Widow(er)'s Benefits
Kamren and Ken just got married in Vegas 6 months ago. Kamren traumatically lost her life in a horrible accident while skiing in Colorado and Ken is devastated. Ken turned 61 last week and Kamren was the bread winner of the family and was fully insured. Outside of filing an application, which factor or factors of eligibility is needed for him to be eligible for Surviving Spouse Benefits?
Duration of marriage - 9 months for Surviving Spouse
A CDB has to serve a waiting period prior to entitlement.
False,
A CDB does not have to serve a waiting period prior to entitlement. DI 10115.001
True or False:
TERRI Cases have to be scheduled within 3 business days?
True - 10010.010
What is the name of the evil fairy who cursed Princess Aurora?
Maleficent
Is there an age requirement for SSDI?
No - TC 10001.010
Camen is 40 and her husband passed away last month. They have no children and was in a horrible car accident that left her with serious back issue that has prevented her from working for the last 2 years. Her doctor told her to call us. What is the earliest age that she could meet the entitlement factor for Surviving Spouse benefits.
DWB - 50 with a Disability
A DWB will automatically receive Medicare in the 24 month of entitlement to benefits.
False, A widow(er) currently entitled to DWB for 24 months is eligible for Medicare HI coverage beginning with the 25th month of entitlement. DI 10135.001
True or False:
Expedited disability or survivors claims procedures related to Military Casualty/Wounded Warrior (MC/WW) cases occurring October 1, 2001 or later should be scheduled within 2 business days.
False - TC 10010.030 - 3 business days
In "The Lion King" movie, where was Simba born?
Pride Rock
How long is the waiting period for SSDI
5 months
A potential claimant for Widow(er)'s Benefit, age 62, is working with a salary of $85,000/yr and is weighing her options of taking the benefit now. She would be entitled to an amount of $1,900/mo. on her deceased husband's record at this time. Would it be in her best interest to take the benefit now?
No, AET applies and this would reduce the amount that she would receive to 0 for the year.
A TWP allows individuals to test their ability to work for 9 months (not necessarily consecutive) within a rolling sixty-month period and has a threshold amount for 2026 of $1,690 if disabled and $2,830 if blind.
False, the threshold amount for 2026 is $1,210. TC 17001.080
The SGA, Substantial Gainful Activity limits are 1,690/ mo for disabled and $2,830/ mo. for blindness
True or False:
100% P&T disability compensation rating (not disability pension rating) from the VA guarantees Title II allowance from SSA and must be expedited and scheduled within 3 business days.
False - Although a veteran may have a 100% P&T disability compensation rating (not a disability pension rating) from the VA, there is no guarantee of a Title II allowance from SSA. - TC 10010.030
What is the name of the island where Moana Lives?
Motunui
What is the age requirement for Widow(er)'s Benefits
60 or older TC 10001.010
Hi, I am Kimmiy Lou. I am 52 years old and work at Commerce Bank. I am currently a widow, and my first husband, Chris, passed away when I was 23. We have one child together, Kammie, who is now 30. I met Ralph a couple years ago and he has now proposed and wants to get married right away. When Kammie was little, I use to get a check for her and was told to call back but I am not sure when. Before I say yes and remarry next month, would this mess up any benefits that I would get from Chris?
Yes, you must be unmarried or remarried after attainment of age 60.
If a caller was not able to verify their address on record, we can tell the caller which identifier was not a match or state the date that the last address was changed. For example, the information you provided was not a match, could you please give me the new address that it was changed to on August 20, 2019.
False, We do not disclose to the caller which identifier or part of the identifier they were unsuccessful in providing per TC 01005.020
True or False: When the record shows prior entitlement to disability that terminated due to work within the last 5 years, you will schedule a claims lead appointment.
False, you would schedule a PE appointment, not a claims lead. TC 10010.010
What was the First Animated Feature Film Released by Disney?
Snow White and the Seven Dwarfs (1937)
A LSDP must be filed within 2 years of NH's Death (unless good cause for late filing is established). What are the 4 good cause reasons that may exist?
illness, mental or physical incapacity, communication difficulties, or other handicaps;
incorrect or incomplete information furnished to the claimant by SSA ;
delays because of efforts by the claimant to secure supporting evidence which the claimant assumed must be submitted at the same time the claim is filed; or,
Hi, I am Benjamin. I saw online that I can file for DWB since my condition is expected to last 12 months or longer. I am 52 and my husband Tyler was the love of my life. I am at the point where I can no longer work. Tyler passed away 10 years ago today, and he had a great job and was fully insured. I became disabled 2 months ago. Is my disability within the timeframe to begin? If not, why?
No, Disability onset must be prior to, or within 7 years of death of spouse
A person who is married, has minor children, is 61 and 4 months, has 40 QCs, and has earnings below the AET limit can be eligible for Retirement benefits?
False, A person must be age 62 and older and the earliest a person can file a T2 application would be no more than 4 months before a claimant can be entitled to benefits. TC 10001.010 & TC 10001.030
If the caller alleges a disability that will end in death (TERI) Care, 100% permanent and total VA disability pension rating, or Military Casualty/ Wounded Warrior (MC/WW), and you are unable to schedule the appointment in the prescribed number of days what would you need to do?
• Tell the caller the FO will call back within 2 days to schedule an appointment.
• Determine the best time for the FO contact.
• Select "Back to Lead" and in remarks, enter APPT NEEDED ASAP/BEST TIME FOR CONTACT (time within the FO's business hours).”
•Select "Save Lead" then "Done" and on the Appointment page, select "Done" to transmit the referral to the FO.
TC 10010.070
What is the name of the hunchback in "The Hunchback of Notre Dame"?
Quasimodo
Surviving Spouse and Surviving Divorced Spouse have a retroactivity of up to 6 months for reduced widow(er)'s benefits with Retirement Insurance Benefits Limitation (RIB-LIM) involvement.
The RIB LIM will apply when the WIB after adjustment for the family maximum and reduction for age is more than _____________ & _________________.
BOTH 82 1/2 percent of the NH's death PIA and the RIB or DIB if they were alive. RS 00615.320