QUESTION PRESENTED
You asked whether J~ (Claimant) and the number holder T~ (NH) are “spouses” for purposes
of the Claimant’s application for spouse’s insurance benefits under Title II of the
Social Security Act (Act) on the NH’s record where the Claimant alleges that she and
the NH are opposite-sex registered domestic partners in Maine. The Claimant has provided
a State of Maine Declaration of Domestic Partnership filed on December XX, 2015, as
evidence of their registered domestic partnership.
ANSWER
Applying section 216(h)(1)(A) of the Act and Maine law to determine marital status
for Title II benefits, we believe Maine courts would find that the Claimant could
inherit a surviving spouse’s share from the NH under Maine intestate succession law
based on the couple’s valid domestic partnership, registered with the State of Maine
and effective on December XX, 2015, in accordance with Maine’s laws establishing a
state domestic partner registry. See 42 U.S.C. § 416(h)(1)(A)(ii); 20 C.F.R. §§ 404.330(a), 404.345; POMS GN 00305.005A; Me. Rev. Stat. Ann. tit. 18-C, §§ 1-201(54), 2-101, 2-102; Me. Rev. Stat. Ann. tit.
22, § 2710. As such, we believe there is legal support for the agency to find that
the Claimant is the NH’s “spouse” for purposes of her application for Title II spouse’s
insurance benefits on the NH’s record. See 42 U.S.C. §§ 402(b), (c), 416(a)(1), (b), (f), (h)(1)(A)(ii); 20 C.F.R. §§ 404.330(a),
404.345; see also POMS GN 00305.005A, RS 00202.001.
BACKGROUND
The Claimant filed an application for spouse’s insurance benefits on the NH’s record
with a protective application filing date of April XX, 2025. The NH was living in
Maine when the Claimant filed the application. The Claimant alleges that she and the
NH registered an opposite-sex domestic partnership in Maine on December XX, 2015.
She provided the agency with a certified copy of a State of Maine Declaration of Domestic
Partnership.
The State of Maine Declaration of Domestic Partnership identifies the Claimant (born
in 1960) as domestic partner A and the NH (born in 1952) as domestic partner B. They
both signed the Declaration of Domestic Partnership on December XX, 2015, before a
notary public certifying that they were not prohibited from marriage; that the declaration
did not create a marriage; that the partners had been legally domiciled together in
Maine for at least 12 months preceding the filing of the declaration; that neither
of them was married or in a registered domestic partnership with another person; and
that each partner is the sole domestic partner of the other one. They certified that
they read the declaration in its entirety, understood the terms and conditions outlined,
and that all the statements were true. The Deputy State Registrar for the State of
Maine Vital Records Office signed and dated the Declaration of Domestic Partnership
as filed on December XX, 2015. A certified copy of the Declaration of Domestic Partnership
was issued on December XX, 2015.
ANALYSIS
A. Federal Law: Status as a “Spouse” for Entitlement to Spouse’s
Insurance Benefits[1]
Under Title II of the Act, a claimant may be entitled to spouse’s insurance benefits
on the record of an individual entitled to old-age or disability insurance benefits
if, among other things, the claimant is the “spouse” of the individual and their marital
relationship has lasted at least one year before the date the claimant filed the application
for benefits.[2] See 42 U.S.C. §§ 402(b), (c), 416(a)(1), (b), (f); 20 C.F.R. § 404.330(a); see also POMS RS 00202.001. The agency will find a claimant to be an individual’s spouse if the courts of the
State in which the individual was domiciled at the time the claimant filed the application
would find that the claimant and the individual were validly married at the time the
claimant filed the application, or if, under application of that State’s intestate
succession laws, the claimant would be able to inherit a spouse’s share of the individual’s
personal property. See 42 U.S.C. § 416(h)(1)(A); 20 C.F.R. §§ 404.344, 404.345.
There is no evidence of a valid marriage between the NH and the Claimant; rather,
there is only evidence of their Maine opposite-sex registered domestic partnership.
