Topic 3 - Background: At the Point of Application 1....

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Background: At the Point of Application i. Context ii. Primary benefits iii. OAI iv. DI v. Deals with some important parameters and issues that operate across benefit types vi. In later units vii. Family relationship questions and other matters distinctively connected with survivors and other secondary benefits viii. Effect of continuing earnings (and other forms of earnings replacement) on benefits ix. The perplexing issue of "disability" x. The key elements of entitlement xi. OAI xii. § 402(a) xiii. Every individual who: xiv. is a fully insured individual (as defined in section 214(a) ), xv. has attained age 62, and xvi. has filed application for old-age insurance benefits or was entitled to disability insurance benefits for the month preceding the month in which he attained retirement age (as defined in section 216(l) ), xvii. Delay can result in loss of benefits. xviii. shall be entitled to an old-age insurance benefit for each month, beginning with— xix. in the case of an individual who has attained retirement age (as defined in section 216(l) ), the first month in which such individual meets the criteria specified in paragraphs (1), (2), and (3), or xx. in the case of an individual who has attained age 62, but has not attained retirement age (as defined in section 216(l) ), the first month throughout which such individual meets the criteria specified in paragraphs (1) and (2) (if in that month he meets the criterion specified in paragraph (3)), xxi. and ending with the month preceding the month in which he dies. xxii. Amount: Except as provided in subsection (q) and subsection (w), such individual's old-age insurance benefit for any month shall be equal to his primary insurance amount (as defined in section 215(a) ) for such month. xxiii. Eligibility is different from entitlement. Entitlement requires filing of an application. xxiv. Except not entitled to OAI until applied. xxv.
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This note was uploaded on 04/29/2008 for the course LABR 1070 taught by Professor Calabrese/martin during the Spring '08 term at St. Johns Duplicate.

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Topic 3 - Background: At the Point of Application 1....

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