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NL 00730.104: “B” Paragraphs and Captions

changes
← * →
  • Effective Dates: 08/01/2017 - Present
  • Effective Dates: 03/30/2018 - Present
  • TN 26 (08-17)
  • TN 28 (03-18)
  • NL 00730.104 “B” Paragraphs and Captions
  • List of “B” Paragraphs and Captions
  • A. “BEN” Universal Text Identifiers – Benefit Information
  • BENC05 – CAPTION
  • You May Choose Not To Receive Benefits Right Now
  • BENC06 – CAPTIONS
  • Social Security Benefits Can Affect SSI Payments
  • BENH01 – REFER TO WORKSHEET HEADER NL 00730.149C
  • BEN008 – EXPLAINS VOLUNTARY DELAYED RETIREMENT CREDITS (DRC) TO THE BENEFICIARY
  • (1) may choose to delay benefits on (2) own Social Security number beginning (3). Social Security benefits increase by a certain percentage if (4) retirement. We call this a delayed retirement credit. (5) can earn a credit for each full month after age (6) that (7) not receive a monthly benefit. (8) can earn credits for any months before age 70.
  • While we cannot give financial advice, we can point out some things to consider. For example, (9) may want to consider:
  • * How (10) monthly benefit amount in the future would compare with (11) monthly benefit amount today;
  • * How long it will take for future higher benefits to make up for benefits (12) not to receive now; and
  • * The effect that Social Security benefits may have on (13) income taxes or private pension(s).
  • Please go to our Internet website at www.socialsecurity.gov for more information about delayed retirement credits. At this website, you can find out how much (14) benefit may increase.
  • Please contact us right away if (15) would like to earn these delayed retirement credits instead of receiving benefits. Please use the telephone number or address shown below.
  • If (16) to earn these credits and later (17) mind, just contact us and we will start (18) monthly retirement benefits.
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN)
  • Choice 2
  • Choice 2
  • You
  • Fill-in (2)
  • Fill-in (2)
  •  
  • Choice 1
  • Choice 1
  • his
  • Choice 2
  • Choice 2
  • her
  • Choice 3
  • Choice 3
  • your
  • Fill-in (3)
  • Fill-in (3)
  • Full Retirement Age (FRA) attainment month and year in the format Month CCYY
  • Fill-in (4)
  • Fill-in (4)
  •  
  • Choice 1
  • Choice 1
  • he delays
  • Choice 2
  • Choice 2
  • she delays
  • Choice 3
  • Choice 3
  • you delay
  • Fill-in (5)
  • Fill-in (5)
  •  
  • Choice 1
  • Choice 1
  • He
  • Choice 2
  • Choice 2
  • She
  • Choice 3
  • Choice 3
  • You
  • Fill-in (6)
  • Fill-in (6)
  •  
  • Choice 1
  • Choice 1
  • 65
  • Choice 2
  • Choice 2
  • 65 and 2 months
  • Choice 3
  • Choice 3
  • 65 and 4 months
  • Choice 4
  • Choice 4
  • 65 and 6 months
  • Choice 5
  • Choice 5
  • 65 and 8 months
  • Choice 6
  • Choice 6
  • 65 and 10 months
  • Choice 7
  • Choice 7
  • 66
  • Choice 8
  • Choice 8
  • 66 and 2 months
  • Choice 9
  • Choice 9
  • 66 and 4 months
  • Choice 10
  • Choice 10
  • 66 and 6 months
