Identification Number:
RS 00605 TN 65
Intended Audience:See Transmittal Sheet
Originating Office:ORDP OISP
Title:Initial Computation of the PIA - Recomputations and Recalculations
Type:POMS Transmittals
Program:Title II (RSI)
Link To Reference:
 

PROGRAM OPERATIONS MANUAL SYSTEM
Part RS – Retirement and Survivors Insurance
Chapter 006 – Determination of PIAs and Benefit Amounts
Subchapter 05 – Initial Computation of the PIA - Recomputations and Recalculations
Transmittal No. 65, 07/19/2019

Audience

PSC: BA, CA, CCRE, CS, DE, DS, DT, IES, PETE, RECONR, RECOVR, SCPS, TSA, TST;
OCO-OEIO: BIES, BTE, CR, CTE, FCR, PETL, RECONR;
OCO-ODO: BTE, CR, CST, CTE, CTE TE, PETE, PETL;
FO/TSC: CS, CS TII, CSR, CTE, DRT, DT, FR, OA, OS, RR, TA, TSC-CSR;

Originating Component

OISP

Effective Date

Upon Receipt

Background

We are updating the example in this POMS section to provide clarity with regards to the second period of disability.

Summary of Changes

RS 00605.220 The Freeze Computation - RIB, DIB, and Survivor PIAs

In section A.3, we added language to clarify when the second period of disability terminated. In addition, we added language to clarify the deemed age 62 for the second period of disability.

RS 00605.220 The Freeze Computation - RIB, DIB, and Survivor PIAs

A. Policy - DIB PIAs

1. Elapsed Years

Elapsed years are defined as:

  1. a. 

    Years after 1950 (or 1936) through the year before earlier of:

    • year the waiting period begins (or year of entitlement if no waiting period); or

    • year of attainment of retirement age and

  2. b. 

    Exclude years before age 22, and years wholly or partially within a period of disability.

Retirement age is 62 for all females and for males born after 1/1/13 whose claims were filed or adjudicated after 10/72. For males born 1/1/13 or earlier (or born anytime whose claims were adjudicated before 11/72) retirement age is deemed to be 65. For such males, elapsed years end with the earlier of: the year before the year the waiting period begins (or year of DIB entitlement if no waiting period), or 1975.

2. Base Years

DIB base years are the same as RIB base years except years wholly within a period of disability are disregarded.

3. Example

Betty, DOB 7/30/31, applied for DIB and freeze in 1982; a date of onset of 3/1/82 was established. Since 3/82 was the first month of her waiting period, she is deemed age 62 in that month and her period of disability for PIA computation purposes was 3/1/82 to 2/28/85 (any earnings for 1983 or 1984 could not be included in a DIB freeze computation).

Earnings for 1985 were included in a DIB freeze recomputation effective 1/ 86. Her DIB payments terminated effective 10/86. In 1988, she again filed for DIB and a new onset date of 11/4/88 was established. The second period of DIB payments terminated effective 12/91.

In figuring a DIB freeze computation, two periods of DIB must be excluded: (1) 3/1/82 to 9/30/86 and (2) 11/4/88 to 11/30/91, (she is deemed age 62 for the second period of DIB in 12/88, which is the first full month of disability since there is no new waiting period); therefore, earnings in 1985 could not now be used (excluded base years are 1983-1985 and 1989-1990). A nonfreeze DIB computation should be considered (elapsed years 53-87) as well as a DIB guarantee PIA, RS 00605.035.

B. Policy - RIB and Survivor PIA'S

1. Elapsed Years

The rules for determining elapsed years are the same as for the regular computation method. Years wholly and partially within a period of disability, are excluded.

2. Base Years

The regular base year rules apply except years wholly within a period of disability are excluded (consider entire period of disability, not just to assumed FRA).


RS 00605 TN 65 - Initial Computation of the PIA - Recomputations and Recalculations - 7/19/2019