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Computation of Primary Insurance Amount Sec. 215. For the purposes of this title

(a) Subject to the conditions specified in subsections (b), (c), and (d) of this section, the primary insurance amount of an insured individual shall be whichever of the following is the largest : 186

(1) The amount in column IV on the line on which in column III of the following table appears his average monthly wage (as determined under subsection (b));

(2) The amount in column IV on the line on which in column II of the following table appears his primary insurance amount (as determined under subsection (c));

(3) The amount in column IV on the line on which in column I of the following table appears his primary insurance benefit (as determined under subsection (d); or

(4) In the case of an individual who was entitled to a disability insurance benefit for the month before the month in which he became entitled to old-age insurance benefits or died, the amount in column IV which is equal to his disability insurance benefit. 187

TABLE FOR DETERMINING PRIMARY INSURANCE AMOUNT AND MAXIMUM

FAMILY BENEFITS

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$10.01
10.49
11.01
11. 49
12.01
12. 49
13. 01
13. 49
14.01
14. 49
15. 01
15. 61
16. 21
16.85
17. 61
18. 41
19. 25
20.01
20. 65
21. 29
21. 89
22. 29
22. 69
23. 09
23. 45

$10.00
10.48
11.00
11. 48
12.00
12. 48
13.00
13. 48
14. 00
14. 48
15.00
15. 60
16. 20
16.84
17.60
18. 40
19. 24
20.00
20. 64
21. 28
21. 88
22. 28
22. 68
23. 08
23. 44
23. 76

$30.10
31. 10
32. 10
33. 10
34. 10
35. 10
36. 10
37. 10
38. 10
39. 10
40. 10
41. 10
42. 10
43. 10
44. 10
45. 10
46. 10
47. 10
48. 10
49. 10
50. 10
51.00
51.90
52. 90
53.80

$30.00
31.00
32.00
33.00
34.00
35.00
36.00
37.00
38. 00
39.00
40.00
41.00
42.00
43.00
44.00
45.00
46.00
47.00
48.00
49.00
50. CO
50.90
51. 80
52. 80
53. 70
54. 60

$55
57
59
61
62
64
66
68
70
71
73
75
77
79
81
82
84
86
88
90
91
93
95
97
98

$54
56
58
60
61
63
65
67
69
70
72
74
76
78
80
81
83
85
87
89
90
92
94
96
97
99

$33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58

$53.00
54.00
55.00
56.00
57.00
58.00
59.00
60.00
61. 50
63.00
64. 50
66.00
67. 50
69.00
70. 50
72.00
73. 50
75.00
76.50
78.00
79. 50
81.00
82. 50
84. 00
85. 50
87.00

188 See sec. 205 (c) of P. L. 86–778, p. 226 for method of computation where individual died prior to 1940 and had not less than six quarters of coverage.

187 See sec. 101 (h) of P. L. 85–840 on p. 216 for primary insurance amount for certain disability insurance beneficiaries. See sec 303 (g) of P. L. 86–778, on p. 230 for conditions under which sec. 215, as in effect prior to the 1960 Amendments, continues to apply.

TABLE FOR DETERMINING PRIMARY INSURANCE AMOUNT AND MAXIMUM

Family BENEFITS- -Continued

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(Maximum

family benefits)

And the maximum amount of benefits payable (as provided in sec. 203 (a)) on the

basis of his wages and selfemployment income shall

be

At least

$100 102 103 105 107 108 110 114 119 123 128 133 137 142 147 151 156 161 165 170 175 179 184 189 194 198 203 208 212 217 222 226 231 236 240 245 250 254 259 264 268 273 278 282 287 292 296 301 306 310 315 320 324 329 334 338 343 348 352 357 362 366 371 376 380 385 390 394 399

(Primary insurance
benefit under 1939
Act, as modified)

(Primary insurance
amount under 1954

Act)

(Average monthly

wage)

(Primary insurance amount)

If an individual's

primary insurance benefit (as determined under subsec. (d)) is

Or his primary insurance amount (as determined under subsec.

