TRUE OR FALSE: IF REDUCED BENEFITS ARE NOT INVOLVED THERE IS UP TO 6 MONTHS RETRO FOR DIB CLAIMS AND 12 MONTHS FOR RSI CLAIMS.
FALSE!
*If Reduced benefits are not involved there is up to 6 months of Retro for RSI claims and 12 months of Retro for DIB claims. GN 00204.030 Retroactivity - Title II
100
TRUE OR FALSE: THE CLAIMANT MUST PERSONALLY DECIDE UPON HIS/HER FIRST MONTH OF ENTITLEMENT?
TRUE! YOU MUST NOT MAKE ANY RECOMMENDATIONS OR INFLUENCE THE APPLICANT'S CHOICE OF WHEN TO BEGIN RECEIVING BENEFITS.
GN 00203.004
100
Chris F. WROTE TO YOUR OFFICE IN JUNE 2013 ASKING ABOUT FILING A RETIREMENT CLAIM. SHE REACHED FRA IN FEBRUARY 2013. WHAT IS HIS PROTECTED FILING DATE?
JUNE
SSA will use his PFD providing providing he files his claim within 6 months of a formal close out letter.
200
TRUE OR FALSE: THE MOET IS THE MONTH THE CLAIMANT MEETS THE FOLLOWING REQUIREMENTS: AGE ATTAINMENT,INSURED STATUS AND NOT FILE AN APPLICATION.
FALSE!
An application must be filed per:RS 00201.001 Retirement Benefits - Entitlement Requirements
200
TRUE OR FALSE: THE MOEL IS THE MONTH AND YEAR THAT A CLAIMANT CHOOSES TO BEGIN HIS/HER ENTITLEMENT TO BENEFITS.
TRUE!
See:GN 00204.040 Month of Entitlement and Month of Election Options (If you need to double-check on what Options A-E mean)
200
MR. CASTRO FILES IN APRIL, HAS 6 MONTHS RETROACTIVITY, WHAT WOULD THE MONTH OF ENTITLEMENT BE?
OCTOBER (OF THE PREVIOUS YEAR)
Remember, you can always use your chart to DOUBLE CHECK!
200
THE APPLICANT WILL CHOOSE THE MOE THAT BEST SUITS HIS OR HER OWN FINANCIAL CIRCUMSTANCES.SSA MAINTAINS A __________ POSITION ON THE MOE.
NEUTRAL
Other considerations for a claimant's MOE would be: Life Expectancy, Health Insurance Needs, Future Work Plans, and Benefits for a spouse and children.
200
TRUE OR FALSE: WE SHOULD NOT FURNISH THE MBA'S AT EACH REQUESTED MOE?
FALSE!
WE SHOULD BE PROVIDING THE MBA'S FOR THE REQUESTED MOES.
GN 00204.039-A great POMS for explaining MOE Options!
300
Linda North Milligan. WAS BORN ON JULY 2, 1951 AND WANTS REDUCED BENEFITS AT AGE 62.WHAT IS THE FIRST MONTH HE CAN BE PAID?
JULY
Why July? The attainment of a particular age affects persons born on the 1st and 2nd.
Linda turns 62 on July 2nd, however for SSA purposes, Linda turned 62 on June 1st and so she meets the throughout the month rule for July and will receive a payment for July! Lucky Linda!
300
HOW MANY CODING OPTIONS ARE THERE ON THE DEME SCREEN IN MCS?
5 CHOICES BECAUSE F IS NO LONGER USED.
GN 00204.040 Discusses Coding Options.
300
WHAT IS THE MAXIMUM RETROACTIVITY FOR A CHILD FILING AFTER RIB/DIB AWARD OR AFTER DEATH OF N/H? (UNREDUCED)
6 MONTHS BUT MOET CANNOT BE EARLIER THAN THE N/H'S MOET OR DOD.
But if a child files concurrently with NH's RIB or DIB Claim-unreduced Retroactivity will depend on NH's claim.
GN 00204.030
300
YOU WOULD USE THIS OPTION IF THE APPLICANT:
HAS EARNINGS OVER THE LIMIT
ELECTS REDUCED BENEFITS
SELECTS AN MOEL PRIOR TO FRA
OPTION A
GN 00204.040
YOU WOULD NOT USE A IF THE CLAIMANT DOES NOT ACCEPT REDUCED BENEFITS, DOES NOT HAVE EARNINGS OVER THE LIMIT SELECTS A MOEL THAT IS FRA OR OVER OR THE RIB/LIM APPLIES (USE OPTION C IF RIB/LIM APPIES)
300
YOU HAVE EXPLORED ALL ENTITLEMENT ON ANOTHER EARNINGS RECORD AND ENTITLEMENT DID NOT EXIST.WHAT IS YOUR NEXT STEP?
