When computing the title II PAYMENT PERIOD, the FO counts back 48 months from 12/91.
It DOES NOT count:
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months the class member was already entitled to title II `A'(reduced or unreduced),
`HA', CDB or DWB benefits;
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months of potential entitlement to any type of benefit listed above, based on a pending
claim;
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months covered by a medical denial decision issued while the individual was not a
New York State resident;
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months, any part of which, the individual was incarcerated after conviction for commission
of a felony or an offense in the nature of a felony.
IMPORTANT: In no case may payment be made for any months prior to the first month of potential
entitlement on the earliest title II claim in the Stieberger period.
The FO computes the PAYMENT PERIOD using the DEVELOPMENT PERIOD/PAYMENT PERIOD worksheet
which is filed on the right side of the DIB folder.
NOTE: The Stieberger ONSET is shown on the summary sheet and in the Remarks block of the SSA-831-U3.
EXAMPLES:
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1.
The earliest claim in the Stieberger period was filed on 3/9 /83. The AOD was 1/16/83. The NY DDS denied the claim at
the reconsideration level on 5/10/84. No subsequent claims were ever filed, no period
of incarceration.
The PAYMENT PERIOD is 12/87 through 11/91.
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2.
Same facts as in a., except the class member was incarcerated due to a felony conviction
from 7/31/90 until 4/1/93. The PAYMENT PERIOD cannot include months of incarceration
for a felony conviction therefore begin counting back 48 months with 6/90.
The PAYMENT PERIOD is 7/86 through 6/90.
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3.
The date of filing of the earliest claim in the Stieberger period is 5/14/87. The AOD is 12/10/86. The claim was denied at the ALJ level on
10/3/89. The class member became entitled to `A' benefits upon attainment of age 62
in 8/90.
The PAYMENT PERIOD cannot include months of entitlement to `A' benefits, therefore
begin counting back with 7/90. Forty-eight months would be 8/86; BUT, in no case is
payment made for any month prior to the first possible month of entitlement on the
earliest Stieberger claim. Since the AOD of the earliest Stieberger claim is 12/10/86, the first possible month of entitlement is 6/87.
The PAYMENT PERIOD is 6/87 through 7/90.