Subchapter List for Determination of PIAs and Benefit Amounts

RS 006: Determination of PIAs and Benefit Amounts
 RS 00600: Determination of PIAs and Benefit Amounts
RS 00600.000: Determination of PIAs and Benefit Amounts - Table of Contents
 RS 00601: PIA and Benefit Amounts - Introduction
RS 00601.000: PIA and Benefit Amounts - Introduction - Table of Contents
RS 00601.001: Scope of Chapter for PIA and Benefit Amount
RS 00601.002: Glossary of Acronyms Related to Computations
RS 00601.005: Accurate Computations
RS 00601.010: Equivalency and Tolerance Rules
RS 00601.020: Rounding of Benefits
RS 00601.120: Cost-Of-Living Adjustment (COLA)
RS 00601.122: July 2001 COLA
RS 00601.123: Special One-Time Payment For 12/99 – 6/01
RS 00601.125: Variable Supplementary Medical Insurance (SMI) Premium
 RS 00605: Initial Computation of the PIA - Recomputations and Recalculations
RS 00605.000: Initial Computation of the PIA - Recomputations and Recalculations - Table of Contents
RS 00605.001: PIA Computation Methods
RS 00605.005: Benchmark Year (Eligibility Year)
RS 00605.010: Initial PIA Computations
RS 00605.015: 1978 New Start (NS) Computation Method (Average Indexed Monthly Earnings (AIME)) Primary Insurance Amount (PIA)
RS SEA00605.015: AIME PIA Worksheets
RS 00605.016: Elapsed Years Using the 1978 New Start Method
RS 00605.017: Base Years, Computation Years, and Divisor Months Under the 1978 NS Method
RS 00605.018: Total Earnings in Computation Years Under the 1978 NS Method - Indexing the ER
RS 00605.021: Computation of the PIA Under the 1978 NS Method
RS 00605.022: Frozen Minimum Primary Insurance Amount (PIA)
RS 00605.023: Frozen Minimum Primary Insurance Amount (PIA) Recalculations and Recomputations
RS 00605.024: Guarantee Primary Insurance Amounts (PIAs) Alternatives to the 1978 New Start (NS) Method
RS 00605.025: NS Transitional Guarantee PIA
RS 00605.030: 1977 Simplified OS PIA
RS 00605.033: Allocating Pre-1951 Earnings to Base Years Under the 1977 Simplified OS
RS 00605.035: DIB Guarantee PIA
RS 00605.040: 1965 NS Method
RS 00605.045: Consolidation of Old Computation Methods (NS90/OS90)
RS 00605.050: 1967 Simplified OS PIA
RS 00605.060: 1965 OS
RS 00605.070: Special Minimum PIA
RS 00605.075: DRCs and the Special Minimum
RS 00605.100: Elimination of the Minimum Benefit - General
RS 00605.201: Introduction - Disability Computation Points
RS 00605.210: Determining the Period of Disability - (Freeze Period)
RS 00605.215: Effects of a Period of Disability
RS 00605.220: The Freeze Computation - RIB, DIB, and Survivor PIAs
RS 00605.225: Non-Freeze Computation
RS 00605.230: DIB Dropout Years
RS 00605.235: Childcare Dropout Years
RS 00605.238: Extended DIB Eligibility
RS 00605.300: Effect Of Other Payments and Pensions
RS 00605.320: FERS/FECA Offset
RS 00605.360: Windfall Elimination Provision
RS DAL00605.360: WEP Applicability (RTN 21, 04/2011)
RS DAL00605.361: Exceptions to WEP - Dallas
RS 00605.362: Windfall Elimination Provision Exceptions
RS 00605.364: Determining Pension Applicability, Eligibility Date, and Monthly Amount
RS DAL00605.364: Determining Pension Applicability, Eligibility Date and Monthly Amount for WEP (RTN 22 – 10/2013)
RS 00605.366: Pension Development
RS 00605.367: Windfall Elimination Provision (WEP) Development
RS 00605.369: WEP Computation and Recomputation Methods
RS 00605.370: WEP Guarantee
RS 00605.372: Special Situations Applied To WEP
RS 00605.374: OPM and SSA Computer Match Alerts
RS 00605.377: WEP Benefit Estimates Under Personal Earnings and Benefit Estimate Statement (PEBES)
RS 00605.380: National Guard Civilian Pensions for Dual Status Technicians: Petersen Court Case
RS 00605.383: Exclusion of Military Reservists from WEP
