TN 24 (09-02)

RS 00615.322 Worksheet for Computation of WIB After 12/72

WIB Computation Worksheet-Entitlement 1/73 or Later

  1. Widow(er) FRA or older - DNH not entitled to reduced RIB

    WIB = 100 percent of DNH's PIA (plus applicable DRCs effective 6/78         )

  2. Widow(er) under FRA - DNH not entitled to reduced RIB

    1. Determine widow's reduction months        

    2. Ascertain DNH's PIA (plus applicable DRCs effective 6/78)       

    3. Determine WIB using applicable fraction. (For information on WIB, see RS 00615.301 - Reduced Widow(er)'s Benefits.)

  3. Widow(er) FRA - DNH entitled to reduced RIB

    1. DNH's MBA (as if now alive)       

    2. 82.5% of DNH's death PIA       

    3. WIB - higher of 1. and 2.       

  4. Widow(er) under FRA - DNH entitled to reduced RIB

    1. WIB based on the higher of death PIA or fictitious life PIA with applicable DRCs effective 6/78 (adjusted for the family maximum, and dual entitlement) using applicable fraction       

    2. 82.5% of DNH's death PIA       

    3. Determine DNH's MBA as if now alive       

    4. Arrange the results obtained in D.1., D.2., D.3. in order, from the lowest amount to the highest amount and identify each by type.

    5. Locate the sequence by type obtained in step 4 on the following chart. The benefit payable is underlined.

    NOTE: Bring all PIAs up to effective date of WIB entitlement.

     

    Low Amount

    Mid Amount

    High Amount

    Sequence 1

    Reduced WIB

    82.5% Death PIA

    DNH's RIB

    Sequence 2

    Reduced WIB

    DNH's RIB

    82.5% Death PIA

    Sequence 3

    82.5% Death PIA

    Reduced WIB

    DNH's RIB

    Sequence 4

    82.5% Death PIA

    DNH's RIB

    Reduced WIB

    Sequence 5

    DNH's RIB

    Reduced WIB

    82.5% Death PIA

    Sequence 6

    DNH's RIB

    82.5% Death PIA

    Reduced WIB

  5. Widow(er) 50-59 11/12 and Benefit Prior to 1/84—The DNH's entitlement to reduced benefits is not a factor because the regular WIB reduction yields a benefit that cannot be greater than either the smallest DNH's RIB possible on the record or 82.5 percent of the death PIA.


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0300615322
RS 00615.322 - Worksheet for Computation of WIB After 12/72 - 03/12/2013
Batch run: 03/12/2013
Rev:03/12/2013