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

TN 24 (09-02)

RS 00615.590 Computing the Widow(er)'s Benefit Reduction Factor Adjustment — Initial Entitlement to Disabled Widow(er)'s Benefit

A. PROCEDURE - INITIAL ENTITLEMENT 1/78 THROUGH 12/83

1. Age 62 Adjustment

  1. a. 

    Determine the original reduction factor from MOET to age 60 minus crediting months from MOET to age 60. This is the adjusted reduction factor (AARF).

  2. b. 

    Adjust benefits at age 62 by the AARF.

  3. c. 

    Determine the original reduction factor from age 60 to age 65 minus crediting months from age 60 to age 62. This is the age 62 ARF.

  4. d. 

    Reduce the benefit applicable for age 62 by the age 62 ARF.

  5. e. 

    Step d. minus step b. = MBA at age 62.

2. Age 65 Adjustment

  1. a. 

    Determine the original reduction factor from MOET to age 60 minus crediting months from MOET to age 60. This is the age 60 adjusted reduction factor (AARF).

  2. b. 

    Reduce benefit for age 65 by AARF.

  3. c. 

    Determine the original reduction factor from age 60 to age 65 minus crediting months from age 60 to age 65. This is the age 65 ARF.

  4. d. 

    Reduce the benefit applicable for age 65 by the age 65 ARF.

  5. e. 

    Step d. minus step b. = MBA at age 65.

B. PROCEDURE - ARF DUE AFTER 12/83

The 1983 amendments repealed the additional reduction percentage for disabled widow(er)'s benefits. Determine the reduction factor as if the widow(er) attains age 60 in the MOET.

C. REFERENCES

Crediting months see RS 00615.482.

To Link to this section - Use this URL:
http://policy.ssa.gov/poms.nsf/lnx/0300615590
RS 00615.590 - Computing the Widow(er)'s Benefit Reduction Factor Adjustment — Initial Entitlement to Disabled Widow(er)'s Benefit - 09/16/2002
Batch run: 02/21/2013
Rev:09/16/2002