Effective for age 62 attainments occurring after 8/81, RSI eligibility may not begin earlier than the first month throughout which the individual is age 62.

HI eligibility for the age 65 or over spouse of a 62-year old worker begins with the month an insured worker attains age 62, rather than the first month throughout which the worker is age 62.

Neither the worker nor the spouse need actually establish entitlement to monthly benefits for this provision to apply. If the worker would have been eligible for RIB in the month they attained age 62 except for the fact that they were not age 62 throughout the month, the age 65 or over spouse can file for and establish entitlement to HI for the month the worker attained age 62.

A worker, DB 12/3/1956, files for reduced RIB in 12/2018. The spouse, who is age 67 and uninsured under their own record also files at that time for spouse’s benefits. the couple's monthly benefit entitlement cannot begin until 1/2019; the first month which the worker is age 62. The spouse will be awarded HI as of 12/1/2018, the month the spouse attained age 62, provided they meet all the eligibility requirements in that month and provided the spouse is insured for that month. The worker also has the option of filing for Part B. Normal Part B eligibility requirements apply.

• •

  HI 00801.032 Establishing Entitlement

• •

  GN 00204.021 Separate HI Filing

• •

  RS 00202.001 Definitions and Requirements for Spouse Benefits