TAXC01 - CAPTION

Living In A Foreign Country Affects Benefits

TAX002 - ALIEN TAX WITHHELD

We will withhold Federal income tax from (1) benefit each month starting (2).

If (3) a U.S. citizen or U.S. resident, please let us know and we will stop withholding the tax.

The United States has income tax treaties with Canada, Egypt, Germany, India, Ireland, Israel, Italy, Japan, Romania, Switzerland and the United Kingdom that may reduce or eliminate this tax on Social Security benefits for certain residents of these countries. Please contact the Internal Revenue Service to learn more about these treaties. Please contact us to stop or reduce the tax if (4) the conditions of an income tax treaty.

TAX003 – BENEFICIARY WISHES TO PROTEST ALIEN TAX WITHHOLDING

We use information about (1) citizenship and residency to decide whether to withhold Federal income tax from (2) benefits. If you think we have the wrong information, please contact us.

We collect this tax for the Internal Revenue Service (IRS). If you have questions about this tax, or to learn about (3) appeal rights, please contact the IRS.

TAX017 - INTRODUCTORY UTI USED WHEN NO OTHER INTRODUCTORY UTI IS GENERATED AND RETROACTIVE ALIEN TAX IS WITHHELD FROM PRIOR MONTHLY ACCRUAL (PMA) CHECK

Based on our records, we determined that Federal income tax should be deducted from (1) benefits.

TAX018 - USED WHEN RETROACTIVE ALIEN TAX IS WITHHELD FROM PRIOR MONTHLY ACCRUAL (PMA) CHECK

We deducted Federal income tax of (1) from the check (2) will receive on or about (3).

TER001 – TERMINATION - HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) OF AGE 18 TERMINATION (A18TRM)

(1) (2) no longer entitled to Social Security benefits beginning (3). (4) benefits are stopping because in that month (5)

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  (6) years old, and

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  not disabled, and

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  not a full-time elementary or secondary level school student.

TER002 – TERMINATION - HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) OF CHILD NO LONGER A STUDENT (CNLFTS)

(1) (2) no longer entitled to Social Security benefits beginning (3). (4) benefits are stopping in that month because:

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  (5) not a full-time elementary or secondary level school student, and

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  (6) not disabled.

TER003 – TERMINATION - HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) OF AGE 19 STUDENT PROVISIONS (STUD19), EFFECTIVE DATE > AGE 19

(1) (2) no longer entitled to student benefits beginning (3). Student benefits normally end with the payment before the month the student turns 19. But, (4) met an exception which allowed benefits to continue past that month. The exception allows benefits to continue

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  for 2 months after the student turns 19, or

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  until the end of the school term, whichever comes first.

However, if the school requires a student to reenroll each quarter or semester, benefits may continue until that quarter or semester ends. (5) no longer (6) the exception beginning (7), so (8) student benefits end that month.

TER010 – TERMINATION – HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) OF LAST CHILD AGE ATTAINMENT (CHDAGE) OR LAST CHILD’S DIB TERMINATION (CHDNLD)

(1) no longer entitled to Social Security benefits beginning (2). To be entitled, (3) must be taking care of a child who is entitled to benefits. That child must be under age 16 or disabled. In (4), (5) child (6).

TER011 - AUXILIARY TERMINATES – HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) OF CLAIM WITHDRAWAL (CLMWTH) DUE TO NUMBER HOLDER CLMWTH

We can no longer pay (1) benefits because (2) withdrew (3) claim for Social Security benefits. This withdrawal cancels (4) entitlement as of (5). We can only pay (6) if (7) is also entitled to benefits.

TER012 – TERMINATION – HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) OF MARRIAGE OF CHILD BENEFICIARY (CMARRY), REMARRIAGE (REMARR), MARRIAGE (MARRGE)

We can no longer pay (1) benefits because of (2) marriage in (3).

TER013 – TERMINATION – HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) OF DIVORCE (DIVORC)

We can no longer pay you benefits because you and your spouse were divorced in (1).

TER014 - LEAD IN TERMINATION - FOLLOWED BY SPECIFIC TERMINATION UTI

(1) no longer (2) for Social Security benefits beginning (3).

