GN 00302.160 Material Discrepancy — Age
A material discrepancy is a difference between the DB alleged by a claimant and the DB indicated on documentary evidence, the NUMIDENT, other SSA records, or other Government records or a difference in DB shown among any of these pieces of evidence which affects any of the following:
The month of attainment of age and entitlement to benefits based on the filed application, and one of the following factors or issues is involved:
Age 18 (when child's benefits terminate)
Age 19 (when student's benefits terminate)
Age 31 (when special insured status for disability benefits no longer applies)
Age 50 (when disabled widow(er)'s benefits can begin)
Age 60 (when reduced widow(er)'s benefits can begin)
Age 62 (when reduced retirement and/or spouse's benefits can begin)
Age 65 (when enrollment in HI is effective),
Full Retirement Age (when unreduced RSI benefits can begin).
Insured status or benefit amount is involved
There is some question (due to the claimant's proximity to age 70) concerning whether or not work deductions apply (see RS 02501.001D)
The discrepancy affects the claimant's eligibility to enroll for SMI (see HI 00805.080-HI 00805.115) or the amount of the premium is affected
Attainment of a certain age affects disability factors (see DI 11010.055 and RS 00203.090), or
Any other situation in which the claimant's age or DB is an immediate, specific factor of entitlement (see GN 00302.001) or otherwise affects monthly benefits.
B. Example 1
Jack filed for RIB and submitted an insurance policy showing a DB of 11/23/22. His NUMIDENT record shows 10/23/22. Since the discrepancy affects his MOET and reduction factor, the difference is material.
C. Example 2
Joyce filed for widow's benefits and submitted a delayed birth record showing a DB of 4/26/23. Her NUMIDENT record indicates 4/22/23. Since the discrepancy does not affect entitlement, benefit amount, or any other payment factor, the difference is not material.
D. Example 3
David filed for RIB in 9/86 and submitted a child's BC as proof of his age, showing a DB of 10/12/24. The NUMIDENT query response revealed three records, one established in 1943 showing 10/12/26, another established in 1956 showing 10/12/28 and a third recorded in 1963 indicating 10/12/ 24. Since the NUMIDENT records create a discrepancy which affects his entitlement, the difference is material. (The tolerance in GN 00302.180 relating to a discrepant NUMIDENT would not apply in this case.)