Effective Dates: 09/16/2002 - Present Previous | Next

TN 24 (09-02)

RS 00615.758 Adjusting Benefits for the Family Maximum (FMAX) When the Family Composition Changes

A. POLICY

1. General

When the benefits of those entitled on an SSN have been adjusted for the maximum:

  • •

    One or more persons may later become entitled to benefits on that SSN; or

  • •

    One or more persons may later have their benefits terminated.

2. Reapportionment

The family maximum must be reapportioned among those who remain entitled to benefits after the family composition changes.

B. PROCEDURE

1. Unreduced Benefits

Reapportionment is accomplished by adjusting the benefit amounts for the new family composition per RS 00615.756.

2. Reduced Benefits - Months Before 1/78

  • •

    Refigure rates from the first MOET to the reduced benefit to the month for which the rate is calculated.

  • •

    The reduced benefit is recalculated from the first MOET as if the new family composition had always existed.

3. Reduced Benefits - Months After 12/77

a. Entitlement Began 1/78 or Later

  • •

    Not subject to separate adjustment of increases.

  • •

    Apply the constant reduction factor to the adjusted for the maximum benefit based on the new family composition.

b. Entitlement Began Before 1/78

Apply a formula against the current money amount of reduction

CMAR x NUR = NMAR

CUR

NOTE:

CMAR is the amount of reduction before the change

CUR is the current rate before the change

NUR is the new rate before the reduction

NMAR is the amount of reduction after the change.

To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0300615758
RS 00615.758 - Adjusting Benefits for the Family Maximum (FMAX) When the Family Composition Changes - 09/16/2002
Batch run: 02/21/2013
Rev:09/16/2002