AETC02 – CAPTION
You May Be Due More Benefits
AETC06 – CAPTION
What We Will Do
AETC07 – CAPTION
The Yearly Earnings Limit
AETC08 – CAPTION
A Special Rule That Applies To Earnings In One Year
AETC09 – CAPTION
If Your Expected Earnings Change
AETC10 – CAPTION
If You Work For Wages
AETC11 – CAPTION
If You Are Self-Employed
AETC12 – CAPTION
If You Work For Wages and Are Self-Employed
AETC14 – CAPTION
How We Calculate Earnings
If You Work For Wages and Are Self-Employed
AETH01 – HEADER
How Work Affects Your Social Security
AETH02 – HEADER
How To Estimate Earnings
AET036 – INFORMATIONAL PARAGRAPH TO THE BENEFICIARY ABOUT HOW EARNINGS HAVE AFFECTED
HIS OR HER SOCIAL SECURITY BENEFITS
Please read the rest of this letter carefully. In it, we explain the changes we are
making to (1) benefits. We also tell you how (2) earnings have affected (3) benefits
and what to do if you disagree with any of our decisions.
Fill-in values:
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Fill-in (1)
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Choice 1
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your
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Choice 2
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Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
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Fill-in (2)
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Choice 1
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your
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Choice 2
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his
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Choice 3
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her
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Fill-in (3)
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Choice 1
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your
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Choice 2
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his
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Choice 3
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her
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AET037 – REFER TO WORKSHEET HEADER NL 00730.149D
AET038 – PROVIDES THE LAST MONTHLY EARNINGS TEST YEAR’S INCOME LIMITS AND THE BENEFICIARY'S
NON-SERVICE MONTHS FOR THE LAST MONTHLY EARNINGS TEST YEAR
In addition, you told us that (1) did not (2) more than (3) a month and did not work
over 45 hours a month in self-employment (4) (5).
Fill-in values:
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Fill-in (1) |
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Choice 1
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Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN)
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Choice 2
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you
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Fill-in (2) |
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Choice 1
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expect to earn
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Choice 2
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earn
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Fill-in (3) |
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Choice 1
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Full Retirement Age (FRA) year exempt amount divided by 12 in the format $$$$$.¢¢
EXAMPLE:
If the FRA year = 2012, then the exempt amount = $38, 880. Divide the exempt amount
by 12.
$38,880 12 = 3240
(show this amount in Fill-in (3))
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Choice 2
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Pre-Full Retirement Age (FRA) year exempt amount divided by 12 in the format $$$$$.¢¢
EXAMPLE:
If the PRE-FRA year = 2012 and the exempt amount = $14,640,
Divide $14,640 12 =1220 (show this amount in Choice 2)
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Fill-in (4)
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Choice 1
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from
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Choice 2
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in
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Choice 3
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through
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Fill-in (5)
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Choice 1
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First non-service month
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Choice 2
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and
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Choice 3
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comma (,)
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AET039 – INTRODUCTORY PARAGRAPH FOR THE BENEFICIARY ABOUT THE ANNUAL EARNINGS LIMIT
FOR SPECIFIC YEARS
The earnings limit for (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11). If (12) over
the allowed amount for the year, we withhold $1 in benefits for every (13) (14) above
the limit. We have enclosed a worksheet to show how we applied the earnings limit
to (15) earnings to figure (16) benefits.
For more information about the earnings limit, see the enclosed fact sheet called,
"How Work Affects Your Social Security."
