TN 24 (03-11)
GN 02401.030 Combining or Separating Payments from Two Different Trust Funds
A. When payments must be separated
Effective July 23, 2007, we must not combine benefits payable to the same individual from both the DIB and retirement and survivors’ (RSI) trust funds into one check or direct deposit payment. Issue two separate payments to the individual.
B. Previous exceptions to the rule
Prior to July 23, 2007, we combined benefits payable from both the DIB and RSI trust funds to one individual if:
the RSI payment was for a childhood disability beneficiary (CDB);
DIB entitlement reduced an RSI payment to less than $1.00; or
RSI entitlement reduced a DIB payment to less than $1.00.
C. Currently combined payments
For previously combined payments that met one of the exceptions in GN 02401.030B, the T2 Dual Entitlement Automation Release 10, effective May 27, 2008, began separating existing combined payments that involved separate Trust Funds. Systems completed the process in December 2008.