Effective Dates: 05/23/2013 - Present Previous | Next

Basic (05-11)

NL 00720.030 AET Annual Earning Test

AET002 BENEFITS PAYABLE BASED ON LMETY YEAR (W77)

(Requested)

Caption: Information About Work and Earnings

The monthly earnings test applies only to 1 year. That year is the first year a beneficiary has a non-work month after entitlement to Social Security benefits. Our records show that  (1)  had or will have at least one non-work month in  (2)  . Therefore, we will pay  (3)  benefits for years after  (4)  based on the total amount  (5)   (6)  each year.

Fill-in values:
Fill-in (1) - Systems Generated
Choice 1: you
Choice 2: Beneficiary's name
Fill-in (2) - Systems Generated
LMETY Year
Fill-in (3) - Systems Generated
Choice 1: you
Choice 2: him
Choice 3: her
Fill-in (4) - Systems Generated
LMETY Year
Fill-in (5) - Systems Generated
Choice 1: you
Choice 2: he
Choice 3: she
Fill-in (6) - Systems Generated
Choice 1: earn
Choice 2: earns

AET031 WORK PARAGRAPH - TERMINATION NOTICE (G10)

(System Generated)

Caption: Your Responsibilities

If  (1)  earned more than  (2)  in  (3)  , you need to let us know how much  (4)  earned. This is because earnings can affect the amount of benefits  (5)   (6)  due before we stopped paying  (7)  . After the year is over,  (8)  should give us a report of how much  (9)  earned during the year. Please report about money  (10)  earned both before and after we stopped paying  (11)  .

Fill-in values:
Fill-in (1)
Choice 1: you
Choice 2: Beneficiary's name
Fill-in (2)
Generate the appropriate annual exempt amount.
Fill-in (3)
CCYY of termination.
Fill-in (4)
Choice 1: you
Choice 2: he
Choice 3: she
Fill-in (5)
Choice 1: you were
Choice 2: he was
Choice 3: she was
Fill-in (6)
Null
Fill-in (7)
Choice 1: you
Choice 2: him
Choice 3: her
Fill-in (8)
Choice 1: you
Choice 2: Beneficiary's name
Fill-in (9)
Choice 1: you
Choice 2: he
Choice 3: she
Fill-in (10)
Choice 1: you
Choice 2: he
Choice 3: she
Fill-in (11)
Choice 1: you
Choice 2: him
Choice 3: her

AET035 FULL RETIREMENT AGE-NO BENEFITS WITHHELD (W33)

(Requested)

Caption: Your Benefits

Beginning with the month  (1)   (2)   (3)  , we no longer reduce  (4)  Social Security payments because of earnings from work or self-employment. Our records show  (5)  will be  (6)  on  (7)  .

Fill-in values:
Fill-in (1) - Systems Generated
Choice 1: you
Choice 2: Beneficiary's name
Fill-in (2) - Systems Generated
Choice 1: become age
Choice 2: becomes age
Fill-in (3) - Systems Generated
Choice 1: 65
Choice 2: 65 and 2 months
Choice 3: 65 and 4 months
Choice 4: 65 and 6 months
Choice 5: 65 and 8 months
Choice 6: 65 and 10 months
Choice 7: 66
Choice 8: 66 and 2 months
Choice 9: 66 and 4 months
Choice 10: 66 and 6 months
Choice 11: 66 and 8 months
Choice 12: 66 and 10 months
Choice 13: 67
Fill-in (4) - Systems Generated
Choice 1: your
Choice 2: his
Choice 3: her
Fill-in (5) - Systems Generated
Choice 1: you
Choice 2: Beneficiary's Name
Fill-in (6) - Systems Generated
Choice 1: 65
Choice 2: 65 and 2 months
Choice 3: 65 and 4 months
Choice 4: 65 and 6 months
Choice 5: 65 and 8 months
Choice 6: 65 and 10 months
Choice 7: 66
Choice 8: 66 and 2 months
Choice 9: 66 and 4 months
Choice 10: 66 and 6 months
Choice 11: 66 and 8 months
Choice 12: 66 and 10 months
Choice 13: 67
Fill-in (7) - Systems Generated
MM/DD/CCYY

AET043 REMINDER IF WORK PLANS CHANGED (W20)

(Requested)

Caption: Your Benefits

 (1)  work plans may have changed and we want to make sure that we are paying  (2)  correctly. So, please check  (3)  , and let us know right away if you think  (4)  will earn more or less than  (5)  in  (6)  .

Fill-in values:
Fill-in (1) System Generated
Choice 1: your
Choice 2: Beneficiary's name possessive
Fill-in (2) System Generated
Choice 1: you
Choice 2: him
Choice 3: her
Fill-in (3) Requested As A One Position Alpha Character
Choice 1: (A) your estimate
Choice 2: (B) his estimate
Choice 3: (C)her estimate
Choice 4: (D)your expected earnings
Choice 5: (E)his expected earnings
Choice 6: (F)her expected earnings
Fill-in (4) System Generated
Choice 1: you
Choice 2: Beneficiary's name
Fill-in (5) Requested as a money amount in format $$$$$.ΒΆΒΆ
amount of last estimate
Fill-in (6) Requested as a date in format shown below
CCYY

AET064 EXPLANATION OF THE REMOVAL OF THE ANNUAL EARNINGS TEST FOR FULL RETIREMENT AGE BENEFICIARIES (W64)

(Requested)

Caption: NONE

Beneficiaries who have reached full retirement age can work and still receive all benefits.

Fill-in values:
NONE

AETR32 POSSIBLE FUTURE AUXILIARY BENEFITS (A35)

(Requested)

Caption: Things To Remember

 (1)   (2)  might qualify for benefits on  (3)  record when  (4)   (5)  working or  (6)   (7)  earnings. However,  (8)  will have to file an application for these benefits. The filing date can make a difference in the amount of benefits we pay.  (9)  should get in touch with us about filing as soon as  (10)   (11)  working or  (12)   (13)  earnings.

Fill-in values:
Fill-in (1) - Systems Generated
Choice 1: Your
Choice 2: Beneficiary's name possessive
Fill-in (2) - Requested As A One Position Alpha Character
Choice 1 (A): wife
Choice 2 (B): husband
Fill-in (3) - Systems Generated
Choice 1: your
Choice 2: his
Choice 3: her
Fill-in (4) - Systems Generated
Choice 1: you
Choice 2: he
Choice 3: she
Fill-in (5) - Systems Generated
Choice 1: stop
Choice 2: stops
Fill-in (6) - Systems Generated
Choice 1: reduce
Choice 2: reduces
Fill-in (7) - Systems Generated
Choice 1: your
Choice 2: his
Choice 3: her
Fill-in (8) - Systems Generated
Choice 1: you
Choice 2: Beneficiary's name
Fill-in (9) - Systems Generated
Choice 1: You
Choice 2: He
Choice 3: She
Fill-in (10) - Systems Generated
Choice 1: you
Choice 2: Beneficiary's name
Fill-in (11) - Systems Generated
Choice 1: stop
Choice 2: stops
Fill-in (12) - Systems Generated
Choice 1: reduce
Choice 2: reduces
Fill-in (13) - Systems Generated
Choice 1: your
Choice 2: his
Choice 3: her
To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0900720030
NL 00720.030 - AET Annual Earning Test - 05/23/2013
Batch run: 03/29/2017
Rev:05/23/2013