|
Choice 3
|
she
|
Fill-in (4)
|
|
Choice 1
|
your
|
Choice 2
|
his
|
Choice 3
|
her
|
RIN060 – IDENTIFIES SPECIFIC YEAR(S) OF EARNINGS CREDITED TO THE NUMBER HOLDER,
RESULTING IN A PRIMARY INSURANCE AMOUNT (PIA) INCREASE
We changed (1) benefit amount to give (2) credit for (3) (4) earnings. We did not
include these earnings when we figured (5) benefit amount before.
Fill-in values:
|
|
Fill-in (1)
|
|
Choice 1
|
your
|
Choice 2
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
|
Choice 3
|
his
|
Choice 4
|
her
|
Fill-in (2)
|
|
Choice 1
|
you
|
Choice 2
|
him
|
Choice 3
|
her
|
Fill-in (3)
|
|
Choice 1
|
your
|
Choice 2
|
his
|
Choice 3
|
her
|
Fill-in (4)
|
|
Choice 1
|
Year of earnings in format CCYY
|
Choice 2
|
Year of earnings and year of earnings in format CCYY and CCYY
|
Choice 3
|
Year of earnings, year of earnings and year of earnings in format CCYY, CCYY and CCYY
|
Choice 4
|
Year of earnings, year of earnings, year of earnings and year of earnings in format
CCYY, CCYY, CCYY and CCYY
|
Choice 5
|
Null
|
Fill-in (5)
|
|
Choice 1
|
your
|
Choice 2
|
his
|
Choice 3
|
her
|
RIN061 – DUALLY ENTITLED BENEFICIARY RECEIVING PRIMARY INSURANCE AMOUNT (PIA) INCREASE
ON THE OTHER RECORD – NO INCREASE DUE ON OWN PIA
We reviewed our records to see if (1) due more money. We increased (2) benefits to
give (3) credit for the earnings of (4) that we did not count before.
Fill-in values:
|
|
Fill-in (1)
|
|
Choice 1
|
you are
|
Choice 2
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) plus “is”
|
Fill-in (2)
|
|
Choice 1
|
your
|
Choice 2
|
his
|
Choice 3
|
her
|
Fill-in (3)
|
|
Choice 1
|
you
|
Choice 2
|
him
|
Choice 3
|
her
|
Fill-in (4)
|
|
Choice 1
|
your spouse
|
Choice 2
|
his spouse
|
Choice 3
|
her spouse
|
Choice 4
|
Number Holder's (NH) Name (not possessive)
|
RIN062 – DUALLY ENTITLED BENEFICIARY RECEIVING PRIMARY INSURANCE AMOUNT (PIA) INCREASE
ON OWN ACCOUNT – BENEFITS ON OTHER RECORD ARE ENDING BECAUSE BENEFICIARY’S OWN BENEFIT
IS
LARGER
We reviewed our records and found that we can increase (1) benefits. We increased
(2) benefits because we gave (3) credit for earnings that we did not count before.
(4) benefits on (5) own record and as a (6) on another record. Since (7) benefits
are now higher on (8) own record, we stopped the benefits (9) on the other record.
Fill-in values:
|
|
Fill-in (1)
|
|
Choice 1
|
your
|
Choice 2
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
|
Choice 3
|
his
|
Choice 4
|
her
|
Fill-in (2)
|
|
Choice 1
|
your
|
Choice 2
|
his
|
Choice 3
|
her
|
Fill-in (3)
|
|
Choice 1
|
you
|
Choice 2
|
him
|
Choice 3
|
her
|
Fill-in (4)
|
|
Choice 1
|
You receive
|
Choice 2
|
He receives
|
Choice 3
|
She receives
|
Fill-in (5)
|
|
Choice 1
|
your
|
Choice 2
|
his
|
Choice 3
|
her
|
Fill-in (6)
|
|
Choice 1
|
spouse
|
Choice 2
|
parent
|
Choice 3
|
surviving spouse
|
Choice 4
|
divorced spouse
|
Choice 5
|
surviving former spouse
|
Fill-in (7)
|
|
Choice 1
|
your
|
Choice 2
|
his
|
Choice 3
|
her
|
Fill-in (8)
|
|
Choice 1
|
your
|
Choice 2
|
his
|
Choice 3
|
her
|
Fill-in (9)
|
|
Choice 1
|
you receive
|
Choice 2
|
he receives
|
Choice 3
|
she receives
|
RIN063 – DUALLY ENTITLED BENEFICIARY’S ONGOING MONTHLY PAYMENT AMOUNT REMAINS THE
SAME
OR IS SLIGHTLY DIFFERENT DUE TO ROUNDING – SMALLER PRIMARY INSURANCE AMOUNT (PIA)
AND BENEFIT
INCREASE ON OWN RECORD WHILE LARGER PIA ON OTHER RECORD REMAINS THE SAME BUT THE AMOUNT
PAYABLE
DECREASES
Since we increased the amount we pay (1) on (2) own record, we decreased the amount
we pay (3) on another record.