  • Choice 11
  • Choice 11
  • 66 and 8 months
  • Choice 12
  • Choice 12
  • 66 and 10 months
  • Choice 13
  • Choice 13
  • 67
  • Fill-in (7)
  • Fill-in (7)
  •  
  • Choice 1
  • Choice 1
  • he does
  • Choice 2
  • Choice 2
  • she does
  • Choice 3
  • Choice 3
  • you do
  • Fill-in (8)
  • Fill-in (8)
  •  
  • Choice 1
  • Choice 1
  • He
  • Choice 2
  • Choice 2
  • She
  • Choice 3
  • Choice 3
  • You
  • Fill-in (9)
  • Fill-in (9)
  •  
  • Choice 1
  • Choice 1
  • Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN)
  • Choice 2
  • Choice 2
  • you
  • Fill-in (10)
  • Fill-in (10)
  •  
  • Choice 1
  • Choice 1
  • his
  • Choice 2
  • Choice 2
  • her
  • Choice 3
  • Choice 3
  • your
  • Fill-in (11)
  • Fill-in (11)
  •  
  • Choice 1
  • Choice 1
  • his
  • Choice 2
  • Choice 2
  • her
  • Choice 3
  • Choice 3
  • your
  • Fill-in (12)
  • Fill-in (12)
  •  
  • Choice 1
  • Choice 1
  • he chooses
  • Choice 2
  • Choice 2
  • she chooses
  • Choice 3
  • Choice 3
  • you choose
  • Fill-in (13)
  • Fill-in (13)
  •  
  • Choice 1
  • Choice 1
  • his
  • Choice 2
  • Choice 2
  • her
  • Choice 3
  • Choice 3
  • your
  • Fill-in (14)
  • Fill-in (14)
  •  
  • Choice 1
  • Choice 1
  • his
  • Choice 2
  • Choice 2
  • her
  • Choice 3
  • Choice 3
  • your
  • Fill-in (15)
  • Fill-in (15)
  •  
  • Choice 1
  • Choice 1
  • he
  • Choice 2
  • Choice 2
  • she
  • Choice 3
  • Choice 3
  • you
  • Fill-in (16)
  • Fill-in (16)
  •  
  • Choice 1
  • Choice 1
  • he chooses
  • Choice 2
  • Choice 2
  • she chooses
  • Choice 3
  • Choice 3
  • you choose
  • Fill-in (17)
  • Fill-in (17)
  •  
  • Choice 1
  • Choice 1
  • changes his
  • Choice 2
  • Choice 2
  • changes her
  • Choice 3
  • Choice 3
  • change your
  • Fill-in (18)
  • Fill-in (18)
  •  
  • Choice 1
  • Choice 1
  • his
  • Choice 2
  • Choice 2
  • her
  • Choice 3
  • Choice 3
  • your
  • BEN010 – EXPLAINS TO THE WORKING BENEFICIARY THAT BENEFITS FOR A PRIOR YEAR ARE CHANGING
  • BEN010 – EXPLAINS TO THE WORKING BENEFICIARY THAT BENEFITS FOR A PRIOR YEAR ARE CHANGING
  • We changed (1) benefits for (2). Our records show that (3) earned (4) in (5).
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • your
  • Choice 2
  • Choice 2
  • Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) possessive
  • Fill-in (2)
  • Fill-in (2)
  • Year of Earnings Report (YOER) in format CCYY
  • Fill-in (3)
  • Fill-in (3)
  •  
  • Choice 1
  • Choice 1
  • you
  • Choice 2
  • Choice 2
  • he
  • Choice 3
  • Choice 3
  • she
  • Fill-in (4)
  • Fill-in (4)
  • Amount of Reported Earnings (AORE) in the format $$$$$¢¢
  • Fill-in (5)
  • Fill-in (5)
  • Year of Earnings Report (YOER) in format CCYY
  • BEN011 – EXPLAINS TO THE WORKING BENEFICIARY THAT HE OR SHE HAS BEEN INCORRECTLY PAID FOR THE CURRENT YEAR
  • BEN011 – EXPLAINS TO THE WORKING BENEFICIARY THAT HE OR SHE HAS BEEN INCORRECTLY PAID FOR THE CURRENT YEAR
  • We changed (1) benefits for (2). Our records show that (3) to earn (4) (5).
