TN 23 (12-17)

NL 00725.110 “AET” UTIs – Annual Earnings Test

AETC03 Caption

Work and Earnings Affect Payments

AETD03 Dictated Text

AET002 LMETY Year Established, Earnings Reported

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-ins:

(1) FN

(2) LMETY year

(3) PN

(4) LMETY year

(5) PN

(6) “earn”/“earns”

AET003 LMETY Established, No Earnings Reported

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)  . If  (3)  ever  (4)  to work, we will pay benefits for each year based on  (5)  work and earnings for that year.

Fill-ins:

(1) FN

(2) LMETY year

(3) “you”/“he”/“she”

(4) “go”/“goes”

(5) “your”/“her”/“his”

AETR32 Future Auxiliary Benefits – Disadvantageous for Spouse to File While Number Holder in Suspense Due to Work

 (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-ins:

(1) SN possessive

(2) “wife”/“husband”

(3) PN

(4) “you/“she”/“he”

(5) “stop”/“stops”

(6) “reduce”/“reduces”

(7) “your”/“her”/“his”

(8) SN of spouse *

(9) “She”/“He”

(10) NHSN

(11) “stop”/“stops”

(12) “reduce”/“reduces”

(13) “your”/“her”/“his”

(*) indicates that the fill-ins are manual

AET055 Benefits for All or Part of a Calendar Year Due to Earnings

We are withholding  (1)  of  (2)  benefits for  (3)  because of  (4)  work and earnings.

Fill-ins:

(1) total amount of monthly benefits to be withheld for the year in format $NNNNN.NN

(2) SN possessive/ “your”

(3) month & year in format “Month YYYY”/ month & year and month year in format “Month YYYY and Month YYYY” /month & year through month/year in format “Month YYYY through Month YYYY”

(4) “her”/“his”/“your”

AET057 Earnings are Reported for a Prior, Current or Future Year that is Not a Closed Year

 (1)  estimated that  (2)  would earn $  (3)  in  (4)  .

Fill-ins:

(1) You

(2) SN/you

(3) estimate amount in format $NNNNN.NN

(4) year in the format YYYY

AET058 Earnings are Reported for 2 Prior, Current or Future Years that are Not Closed Years

 (1)  estimated that  (2)  would earn $  (3)  in  (4)  and $  (5)  in  (6)  .

Fill-ins:

(1) You

(2) SN/you

(3) estimate amount in format “$NNNNN.NN”

(4) year in the format “YYYY”

(5) estimate amount in format “$NNNNN.NN”

(6) year in the format “YYYY”

AET059 Earnings are Reported for 1 Or 2 Prior, Current or Future Years that are Not Closed Years and One of the Aforementioned Years is Equal to the BCLM-LMETY

This UTI Will be Used in Tandem with Either AET057 (When 1 Year is Involved) or AET058 (When 2 Years are Involved)

You also said that  (1)  would not earn more than $  (2)   (3)  and would not be active in self-employment in  (4)   (5)   (6)   (7)   (8)   (9)   (10)   (11)  .

Fill-ins:

(1) “you”/“she”/“he”

(2) monthly exempt amount in the format “$$$.¢¢”

(3) If more than one non-service month, add “per month”/otherwise, null

(4) earliest non-service month in the format “April”

(5) “and”/“through”/null

(6) null/non-service month in format “June”

(7) “and”/“through”/null

(8) non-service month in format “July”/null

(9) null/“and”/“through”

(10) null/non-service month in format “August”

(11) show LMETY in format “1988”

AET060 One Year of Temporary Deductions and No Year with Permanent Deductions

 (1)  are withholding  (2)  of  (3)  benefits for  (4)   (5)   (6)   (7)   (8)   (9)   (10)   (11)  because of work and earnings.

Fill-ins:

(1) We

(2) “all”/ Total MBC withheld due to work in format “$$$$.¢¢”

(3) SN possessive

(4) year in format “1988”/month in format “January”

(5) “and”/“through”/null

(6) month in format “April”/null

(7) “and”/null

(8) month in format “June”/null

(9) “and”/“through”/null

(10) month in format “September”/null

(11) year in format “1988”/null

AET061 There are Two Years of Temporary Deductions and No Year with Permanent Deductions

Also, we are withholding  (1)  of  (2)  benefits for  (3)   (4)   (5)   (6)   (7)   (8)   (9)   (10)  .

Fill-ins:

(1) “all”/ Total MBC withheld due to work in format “$NNNN.NN”

(2) SN possessive

(3) year in format “1988”/month in format “January”

(4) “and”/“through”/null

(5) month in format “April”/null

(6) “and”/null

(7) month in format “June”/null

(8) “and”/“through”/null

(9) month in format “September”/null

(10) year in format “1988”/null

AET062 There are Either One or Two Years of Permanent Deductions Due to Work and Earnings

We  (1)  pay  (2)   (3)  benefits for  (4)   (5)   (6)   (7)   (8)   (9)   (10)   (11)   (12)   (13)   (14)   (15)  because  (16)  work.

Fill-ins:

(1) “cannot”

(2) SN

(3) “full”/“any”

(4) year in format “1988”/month and year in format January “1988”/month in format “January”

(5) “and”/“through”/null

(6) month in format “December”/null

(7) “and”/null

(8) month in format “May”/null

(9) “and”/“through”/null

(10) month in format “July”/null

(11) year/null

(12) “and we can pay only”/null

(13) MBC in format “$99,999.99” or “$99,999” (no cents)/null

(14) “for”/null

(15) month and year in the format “August 2008”/null

(16) “your”/“her”/“his”/SN possessive

AET063 There is at Least One Year of Permanent Work Deductions and One Year Where Temporary Work Deductions are Applicable

We  (1)  pay  (2)   (3)  benefits for  (4)   (5)   (6)  because of  (7)  work and earnings. Also, we are withholding  (8)  of  (9)  benefits for  (10)   (11)   (12)  because of work and earnings.

Fill-ins:

(1) “cannot”

(2) SN

(3) “full”/“any”

(4) year/month and year/month

(5) “and”/“through”/null

(6) month and year/month/null

(7) “your”/“her”/“his”

(8) “all”/total MBC in format “$99,999.99” or “$99,999”, no cents

(9) “your”/“her”/“his”

(10) year/month