Fill-in values:
|
|
Fill-in (1)
|
|
Choice 1
|
you
|
Choice 2
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN)
|
Choice 3
|
him
|
Choice 4
|
her
|
Fill-in (2)
|
|
Choice 1
|
your
|
Choice 2
|
his
|
Choice 3
|
her
|
Fill-in (3)
|
|
Choice 1
|
you
|
Choice 2
|
him
|
Choice 3
|
her
|
RIN064 – DUALLY ENTITLED BENEFICIARY RECEIVES PRIMARY INSURANCE AMOUNT (PIA) INCREASE
ON
OWN RECORD AND ON THE OTHER RECORD
We increased the benefits on both Social Security records. To get the amount we can
pay (1), we subtract the new benefit on (2) own record from the new benefit on the
other record.
Fill-in values:
|
|
Fill-in (1)
|
|
Choice 1
|
you
|
Choice 2
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN)
|
Choice 3
|
him
|
Choice 4
|
her
|
Fill-in (2)
|
|
Choice 1
|
your
|
Choice 2
|
his
|
Choice 3
|
her
|
RIN065 – DUALLY ENTITLED BENEFICIARY RECEIVES PRIMARY INSURANCE AMOUNT (PIA) INCREASE
ON
OWN ACCOUNT – ONGOING MONTHLY PAYMENT AMOUNT REMAINS THE SAME OR IS SLIGHTLY DIFFERENT
DUE TO
ROUNDING – SMALLER PIA AND BENEFIT INCREASE ON OWN ACCOUNT WHILE LARGER PIA ON OTHER
RECORD REMAINS
THE SAME BUT AMOUNT PAYABLE DECREASES
Since we increased the amount we pay (1) on (2) own record, we decreased the amount
we pay (3) on (4) spouse’s record.
Fill-in values:
|
|
Fill-in (1)
|
|
Choice 1
|
you
|
Choice 2
|
Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN)
|
Choice 3
|
him
|
Choice 4
|
her
|
Fill-in (2)
|
|
Choice 1
|
your
|
Choice 2
|
his
|
Choice 3
|
her
|
Fill-in (3)
|
|
Choice 1
|
you
|
Choice 2
|
him
|
Choice 3
|
her
|
Fill-in (4)
|
|
Choice 1
|
your
|
Choice 2
|
his
|
Choice 3
|
her
|
RIN066 – MONTHLY BENEFIT AMOUNT (MBA) DECREASED BECAUSE ACTUAL EARNINGS WERE LESS
THAN
THE EXPECTED EARNINGS ORIGINALLY USED TO CALCULATE THE PRIMARY INSURANCE AMOUNT (PIA)
We reviewed (1) record and found that (2) earnings changed. These changes caused (3)
monthly benefit amount to decrease effective (4).
Fill-in values:
|
|
Fill-in (1)
|
|
Choice 1
|
your
|
Choice 2
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Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
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Fill-in (2)
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Choice 1
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your
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Choice 2
|
his
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Choice 3
|
her
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Fill-in (3)
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Choice 1
|
your
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Choice 2
|
his
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Choice 3
|
her
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Fill-in (4)
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Choice 1
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Post-MBR History Effective Date (EFD) associated with the first Primary Insurance
Amount Effective Date (PIED) occurrence of Primary Insurance Amount (PIA) decrease
in the format Month CCYY
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