POMS Reference

Table of contents Recent changes
Contact
Back
This change was made on Dec 13, 2017. See latest version.
Text removed
Text added

SI 02001.020: Title XVI Federal Benefit Rate Increases and Rate Charts

changes
← * →
  • Effective Dates: 11/08/2017 - Present
  • Effective Dates: 12/13/2017 - Present
  • TN 24 (11-01)
  • SI 02001.020 Title XVI Federal Benefit Rate Increases and Rate Charts
  • A. Policy
  • 1. Federal Benefit Rates (FBRs) and Essential Person (EP) Increments
  • * Whenever title II benefits increase because of a rise in the cost-of-living, the FBRs for an eligible individual and an eligible couple increase. The EP increment also increases.
  • * Before 7/83, if these rates after increase were not a multiple of $1.20 on a yearly basis, they were raised to be a multiple of $1.20 on a yearly basis ($0.10 on a monthly basis). The increased rates were paid each July.
  • * For 7/83, there was no Cost-of-Living Adjustment (COLA). In place of a COLA, there was a special increase.
  • * Beginning with 1/84, COLAs occur in January. For 1/84 and after, if the rates after increase are not a multiple of $12 on a yearly basis, they are lowered to be a multiple of $12 on a yearly basis ($1 on a monthly basis).
  • 2. Optional State Supplement (OSS) Levels and Minimum Income Levels (MILs)
  • * The law requires States to pass along COLAs or lose title XIX (Medicaid) funds. A State may choose to maintain supplementary payment levels and/or maintain total expenditures for supplementary payments. (See SI 01401.001 and SI 01403.001.)
  • * States electing to maintain supplementary payment levels must maintain both optional and mandatory supplements at the required levels. In States with federally administered programs, the combined Federal/optional State supplement levels or individual MILs are increased by the amount of the COLA to the FBR. (See SI 01415.001 for OSS levels. See SI 02005.082D.3. for information about MIL increases.)
  • * Because there was no COLA in 7/83, a special rule applied for the maintenance of payment levels option. States could increase the combined Federal/State payment levels (or MILs) by either the full amount of the special increase or by 3.5 percent (the amount the FBR would have increased under regular cost-of-living procedures).
  • B. Charts - FBRs 1/74 through 3/82
  • 1. Federal Benefit Rates (1/74 through 6/78) 1
  •  
  • 1/74 to 6/74
  • 7/74 to 6/75
  • 7/75 to 6/76
  • 7/76 to 6/77
  • 7/77 to 6/78
  • Individual
  • $140.00
  • $420.00
  • $146.00
  • $438.00
  • $157.70
  • $473.10
  • $167.80
  • $503.40
  • $177.80
  • $533.40
  • 1/3rd Reduction 2
  • $ 93.34
  • $280.00
  • $ 97.34
  • $292.00
  • $105.14
  • $315.40
  • $111.87
  • $335.60
  • $118.54
  • $355.60
  • Medicaid Care 3
  • $ 25.00
  • $ 75.00
  • $ 25.00
  • $ 75.00
  • $ 25.00
  • $ 75.00
  • $ 25.00
  • $ 75.00
  • $ 25.00
  • $ 75.00
  • Individual and Spouse 4
  • $210.00
  • $630.00
  • $219.00
  • $657.00
  • $236.60
  • $709.80
  • $251.80
  • $755.40
  • $266.70
  • $800.10
  • Both – 1/3rd Reduction 2
  • $140.00
  • $420.00
  • $146.00
  • $438.00
  • $157.74
  • $473.20
  • $167.87
  • $503.60
  • $177.80
  • $533.40
  • Both – Medicaid Care 3
  • $ 50.00
  • $150.00
  • $ 50.00
  • $150.00
  • $ 50.00
  • $150.00
  • $ 50.00
  • $150.00
  • $  50.00
  • $150.00
  • One – Medicaid Care 3, 5
  • $165.00
  • $495.00
  • $171.00
  • $513.00
  • $182.70
  • $548.10
  • $192.80
  • $578.40
  •  
  • One – 1/3rd Reduction 2, 5 Other – Medicaid 3
  • $118.34
  • $355.00
  • $122.34
  • $367.00
  • $130.14
  • $390.40
