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This change was made on Nov 16, 2017. See latest version.
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GN 00205.130: Significance of Items on Retirement Applications

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  • Effective Dates: 11/10/2011 - Present
  • Effective Dates: 11/16/2017 - Present
  • TN 45 (11-11)
  • TN 49 (11-17)
  • GN 00205.130 Significance of Items on Retirement Applications
  • A. Marital status and children
  • * If the number holder (NH) has a spouse or child(ren), develop auxiliary benefits if they appear eligible.
  • * Develop auxiliary benefits if the number holder (NH) has a spouse or child(ren) and they appear eligible.
  • * Use the NH's marital history to decide if the NH may be eligible for another class of benefits.
  • * NOTE: If the NH is the widow(er) of a Railroad (RR) employee and is less than full retirement age, receiving Retirement Insurance benefits (RIB) may adversely affect the amount of the RR widow(er)'s annuity.
  • * If the NH and his or her spouse are filing at the same time, do not complete the question about protecting the spouse's rights to benefits.
  • NOTE: If the NH is the widow(er) of a Railroad (RR) employee and is under full retirement age, receiving Retirement Insurance Benefits (RIB) may adversely affect the amount of the RR widow(er)'s annuity.
  • B. Disability is alleged
  • If a disability is alleged, determine if the claimant may meet the requirements for DIB. Follow GN 00205.035 if disability is alleged.
  • If the NH alleges a disability, develop entitlement for Disability Insurance Benefits (DIB) following the procedures in GN 00205.035.
  • C. Current year earnings estimate
  • Use the earnings estimate for the retirement test, to evaluate information where the claimant needs quarters of coverage (QC) for insured status, and for benefit purposes in advance file cases.
  • D. Permission to contact employers
  • If the NH denies us permission to contact his or her employers, and contact is required for entitlement purposes, prepare a partial award (if possible) or diary the case without adjudication, pending availability of wage information.
  • Use the earnings estimate for the retirement test to evaluate information where the claimant needs quarters of coverage for insured status, and for benefit purposes in advance file cases.
  • Advise the NH that the initial refusal does not bar a subsequent employer contact for wage investigation purposes (e.g., the NH fails to report earnings for deduction purposes).
  • D. References
  • E. References
  • * GN 00203.025 Interviewing Medicare Claimants
  • * HI 00805.005 - HI 00805.070 for information on enrollment requirements
  • * GN 00204.040 Month of Entitlement and Month of Election Options
  • * GN 00204.041 Conditional MOET—Title II
  • * RS 00605.360 WEP Applicability
  • GN 00205.035 Disability Questions for Retirement, Survivors, Disability Insurance (RSDI) Applications
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