TN 28 (08-99)

RS 00605.910 Family Maximum Chart

This chart can be used when a family maximum is needed for a retirement or survivor claim or for a disability claim with entitlement prior to July 1980. It is based on a PIA computed using an eligibility year of 1979 or later. It reduces the number of calculations to one. This chart is updated annually to reflect new bend points. The maximum derived is the maximum in the first year of eligibility, prior to any applicable COLAs. Refer to RS 00615.742 for rules on computing a maximum for a disability claim with entitlement after June 1980.

To use this chart, first find the section for the applicable eligibility year. Then find the row within that section which corresponds to the amount of the PIA and perform the calculation to the right.

YearPIACalculations of Maximum
1979Up through 230.00150 percent of PIA
230.10 - 332.00345.00 plus 272% of excess of 230
332.10 - 433.00622.44 plus 134% of excess of 332
433.10 or higher757.78 plus 175% of excess of 433
1980Up through 248.00150 percent of PIA
248.10 - 358.00372.00 plus 272% of excess of 248
358.10 - 467.00671.20 plus 134% of excess of 358
467.10 or higher817.26 plus 175% of excess of 467
1981Up through 270.00150 percent of PIA
270.10 - 390.00405.00 plus 272% of excess of 270
390.10 - 508.00731.40 plus 134% of excess of 390
508.10 or higher899.52 plus 175% of excess of 508
1982Up through 294.00150 percent of PIA
294.10 - 425.00441.00 plus 272% of excess of 294
425.10 - 554.00797.32 plus 134% of excess of 425
554.10 or higher970.18 plus 175% of excess of 554
1983Up through 324.00150 percent of PIA
324.10 - 468.00486.00 plus 272% of excess of 324
468.10 - 610.00877.68 plus 134% of excess of 468
610.10 or higher1067.96 plus 175% of excess of 610
1984Up through 342.00150 percent of PIA
342.10 - 493.00513.00 plus 272% of excess of 342
493.10 - 643.00923.72 plus 134% of excess of 493
643.10 or higher1124.72 plus 175 of excess of 643
1985Up through 358.00150 percent of PIA
358.10 - 517.00537.00 plus 272% of excess of 358
517.10 - 675.00969.48 plus 134% of excess of 517
675.10 or higher1181.20 plus 175% of excess of 675
1986Up through 379.00150 percent of PIA
379.10 - 548.00568.50 plus 272% of excess of 379
548.10 - 714.001028.18 plus 134% of excess of 548
714.10 or higher1250.62 plus 175% of excess of 714
1987Up through 396.00150 percent of PIA
396.10 - 571.00594.00 plus 272% of excess of 396
571.10 - 745.001070.00 plus 134% of excess of 571
745.10 - or higher1303.16 plus 175% of excess of 745
1988Up through 407.00150 percent of PIA
407.10 - 588.00610.50 plus 272% of excess of 407
588.10 - 767.001102.82 plus 134% of excess of 588
767.10 or higher1342.68 plus 175% of excess of 767
1989Up through 433.00150 percent of PIA
433.10 - 626.00649.50 plus 272% of excess of 433
626.10 - 816.001174.46 plus 134% of excess of 626
816.10 or higher1429.06 plus 175% of excess of 816
1990Up through 455.00150 percent of PIA
455.10 - 656.00682.50 plus 272% of excess of 455
656.10 - 856.001229.22 plus 134% of excess of 656
856.10 or higher1497.22 plus 175% of excess of 856
1991Up through 473.00150 percent of PIA
473.10 - 682.00709.50 plus 272% of excess of 473
682.10 - 890.001277.98 plus 134% of excess of 682
890.10 or higher1556.70 plus 175% of excess of 890
1992Up through 495.00150 percent of PIA
495.10 - 714.00742.50 plus 272% of excess of 495
714.10 - 931.001338.18 plus 134% of excess of 714
931.10 or higher1628.96 plus 175% of excess of 931
1993Up through 513.00150 percent of PIA
513.10 - 740.00769.50 plus 272% of excess of 513
740.10 - 966.001386.94 plus 134% of excess of 740
966.10 or higher1689.78 plus 175% of excess of 966
1994Up through 539.00150 percent of PIA
539.10 - 779.00808.50 plus 272% of excess of 539
779.10 - 1016.001461.30 plus 134% of excess of 779
1016.10 or higher1778.88 plus 175% of excess of 1016
1995Up through 544.00150 percent of PIA
544.10 - 785.00816.00 plus 272% of excess of 544
785.10 - 1024.001471.52 plus 134% of excess of 785
1024.10 or higher1791.78 plus 175% of excess of 1024
1996Up through 559.00150 percent of PIA
559.10 - 806.00838.50 plus 272% of excess of 559