Following section 216(h)(1)(A)(ii) of the Act, the agency will treat a couple’s non-marital
legal relationship (such as a civil union, domestic partnership, or reciprocal beneficiary
relationship) as a marital relationship and consider a claimant to be the insured
individual’s spouse for Title II benefit purposes if the State of the insured individual’s
domicile would allow the claimant to inherit a spouse’s share of the insured individual’s
personal property if the individual died without leaving a will. See 42 U.S.C. § 416(h)(1)(A)(ii); 20 C.F.R. § 404.345; see also
POMS GN 00305.005A (non-marital legal relationships can be treated as marital relationships for Title
II benefit purposes), GN 00210.004 (instructions for determining whether a same-sex non-marital relationship can be
treated as a marital relationship for Title II benefits). As the NH was domiciled
in Maine when the Claimant filed the application for spouse’s benefits, we look to
Maine law to determine if the Claimant is the NH’s “spouse” for Title II benefit purposes
given their Maine opposite-sex registered domestic partnership.
B. Maine State Law: The Right to Inherit a Surviving Spouse’s
Share under Maine Intestate Succession Law based on a Registered Domestic
Partnership
1. Since July 30, 2004, Maine law has authorized a state-wide domestic
partner registry
Beginning July 30, 2004, the State of Maine established a state-wide domestic partner
registry and afforded certain legal benefits to registered domestic partnerships.
See Me. Rev. Stat. Ann. tit. 22, § 2710; Maine Legislation 2003, c. 672, § 17. Notably,
a registered domestic partnership is not the same as a legal marriage under Maine
law.[3] Maine law defines “domestic partners” as “2 unmarried adults who are domiciled together under long-term arrangements that evidence a commitment
to remain responsible indefinitely for each other’s welfare.” Me. Rev. Stat. Ann.
tit. 22, § 2710(2) (emphasis added).
To be eligible to register as domestic partners: (A) each domestic partner must be
a mentally competent adult and not impaired or related in a way that would prohibit
marriage under Me. Rev. Stat. Ann. tit. 19-A, § 701(2)-(4); (B) the domestic partners
must have been legally domiciled together in the State of Maine for at least 12 months
before registering the domestic partnership; (C) neither domestic partner is married
or in a registered domestic partnership with another person; and (D) each domestic
partner is the sole domestic partner of the other and expects to remain so. Me. Rev.
Stat. Ann. tit. 22, § 2710(2). As there is no requirement that the domestic partners
be of the same sex, both same-sex and opposite-sex couples may register as domestic
partners under the law. See Me. Rev. Stat. Ann. tit. 22, § 2710.
To register in the Maine domestic partner registry, the domestic partners must jointly
file with the State registry a declaration of domestic partnership under oath on appropriate
State forms along with the required filing fee.[4] Me. Rev. Stat. Ann. tit. 22, § 2710(3), (6). The State registry files the declaration
in the domestic partner registry and provides copies of the declaration to the domestic
partners. Id. A domestic partnership may be terminated by marriage or by filing a notice of termination
with the registry. Me. Rev. Stat. Ann. tit. 22, § 2710(4).
2. Maine law affords certain legal benefits to registered domestic
partnerships, including the right to inherit a surviving spouse’s share under intestate
succession
law
As stated, upon creating the state domestic partner registry effective July 30, 2004,
the State of Maine also amended its statutes to afford certain legal benefits to registered
domestic partnerships. See In re Boardman, 166 A.3d 106, 111 (Me. 2017) (noting that unmarried domestic partners are afforded
various legal benefits under Maine statutes).Of relevance to the present matter, effective
July 30, 2004, the Maine Legislature amended the Maine Uniform Probate Code (UPC)
to provide for inheritance rights for surviving registered domestic partners.