RS 00605.386: Exclusion of Certain Totalization Benefits from WEP
RS 00605.390: Exhibit of Form SSA-150, Modified Benefit Formula Questionnaire — Exhibit
RS 00605.391: Exhibit of Form SSA-58, Modified Benefit Formula Questionnaire - Employer - Exhibit
RS 00605.392: Exhibit of Form SSA-308, Modified Benefit Formula Questionnaire - Foreign Pension
RS 00605.401: Recomputations and Recalculations
RS 00605.405: Recomputations and Administrative Finality
RS 00605.407: Disadvantageous Recomputations
RS 00605.501: Current Recomputations - 1977 Amendments
RS 00605.530: Recomputation of DIB PIA
RS 00605.532: Freeze Recomputation of DIB PIA
RS 00605.535: The Non-freeze Recomputation of DIB PIA - Policy
RS 00605.540: Recomputation to Include RR Compensation in Survivor Cases - Policy
RS 00605.560: Automatic Earnings Reappraisal Operation (AERO)
RS 00605.570: Processing Recomputation Requests
RS 00605.580: Recalculation of Benefits
RS 00605.590: Deemed Military Wage Recalculations
RS 00605.800: PIAs for Benefit Estimates - the Personalized Earnings and Benefit Estimate Statement (PEBES)
RS 00605.900: List of RAW PIA and Family Maximum Computations
RS 00605.905: 1978 NS AIME PIA Chart
RS 00605.910: Family Maximum Chart
RS 00605.925: Indexing Factor Charts
RS 00605.926: Indexing Factors for 2001 Eligibility
RS 00605.927: Indexing Factors for 2002 Eligibility
RS 00605.928: Indexing Factors for 2003 Eligibility
RS 00605.929: Indexing Factors for 2004 Eligibility
RS 00605.930: Indexing Factors for 2005 Eligibility
RS 00605.931: Indexing Factors for 2006 Eligibility
RS 00605.932: Indexing Factors for 2007 Eligibility
RS 00605.933: Indexing Factors for 2008 Eligibility
RS 00605.934: Indexing Factors for 2009 Eligibility
RS 00605.935: Indexing Factors for 2010 Eligibility
RS 00605.936: Indexing Factors for 2011 Eligibility
RS 00605.937: Indexing Factors for 2012 Eligibility
RS 00605.938: Indexing Factors for 2013 Eligibility
RS 00605.939: Indexing Factors for 2014 Eligibility
RS 00605.940: Indexing Factors for 2015 Eligibility
RS 00605.941: Indexing Factors for 2016 Eligibility
RS 00605.942: Indexing Factors for 2017 Eligibility
RS 00605.943: Indexing Factors for 2018 Eligibility
RS 00605.944: Indexing Factors for 2019 Eligibility
RS 00605.945: Indexing Factors for 2020 Eligibility
RS 00605.946: Indexing Factors for 2021 Eligibility
RS 00605.947: Indexing Factors for 2022 Eligibility
RS 00605.948: Indexing Factors for 2023 Eligibility
RS 00605.949: Indexing Factors for 2024 Eligibility
RS 00605.950: Benefit Table for Determining PIA and Maximum Family Benefits at June 1978 Rates
RS 00605.955: Processing Procedures for Advance File No Bendpoint (AFNB) Claims and Non-AFNB Future Month of Entitlement (MOE) Cases
 RS 00615: Computation of Monthly Benefits Amounts
RS 00615.000: Computation of Monthly Benefits Amounts - Table of Contents
RS 00615.001: Introduction to Computation of Monthly Benefits
RS 00615.003: Full Retirement Age
RS 00615.004: Attainment of Full Retirement Age
RS 00615.005: Reduced Benefits
RS 00615.010: Chart on Reduced Benefits
RS 00615.015: How the Day of Birth Affects Benefits
RS 00615.020: Dual Entitlement Overview
RS 00615.101: Reduced RIB
RS 00615.105: Estimating Reduced Retirement Benefits
RS 00615.110: Reduced RIB as Affected by DIB (A – HA)
RS 00615.140: Entitlement to RIB After Entitlement to Spouse's Benefit (B then A)
RS 00615.150: Simultaneous RIB-WIB or RIB First (A/D or A then D)
RS 00615.160: Reduced RIB After Reduced WIB (D/W then A)
RS 00615.170: Simultaneous Entitlement of a Widow(er) to Spouse's Benefits and RIB/DIB
RS 00615.201: Reduced Spouse's Benefits
RS 00615.205: Estimating Reduced Spouse Benefits
RS 00615.210: Reduced Spouse's Benefit Where the Family Maximum is Involved