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • your
  • Choice 2
  • Choice 2
  • Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
  • Fill-in (2)
  • Fill-in (2)
  • Year of Earnings Report (YOER) in format CCYY
  • Fill-in (3)
  • Fill-in (3)
  •  
  • Choice 1
  • Choice 1
  • you expect
  • Choice 2
  • Choice 2
  • he expects
  • Choice 3
  • Choice 3
  • she expects
  • Fill-in (4)
  • Fill-in (4)
  • Amount of Reported Earnings (AORE) in the format $$$$$¢¢
  • Fill-in (5)
  • Fill-in (5)
  • this year
  • BEN012 – EXPLAINS TO THE WORKING BENEFICIARY THAT HIS OR HER BENEFITS FOR MULTIPLE YEARS ARE CHANGING
  • BEN012 – EXPLAINS TO THE WORKING BENEFICIARY THAT HIS OR HER BENEFITS FOR MULTIPLE YEARS ARE CHANGING
  • We changed (1) benefits for the following years:
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • your
  • Choice 2
  • Choice 2
  • Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
  • BEN013 – A CHART HEADING UTI ALONG WITH BEN014, PROVIDES THE WORKING BENEFICIARY THE EARNINGS PREVIOUSLY ON THE RECORD AND THE EARNINGS NOW REPORTED
  • BEN013 – A CHART HEADING UTI ALONG WITH BEN014, PROVIDES THE WORKING BENEFICIARY THE EARNINGS PREVIOUSLY ON THE RECORD AND THE EARNINGS NOW REPORTED
  • Year Earnings You Reported Earnings On Our Records
  • BEN014 – PROVIDES THE WORKING BENEFICIARY INFORMATION ABOUT EARNINGS PREVIOUSLY ON THE RECORD AND THE EARNINGS BEING NEWLY REPORTED IN A CHART - FOLLOWS BEN013
  • (1) (2) (3)
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  • Year of Earnings Report (YOER) in format CCYY
  • Fill-in (2)
  • Fill-in (2)
  • Amount of Reported Earnings (AORE) in the format $$$$$¢¢
  • Fill-in (3)
  • Fill-in (3)
  • Pre-MBR Amount of Reported Earnings (AORE) in the format $$$$$¢¢
  • BEN015 – TELLS THE BENEFICIARY THAT MONTHLY BENEFITS CAN BE PAID WHEN THE ANNUAL REPORT DATA IS CHANGING
  • BEN015 – TELLS THE BENEFICIARY THAT MONTHLY BENEFITS CAN BE PAID WHEN THE ANNUAL REPORT DATA IS CHANGING
  • We can (1) pay (2) monthly benefits.
  • Fill-in values
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • continue to
  • Choice 2
  • Choice 2
  • now
  • Fill-in (2)
  • Fill-in (2)
  •  
  • Choice 1
  • Choice 1
  • him
  • Choice 2
  • Choice 2
  • her
  • Choice 3
  • Choice 3
  • you
  • BEN016 – LEDGER ACCOUNT FILE (LAF) S TO LAF S, NO CHANGE IN HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) BUT MONTHLY BENEFIT AMOUNT (MBA) CHANGE
  • BEN016 – LEDGER ACCOUNT FILE (LAF) S TO LAF S, NO CHANGE IN HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) BUT MONTHLY BENEFIT AMOUNT (MBA) CHANGE
  • We cannot pay (1) monthly benefits at this time.
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • him
  • Choice 2
  • Choice 2
  • her
  • Choice 3
  • Choice 3
  • you
  • BEN017 – EXPLAINS THE MONTH OR MONTHS BENEFITS WILL BE WITHHELD TO RECOVER AN OVERPAYMENT
  • BEN017 – EXPLAINS THE MONTH OR MONTHS BENEFITS WILL BE WITHHELD TO RECOVER AN OVERPAYMENT
  • We must withhold your benefits for (1).
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • Current Operating Month (COM) in the format Month CCYY
  • Choice 2
  • Choice 2
  • Current Operating Month (COM) plus ”and” plus the Deferred Payment Date -1 month in the format Month CCYY
  • Choice 3
  • Choice 3
  • Current Operating Month (COM) plus ”through” plus the Deferred Payment Date -1 month in the format Month CCYY
  • BEN019 – THIS PARAGRAPH SHOULD BE ON ALL NOTICES WHERE SUPPLEMENTAL SECURITY INCOME (SSI) WINDFALL OFFSET IS INVOLVED
  • BEN019 – THIS PARAGRAPH SHOULD BE ON ALL NOTICES WHERE SUPPLEMENTAL SECURITY INCOME (SSI) WINDFALL OFFSET IS INVOLVED
  • The Social Security benefits you receive count as income and resources and can lower the amount of SSI payments you can receive. When a person receives SSI money for a month and later becomes entitled to Social Security for the same month, we have to refigure the SSI payment. We hold back some of the Social Security benefits while we do this, so the person doesn't owe us if we've paid too much SSI.