(c)) is—

Or his average monthly

wage (as determined under subsec. (b)) is

The amount referred to in the preceding paragraphs of this subsection

shall be

At least

But not

more than

At least

But not

more than

But not

more than

$59 60 61 62 63 64 65

70 71 72 73 74 75 76

$23. 77
24. 21
24. 61
25. 01
25. 49
25. 93
26. 41
26.95
27.47
28.01
28. 69
29. 26
29. 69
30. 37
30. 93
31. 37
32. 01
32. 61
33. 21
33. 89
34. 51
35. 01
35. 81
36. 41
37. 09
37. 61
38. 21
39. 13
39. 69
40. 34
41. 13
41.77
42. 45
43. 21
43. 77
44. 45
44. 89

$24. 20
24. 60
25.00
25. 48
25. 92
26.40
26.94
27. 46
28.00
28. 68
29. 25
29. 68
30. 36
30. 92
31.36
32.00
32. 60
33. 20
33. 88
34. 50
35.00
35. 80
36. 40
37. 08
37. 60
38. 20
39. 12
39. 68
40. 33
41.12
41. 76
42. 44
43. 20
43. 76
44. 44
44. 88
45. 60

$54. 70

55. 70 56. 60 57. 50 58. 50 59. 40 60. 30 61. 30 62. 20 63. 10 64. 10 65.00 65. 90 66. 90 67.80 68. 70 69. 70 70. 60 71. 50 72. 50 73. 40 74. 30 75. 30 76. 20 77. 20 78. 10 79.00 80.00 80.90 81. 80 82. 80 83. 70 84. 60 85. 60 86.50 87. 40 88. 40 89. 30 90. 20 91. 20 92. 10 93.00 94.00 94. 90 95. 90 96.80 97. 70 98. 70 99. 60 100. 50 101.50 102. 40 103. 30 104. 30 105. 20 106. 10 107.10 108.00

$55. 60

56. 50 57. 40 58. 40 59. 30 60. 20 61. 20 62. 10 63. 00 64.00 64. 90 65.80 66.80 67. 70 68. 60 69. 60 70. 50 71. 40 72. 40 73. 30 74. 20 75. 20 76. 10 77. 10 78.00 78. 90 79. 90 80.80 81. 70 82. 70 83. 60 84. 50 85. 50 86. 40 87. 30 88. 30 89. 20 90. 10 91. 10 92.00 92. 90 93. 90 94. 80 95. 80 96. 70 97. 60 98. 60 99. 50 100. 40 101. 40 102. 30 103. 20 104. 20 105. 10 106.00 107. 00 107.90 108. 50

$101 102 104 106 107 109 113 118 122 127 132 136 141 146 150 155 160 164 169 174 178 183 188 193 197 202 207 211 216 221 225 230 235 239 244 249 253 258 263 267 272 277 281 286 291 295 300 305 309 314 319 323 328 333 337 342 347 351 356 361 365 370 375 379 384 389 393 398 400

78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127

$88. 50 90.00 91. 50 93.00 94. 50 96.00 97. 50 99.00 100. 50 102.00 105. 60 108. 80 112. 80 116.80 120.00 124.00 128.00 131. 20 135. 20 139. 20 142. 40 146. 40 150. 40 154. 40 157. 60 161. 60 165. 60 168. 80 172. 80 176.80 180.00 184.00 188.00 191. 20 195. 20 199. 20 202. 40 206. 40 210. 40 213. 60 217.60 221. 60 224. 80 228. 80 232. 80 236.00 240.00 244.00 247. 20 251. 20 254.00 254.00 254.00 254.00 254.00 254.00 254. 00 254.00 254.00 254.00 254.00 254.00 254.00 254.00 254.00 254.00 254.00 254.00 254.00

Average Monthly Wage (b) (1) For the purposes of column III of the table appearing in subsection (a) of this section, an individual's "average monthly wage” shall be the quotient obtained by dividing

(A) the total of his wages paid in and self-employment income credited to his "benefit computation years” (determined under paragraph (2)), by

(B) the number of months in such years. (2) (A) The number of an individual's “benefit computation years" shall be equal to the number of elapsed years (determined under paragraph (3) of this subsection), reduced by five; except that the number of an individual's benefit computation years shall in no case be less than two.

