TN 17 (07-92)

RS 00605.050 1967 Simplified OS PIA

A. Policy

The Social Security Act provides for the 1967 Simplified OS PIA method.

1. Eligibility Requirements

Eligibility requirements for the 1967 Simplified OS PIA are:

  1. a. 

    NH date of birth is:

    • before 1/2/1916 with at least one QC prior to 1951; or

    • after 1/1/1930 with less than 6 QCs after 1950, and

  2. b. 

    NH does not have period of disability beginning before 1951 unless the period of disability is disregarded for computation purposes. (To consider the period of disability an OS 65 method must be used. See RS 00605.060), and

  3. c. 

    The NH:

    • is entitled to RIB or DIB based on an application effectively filed after 1/2/68 with eligibility before 1978; or

    • died after 1/2/68 and before 1978 without having been entitled to RIB or DIB; or

    • died after 1977 and was eligible for RIB or DIB before 1978; or

    • is due a recomputation or recalculation, and

  4. d. 

    The 1977 simplified OS does not apply.

NOTE: All four requirements must be met in order to use the 67 SOS.

2. Applicability

This PIA method applies for benefits payable beginning January 1967.

B. Procedure

1. Determining The 1967 Simplified OS PIA

To compute the 1967 Simplified OS PIA:

  1. a. 

    Determine elasped years, computation years, and divisor months - see RS 00605.040B. and RS 00605.017 ff. (earnings are not indexed). Include years after 1936.

  2. b. 

    Allocate pre-1951 earnings (see 2. below)

  3. c. 

    Determine base years - 1937 up to the year of entitlement, exclude years wholly in a period of disability unless the period of disability is disregarded.

  4. d. 

    Assume 14 increment years.

  5. e. 

    Total the earnings in the computation years to determine the dividend.

  6. f. 

    Locate the basic benefit in Table Omni 2 of Volume 1 of the Computation and Benefit Table.

  7. g. 

    Derive the PIA from the table OMNI 3. Add all COLA's up to date of entitlement. If the PIA is effective prior to 6/78 deconvert back from the PIA shown in OMNI 3.

2. Allocating Pre-1951 Earnings to Base Years - 1967 Simplified OS

To allocate Pre-1951 earnings:

  1. a. 

    Drop earnings in excess of $42,000.

  2. b. 

    If total pre-1951 earnings are $27,000 or less, divide by 9. Add $.01 to each year needed to use any remainder.

  3. c. 

    If the total pre-1951 earnings exceed $27,000 but are less than $42,000, divide by $3,000. Credit each year with $3,000 equal in number to the result. Credit any remainder to one additional base year.

To Link to this section - Use this URL:
RS 00605.050 - 1967 Simplified OS PIA - 05/11/2006
Batch run: 02/21/2013