Identification Number:
GN 00205 TN 49
Intended Audience:See Transmittal Sheet
Originating Office:ORDP OISP
Title:Completion of Applications
Type:POMS Transmittals
Program:Title II (RSI)
Link To Reference:
 
PROGRAM OPERATIONS MANUAL SYSTEM
Part 02 - General
Chapter 002 - Applications and Interviews
Subchapter 05 - Completion of Applications
Transmittal No. 49, 11/2017

Audience

FO/TSC: CS, CS TII, CS TXVI, DRT, FR, OA, OS, RR, CSR, TA, CTE, TSC-CSR
PSC: CA, SCPS, CS, TSA, TST, ICDS, IES, ISRA, RECONR
OCO-ODO: BET, CR, CST, CTE, CTE TE, DE, DEC, DS, RCOVTA, RECONE, RECOVR
OCO-OEIO: BET, BTE, CAQCR, CR, CTE, ERE, FCR, FDE, FDEC, PETL, RECONE, RECONR

Originating Component

OISP

Effective Date

Upon Receipt

Background

This transmittal removes obsolete information regarding two questions that we removed from the Retirement application. In 2003, we removed the protective filing question for spouse’s benefits due to a revision in the protective filing policy. In 2017, we removed the question that asks claimants for permission to contact an employer.

Summary of Changes

GN 00205.130 Significance of Items on Retirement Applications

Subsection A – We deleted the third bullet that refers to the question about protecting the spouse’s rights to benefits.

Subsection D – We deleted this subsection because we removed the “Permission to contact employer” question from the Retirement application.

Subsection E – With the deletion of subsection D, this became Subsection D. We deleted all of the references in the subsection because they did not correspond with the information presented in this POMS section. We added GN 00205.035 to this section based on the policy in subsection B.



GN 00205.130 Significance of Items on Retirement Applications

A. Marital status and children

  • Develop auxiliary benefits if the number holder (NH) has a spouse or child(ren) and they appear eligible.

  • Use the NH's marital history to decide if the NH may be eligible for another class of benefits.

NOTE: If the NH is the widow(er) of a Railroad (RR) employee and is under full retirement age, receiving Retirement Insurance Benefits (RIB) may adversely affect the amount of the RR widow(er)'s annuity.

B. Disability is alleged

If the NH alleges a disability, develop entitlement for Disability Insurance Benefits (DIB) following the procedures in GN 00205.035.

C. Current year earnings estimate

Use the earnings estimate for the retirement test to evaluate information where the claimant needs quarters of coverage for insured status, and for benefit purposes in advance file cases.

D. References

GN 00205.035 Disability