  • BEN021 – SUPPLEMENTAL SECURITY INCOME (SSI) WINDFALL OFFSET IS DETERMINED AND THE HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) OF WINDFALL OFFSET (WINFAL) IS REMOVED
  • In an earlier letter, we told you that (1) entitled to Social Security but that we were holding back benefits for (2). We withheld (3) in Social Security benefits.
  • We did this because our records showed (4) could have been getting Supplemental Security Income (SSI) when we started paying (5) Social Security benefits. And Social Security benefits can lower the amount of SSI payments (6) can receive.
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) plus ”was”
  • Choice 2
  • Choice 2
  • you were
  • Choice 3
  • Choice 3
  • you
  • Fill-in (2)
  • Fill-in (2)
  •  
  • Choice 1
  • Choice 1
  • History Start date of the first month where Reason for Suspension = WINFAL in the format Month CCYY
  • Choice 2
  • Choice 2
  • Start date that corresponds to the Reason for Suspension = WINFAL plus ”and” plus the Stop date of the last WINFAL Suspension month in the format Month CCYY
  • Choice 3
  • Choice 3
  • History Start date of the first month where Reason for Suspension = WINFAL plus “through” plus the Stop date of the last WINFAL Suspension month in the format Month CCYY
  • Fill-in (3)
  • Fill-in (3)
  • Windfall Total Amount (WTA) in the format $$$$$.¢¢
  • Fill-in (4)
  • Fill-in (4)
  •  
  • Choice 1
  • Choice 1
  • Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN)
  • Choice 2
  • Choice 2
  • you
  • Fill-in (5)
  • Fill-in (5)
  •  
  • Choice 1
  • Choice 1
  • him
  • Choice 2
  • Choice 2
  • her
  • Choice 3
  • Choice 3
  • you
  • Fill-in (6)
  • Fill-in (6)
  •  
  • Choice 1
  • Choice 1
  • he
  • Choice 2
  • Choice 2
  • she
  • Choice 3
  • Choice 3
  • you
  • BEN022 – EXPLAINS TO THE BENEFICIARY STARTING FULL RETIREMENT AGE (FRA) THAT BENEFITS ARE NO LONGER WITHHELD
  • BEN022 – EXPLAINS TO THE BENEFICIARY STARTING FULL RETIREMENT AGE (FRA) THAT BENEFITS ARE NO LONGER WITHHELD
  • Since (1) (2) full retirement age in (3), we will not withhold (4) benefits because of earnings in that month or later.
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN)
  • Choice 2
  • Choice 2
  • you
  • Fill-in (2)
  • Fill-in (2)
  •  
  • Choice 1
  • Choice 1
  • was
  • Choice 2
  • Choice 2
  • will be
  • Choice 3
  • Choice 3
  • were
  • Fill-in (3)
  • Fill-in (3)
  • Full Retirement Age (FRA) attainment in the format Month CCYY
  • Fill-in (4)
  • Fill-in (4)
  •  
  • Choice 1
  • Choice 1
  • his
  • Choice 2
  • Choice 2
  • her
  • Choice 3
  • Choice 3
  • your
  • BEN023 – INFORMS THE BENEFICIARY OF THE OPTION TO EARN VOLUNTARY DELAYED RETIREMENT CREDITS (DRC)
  • BEN023 – INFORMS THE BENEFICIARY OF THE OPTION TO EARN VOLUNTARY DELAYED RETIREMENT CREDITS (DRC)
  • In this letter, we explain that (1) can choose to delay being paid benefits now. If (2) retirement benefits, (3) can earn special credit that may increase the amount of benefits (4) later.
