The following are examples of how to determine the windfall offset period:
Riley became disabled and eligible for both title II and title XVI benefits. Riley
is entitled to title XVI benefits beginning 04/11, and to title II benefits beginning
06/11. The offset period begins 07/11, the month after the month of title II entitlement,
which is later than the title XVI DOE (04/11).
Riley’s first month title II CMA payment was for 09/11, received in 10/11. The offset
period ends 11/11, one month after the first CMA payment.
Cheryl is a disabled child receiving title XVI benefits. Cheryl's parent files for
retirement insurance benefits (RIB) in 12/10 and we award child’s benefits. The field
office (FO) processes the title II award in 01/11. Cheryl is eligible for title II
benefits for 09/10 through 12/10, but we do not pay the CMA because of the parent's
work. Since, the title II award processed in 01/11, the WOED is two months after the
award was processed, or, 03/11.