(B) An individual's "benefit computation years” shall be those computation base years, equal in number to the number determined under subparagraph (A), for which the total of his wages and selfemployment income is the largest.

(C) For the purposes of subparagraph (B), “computaion base years” include only calendar years occurring

(i) After December 31, 1950, and

(ii) prior to the year in which the individual became entitled

to old-age insurance benefits or died, whichever first occurred; except that the year in which the individual became entitled to old age insurance benefits or died, as the case may be, shall be included as a computation base year if the Secretary determines, on the basis of evidence available to him at the time of the computation of the primary insurance amount for such individual, that the inclusion of such year would result in a higher primary insurance amount. Any calendar year all of which is included in a period of disability shall not be included as a computation base year.

(3) For the purposes of paragraph (2), an individual's' "elapsed years” shall be the number of calendar years

(A) after (i) December 31, 1950, or (ii) if later, December 31 of the years in which he attained the age of twenty-one, and

(B) prior to (i) the year in which he died, or (ii) if earlier, the first year after December 31, 1960, in which he both was fully

insured and had attained retirement age. For the purposes of the preceding sentence, any calendar year any part of which was included in a period of disability shall not be included in such number of calendar years.

(4) The provisions of this subsection shall be applicable only in the case of an individual with respect to whom not less than six of the quarters elapsing after 1950 are quarters of coverage, and

(A) who becomes entitled to benefits after December 1960 under section 202 (a) or section 223; or

(B) who dies after December 1960 without being entitled to benefits under section 202 (a) or section 223; or

(C) who files an application for a recomputation under subsection (f) (2) (A) after December 1960 and is (or would, but for the provisions of subsection (f) (6), be) entitled to have his primary insurance amount recomputed under subsection (f) (2) (A); or

(D) who dies after December 1960 and whose survivors are (or would, but for the provisions of subsection (f) (6), be) entitled to a recomputation of his primary insurance amount under

subsection (f) (4). (5) In the case of any individual

(A) to whom the provisions of this subsection are not made applicable by paragraph (4), but

(B) (i) prior to 1961, met the requirements of this paragraph (including subparagraph (E) thereof) as in effect prior to the enactment of the Social Security Amendments of 1960, or (ii) after 1960, meets the conditions of subparagraph (E) of this

paragraph as in effect prior to such enactment, then the provisions of this subsection as in effect prior to such enactment shall apply to such individual for the purposes of column III of the table appearing in subsection (a) of this section.188

Primary Insurance Amount Under 1954 Act

189

(c) (1) For the purposes of column II of the table appearing in subsection (a) of this section, an individual's primary insurance amount shall be computed as provided in, and subject to the limitations specified in, (A) this section as in effect prior to the enactment of the Social Security Amendments of 1958, and (B) the applicable provisions of the Social Security Amendments of 1954.

(2) The provisions of this subsection shall be applicable only in the case of an individual

(A) who became entitled to benefits under section 202 (a) or section 223 or died prior to January 1959, and

(B) to whom the provisions of neither paragraph (4) nor paragraph (5) of subsection (b) are applicable.

Primary Insurance Benefit Under 1939 Act (d) (1) For the purposes of column I of the table appearing in subsection (a) of this section, an individual's primary insurance benefit shall be computed as provided in this title as in effect prior to the enactment of the Social Security Act Amendments of 1950,190 except that

(A) In the computation of such benefit, such individual's average monthly wage shall (in lieu of being determined under section 209 (f) of this title as in effect prior to the enactment of such amendments) be determined as provided in subsection (b) of this section (but without regard to paragraphs (4) and (5 thereof), except that for the purposes of paragraphs (2) (C) (i) and (3) (A) (i) of subsection (b), December 31, 1936, shall be used instead of December 31, 1950.191

188 P. L. 86–778, sec. 303 (a) amended sec. 215 (b) in its entirety, applicable as indicated therein. For sec. 215 (b) as it read prior to this amendment, see p. 299. See also secs. 303 (g) and 303 (j) of P. L. 86–778, pp. 230 and 232.