806.10 - 1052.001510.34 plus 134% of excess of 806
1052.10 or higher1839.98 plus 175% of excess of 1052
1997Up through 581.00150 percent of PIA
581.10 - 839.00871.50 plus 272% of excess of 581
839.10 - 1094.001573.26 plus 134% of excess of 839
1094.10 or higher1914.96 plus 175% of excess of 1094
1998Up through 609.00150 percent of PIA
609.10 - 880.00913.50 plus 272% of excess of 609
880.10 - 1147.001650.62 plus 134% of excess of 880
1147.10 or higher2008.40 plus 175% of excess of 1147
1999Up through 645.00150 percent of PIA
645.10 - 931.00967.50 plus 272% of excess of 645
931.10 - 1,214.001,745.42 plus 134% of excess of 931
1,214.00 or higher2,124.64 plus 175% of excess of 1,214
2000Up through 679.00150% of PIA
679.10 - 980.001,018.50 plus 272% of excess of 679
980.10 - 1,278.001,837.22 plus 134% of excess of 980
1,278.10 or higher2,236.54 plus 175% of excess of 1,278
2001   Up through 717.00150% of PIA
  717.10 - 1,034.001,075.50 plus 272% of excess of 717
1,034.10 - 1,349.001,937.74 plus 134% of excess of 1,034
1,349.10 or higher2,359.84 plus 175% of excess of 1,349
2002Up through 756.00150% of PIA
  756.10 - 1,092.001,134.00 plus 272% of excess of 756
1,092.10 - 1,424.002,047.92 plus 134% of excess of 1,092
1,424.10 or higher2,492.80 plus 175% of excess of 1,424
2003Up through 774.00150% of PIA
774.10 - 1,118.001,161.00 plus 272% of excess of 774
1,118.10 - 1,458.002,096.68 plus 134% of excess of 1,118
1,458.10 or higher2,552.28 plus 175% of excess of 1,458
2004Up through 782.000150% of PIA
782.10 - 1,129.001,173.00 plus 272% of excess of 782
1,129.10 - 1,472.002,116.84 plus 134% of excess of 1,129
1,472.10 or higher2,576.46 plus 175% of excess of 1,472
2005Up through 801.00150% of PIA
801.10 - 1,156.001,201.50 plus 272% of excess of 801
1,156.10 - 1,508.002,167.10 plus 134% of excess of 1,156
1,508.10 or higher2,638.78 plus 175% of excess of 1,508
2006Up through 838.00150% of PIA
838.10 - 1,210.001,257.00 plus 272% of excess of 838
1,210.10 - 1,578.002,268.84 plus 134% of excess of 1,210
1,578.10 or higher2,761.96 plus 175% of excess of 1,578
2007Up through 869.00150% of PIA
869.10 - 1,255.001,303.50 plus 272% of excess of 869
1,255.10 - 1,636.002,353.42 plus 134% of excess of 1,255
1,636.10 or higher2,863.96 plus 175% of excess of 1,636
2008Up through 909.00150% of PIA
909.10 - 1,312.001,363.50 plus 272% of excess of 909
1,312.10 - 1,711.002,459.66 plus 134% of excess of 1,312
1,711.10 or higher2,994.32 plus 175% of excess of 1,711
2009Up through 950.00150% of PIA
950.10 - 1,372.001,425.00 plus 272% of excess of 950
1,372.10 - 1,789.002,572.84 plus 134% of excess of 1,372
1,789.10 or higher3,131.62 plus 175% of excess of 1,789
2010Up through 972.00150% of PIA
972.10 - 1,403.001,458.00 plus 272% of excess of 972
1,403.10 - 1,830.002,630.32 plus 134% of excess of 1,403
1,830.10 or higher3,202.50 plus 175% of excess of 1,830
2011Up through 957.00150% of PIA
957.10 - 1,382.001,435.50 plus 272% of excess of 957
1,382.10 - 1,803.002,591.50 plus 134% of excess of 1,382
1,803.10 or higher3,155.64 plus 175% of excess of 1,803
2012Up through 980.00150% of PIA
980.10 - 1,415.001,470.00 plus 272% of excess of 980
1,415.10 - 1,845.002,653.20 plus 134% of excess of 1,415
1,845.10 or higher3,229.40 plus 175% of excess of 1,845
2013Up through 1,011.00150% of PIA
1,011.10 - 1,459.001,516.50 plus 272% of excess of 1,011
1,459.10 - 1,903.102,735.06 plus 134% of excess of 1,459
1,903.10 or higher3,330.02 plus 175% of excess of 1,903
2014Up through 1,042.00150% of PIA
1,042.10 - 1,505.001,563.00 plus 272% of excess of 1042
1,505.10 - 1,962.002,822.36 plus 134% of excess of 1,505
1,962.10 or higher3,434.74 plus 175% of excess of 1,962
2015Up through 1,056.00150% of PIA
1,056.10 - 1,524.001,584.00 plus 272% of excess of 1056
1,524.10 - 1,987.002,856.96 plus 134% of excess of 1,524
1,987.10 or higher3,477.38 plus 175% of excess of 1,987
2016Up through 1,093.00150% of PIA
 1,093.10 — 1,578.001,639.50 plus 272% of excess of 1093
 1,578.10 — 2,058.002,958.70 plus 135% of excess of 1,578
 2058.10 or higher3,601.90 plus 175% of excess of 2,058
2017Up through