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • you
  • Choice 2
  • Choice 2
  • Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN)
  • Fill-in (2)
  • Fill-in (2)
  •  
  • Choice 1
  • Choice 1
  • you delay
  • Choice 2
  • Choice 2
  • he delays
  • Choice 3
  • Choice 3
  • she delays
  • Fill-in (3)
  • Fill-in (3)
  •  
  • Choice 1
  • Choice 1
  • you
  • Choice 2
  • Choice 2
  • he
  • Choice 3
  • Choice 3
  • she
  • Fill-in (4)
  • Fill-in (4)
  •  
  • Choice 1
  • Choice 1
  • you receive
  • Choice 2
  • Choice 2
  • he receives
  • Choice 3
  • Choice 3
  • she receives
  • Choice 4
  • Choice 4
  • Beneficiary’s Given Name (BGN) plus “receives”
  • BEN026 – TELLS THE BENEFICIARY THERE IS NO ADJUSTMENT OF BENEFITS AT THIS TIME
  • BEN026 – TELLS THE BENEFICIARY THERE IS NO ADJUSTMENT OF BENEFITS AT THIS TIME
  • No change to (1) benefits is necessary at this time.
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • your
  • Choice 2
  • Choice 2
  • his
  • Choice 3
  • Choice 3
  • her
  • Choice 4
  • Choice 4
  • Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
  • BEN028 – EARNINGS CHANGE TO ZERO IN A PRIOR YEAR OR YEARS AND BENEFITS ARE CHANGING
  • BEN028 – EARNINGS CHANGE TO ZERO IN A PRIOR YEAR OR YEARS AND BENEFITS ARE CHANGING
  • We changed (1) benefits for (2). Our records show that (3) did not have any earnings in (4).
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • your
  • Choice 2
  • Choice 2
  • Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
  • Fill-in (2)
  • Fill-in (2)
  •  
  • Choice 1
  • Choice 1
  • Year benefits changed in the format CCYY
  • Choice 2
  • Choice 2
  • and
  • Choice 3
  • Choice 3
  • comma (,)
  • Fill-in (3)
  • Fill-in (3)
  •  
  • Choice 1
  • Choice 1
  • you
  • Choice 2
  • Choice 2
  • he
  • Choice 3
  • Choice 3
  • she
  • Fill-in (4)
  • Fill-in (4)
  •  
  • Choice 1
  • Choice 1
  • Year of no earnings in the format CCYY
  • Choice 2
  • Choice 2
  • and
  • Choice 3
  • Choice 3
  • comma (,)
  • BEN029 – EARNINGS CHANGE TO ZERO ONLY IN THE CURRENT YEAR AND BENEFITS ARE CHANGING - THIS UTI WILL ONLY APPEAR ON A WORKING BENEFICIARY NOTICE
  • BEN029 – EARNINGS CHANGE TO ZERO ONLY IN THE CURRENT YEAR AND BENEFITS ARE CHANGING - THIS UTI WILL ONLY APPEAR ON A WORKING BENEFICIARY NOTICE
  • We changed (1) benefits for (2). Our records show that (3) not plan to have any earnings (4).
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • your
  • Choice 2
  • Choice 2
  • Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
  • Fill-in (2)
  • Fill-in (2)
  • Year benefits changed in the format CCYY
  • Fill-in (3)
  • Fill-in (3)
  •  
  • Choice 1
  • Choice 1
  • you do
  • Choice 2
  • Choice 2
  • he does
  • Choice 3
  • Choice 3
  • she does
  • Fill-in (4)
  • Fill-in (4)
  • this year
  • BEN045 – NON-SERVICE MONTHS CHANGE FOR A PAST PERIOD
  • BEN045 – NON-SERVICE MONTHS CHANGE FOR A PAST PERIOD
  • (1) due full benefits for (2). This is because we used a special rule to count (3) earnings. We explain this rule in the enclosed fact sheet, "How Work Affects Your Social Security."
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) plus “was”
  • Choice 2
  • Choice 2
  • You were
  • Fill-in (2)
  • Fill-in (2)
  •  
  • Choice 1
  • Choice 1
  • First non-service month greater than or equal to the Current Date of Entitlement (DOEC) in the format Month CCYY
  • Choice 2
  • Choice 2
  • and
  • Choice 3
  • Choice 3
  • through
  • Choice 4
  • Choice 4
  • comma (,)
  • Fill-in (3)
  • Fill-in (3)
  •  
  • Choice 1
  • Choice 1
  • his
  • Choice 2
  • Choice 2
  • her
  • Choice 3
  • Choice 3
  • your
  • BEN050 – INFORMATIONAL - BENEFICIARY TERMINATES DUE TO MARRIAGE
  • BEN050 – INFORMATIONAL - BENEFICIARY TERMINATES DUE TO MARRIAGE
  • We might still be able to pay (1) if (2) married a person who is receiving Social Security benefits. Please get in touch with us if this is true.
