Identification Number:
NL 00703 TN 75
Intended Audience:See Transmittal Sheet
Originating Office:ORDP OISP
Title:Exhibit and Dictated Letters
Type:POMS Transmittals
Program:All Programs
Link To Reference:
 

PROGRAM OPERATIONS MANUAL SYSTEM
Part NL – Notices, Letters and Paragraphs
Chapter 007 – Letters and Paragraphs for Title II, Title XVI, and Title XVIII
Subchapter 03 – Exhibit and Dictated Letters
Transmittal No. 75, 12/07/2018

Audience

PSC: BA, CA, CCRE, CS, DS, ICDS, IES, ILPDS, IPDS, ISRA, NPR, PETE, RECONR, SCPS, TSA, TST;
OCO-OEIO: BET, BIES, BTE, CC, CDT, CR, CTE, EIE, ERE, FDE, PETL, RECONR, RECOVR;
OCO-ODO: BET, BTE, CCE, CR, CST, CT, CTE, CTE TE, DE, DEC, DS, DSE, PAS, PETE, PETL, RCOVTA, RECONE, RECOVR;
FO/TSC: CS, CS TII, CS TXVI, CSR, DRT, FR, OA, OS, RR, TA, TSC-CSR;

Originating Component

OISP

Effective Date

Upon Receipt

Background

Notice language went live 02/09/15, however, the corresponding POMS was never updated. This transmittal updates the POMS so that the wording matches the language in E3932.1

Summary of Changes

NL 00703.932 Benefits Suspended Due to Number Holder’s (NH) Death - Dual Entitlement

Changed the NL POMS to match the language in E3932.1, which was updated 02/09/15.

NL 00703.932 Benefits Suspended Due to Number Holder’s (NH) Death - Dual Entitlement

(RS 00207.025)

Document Identifier for Word Processor (AURORA): E3932 and E3932.1

A. Exhibit letter - Benefits suspended due to number holder’s death

(1)

We are writing to let you know that we have made some changes in your benefits. We made these changes based on the death of (2) in (3).

This letter will also tell you what to do if you want survivor’s benefits.

What We Will Pay And When

Your regular monthly benefit is (4) starting in (5). This is the benefit due you based on your own record.

You should receive your payment about (6). After that, you will receive your payments on or about the (7) of each month.

Changes in your benefits

You are no longer entitled to (8) benefits. We stopped your (9) benefits effective (10).

You will still get (11) benefits on your own record.

If You Want Survivors Benefits

You may be able to get permanently reduced (12) benefits. The benefit rate is reduced by a specified percentage for each month you are entitled before full retirement age (FRA). For example, if you were born between 1945 and 1956, the benefit reduction would be about 0.396 percent for each month you are entitled before your FRA. If the deceased worker received retirement benefits before FRA, the maximum survivor’s benefit is limited to the higher amount that the deceased worker would have received if still alive or 82.5 percent of the deceased worker’s unreduced benefit.

Because of this limit, delaying receipt of reduced (8) benefits will not necessarily increase the monthly benefit amount payable. We will review your election in item 3 on the Certificate of Election to make sure that the month selected maximizes your benefit amount.

If you wish to receive permanently reduced benefits, please complete the (9) and return it to us in the self-addressed envelope provided. If you need help completing the certificate, your local Social Security office will be happy to help you.

What we will pay and when

Your regular monthly benefit is $(10), beginning (11). This is the benefit due you based on your own Social Security record. Your Social Security number is (12).

You should receive your first check about (13). If you were born between 1945 and 1956, we reduce your benefit by 0.396 percent for each month you are entitled before your full retirement age (FRA). If you were born in a different year, a different reduction rate applies. If the worker started receiving retirement benefits before his or her FRA, we cannot pay the full benefit amount on his or her record. We must limit the maximum survivor's benefit to the higher of either:

  • the amount that he or she would have received if still alive, or

  • 82.5 percent of his or her unreduced benefit.

Due to this limit, a delay in taking your survivor's benefits will not always increase the monthly benefit we can pay to you.

For more information, please visit our online "Survivors Planner" at www.SocialSecurity.gov.

Other Social Security benefits

If the worker's death occurred before FRA or within one year past FRA, and he or she could not work due to disability, you may be able to get a higher benefit on his or her record. You have to file a separate application for the higher benefit by (15).

If you were married before, you may be able to get a higher benefit on your prior spouse's record. Please file an application to learn if you are eligible for these benefits.

If you disagree with the decision

ALS020

If you want help with your appeal

3100E

 If you have any questions

3901C - (CTDO UTI) - Domestic

3901D - Foreign

Enclosures :

SSA-4111

Self-addressed Envelope

B. Procedure requesting instructions

Send this exhibit notice when the spouse or divorced spouse of an under full retirement age dually entitled beneficiary dies, spouse's (divorced spouse’s) benefits are suspended, and the surviving spouse (or surviving divorced spouse) may be entitled to reduced widow's or widower's (or surviving divorced spouse’s) benefits.

See NL 00703.005E for 3901C and 3901D text and fill-in. Use ALS020 in domestic and foreign cases. Refer to NL 00703.180 for ALS020 text. Refer to NL 00703.100 for 3100E text.

NOTE: AURORA UTI in lieu of 3901C is UTI CTDO. See Language Development Facility (LDF) for text.

Fill-ins:

(1) Notice for widow(er)

(2) First & Last Name of deceased worker

(3) Date of death

(4) Amount

(5) Date of change

(6) Date

(7) See Below

(8A) spouse’s

(8B) divorced spouse’s

(9A) spouse’s

(9B) divorced spouse’s

(10) Date

(11A) retirement

(11B) disability

(12) See Below

(13A) A

(13B) B

(14) See Below

(15) Date

C. Procedure instructions for SSA L 2000 (Universal Notice)

Use Form SSA-L2000-C2 (Universal Notice) and follow the notice standards. See NL 00703.005E for 3901C and 3901D text. Refer to LDF for UTI CTDO text.


NL 00703 TN 75 - Exhibit and Dictated Letters - 12/07/2018