TN 23 (12-17)

NL 00725.135 “BEN” UTIs – Benefit Information

BEN030 MBA Chart – Shows Changes to MBA on All DIB Awards and RR Certification Awards

The following chart shows  (1)  benefit amount(s) before any deductions or rounding. The amount  (2)  actually receive(s) may differ from  (3)  full benefit amount. When we figure how much to pay  (4)  , we must deduct certain amounts, such as Medicare premiums. We must also round down to the nearest dollar.

Beginning Date

Benefit Amount

Reason

 (5)   (6) 

 (7) 

 (8) 

 (9)  (10)

(11)

(12)

(13)(14)

(15)

(16)

(17)(18)

(19)

(20)

(21)(22)

(23)

(24)

(25)(26)

(27)

(28)

(29)(30)

(31)

(32)

(33)(34)

(35)

(36)

(37)(38)

(39)

(40)

(41)(42)

(43)

(44)

(45)(46)

(47)

(48)

(49)(50)

(51)

(52)

(53)(54)

(55)

(56)

(57)(58)

(59)

(60)

(61)(62)

(63)

(64)

(65)(66)

(67)

(68)

Fill-ins:

(1) your/beneficiary's given name plus “beneficiary's last name possessive

(2) “you”/“she”/ “he”

(3) “your”/“her”/“his”

(4) “you”/“her”/“him”

(5)

(6) EFD year associated with fill-in 5, in the format YYYY

(7) MBA amount, corresponding to EFD from fill-in 5

(8) Entitlement began/Cost-of-living adjustment/Benefits to another person began or ended/Credit for additional earnings

Fill-ins (9) through (68) follow the logic of fill-ins (5) through (8)

BEN031 DIB Over RIB Entitlement

Since  (1)  now entitled to a higher monthly disability benefit, we are stopping  (2)  retirement benefits.

Fill-ins:

(1) you are/Ms. plus beneficiary's last name plus “is”/Mr. plus beneficiary's last name plus “is”

(2) “your”/“her”/“his”

BEN032 DIB Over RIB Entitlement/Dual Entitlement Involving an Adjustment in Retroactive Benefits

In  (1)   (2)  payment,  (3)  will receive the difference between the benefits already paid and those now due.

Fill-ins:

(1) your/beneficiary's given name/beneficiary's given name plus beneficiary's last name, possessive/Ms. plus beneficiary's last name, possessive/Mr. plus beneficiary's last name, possessive

(2) “first”/”next”

(3) “you”/“she”/“he”

BEN051 Dual Entitlement Benefits Combined in One Check

We will send  (1)  both benefits in one check each month under  (2)  own claim number.

Fill-ins:

(1) “you”/“her”/“him”

(2) “your”/”her”/”his”

BEN052 Benefits Paid in Separate Check

We will send  (1)  separate checks each month under each claim number.

Fill-in:

(1) “you”/“her”/“him”

BEN053 Auxiliary Benefits Reduced by Primary Benefits

We are reducing  (1)  benefits as a  (2)  by the amount to which  (3)  entitled on  (4)  own Social Security record. This means  (5)  benefits will now be $  (6)  as a  (7)  plus $  (8)  on  (9)  own record.

Fill-ins:

(1) “your”/“her”/“his”

(2) type of benefit

(3) “you are”/“she is”/“he is”

(4) “your”/“her”/“his”

(5) “your”/“her”/“his”

(6) Money fill-in

(7) type of benefit

(8) Money fill-in

(9) “your”/“her”/“his”


To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0900725135
NL 00725.135 - "BEN" UTIs - Benefit Information - 12/21/2017
Batch run: 12/21/2017
Rev:12/21/2017