RS 00615.240: Entitled to Reduced Spouse's Benefit for Month Before Entitlement to Reduced RIB (B then A)
RS 00615.250: Entitled to Reduced Spouse's Benefit for Months Simultaneous With or After Entitlement to Reduced RIB (A then B or B with A)
RS 00615.252: Reduced Spouse's Benefits Simultaneous With or After Entitlement to RIB Reduced Due to Prior Reduced WIB (D/W then A then B or D/W then A with B)
RS 00615.260: Reduced Spouse's Benefit and DIB Entitlement (B, HA)
RS 00615.301: Reduced Widow(er)'s Benefits
RS 00615.302: Windexing - Alternate Method of Computing Benefits for Widow(er)s First Eligible 1/85 and Later
RS 00615.305: Estimating Reduced Widow(er) Benefits
RS 00615.310: Disabled Widow(er)'s Benefits (DWB)
RS 00615.315: Simultaneous Entitlement to Widow(er)'s Benefits and Disabled Widow(er)'s Benefits (D and W)
RS 00615.320: Reduced WIB — Deceased NH Entitled to Reduced RIB or Reduced DIB Prior to Death-RIB LIM
RS 00615.322: Worksheet for Computation of WIB After 12/72
RS 00615.340: Widow(er) with Child-in-Care
RS 00615.350: Reduced WIB After or Concurrent with DIB (HA then D/W or HA with D/W)
RS 00615.352: Reduced WIB After or Concurrent With DIB Following a Prior WIB (D/W then HA then D/W or D/W then HA with D/W)
RS 00615.401: Reduced DIB
RS 00615.410: Reduced DIB After RIB Entitlement (A then HA)
RS 00615.420: DIB After Entitlement to Reduced WIB (D/W then HA)
RS 00615.430: Elimination of Carryover Reduction in RIB or DIB Due to WIB Before Age 62
RS 00615.470: Reduced RIB After Reduced WIB, Prior DIB (HA then D/W then A or HA with D/W then A)
RS 00615.472: Reduced RIB After Reduced WIB, Intervening DIB (D/W then HA then A)
RS 00615.474: Reduced DIB After RIB, Both After Reduced WIB (D/W then A then HA)
RS 00615.476: Reduced WIB After or Concurrent With DIB, Both After RIB (A then HA then D/W or A then HA with D/W)
RS 00615.478: Reduced DIB After Reduced RIB, Intervening WIB (A then D/W then HA)
RS 00615.480: Reduction Factor Adjustment (ARF)
RS 00615.482: Requirements for Adjustment of Reduction Factor (ARF) — Crediting Months
RS 00615.490: Computing the RIB or Spouse Benefit (Single Entitlement) — Reduction Factor Adjustment
RS 00615.491: ARF Processing After 1977 for a Reentitled Actuarially Reduced Spouse
RS 00615.500: Computing the Spouse's Benefit Reduction Factor Adjustment — Spouse also Entitled to RIB or DIB
RS 00615.580: Computing the Widow(er)'s Benefits — Reduction Factor Adjustment
RS 00615.582: Computing the Reduction Factor Adjustment — No Entitlement Prior to Age 60
RS 00615.585: Unusual Characteristics of the Widow(er)'s ARF
RS 00615.590: Computing the Widow(er)'s Benefit Reduction Factor Adjustment — Initial Entitlement to Disabled Widow(er)'s Benefit
RS 00615.592: Recalculation of Widow(er)'s Benefit for 1/84 — Disabled Widow(er)'s Entitlement and Reduction Factor Adjustment Applicable Prior to 1/84
RS 00615.595: Computing the Widow(er)'s Benefit — Reduction Factor Adjustment — Dual Entitlement to DIB Before or Concurrent With WIB
RS 00615.598: Adjustment of the Reduction Factor for a Deceased Numberholder
RS 00615.650: Minimum Sole Survivor's Rate (MSSR)
RS 00615.654: Special Situations Involving Payment of the MSSR
RS 00615.680: Divorced Spouse or Surviving Divorced Spouse Entitlement Disregarded for Family Maximum and Minimum Benefit Purposes
RS 00615.682: Family Benefits Where a Divorced Spouse or a Surviving Divorced Spouse is Entitled
RS 00615.684: Benefits When A Legal Spouse and A Deemed or Putative Spouse are Entitled
RS 00615.690: Delayed Retirement Credits (DRC)
RS 00615.692: Computing the Amount of the Delayed Retirement Credits (DRC)
RS 00615.693: Estimating the Effect of Delayed Retirement Credits
RS 00615.694: DRCs in Dual-Entitlement Cases