EXPLAINING THE REASONS ON A REPORT OF CONTACT OR DEVELOPMENT WORKSHEET SCREEN. (DOCUMENT,DOCUMENT,DOCUMENT!)
GN 00204.022
400
THE MOET IS THE MONTH THE NH MEETS WHAT THREE REQUIREMENTS?
AGE ATTAINMENT,INSURED STATUS,FILE AN APPLICATION
GN 00204.040
400
EXPLAIN OPTION D
NH AT LEAST FRA OR FOR A BENEFIT CATEGORY NOT SUBJECT TO REDUCTION FOR AGE,AND WHO ELECT FULL RETROACTIVITY.
GN 00204.040
400
WHAT IS THE MAXIMUM RETROACTIVITY FOR A SPOUSE FILING SEPARATELY? (REDUCED)
NONE
GN 00204.030
400
WHAT OPTION WOULD YOU USE IF THE APPLICANT IS AN AUXILARY SPOUSE WHO MEETS THESE CRITERIA:
IS AGE 61 YRS AND 9 MONTHS OR OLDER
HAS A CHILD IN HIS OR HER CARE
HAS THE SAME DOE AS THE APPLICANT
IS FILING ON THE RECORD OF AN APPICANT WHO FILED A DISABILITY CLAIM THAT IS NOT ON THE MBR
OPTION E
DO NOT USE THIS OPTION UNLESS THE CLAIMANT MEETS THIS CRITERIA.
400
NAME THREE FACTORS A NH WILL TAKE INTO CONSIDERATION WHEN CHOOSING HIS MOEL.
FINANCIAL NEEDS, LIFE EXPECTANCY, HEALTH INSURANCE NEEDS, FUTURE WORK PLANS, BENEFITS FOR A SPOUSE OR CHILDREN,PERSONAL SAVINGS AND OTHER INCOME SOURCES
500
THE NH MAY CHANGE THE FIRST MOET IN THE RETROACTIVE PERIOD OF THE APPLICATION BEFORE EFFECTUATION OF THE CLAIM IF THEY FILE WHAT.
A WRITTEN REQUEST (795)
The claim or 795 with the statement and wet signature should be faxed for storage into eView if an electronic folder exists or NDRED if an electronic folder does not exist.
GN 00204.047
500
DO NOT USE THIS OPTION WHEN:
ANOTHER OPTION CODE APPLIES
MOEL IS FRA OR LESS
OPTION C
USE OPTION C IF CLAIMANT ALLEGES NO EARNING OVER THE AET.
CHOOSES A SPECIFIC MOEL REGARDLESS OF EARNINGS OR IF RIB/LIM APPLIES.
500
IF REDUCED BENEFITS ARE INVOLVED,THERE IS NO RETROACTIVITY UNLESS ONE OF THE EXCEPTIONS APPLIES, NAME ONE OF THOSE EXCEPTIONS.
A DISABLED WIDOW/ER MAY HAVE UP TO 12 MONTHS OF RETROACTIVITY IF NOT YET 61 IN MONTH OF FILING.
A WIDOW/ER MAY HAVE UP TO ONE MONTH OF RETROACTIVITY IF APPLYING IN THE MONTH AFTER THE N/H'S DEATH.
A WIDOW/ER MAY HAVE UP TO 6 MONTHS OF RETROACTIVITY IF THE BENEFIT AMOUNT FOR THE MOF AND MOET IS BASED ON RIB-LIM
GN 00204.030
500
USE THIS OPTION IF THE APPLICANT:
SELECTS AN MOEL WITHIN 12 MONTHS OF FRA.
ACCEPTS A PARTIAL PAYMENT IN A MONTH PRIOR TO FRA AS LONG AS THERE IS NO ONGOING REDUCTION IN BENEFIT AMOUNT.
HAS EARNINGS OVER THE LIMIT.
DOES NOT ELECT REDUCED BENEFITS.
OPTION B
GN 00204.040 Example 1 goes over this option.
DO NOT USE THIS OPTION IF APPLICANT:
SELECTS AN MOEL UNDER FRA AND WANTS REDUCED BENEFITSS.
SELECTS AN MOEL OF FRA OR LATER.
DOES NOT HAVE EARNINGS OVER THE LIMIT OR THE RIB/LIM APPLIES.
500
!!!DAILY DOUBLE!!!!
Dan O'Hare's birthday is 01/01/1952, he wants reduced benefits beginning at age 62. (He's tired!) In what month and year can he begin to receive his first retirement check?
01/2014 because SSA considers him 62 as of 12/31/2013 so he meets the "throughout the entire month rule" as of 1/2014!