Maine’s intestate succession statutes within the Maine UPC provide for the inheritance
of a decedent’s “surviving spouse.” See Me. Rev. Stat. Ann. tit. 18-C, § 1-201(23) (defining “heir” as those persons, including
a surviving spouse, who are entitled to inherit under intestate succession), § 2-101
(“Any part of a decedent’s estate not effectively disposed of by will passes by intestate
succession to the decedent’s heirs….”), § 2-102 (instructing on the “intestate share
of a decedent’s surviving spouse”). For application throughout the probate code, Maine’s
UPC defines “spouse” to include registered domestic partners. Me. Rev. Stat. Ann.
tit. 18-C, § 1-201(54) (“‘Spouse’ means an individual who is lawfully married and
includes registered domestic partners and individuals who are in a legal union that
was validly formed in any state or jurisdiction and that provides substantially the
same rights, benefits, and responsibilities as a marriage”); see
also Me. Rev. Stat. Ann. tit. 18-C, § 1-201(49) (“‘Registered domestic partners” means
domestic partners who are registered in accordance with Title 22, section 2710”).
Thus, under current Maine intestate succession law, a decedent’s surviving registered
domestic partner is entitled to inherit a surviving spouse’s share of the decedent’s
estate.[5] See Me. Rev. Stat. Ann. tit. 18-C, §§ 1-201(54), 2-101, 2-102; Me. Rev. Stat. Ann. tit.
22, § 2710.
3. Application of the Law to the Claim
Here, the Claimant provided the agency with a certified copy of the State of Maine
Declaration of Domestic Partnership showing that she and the NH registered their domestic
partnership in the state domestic partner registry in accordance with Maine law on
registration in Me. Rev. Stat. Ann. tit. 22, § 2710(1), (3), (6). In this Declaration
signed by the NH and the Claimant in front of a notary on December XX, 2015, the couple
certified that they met the statutory requirements for eligibility listed in Me. Rev.
Stat. Ann. tit. 22, § 2710(2). We are aware of no evidence indicating otherwise. We
also have no information that they have terminated their registered domestic partnership.
Me. Rev. Stat. Ann. tit. 22, § 2710(4). The Deputy State Registrar for the Maine CDC
Vital Records Office signed and dated the Declaration as filed in the state domestic
partner registry on December XX, 2015, in accordance with Me. Rev. Stat. Ann. tit.
22, § 2710(3). The couple’s opposite-sex registered domestic partnership therefore
appears to be a valid registered domestic partnership under Maine law effective December
XX, 2015.[6] See Me. Rev. Stat. Ann. tit. 22, § 2710.
As addressed above, because the Claimant and the NH are registered domestic partners
in accordance with Maine law, the Claimant has the right under the Maine UPC to inherit
a surviving spouse’s share from the NH under intestate succession law. See Me. Rev. Stat. Ann. tit. 18-C, §§ 1-201(54), 2-101, 2-102; Me. Rev. Stat. Ann. tit.
22, § 2710. Therefore, applying section 216(h)(1)(A)(ii) of the Act and Maine law,
we believe there is legal support for the agency to find that the Claimant is the
NH’s “spouse” for purposes of her application for Title II spouse’s insurance benefits
on the NH’s record. See 42 U.S.C. § 416(h)(1)(A)(ii); 20 C.F.R. §§ 404.330(a), 404.345; POMS GN 00305.005A; see also POMS PR 05005.022 Maine, A. PR 19-017 Lump-Sum Death Payment for Opposite-Sex Domestic Partner in Maine
(Oct. 25, 2018) (advising that consistent with section 216(h)(1)(A)(ii) of the Act,
where the claimant and the deceased NH had a registered opposite-sex domestic partnership
in Maine, the agency could consider the claimant to be the NH’s surviving spouse for
purposes of the lump sum death payment because Maine law permits a registered domestic
partner to inherit a spouse’s share under intestate succession law).
CONCLUSION
Applying section 216(h)(1)(A) of the Act and Maine law to determine marital status,
we believe Maine courts would find that the Claimant could inherit a surviving spouse’s
share from the NH under Maine intestate succession law based on the couple’s valid
domestic partnership, registered with the State and effective on December XX, 2015,
in accordance with Maine’s laws establishing a state domestic partner registry. As
such, we believe there is legal support for the agency to find that the Claimant is
the NH’s “spouse” for purposes of her application for Title II spouse’s insurance
benefits on the NH’s record.