RS 00615.695: Family Maximum and Auxiliary Benefits (DRC)
RS 00615.696: Dual Entitlement Primary Rate with DRC Exceeds Auxiliary or Survivor Benefit
RS 00615.700: Special Minimum PIA Involvement (DRC)
RS 00615.702: Use of the DRC in Computing Widow(er)'s Benefits
RS 00615.704: Widow(er) Eligibility Requirements (DRC)
RS 00615.706: Computation of the Widow(er)'s Benefit With DRCs
RS 00615.708: Surviving Divorced Spouse with DRCs
RS 00615.710: Widow(er)'s Benefit — DRCs And The Family Maximum Involved
RS 00615.712: Widow(er)'s DRC Savings Clause
RS 00615.714: Remarried Widow(er)'s DRCs
RS 00615.715: Remarried Widow(er)'s Benefits and DRCs June 1978 — December 1978
RS 00615.730: Maximum Family Benefits
RS 00615.732: Table or Formula Maximums
RS 00615.736: Determining Maximum Family Benefits Effective January 1979
RS 00615.738: Maximum Family Benefits with a DIB Guarantee PIA in January 1996 or Later
RS 00615.740: 1980 Disability Maximum — General
RS 00615.742: Maximum Family Benefits Based on DIB Eligibility After 1978 — Initial Entitlement After June 1980
RS 00615.744: DIB Entitlement Prior to New DIB Eligibility — Family Maximum of Prior DIB Computed Under 1980 Amendments Method
RS 00615.752: Determining Total Benefits Before Adjustment - Family Maximum
RS 00615.754: Determining the Amount of Each Benefit When Total Benefits Exceed the Maximum
RS 00615.756: Adjusting Benefits for the Family Maximum (FMAX)
RS 00615.758: Adjusting Benefits for the Family Maximum (FMAX) When the Family Composition Changes
RS 00615.760: Benefits Under Section 202(J)(1)
RS 00615.761: Computing Retroactive Benefit of Late Applicant - Maximum Involved
RS 00615.762: Benefits Under Section 202(J)(3)
RS 00615.766: Relationship of Deductions to Maximum Provisions
RS 00615.768: Adjustment in Simultaneous and Dual Entitlement Cases
RS 00615.770: Simultaneous Entitlement of Children on More Than One SSN
RS 00615.772: Determining the SSN Upon Which Benefits Will Be Paid
RS 00615.774: Effect of Subsequent Actions
RS 00615.776: Choosing Between Two or More SSNs
RS 00615.778: Termination of Entitlement on SSN on Which Maximums Were Not Combined
RS 00615.801: Saving Clauses (SC) Which Affect Benefit Amounts
 RS 00620: Computation, Recomputations, and Recalculations with Limited Applicability
RS 00620.000: Computation, Recomputations, and Recalculations with Limited Applicability - Table of Contents
RS 00620.050: Work Recomputation Applicability in Life Cases
RS 00620.055: Work Recomputation Applicability in Death Cases
RS 00620.060: Current Year Recomputation for Work
RS 00620.070: Summary Recomputation After Age 65 or Death
RS 00620.071: Railroad (RR) Recomputations
RS 00620.072: Inclusion of Railroad (RR) Compensation in Survivor Cases
RS 00620.073: 11/1951 Railroad Recalculation
RS 00620.080: Recomputation to Include Military Credits
RS 00620.090: Dropout Recomputation
RS 00620.200: Recomputation - After 1/2/68
 RS 00630: Monthly Benefit Amount Computations with Limited Applicability
RS 00630.000: Monthly Benefit Amount Computations with Limited Applicability - Table of Contents
RS 00630.100: Separate Reduction of Increases
RS 00630.110: Dual Entitlement Where Initial Entitlement on Either or All Records Is Before 1978
RS 00630.300: Initial Entitlement to Widow(er)’s Insurance Benefit (WIB) and Retirement Insurance Benefit (RIB) Prior to 01/1973
RS 00630.310: Redetermination of Widow(er)’s Insurance Benefit (WIB) with Entitlement as of 12/1972
RS 00630.400: Summary of Saving Clauses
 RS 00640: Computation and Benefit Tables - Old Law
RS 00640.000: Computation and Benefit Tables - Old Law - Table of Contents
RS 00640.050: PIA and Maximum Conversion Table CI
RS 00640.075: Special Minimum PIAs and Maximum Rates Table