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN)
  • Choice 2
  • Choice 2
  • you
  • Fill-in (2)
  • Fill-in (2)
  •  
  • Choice 1
  • Choice 1
  • he
  • Choice 2
  • Choice 2
  • she
  • Choice 3
  • Choice 3
  • you
  • BEN051 – DUALLY ENTITLED - COMBINE PAYMENTS
  • BEN051 – DUALLY ENTITLED - COMBINE PAYMENTS
  • We will send (1) both benefits in one check each month under (2) own claim number.
  • We will send (1) both benefits in one check each month under (2) own Social Security claim number.
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN)
  • Choice 2
  • Choice 2
  • you
  • Fill-in (2)
  • Fill-in (2)
  •  
  • Choice 1
  • Choice 1
  • his
  • your
  • Choice 2
  • Choice 2
  • her
  • his
  • Choice 3
  • Choice 3
  • your
  • her
  • BEN052 – DUALLY ENTITLED - SPLIT PAYMENTS
  • BEN052 – DUALLY ENTITLED - SPLIT PAYMENTS
  • We will send (1) separate checks each month under each claim number.
  • We will send (1) separate checks each month under each Social Security claim number.
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN)
  • Choice 2
  • Choice 2
  • you
  • BEN057 – LEDGER ACCOUNT FILE (LAF) S TO LAF S MONTHLY BENEFIT AMOUNT (MBA) CHANGE - NO HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) CHANGE
  • BEN057 – LEDGER ACCOUNT FILE (LAF) S TO LAF S MONTHLY BENEFIT AMOUNT (MBA) CHANGE - NO HISTORY REASON FOR SUSPENSION OR TERMINATION (HRFST) CHANGE
  • We cannot pay (1) monthly benefits for (2).
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • him
  • Choice 2
  • Choice 2
  • her
  • Choice 3
  • Choice 3
  • you
  • Fill-in (2)
  • Fill-in (2)
  •  
  • Choice 1
  • Choice 1
  • this month
  • Choice 2
  • Choice 2
  • these months
  • BEN103 – MONTHLY BENEFIT REDUCED DUE TO RECEIPT OF A GOVERNMENT PENSION – BENEFICIARY IDENTIFICATION CODE (BIC) B, D, E OR W ONLY
  • BEN103 – MONTHLY BENEFIT REDUCED DUE TO RECEIPT OF A GOVERNMENT PENSION – BENEFICIARY IDENTIFICATION CODE (BIC) B, D, E OR W ONLY
  • We reduce Social Security benefits paid to (1) if they also receive a government pension based on their own work. We reduce benefits by two-thirds of the amount of the pension. For this reason, we are reducing (2) benefits beginning (3), by (4).
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • husbands
  • Choice 2
  • Choice 2
  • wives
  • Choice 3
  • Choice 3
  • widows
  • Choice 4
  • Choice 4
  • widowers
  • Fill-in (2)
  • Fill-in (2)
  •  
  • Choice 1
  • Choice 1
  • your
  • Choice 2
  • Choice 2
  • Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
  • Fill-in (3)
  • Fill-in (3)
  • Government Pension Monthly Start Date (GPM-START-REL) in the format Month CCYY
  • Fill-in (4)
  • Fill-in (4)
  • Government Pension Monthly Amount Withheld (GPM-WTHLD-AMT) in the format $$$$$.¢¢
  • BEN125- REFER TO “YOUR MONTHLY BENEFITS” FACT SHEET
  • Please see the enclosed Fact Sheet “Your Monthly Benefits” for more information on (1) (2).
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • your
  • Choice 2
  • Choice 2
  • his
  • Choice 3
  • Choice 3
  • her
  • Fill-in (2)
  • Fill-in (2)
  •  
  • Choice 1
  • Choice 1
  • overpayment
  • Choice 2
  • Choice 2
  • underpayment
  • B. “BEV” Universal Text Identifiers – Benefit Verification
  • BEV018- SOCIAL SECURITY BENEFITS ARE PAID IN THE FOLLOWING MONTH
  • We pay Social Security benefits for a given month in the next month. For example, we pay Social Security benefits for March in April.
