SI 02009: Computation of Payments for Months Prior to April 1982
BASIC (11-02)
POLICY
The month a presumptive disability/blindness (PDIPB) finding is made is considered to be the initial month of eligibility for computing the PD/PB payment. (See DI 11055.230). The month an application is filed (if earlier than the month the PD/PB determination is made) is not controlling. In a situation in which the effective filing date is in the first month of a calendar quarter but the PD/PB determination is made in the second or third month of the quarter, the computation of PD/PB payments in the initial quarter of eligibility is monthly; (i.e., the effective filing date is deemed to be the first day of the month in which the PD/PB determination is made). This monthly computation is mandated by Regulations 20 CFR 416.952. A quarterly computation will be used to compute PD/PB payment in a subsequent quarter. Even though only one or two months of PD/PB payments are made in the subsequent quarter income for the entire quarter is considered and apportioned over the 3 months. Systems input and force due/pay requirements are given in SM 01701.000 ff. All other computation rules in SI 02009.001-SI 02009.055 apply. See DI 11055.230 for PD/PB requirements. See SI 02009.025 for couple status change computations in situations where one member of a couple bas been determined eligible and the other member starts or stops receiving PD/PB payments in the second or third month of a quarter. Short quarter computations will be used in the latter situations.
The payment amount will be recomputed when a final Allowance determination is made. A payment that was initially computed monthly may require a quarterly re-computation
1. Individual Record
Example 1:
Claim filed July 1981. PD/PB decision made August
Original Computation |
Re-computation |
|
Quarter 1: |
07/81 |
07/81 |
08/81 Presumptive Finding Made 1 Month Comp |
08/81 Quarterly Comp |
|
09/81 1 month comp |
09/81 |
|
Quarter 2: |
10/81 Quarterly comp |
10/81 |
11/81 S21 Status |
11/81 Quarterly Comp |
|
12/81 S21 Status |
12/81 |
Example 2:
Marcel Proust filed an SSI disability application on July 20.1981. A presumptive disability finding was made on August 23. Marcel receives a $125 employment related pension in the first month of each quarter and $50 in support each month from his mother. On December 3, 1981, Marcel's claim is finally allowed effective July 198 1.
Originally, a monthly computation was made in the initial quarter of eligibility based on an August 1981 deemed initial month of eligibility. The computation will involve a quarterly computation for the period July 1981 to September 1981.
Original Computations |
(August/September 1981) |
|
August 1981 |
$264.70 |
FBR individual |
$ 30.00 |
$50.00 support-$20.00 general exclusion |
|
$234.70 |
Monthly payment amount |
|
September 1981 |
$264.70 |
FBR |
$ 30.00 |
$50 support-$20 general |
|
$234.70 |
Monthly payment amount |
October-December 1981 (Payment made for October 1981, payments suspended in November and December 1981)
$794.10 |
|
$215.00 |
$125.00 pension plus $250 support less $60 general |
$579.10 |
Quarterly payment amount |
$193.033 |
Monthly payment amount for October (rounded to $193.04) |
Recomputation |
July-September 1981 |
$794.10 |
Quarterly FBR |
$215.00 |
Countable income (see above 10/81-12/81 comps) |
$579.10 |
Quarterly payment amount |
$193.033 |
Monthly payment amount (rounded to $193.04) for each month |
Example 3:
Same as above example except that the claim was filed September 2 and the PD determination is made October 8. Originally Mr. Proust is paid for October-December 1981; i.e., a quarterly computation is used. When the final allowance is received, payment will be made for September 1981 based on a monthly computation.
2. Couples Record
Example:
A disability claim is filed in November 1981 by an individual married to an eligible person. The DO makes a presumptive finding of disability effective with the month of filing. A short quarter computation combining all of the couple's eligibility and benefit criteria for November and December is performed. Both members of the couple will receive equal monthly benefits for November and December. (See SI 02009.025.) A regular quarterly computation will be performed in January 1982. The disability determination is still pending after the three-month period for payment of presumptive benefits has elapsed.
Origninal Computation |
Re-Computation |
|
Quarter 1: |
||
10/81 |
Short quarter comp for eligible Person |
No change |
11/81 and 12/81 |
Short quarter comp for eligible person and spouse that is presumptively disabled |
|
Quarter 2: |
||
01/82 |
Regular quarterly couples comp |
Short quarter couples Comp |
02/82 and 03/82 |
Short quarter individual comp for eligible person |