Fill-in values:
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Fill-in (1)
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Choice 1
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CCYY plus ”is”
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Fill-in (2)
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Choice 1
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Annual Earnings Test (AET) amount for this Year of Earnings Report (YOER) in the format
$$$$$$.¢¢
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Fill-in (3)
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Choice 1
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and for
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Choice 2
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comma (,)
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Choice 3
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Null
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Fill-in (4)
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Choice 1
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CCYY plus ”is”
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Choice 2
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Null
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Fill-in (5)
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Choice 1
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Annual Earnings Test (AET) amount for this Year of Earnings Report (YOER) in the format
$$$$$$.¢¢
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Choice 2
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Null
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Fill-in (6)
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Choice 1
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and for
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Choice 2
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comma (,)
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Choice 3
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Null
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Fill-in (7)
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Choice 1
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CCYY plus ”is”
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Choice 2
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Null
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Fill-in (8)
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Choice 1
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Annual Earnings Test (AET) amount for this Year of Earnings Report (YOER) in the format
$$$$$$.¢¢
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Choice 2
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Null
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Fill-in (9)
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Choice 1
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and for
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Choice 2
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Null
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Fill-in (10)
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Choice 1
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CCYY plus ”is”
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Choice 2
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Null
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Fill-in (11)
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Choice 1
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Annual Earnings Test (AET) amount for this Year of Earnings Report (YOER) in the format
$$$$$$.¢¢
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Choice 2
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Null
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Fill-in (12)
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Choice 1
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Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) plus “works and
earns”
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Choice 2
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“you” plus “work and earn”
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Fill-in (13)
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Choice 1
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$2
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Choice 2
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$3
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Choice 3
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$2 or $3
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Fill-in (14)
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Choice 1
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he earns
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Choice 2
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she earns
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Choice 3
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you earn
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Fill-in (15)
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Choice 1
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his
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Choice 2
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her
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Choice 3
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your
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Fill-in (16)
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Choice 1
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his
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Choice 2
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her
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Choice 3
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your
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AET040 – PARAGRAPH TO A NON-RESPONDER (NRP) WITH A MID-YEAR MAILER INDICATOR ON THE
MASTER BENEFICIARY RECORD (MBR) EXPLAINING THAT SINCE HE OR SHE DID NOT PROVIDE AN
ESTIMATE OF EARNINGS FOR THE CURRENT YEAR, WE WILL USE LAST YEAR'S EARNINGS AS THE
CURRENT YEAR ESTIMATE
Earlier we asked you to estimate (1) earnings for (2). We need this estimate to decide
how much Social Security benefits to pay (3) for (4). We have not heard from you.
Unless you contact us with a new estimate, we will use the same estimate we used in
(5) to decide (6) benefits for (7).
Fill-in values:
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Fill-in (1)
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Choice 1
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your
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Choice 2
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Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
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Fill-in (2)
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Current Operating Year (COY) in the format CCYY
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Fill-in (3)
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Choice 1
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you
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Choice 2
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him
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Choice 3
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her
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Fill-in (4)
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Current Operating Year (COY) in the format CCYY
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Fill-in (5)
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Current Operating Year (COY) – 1 (the last year for which we have an estimate) in
the format CCYY
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Fill-in (6)
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Choice 1
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your
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Choice 2
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his
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Choice 3
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her
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Fill-in (7)
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Current Operating Year (COY) in the format CCYY
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AET041 – PARAGRAPH TO A NON-RESPONDER (NRP) WITH NO MID-YEAR MAILER INDICATOR ON THE
MASTER BENEFICIARY RECORD (MBR) EXPLAINING THAT SINCE HE OR SHE DID NOT PROVIDE AN
ESTIMATE OF EARNINGS FOR THE CURRENT YEAR. WE WILL USE LAST YEAR’S EARNINGS AS THE
CURRENT YEAR ESTIMATE.
We base the amount of Social Security benefits (1) due on (2) estimated earnings.
In (3), (4) earnings estimate was (5). Unless you contact us with a new estimate,
we will use that same estimate to decide (6) benefits for (7).
Fill-in values:
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Fill-in (1)
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Choice 1
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you are
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Choice 2
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Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) plus “is”
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Fill-in (2)
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Choice 1
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your
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Choice 2
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his
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Choice 3
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her
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Fill-in (3)
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Current Operating Year (COY) – 1 (the last year for which we have an estimate in the
format CCYY
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Fill-in (4)
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Choice 1
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your
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Choice 2
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his
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Choice 3
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her
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Fill-in (5)
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Post-MBR Amount of Reported Earnings (AORE) from the last estimate in the format $$$$$¢¢
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Fill-in (6)
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Choice 1
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your
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Choice 2
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his
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Choice 3
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her
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Fill-in (7)
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Current Year in the format CCYY
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AET042 – PARAGRAPH TO A WORKING BENEFICIARY THAT SINCE HE OR SHE DID NOT PROVIDE AN
ESTIMATE OF EARNINGS FOR THE CURRENT YEAR, WE WILL USE THE EARNINGS REPORTED BY HIS
OR HER EMPLOYER LAST YEAR AS THE CURRENT YEAR ESTIMATE.
