TN 5 (10-00)

RS 00201.002 Retirement Benefits - Amount and Non-Payment of Benefits - Policy Principles

A. Policy - amount

The RIB is equal to the PIA unless:

  • The PIA is subject to reduction because the NH elects benefits for one or more months before the month in which he or she attains FRA or because the NH received reduced widow(er)'s benefits. See GN 00204.039 through GN 00204.041 for giving claimants advice on filing for reduced retirement benefits. The policy for calculating reduced retirement benefits can be found in RS 00615.101. See RS 00615.160 and RS 00615.430 to determine which beneficiaries would be affected by the carryover widow reduction. See RS 00615.003 for the FRA chart.

  • The RIB is increased due to delayed retirement credits. See RS 00615.690 through RS 00615.730.

  • The number holder is transitionally insured only.

    Where the NH is insured only because of the transitional insured status provision, the benefit amounts and effective dates are:

Benefit Amount

 Effective Date    

$129.90   

 12/83 on

125.60

6/82-11/83   

117.00   

6/81-5/82

105.20

6/80-5/81

92.00   

6/79-5/80

83.70  

6/78-5/79  

78.50

6/77-5/78  

74.10  

6/76-5/77

69.60

6/75-5/76

64.40   

6/74-5/75

62.10   

3/74-5/74

58.00   

9/72-2/74

48.30  

1/71-8/72 

46.00   

1/70-12/70

40.00   

2/68-12/69

35.00   

9/65-1/68

B. Policy - nonpayment

Payment of a RIB may be affected by earnings deductions, and also by the following circumstances which are neither deduction nor termination events:

Status of NH

Situations

Reference

Deported

The NH was deported after 09/01/54.

RS 02635.000

Alien

The NH is residing in the U.S., filing an application for benefits 12/1/96 or later, and not lawfully present as determined by the Attorney General.

RS 00204.000

Alien

The NH has been outside the U.S. for at least 6 full consecutive calendar months.

RS 02610.000

Alien

The NH is residing in a country to which the maili