GN 02610: Title II/Title XVI (Windfall) Offset
TN 16 (09-95)
A. Procedure
1. Couples cases
Compute the NCI separately for each individual. Follow the example in B. below. See SM 02101.240.2. for an explanation of the process.
2. Recomputations
See GN 02610.036C., Step 4.
B. Example - Couples case
John Smith is due $700.00 total retroactive title II benefits, $500.00 in the offset period and $200.00 outside the offset period. His share of the offset is $600.00. His wife, Betty, is due $300.00 in retroactive title II benefits, $200.00 in the offset period and $100.00 outside the offset period. Her share of the offset is $150.00.
To compute the NCI:
Reduce John's title II benefits due in the offset period to zero. Subtract the remaining $100.00 in offset from his title II benefits due outside the offset period. John has no NCI. The remaining $100.00 payable to John is countable for SSI.
Reduce Betty's $200.00 due in the offset period by $150.00. The remaining $50.00 due in the offset period is NCI and is not counted when received for SSI purposes. However, the $100.00 due Betty outside the offset period is countable when received for SSI purposes.