Effective July 23, 2007, we must not combine benefits payable to the same individual from both the disability insurance benefits (DIB) and retirement and survivors’ insurance (RSI) trust funds into one check or direct deposit payment. Issue two separate payments to the individual.

Prior to July 23, 2007, we combined benefits payable from both the DIB and RSI trust funds to one individual if:

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  the RSI payment was for a childhood disability beneficiary (CDB);

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  DIB entitlement reduced an RSI payment to less than $1.00; or

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  RSI entitlement reduced a DIB payment to less than $1.00.

For previously combined payments that met one of the exceptions in GN 02401.030B, the T2 Dual Entitlement Automation Release 10, effective May 27, 2008, began separating existing combined payments that involved separate trust funds. Systems completed the process in December 2008.