189 P. L. 86–778,,, sec. 303. (b) amended subpar. (B) by. inserting the words “neither paragraph (4) nor,'

," before "paragraph (5),” and by deleting. "not” which had appeared before the word “applicable,” See footnote 188 for effective date. See also sec. 303 (g) of P. L. 86–778, p. 230.

190 This reference is to subsecs. 209 (e) and (f) as in effect prior to the Social Security Act Amendments of 1950. See p. 240.

101 P. L. 86–778, sec. 303 (c) (1), amended subpar. (A) in its entirety, see footnote 188, for effective date. For subpar. (A) as it read prior to this amendment see p. 300. 102 P. L. 86–778, sec. 303 (c) (2), substituted “all” in lieu of “any part,” effective as indicated in footnote 188. See also sec. 303 (g) of P. L. 86 -778, p. 230.

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(B) For purposes of such computation, the date he became entitled to old-age insurance benefits shall be deemed to be the date he became entitled to primary insurance benefits.

(C) The 1 per centum addition provided for in section 209 (e) (2) of this Act as in effect prior to the enactment of the Social Security Act Amendments of 1950 shall be applicable only with respect to calendar years prior to 1951, except that any wages paid in any year prior to such year als 192 of which was included in a period of disability shall not be counted.193

(D) The provisions of subsection (e) shall be applicable to such computation. (2) The provisions of this subsection shall be applicable only in the case of an individual

(A) with respect to whom at least one of the quarters elapsing prior to 1951 is a quarter of coverage;

(B) who meets the requirements of any of the subparagraphs of paragraph (4) 194 of subsection (b) of this section; and

(C) who attained age 22 after 1950 and with respect to whom less than six of the quarters elapsing after 1950 are quarters of

coverage, or who attained such age before 1951. (3) The provisions of this subsection as in effect prior to the enactment of the Social Security Amendments of 1960 shall be applicable in the case of an individual who meets the requirements of subsection (b) (5) (as in effect after such enactment) but without regard to whether such individual has six quarters of coverage after 1950.195

Certain Wages and Self-Employment Income Not to be Counted

(e) For the purposes of subsections (b) and (d)

(1) in computing an individual's average monthly wage there shall not be counted the excess over $3,600 in the case of any calendar year after 1950 and before 1955, the excess over $4,200 in the case of any calendar year after 1954 and before 1959, and the excess over $4,800 in the case of any calendar year after 1958, of (A) the wages paid to him in such year, plus (B) the selfemployment income credited to such year (as determined under section 212);

(2) if an individual's average monthly wage computed under subsection (b), or for the purposes of subsection (d) is not a multiple of $1, it shall be reduced to the next lower multiple of $1; and

(3) if an individual has self-employment income in a taxable year which begins prior to the calendar year in which he becomes entitled to old-age insurance benefits and ends after the last day of the month preceding the month in which he becomes so entitled, his self-employment income in such taxable year shall not

193 P. L. 86–778, sec. 303 (c) (2), effective as indicated in footnote 188, deleted the following sentence from the end of subpar. (C): “Notwithstanding the perceding sentence, the wages paid in the year in which such period of disability began shall be counted if the counting of such wages would result in a higher primary insurance amount." See also sec 303 (g) of P. L. 86–778, p. 230.

194 P. L. 86–778, sec. 303 (c) (3) changed the paragraph reference from (5) to (4). 180 P. L. 86–778, sec. 303 (c) (4) added sec. 215 (d) (3), effective as indicated. See also sec. 303 (g) of P. L. 86–778 on p. 230.

For sec. 215 (a) as it read prior to the 1958 Amendments, see p. 279.

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