-
•
The beneficiary is entitled to both title II and title XVI benefits for the same month;
-
•
title II benefits are due retroactively;
-
•
title XVI benefits would be less if the title II had been paid when due; title II
claim is adjudicated after 06/30/81.
For cases affected by Dion and Fagner rulings, see GN 02610.061. For information about complex windfall offset situations with case examples, see
GN 02610.050. For information about negative cases, see SI 02006.201.
NOTE: Windfall offset does not apply to the lump sum death payment.