  • $136.87
  • $410.60
  •  
  • Essential Person Increment 6
  • $ 70.00
  • $210.00
  • $ 73.00
  • $219.00
  • $ 78.90
  • $236.70
  • $ 84.00
  • $252.00
  • $  89.00
  • $267.00
  • 2. Federal Benefit Rates (7/78 through 3/82) 1
  •  
  • 7/78 to 6/79
  • 7/79 to 6/80
  • 7/80 to 6/81
  • 7/81 to 3/82
  • Individual
  • $189.40
  • $568.20
  • $208.20
  • $624.60
  • $ 238.00
  • $ 714.00
  • $ 264.70
  • $ 794.10
  • 1/3rd reduction 2
  • $126.27
  • $378.80
  • $138.80
  • $416.40
  • $ 158.67
  • $ 476.00
  • $  176.47
  • $  529.40
  • Medicaid
  • Care 3
  • $ 25.00
  • $ 75.00
  • $ 25.00
  • $ 75.00
  • $ 25.00
  • $ 75.00
  • $    25.00
  • $    75.00
  • Individual and Spouse 4
  • $284.10
  • $852.30
  • $312.30
  • $936.90
  • $ 357.00
  • $1071.00
  • $  397.00
  • $1191.00
  • Both – 1/3rd reduction 2
  • $189.40
  • $568.20
  • $208.20
  • $624.60
  • $ 238.00
  • $ 714.00
  • $ 264.67
  • $ 794.00
  • Both – Medicaid Care 3
  • $ 50.00
  • $150.00
  • $ 50.00
  • $150.00
  • $ 50.00
  • $150.00
  • $ 50.00
  • $150.00
  • One – Medicaid Care 3, 5
  •  
  •  
  •  
  •  
  • One – 1/3rd reduction 2, 5 Other –
  • Medicaid 3
  •  
  •  
  •  
  •  
  • Essential Person Increment 6
  • $ 94.80
  • $284.40
  • $104.20
  • $312.60
  • $ 119.20
  • $ 357.60
  • $ 132.60
  • $ 397.80
  • 1 The monthly rates are shown on the first line for each category and the quarterly rates are shown on the second line.
  • 2 This rate has been adjusted by the 1/3 reduction. See SI 00835.200 to determine if the Value of One-Third Reduction (VTR) applies (effective 04/82 the reduction is treated as income).
  • 3 See SI 00520.000 to determine if this rate applies.
  • 4 This FBR also applies if one member of the couple is living in the household of another and receives in-kind support and maintenance (see SI 00835.000).
  • 5 Applies only before 10/76.
  • 6 See SI 00501.100 to determine if an increment applies.
  • C. Charts - FBRs 4/82 through 12/18
  • 1. Federal Benefit Rates (4/82 through 12/84)
  •  
  • 4/82 to 6/82
  • 7/82 to 6/83
  • 7/83 to 12/83
  • 1/84 to 12/84
  • Individual
  • $264.70
  • $284.30
  • $304.30
  • $314.00
  • VTR 1
  • $ 88.23
  • $ 94.76
  • $101.43
  • $104.66
  • Individual and Spouse
  • $397.00
  • $426.40
  • $456.40
  • $472.00
  • VTR 1
  • $132.33
  • $142.13
  • $152.13
  • $157.33
  • Essential Person Increment 2
  • $132.60
  • $142.50
  • $152.50
  • $157.00
  • 2. Federal Benefit Rates (1/85 through 12/88)
  •  
  • 1/85 to 12/85
  • 1/86 to 12/86
  • 1/87 to 12/87
  • 1/88 to 12/88
  • Individual
  • $325.00
  • $336.00
  • $340.00
  • $354.00
  • VTR 1
  • $108.33
  • $112.00
  • $113.33
  • $118.00
  • Individual and Spouse
  • $488.00
  • $504.00
  • $510.00
  • $532.00
  • VTR 1
  • $162.66
  • $168.00
  • $170.00
  • $177.33
  • Essential Person Increment 2
  • $163.00
  • $168.00
  • $170.00
  • $177.00
  • 3. Federal Benefit Rates (1/89 through 12/92)
  •  
  • 1/89 to 12/89
  • 1/90 to 12/90
  • 1/91 to 12/91
  • 1/92 to 12/92
  • Individual
  • $368.00
  • $386.00
  • $407.00
  • $422.00
  • VTR 1
  • $122.66
  • $128.66
  • $135.66
  • $140.66
  • Individual and Spouse
  • $553.00
  • $579.00
  • $610.00
  • $633.00
  • VTR 1
  • $184.33
  • $193.00
  • $203.33
  • $211.00
  • Essential Person Increment 2
  • $184.00
  • $193.00
  • $204.00
  • $211.00
  • Ineligible Child Allocation
  • $185.00
  • $193.00
  • $203.00
  • $211.00
  • 4. Federal Benefit Rates (1/93 through 12/96)
  •  
  • 1/93 to 12/93
  • 1/94 to 12/94
  • 1/95 to 12/95
  • 1/96 to 12/96
  • Individual
  • $434.00
  • $446.00
