



Eligibility after 1978




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1951 (exclude years prior to age 22; exclude years partly or wholly within a period
of disability if freeze computation applies).

Up to the earliest year of age 62, deemed age 62 for DIB only or death.




RIB or Survivors; or DIB before 7/80: Highest of base years equal in number to 5 less than elapsed years (Minimum  2).
NOTE: In certain RIB cases involving prior DIB where less than 5 drop out years applies
to the DIB, less than 5 drop out years may apply to the subsequent RIB. See RS 00605.230.
First DIB entitlement 7/80 or Later: Highest of base years equal to elapsed years less number of elapsed years divided
by 5 plus child care years (Minimum  2).




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1951 (exclude years wholly within a period of disability if freeze computation applies)

RIB and DIB up to the year for which benefits are being established. survivors  through
the year of death.




Determine the PIA from AIME. apply COL increases due through date of entitlement,
beginning with the COL increase month of the eligibility year.


2.
NS Transitional Guarantee PIA (see RS 00605.025) first applicable 1/79




•
Attainment of age 62 during the period 19791983; and

•
RSI benefits payable  this method does not apply for DIB; first effective 1/79, or
later, and

•
Some earning credited in any year prior to 1979; and

•
No period of disability beginning prior to 1979 unless 12 month break in eligibility
month or prior DIB is disregarded; and

•
Dies in or after month of attainment of age 62 (for survivor benefits.




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1951 (exclude years partly or within a period disability if freeze computation applies).

Up to the year of attainment of age 62.




Highest base years equal in number to elapsed years less 5. (Minimum  2).




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Same as 1.d above

Up to the year of eligibility




Determine PIA from AMW using the 6/78 table in Section 215(a) of the Act or use the
6/78 Section of Computation and Benefit Tables. Apply COL increases due beginning
with the COL increase of the eligibility year through the date of entitlement. Benefits
cannot be recomputed to include earnings in or after the eligibility year.





At least one quarter prior to 1951 is a quarter of coverage and

•
Date of birth is 1/2/1916  1/1/1929 or date of birth is after 1/1/1929, with less
than six QC's after 1950, and

•
no period of disability which began prior to 1951 (unless nonfreeze computation used),
and

•
attainment of age 62; death; or disability onset (freeze) or deemed age 62 (non freeze)
occurs after 1977.




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1937 (exclude years prior to age 22; exclude years partly or wholly within a period
of disability, if freeze computation applies).

Up to the earliest of: year of attainment of age 62, deemed attainment of age 62 (DIB
only), death.




RIB, survivors, or DIB before 7/80: Highest of base years equal to elapsed years less 5 (Minimum  2)
NOTE: In certain RIB cases involving prior DIB where less than 5 dropout years applied
to the DIB, less than 5 dropout years may apply to the subsequent RIB. See RS 00605.230.
First DIB Entitlement 7/80 or Later: Highest of base years equal to elapsed years less elapsed years divided by 5, plus
child care years (Minimum  2).




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1937 (exclude years wholly within a period of disability, freeze computation applies).


•
Pre1979 eligibility: RIB and DIB  up to the year in which benefits are being established;
survivors  through the year of death

•
Post1978 eligibility: up to the eligibility year.





•
Pre1979 eligibility determine PIA from AMW and convert to PIA using the table in
Section (215)(a) of the act. recomputations to include earnings or death after 1978
are required.

•
Post1978 eligibility: same as above, except only the table in Section 215(a) if the
act or the 6/78 section of computation and benefit tables can be used. Apply COL increases
due through date of entitlement, beginning with the COL increase month of the eligibility
year. Cannot be recomputed to include earnings in or after eligibility year.


4.
1967 simplified OS (see RS 00605.050 ff.) first applicable 1/67.




•
RIB or DIB application effectively filed after 1/2/68; or death 1/2/68 (without RIB
or DIB entitlement); or, recomputation or recalculation applies, and

•
at least one quarter prior to 1951 is a QC; and

•
date of birth is before 1/2/1916 or, date of birth is after 1/1/1930 and less than
six QC's after 1950; and

•
no period of disability which began prior to 1951 (unless nonfreeze is used); and

•
1977 simplified OS does not apply.




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same as 3.b. above

up to 1961, or later, up to the earliest of: year of age 62 attainment; year of attainment
of deemed age 62 (DIB only); year of death. for males born before 1/2/11, retirement
age is 65. for males born 1/2/11 through 1/3/13, retirement age is reached in 1975.




highest of years equal to elapsed years less 5.




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same as 3.d. above

RIB and DIB  up to the years for which benfits are being established. Survivors 
through the year of death.




same as 3.e.1. above.






•
RIB or DIB application effectively filed after 1965; first applicable or death after
1965. (without RIB or DIB); or, recalculation applies, and

•
at least one quarter prior to 1951 is a qc; and

•
date of birth is before 1/2/1929, or date of birth is after 1/1/1929 with less than
six QCs after 1950. (Determine QCs exclusive of military service wage credits unless
such credits must be used for insured status.)

•
neither 1977 nor 1967 simplified OS apply.




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same as 3.b. above.

same as 4.b. above.




same as 1.c. above.




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same as 3.d. above.

same as 4.d. above.




same as 3.e.1. above.





meets one of the requirements in 5.a. first bullet above, and neither 1978 NS nor
the NS transitional guarantee PIA apply.




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1951 (exclude years prior to age 22; exclude years partly or wholly a period of disability
if freeze computa tion applies).

same as 4.d. above.




same as 1.c. above.




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1951 (exclude years wholly within a period of disability if freeze computation applies).

same as 4.d. above.




determine PIA from amw using the table in 215(a) of the act or use the computation
and benefit tables.






•
meets the requirements for any one of the other methods, 1.b.  6.b.

•
Meets the minimum numbers of years of coverage required for the particular effective
date.




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not applicable.

not applicable.




years of coverage up to a maximum of 30, as defined below:

•
for 19371950, total earnings divided by $900 up to a maximum of 14

•
for 19511978, any base year whose earnings total 25% of maximum creditable

•
for 1979on, any base year whose earnings total 25% of an amount established by law.




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1937 or 1951 exclude post1950 years wholly within a period of disability if exclusion
is necessary for insured status to be met).

same as 4.d. above.




multiply years of coverage less 10 by: $11.50 effective 1/79; $9.00 effective 3/74
 12/78 $8.50 effective 1/73  2/74.
Effective 6/79, apply costofliving increases.
