BASIC (05-11)

NL 00720.030 AET Annual Earning Test

AET002 BENEFITS PAYABLE BASED ON LMETY YEAR (W77)

(Requested)

Caption: Information About Work and Earnings

The monthly earnings test applies only to 1 year. That year is the first year a beneficiary has a non-work month after entitlement to Social Security benefits. Our records show that  (1)  had or will have at least one non-work month in  (2)  . Therefore, we will pay  (3)  benefits for years after  (4)  based on the total amount  (5)   (6)  each year.

Fill-in values:

Fill-in (1) - Systems Generated

Choice 1: you

Choice 2: Beneficiary's name

Fill-in (2) - Systems Generated

LMETY Year

Fill-in (3) - Systems Generated

Choice 1: you

Choice 2: him

Choice 3: her

Fill-in (4) - Systems Generated

LMETY Year

Fill-in (5) - Systems Generated

Choice 1: you

Choice 2: he

Choice 3: she

Fill-in (6) - Systems Generated

Choice 1: earn

Choice 2: earns

AET031 WORK PARAGRAPH - TERMINATION NOTICE (G10)

(System Generated)

Caption: Your Responsibilities

If  (1)  earned more than  (2)  in  (3)  , you need to let us know how much  (4)  earned. This is because earnings can affect the amount of benefits  (5)   (6)  due before we stopped paying  (7)  . After the year is over,  (8)  should give us a report of how much  (9)  earned during the year. Please report about money  (10)  earned both before and after we stopped paying  (11)  .

Fill-in values:

Fill-in (1)

Choice 1: you

Choice 2: Beneficiary's name

Fill-in (2)

Generate the appropriate annual exempt amount.

Fill-in (3)

CCYY of termination.

Fill-in (4)

Choice 1: you

Choice 2: he

Choice 3: she

Fill-in (5)

Choice 1: you were

Choice 2: he was

Choice 3: she was

Fill-in (6)

Null

Fill-in (7)

Choice 1: you

Choice 2: him

Choice 3: her

Fill-in (8)

Choice 1: you

Choice 2: Beneficiary's name

Fill-in (9)

Choice 1: you

Choice 2: he

Choice 3: she

Fill-in (10)

Choice 1: you

Choice 2: he

Choice 3: she

Fill-in (11)

Choice 1: you

Choice 2: him

Choice 3: her

AET035 FULL RETIREMENT AGE-NO BENEFITS WITHHELD (W33)

(Requested)

Caption: Your Benefits

Beginning with the month  (1)   (2)   (3)  , we no longer reduce  (4)  Social Security payments because of earnings from work or self-employment. Our records show  (5)  will be  (6)  on  (7)  .

Fill-in values:

Fill-in (1) - Systems Generated

Choice 1: you

Choice 2: Beneficiary's name

Fill-in (2) - Systems Generated

Choice 1: become age

Choice 2: becomes age

Fill-in (3) - Systems Generated

Choice 1: 65

Choice 2: 65 and 2 months

Choice 3: 65 and 4 months

Choice 4: 65 and 6 months

Choice 5: 65 and 8 months

Choice 6: 65 and 10 months

Choice 7: 66

Choice 8: 66 and 2 months

Choice 9: 66 and 4 months

Choice 10: 66 and 6 months

Choice 11: 66 and 8 months

Choice 12: 66 and 10 months

Choice 13: 67

Fill-in (4) - Systems Generated

Choice 1: your

Choice 2: his

Choice 3: her

Fill-in (5) - Systems Generated

Choice 1: you

Choice 2: Beneficiary's Name

Fill-in (6) - Systems Generated

Choice 1: 65

Choice 2: 65 and 2 months

Choice 3: 65 and 4 months

Choice 4: 65 and 6 months

Choice 5: 65 and 8 months

Choice 6: 65 and 10 months

Choice 7: 66

Choice 8: 66 and 2 months

Choice 9: 66 and 4 months

Choice 10: 66 and 6 months

Choice 11: 66 and 8 months

Choice 12: 66 and 10 months

Choice 13: 67

Fill-in (7) - Systems Generated

MM/DD/CCYY

AET043 REMINDER IF WORK PLANS CHANGED (W20)

(Requested)

Caption: Your Benefits

 (1)  work plans may have changed and we want to make sure that we are paying  (2)  correctly. So, please check  (3)  , and let us know right away if you think  (4)  will earn more or less than  (5)  in  (6)  .

Fill-in values:

Fill-in (1) System Generated

Choice 1: your

Choice 2: Beneficiary's name possessive

Fill-in (2) System Generated

Choice 1: you

Choice 2: him

Choice 3: her

Fill-in (3) Requested As A One Position Alpha Character

Choice 1: (A) your estimate

Choice 2: (B) his estimate

Choice 3: (C)her estimate

Choice 4: (D)your expected earnings

Choice 5: (E)his expected earnings

Choice 6: (F)her expected earnings

Fill-in (4) System Generated

Choice 1: you

Choice 2: Beneficiary's name

Fill-in (5) Requested as a money amount in format $$$$$.¢¢

amount of last estimate

Fill-in (6) Requested as a date in format shown below

CCYY

AET064 EXPLANATION OF THE REMOVAL OF THE ANNUAL EARNINGS TEST FOR FULL RETIREMENT AGE BENEFICIARIES (W64)

(Requested)

Caption: NONE

Beneficiaries who have reached full retirement age can work and still receive all benefits.

Fill-in values:

NONE

AETR32 POSSIBLE FUTURE AUXILIARY BENEFITS (A35)

(Requested)

Caption: Things To Remember

 (1)   (2)  might qualify for benefits on  (3)  record when  (4)   (5)  working or  (6)   (7)  earnings. However,  (8)  will have to file an application for these benefits. The filing date can make a difference in the amount of benefits we pay.  (9)  should get in touch with us about filing as soon as  (10)   (11)  working or  (12)   (13)  earnings.

Fill-in values:

Fill-in (1) - Systems Generated

Choice 1: Your

Choice 2: Beneficiary's name possessive

Fill-in (2) - Requested As A One Position Alpha Character

Choice 1 (A): wife

Choice 2 (B): husband

Fill-in (3) - Systems Generated

Choice 1: your

Choice 2: his

Choice 3: her

Fill-in (4) - Systems Generated

Choice 1: you

Choice 2: he

Choice 3: she

Fill-in (5) - Systems Generated

Choice 1: stop

Choice 2: stops

Fill-in (6) - Systems Generated

Choice 1: reduce

Choice 2: reduces

Fill-in (7) - Systems Generated

Choice 1: your

Choice 2: his

Choice 3: her

Fill-in (8) - Systems Generated

Choice 1: you

Choice 2: Beneficiary's name

Fill-in (9) - Systems Generated

Choice 1: You

Choice 2: He

Choice 3: She

Fill-in (10) - Systems Generated

Choice 1: you

Choice 2: Beneficiary's name

Fill-in (11) - Systems Generated

Choice 1: stop

Choice 2: stops

Fill-in (12) - Systems Generated

Choice 1: reduce

Choice 2: reduces

Fill-in (13) - Systems Generated

Choice 1: your

Choice 2: his

Choice 3: her


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0900720030
NL 00720.030 - AET Annual Earning Test - 05/23/2013
Batch run: 05/23/2013
Rev:05/23/2013