  • $458.00
  • $470.00
  • VTR 1
  • $144.66
  • $148.66
  • $152.66
  • $156.66
  • Individual and Spouse
  • $652.00
  • $669.00
  • $687.00
  • $705.00
  • VTR 1
  • $217.33
  • $223.00
  • $229.00
  • $235.00
  • Essential Person Increment 2
  • $217.00
  • $223.00
  • $229.00
  • $235.00
  • Ineligible Child Allocation
  • $218.00
  • $223.00
  • $229.00
  • $235.00
  • 5. Federal Benefit Rates (1/97 through 12/00
  •  
  • 1/97 to 12/97
  • 1/98 to 12/98
  • 1/99 to 12/99
  • 1/00 to 12/003
  • Individual
  • $484.00
  • $494.00
  • $500.00
  • $513.00
  • VTR 1
  • $161.33
  • $164.66
  • $166.66
  • $171.00
  • Individual and Spouse
  • $726.00
  • $741.00
  • $751.00
  • $769.00
  • VTR 1
  • $242.00
  • $247.00
  • $250.33
  • $256.33
  • Essential Person Increment 2
  • $242.00
  • $247.00
  • $250.00
  • $257.00
  • Ineligible Child Allocation
  • $242.00
  • $247.00
  • $251.00
  • $256.00
  • 6. Federal Benefit Rates (1/01 through 12/04)
  •  
  • 1/01 to 12/013
  • 1/02 to 12/02
  • 1/03 to 12/03
  • 1/04 to 12/04
  • Individual
  • $531.00
  • $545.00
  • $552.00
  • $564.00
  • VTR 1
  • $177.00
  • $181.66
  • $184.00
  • $188.00
  • Individual and Spouse
  • $796.00
  • $817.00
  • $829.00
  • $846.00
  • VTR 1
  • $265.33
  • $272.33
  • $276.33
  • $282.00
  • Essential Person Increment 2
  • $266.00
  • $273.00
  • $277.00
  • $282.00
  • Ineligible Child Allocation
  • $265.00
  • $272.00
  • $277.00
  • $282.00
  • 7. Federal Benefits Rates (1/05/-12/08)
  •  
  • 1/05 to 12/05
  • 1/06 to 12/06
  • 1/07 to 12/07
  • 1/08 to 12/08
  • Individual
  • $579.00
  • $603.00
  • $623.00
  • $637.00
  • VTR 1
  • $193.00
  • $201.00
  • $207.66
  • $212.33
  • Individual and Spouse
  • $869.00
  • $904.00
  • $934.00
  • $956.00
  • VTR 1
  • $289.66
  • $301.33
  • $311.33
  • $318.66
  • Essential Person Increment 2
  • $290.00
  • $302.00
  • $312.00
  • $319.00
  • Ineligible Child Allocation
  • $290.00
  • $301.00
  • $311.00
  • $319.00
  • 8. Federal Benefits Rates (1/09-12/14)
  •  
  • 1/09 to 12/11
  • 01/12 to 12/12
  • 01/13 to 12/13
  • 01/14 to 12/14
  • Individual
  • $ 674.00
  • $ 698.00
  • $ 710.00
  • $ 721.00
  • VTR 1
  • $ 224.66
  • $ 232.66
  • $ 236.66
  • $ 240.33
  • Individual and Spouse
  • $1011.00
  • $1048.00
  • $1066.00
  • $1082.00
  • VTR 1
  • $ 337.00
  • $ 349.33
  • $ 355.33
  • $ 360.66
  • Essential Person Increment 2
  • $ 338.00
  • $ 350.00
  • $ 356.00
  • $ 361.00
  • Ineligible Child Allocation
  • $ 337.00
  • $ 350.00
  • $ 356.00
  • $ 361.00
  • 9. Federal Benefits Rates (1/15 to 12/18)
  •  
  • 01/15 to 12/16
  • 01/17 to 12/17
  • 01/18 to 12/18
  • Individual
  • $733.00
  • $735.00
  • $750.00
  • VTR1
  • $244.33
  • $245.00
  • $250.00
  • Individual and Spouse
  • $1,100.00
  • $1103.00
  • $1125.00
  • VTR1
  • $366.66
  • $367.66
  • $375.00
  • Essential Person Increment2
  • $367.00
  • $368.00
  • $375.33
  • $376.00
  • Ineligible Child Allocation
  • $367.00
  • $368.00
  • $375.00
  • 10. Federal Payment Limit (7/88 On) 4
  • $30 – Individual
  • $60 – Couple
  • 1 See SI 00835.200 to determine if the VTR applies.
  • 2 See SI 00501.100 to determine if an increase applies.
  • 3 Benefits paid in January 2000 through July 2001 were based on Federal Benefit Rates of $512.00 and $530.00, respectively. Pursuant to Public Law 106-554, beginning in August 2001, monthly payments for 2000 and 2001 were effectively based on the higher $513.00 and $531.00 amounts.
  • 4 See SI 00520.001 to determine if this rate applies.
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.