  • C. “BLS” Universal Text Identifiers – Payment Stub
  • BLSH07 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLSH11 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS034 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS060 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS066 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS067 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS068 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS069 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS100 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS102 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS103 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS105 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS106 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS107 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS108 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS109 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS110 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS112 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS113 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS114 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS115 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS117 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS119 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS120 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • BLS124 - REFER TO PAYMENT STUB UTIS FOR T2 OVERPAYMENT NL 00730.200
  • D. “BRR” Universal Text Identifiers – Beneficiary Reporting Responsibilities
  • BRR004 – INFORMATIONAL REPORTING RESPONSIBILITIES
  • (1) benefits are based on the information (2) gave us. If this information changes, it could affect (3) benefits. For this reason, it is important that you report changes to us right away.
  • We have enclosed a pamphlet, (4). It tells you what must be reported and how to report (5).
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • Beneficiary’s Given Name (BGN) plus Beneficiary’s Last Name (BLN) (possessive)
  • Choice 2
  • Choice 2
  • Your
  • Fill-in (2)
  • Fill-in (2)
  •  
  • Choice 1
  • Choice 1
  • he
  • Choice 2
  • Choice 2
  • she
  • Choice 3
  • Choice 3
  • you
  • Fill-in (3)
  • Fill-in (3)
  •  
  • Choice 1
  • Choice 1
  • his
  • Choice 2
  • Choice 2
  • her
  • Choice 3
  • Choice 3
  • your
  • Fill-in (4)
  • Fill-in (4)
  •  
  • Choice 1
  • Choice 1
  • “Your Payments While You Are Outside The United States”
  • Choice 2
  • Choice 2
  • “What You Need To Know When You Get Retirement Or Survivors’ Benefits”
  • Choice 3
  • Choice 3
  • “What You Need To Know When You Get Social Security Disability Benefits”
  • Fill-in (5)
  • Fill-in (5)
  • Null
  • BRR005 – INFORM SOCIAL SECURITY ADMINISTRATION WHEN NO LONGER FULL-TIME STUDENT
  • BRR005 – INFORM SOCIAL SECURITY ADMINISTRATION WHEN NO LONGER FULL-TIME STUDENT
  • Please let us know right away if (1) no longer a full-time student at an elementary or secondary level school.
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • he is
  • Choice 2
  • Choice 2
  • she is
  • Choice 3
  • Choice 3
  • you are
  • BRR013 – REFER TO WORKSHEET HEADER NL 00730.149A
  • BRR013 – REFER TO WORKSHEET HEADER NL 00730.149A
  • BRR021 – USED WITH DEVELOPMENTAL SUSPENSION
  • Please contact us within 30 days to give us the information we need. We cannot pay benefits unless you give us this information.
  • BRR059 – USED ON CHILDHOOD DISABILITY BENEFIT (CDB) AWARDS
  • We based our decision on information you gave us. If this information changes, it could affect (1) benefits. For this reason, it is important that you report changes to us right away.
  • We have enclosed a pamphlet, “What You Need To Know When You Get Social Security Disability Benefits.” It tells you what you must report and how to report. Please be sure to read the parts of the pamphlet that tell you what to do if (2) to work or (3) health improves.
  • Fill-in values:
  •  
  • Fill-in (1)
  • Fill-in (1)
  •  
  • Choice 1
  • Choice 1
  • your
  • Choice 2
  • Choice 2
  • his
  • Choice 3
  • Choice 3
  • her
  • Fill-in (2)
  • Fill-in (2)
  •  
  • Choice 1
  • Choice 1
  • you go
  • Choice 2
  • Choice 2
  • he goes
  • Choice 3
  • Choice 3
  • she goes
  • Fill-in (3)
  • Fill-in (3)
  •  
  • Choice 1
  • Choice 1
  • your
  • Choice 2
  • Choice 2
  • his
  • Choice 3
  • Choice 3
  • her
The materials available at this web site are provided free of charge, for informational purposes only, and without warrant by True Link Financial, Inc., and are not legal advice or Social Security benefits advice. You should contact your attorney to obtain advice with respect to any particular issue or problem, or the Social Security Administration with any general inquiries. Click here to view this section of the POMS on the Social Security Administration website.