In (1), we based the amount of (2) Social Security benefits on earnings of (3) that
(4) employer reported. We will use the same amount of earnings to decide (5) benefits
in (6). That is, unless you contact us with a new estimate of (7) expected earnings
for (8).
Fill-in values:
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Fill-in (1)
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Current Operating Year (COY) – 1 in the format CCYY
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Fill-in (2)
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Choice 1
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Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
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Choice 2
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your
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Fill-in (3)
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Post-MBR Amount of Reported Earnings (AORE) in the format $$$$$.¢¢
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Fill-in (4)
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Choice 1
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his
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Choice 2
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her
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Choice 3
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your
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Fill-in (5)
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Choice 1
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his
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Choice 2
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her
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Choice 3
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your
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Fill-in (6)
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Current Operating Year (COY) in the format CCYY
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Fill-in (7)
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Choice 1
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his
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Choice 2
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her
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Choice 3
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your
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Fill-in (8)
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Current Operating Year (COY) in the format CCYY
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AET043 – REQUEST TO BENEFICIARY ASKING THEM TO NOTIFY SOCIAL SECURITY ADMINISTRATION
IF HIS OR HER WORK ESTIMATE IS NOT CORRECT
(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:
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Fill-in (1)
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Choice 1
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Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
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Choice 2
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Your
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Fill-in (2)
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Choice 1
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him
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Choice 2
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her
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Choice 3
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you
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Fill-in (3)
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Choice 1
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his estimate
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Choice 2
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her estimate
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Choice 3
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your estimate
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Choice 4
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his expected earnings
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Choice 5
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her expected earnings
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Choice 6
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your expected earnings
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Fill-in (4)
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Choice 1
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he
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Choice 2
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she
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Choice 3
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you
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Fill-in (5)
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Amount of Reported Earnings (AORE) in the format $$$$$.¢¢
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Fill-in (6)
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The Year of Earnings Report (YOER) in the format CCYY
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AET044 – EXPLAINS TO A DIVORCED AUXILIARY SPOUSE THAT A FORMER SPOUSE'S WORK NO LONGER
AFFECTS BENEFITS
(1) told us (2) divorce was final in (3). Once (4) been divorced for 2 years, (5)
former spouse’s work no longer affects (6) benefits. Therefore, beginning (7), we
will no longer withhold or reduce (8) benefits because of (9) former spouse's work.
Fill-in values:
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Fill-in (1)
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Choice 1
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You
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Choice 2
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Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN)
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Fill-in (2)
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Choice 1
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your
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Choice 2
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Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
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Choice 3
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his
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Choice 4
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her
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Fill-in (3)
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Marriage End Date (MARR-END-REL-D)
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Fill-in (4)
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Choice 1
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you have
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Choice 2
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Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) plus “has”
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Choice 3
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he has
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Choice 4
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she has
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Fill-in (5)
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Choice 1
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your
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Choice 2
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his
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Choice 3
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her
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Choice 4
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Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
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Fill-in (6)
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Choice 1
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your
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Choice 2
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his
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Choice 3
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her
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Fill-in (7)
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Effective date of change in the format Month CCYY
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Fill-in (8)
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Choice 1
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your
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Choice 2
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his
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Choice 3
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her
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Choice 4
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Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN)
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Fill-in (9)
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Choice 1
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your
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Choice 2
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his
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Choice 3
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her
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AET045 – REFER TO WORKSHEET HEADER NL 00730.149A
AET046 – REFER TO WORKSHEET HEADER NL 00730.149A
AET047 – REFER TO WORKSHEET HEADER NL 00730.149A
AET048 – REFER TO WORKSHEET HEADER NL 00730.149B
AET049 – REFER TO WORKSHEET HEADER NL 00730.149B
AET050 – REFER TO WORKSHEET HEADER NL 00730.149B
AET051 – REFER TO WORKSHEET HEADER NL 00730.149D
AET052 – REFER TO WORKSHEET HEADER NL 00730.149D