TER015 – TERMINATION – HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) OF LAST CHILD’S MARRIAGE (CHDTRM)

We can no longer pay you benefits because (1) is no longer entitled to benefits due to (2) marriage in (3). We can only pay you if you are caring for a child who is entitled to benefits.

TER016 – TERMINATION – HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) OF DIVORCE BETWEEN PARENT AND NUMBER HOLDER (STEPDV)

We can no longer pay (1) because (2) and (3) were divorced in (4).

TER017 – TERMINATION – HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) OF ANNULMENT OF PARENT’S MARRIAGE TO NUMBER HOLDER (PMRANL), END OF PUTATIVE MARRIAGE (PUTMAR), (ANNULMENT OF MARRIAGE (ANNULM), VOID OR VOIDED MARRIAGE (VOIDMR), BENEFICIARY TERMINATION WITH DATE OF ENTITLEMENT (NOTENT)

We have determined that (1) not (2) spouse and therefore (3) not entitled to spouse benefits.

TER018 – TERMINATION – HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) OF BENEFICIARY TERMINATION WITH DATE OF ENTITLEMENT (NOTENT) AND CHILD IN CARE OCCURRENCE DELETED

We have determined that (1) not have a child of (2) in (3) care. As a result, (4) not entitled to benefits on (5) record.

TER019 – TERMINATION - HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) OF BENEFICIARY TERMINATION WITH DATE OF ENTITLEMENT (NOTENT) AND STUDENT ENTITLEMENT (SRD) OCCURRENCE DELETED

We have determined that (1) not attending school and, therefore, (2) not entitled to benefits on (3) record.

TER020 – BENEFICIARY TERMINATION WITH DATE OF ENTITLEMENT (NOTENT) CREL DATA DELETED OR ANNULMENT OF ADOPTION (ADPANL) CICENDRSN = O

We have determined that (1) not the child of (2). As a result, (3) not entitled o benefits on (4) record.

TER022 – TERMINATION – HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) OF AGE 19 STUDENT PROVISIONS (STUD19), EFFECTIVE DATE = AGE 19

(1) no longer (2) for monthly payments beginning (3). Our records show that (4) (5) not attending elementary or secondary level school in the month (6) became age 19. Please contact us if this isn’t true. Because, if (7) (8) in school at that time, benefits may continue:

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  for 2 months after the month (9) became age 19, or

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  through the month that the school term ends, whichever is first.

However, if (10) school requires (11) to reenroll each quarter or semester, benefits may continue through the last month of the quarter or semester in which (12) (13) (19). This is so even if that quarter or semester ends more than 2 months after (14) (15) (19).

TER025 – TERMINATION - HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) OF DEATH (CLMDTH)

(1) is not entitled to monthly benefits beginning (2) because (3) died in that month.

TER026 – TERMINATION – HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) OF LAST CHILD’S MARRIAGE (CHDTRM) CIC-END REASON DEATH

(1) for Social Security benefits starting (2) because of the loss of (3) child (4). To qualify, (5) must be taking care of a child who is entitled to benefits. That child must be under age 16 or disabled.

TER027 – TERMINATION - BENEFICIARY BORN ON FIRST DAY OF THE MONTH

Because (1) born on the first day of the month, we consider (2) to be age (3) the month before.

TER028 – TERMINATION – HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) OF ERRONEOUS DEATH TERMINATION (ERRDTH)

(1) been receiving benefits on (2) record based on erroneous information that (3) had died. Since this information was not correct, (4) no longer entitled to benefits on (5) account.

TER029 – PIC C TERMINATION - HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) OF ANNULMENT OF PARENT’S MARRIAGE TO NUMBER HOLDER (PMRANL)

We can no longer pay (1) because the marriage between (2) and (3) (4) was annulled in (5).

TER031 – DISABLED BENEFICIARY'S BENEFITS TERMINATE DUE TO DISABILITY CESSATION

(1) not entitled to Social Security benefits beginning (2). Based on our rules, we have determined that (3) no longer disabled.