§ 428. Benefits at age 72 for certain uninsured in-
dividuals
(a) Eligibility
Every individual who—
(1) has attained the age of 72,
(2)(A) attained such age before 1968, or (B)(i)
attained such age after 1967 and before 1972,
and (ii) has not less than 3 quarters of cov-
erage, whenever acquired, for each calendar
year elapsing after 1966 and before the year in
which he or she attained such age,
(3) is a resident of the United States (as de-
fined in subsection (e)), and is (A) a citizen of
the United States or (B) an alien lawfully ad-
mitted for permanent residence who has re-
sided in the United States (as defined in sec-
tion 410(i) of this title) continuously during
the 5 years immediately preceding the month
in which he or she files application under this
section, and
(4) has filed application for benefits under
this section,
shall (subject to the limitations in this section)
be entitled to a benefit under this section for
each month beginning with the first month after
September 1966 in which he or she becomes so
entitled to such benefits and ending with the
month preceding the month in which he or she
dies. No application under this section which is
filed by an individual more than 3 months before
the first month in which he or she meets the re-
quirements of paragraphs (1), (2), and (3) shall be
accepted as an application for purposes of this
section.
(b) Amount of benefits
The benefit amount to which an individual is
entitled under this section for any month shall
be the larger of $64.40 or the amount most re-
cently established in lieu thereof under section
415(i) of this title.
(c) Reduction for government pension system
benefits
(1) The benefit amount of any individual under
this section for any month shall be reduced (but
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Page 2104
TITLE 42—THE PUBLIC HEALTH AND WELFARE
§ 428
of $58.00 or the amount most recently established in
lieu thereof under section 415(i) of this title’’ for
‘‘$58.00’’ and ‘‘the larger of $29.00 or the amount most
recently established in lieu thereof under section 415(i)
of this title’’ for ‘‘$29.00’’, was repealed prior to its ef-
fective date by Pub. L. 93–233, § 2(b)(2), Dec. 31, 1973, 87
Stat. 952, applicable with respect to monthly benefits
under this subchapter for months after May 1974, and
with respect to lump-sum death payments under sec-
tion 402(i) of this title. See section 2(c) of Pub. L.
93–233, set out as an Effective Date of 1973 Amendment
note under section 415 of this title.
§ 428. Benefits at age 72 for certain uninsured in-
dividuals
(a) Eligibility
Every individual who—
(1) has attained the age of 72,
(2)(A) attained such age before 1968, or (B)(i)
attained such age after 1967 and before 1972,
and (ii) has not less than 3 quarters of cov-
erage, whenever acquired, for each calendar
year elapsing after 1966 and before the year in
which he or she attained such age,
(3) is a resident of the United States (as de-
fined in subsection (e)), and is (A) a citizen of
the United States or (B) an alien lawfully ad-
mitted for permanent residence who has re-
sided in the United States (as defined in sec-
tion 410(i) of this title) continuously during
the 5 years immediately preceding the month
in which he or she files application under this
section, and
(4) has filed application for benefits under
this section,
shall (subject to the limitations in this section)
be entitled to a benefit under this section for
each month beginning with the first month after
September 1966 in which he or she becomes so
entitled to such benefits and ending with the
month preceding the month in which he or she
dies. No application under this section which is
filed by an individual more than 3 months before
the first month in which he or she meets the re-
quirements of paragraphs (1), (2), and (3) shall be
accepted as an application for purposes of this
section.
(b) Amount of benefits
The benefit amount to which an individual is
entitled under this section for any month shall
be the larger of $64.40 or the amount most re-
cently established in lieu thereof under section
415(i) of this title.
(c) Reduction for government pension system
benefits
(1) The benefit amount of any individual under
this section for any month shall be reduced (but
not below zero) by the amount of any periodic
benefit under a governmental pension system
for which he or she is eligible for such month.
(2) In the case of a husband and wife only one
of whom is entitled to benefits under this sec-
tion for any month, the benefit amount, after
any reduction under paragraph (1), shall be fur-
ther reduced (but not below zero) by the excess
(if any) of (A) the total amount of any periodic
benefits under governmental pension systems
for which the spouse who is not entitled to bene-
fits under this section is eligible for such month,
over (B) the benefit amount as determined with-
out regard to this subsection.
(3) In the case of a husband or wife both of
whom are entitled to benefits under this section
for any month, the benefit amount of each
spouse, after any reduction under paragraph (1),
shall be further reduced (but not below zero) by
the excess (if any) of (A) the total amount of
any periodic benefits under governmental pen-
sion systems for which the other spouse is eligi-
ble for such month, over (B) the benefit amount
of such other spouse as determined without re-
gard to this subsection.
(4) For purposes of this subsection, in deter-
mining whether an individual is eligible for peri-
odic benefits under a governmental pension sys-
tem—
(A) such individual shall be deemed to have
filed application for such benefits,
(B) to the extent that entitlement depends
on an application by such individual’s spouse,
such spouse shall be deemed to have filed ap-
plication, and
(C) to the extent that entitlement depends
on such individual or his or her spouse having
retired, such individual and his or her spouse
shall be deemed to have retired before the
month for which the determination of eligi-
bility is being made.
(5) For purposes of this subsection, if any peri-
odic benefit is payable on any basis other than
a calendar month, the Commissioner of Social
Security shall allocate the amount of such ben-
efit to the appropriate calendar months.
(6) If, under the foregoing provisions of this
section, the amount payable for any month
would be less than $1, such amount shall be re-
duced to zero. In the case of a husband and wife
both of whom are entitled to benefits under this
section for the month, the preceding sentence
shall be applied with respect to the aggregate
amount so payable for such month.
(7) If any benefit amount computed under the
foregoing provisions of this section is not a mul-
tiple of $0.10, it shall be raised to the next higher
multiple of $0.10.
(8) Under regulations prescribed by the Com-
missioner of Social Security, benefit payments
under this section to an individual (or aggregate
benefit payments under this section in the case
of a husband and wife) of less than $5 may be ac-
cumulated until they equal or exceed $5.
(d) Suspension for months in which cash pay-
ments are made under public assistance or
in which supplemental security income bene-
fits are payable
The benefit to which any individual is entitled
under this section for any month shall not be
paid for such month if—
(1) such individual receives aid or assistance
in the form of money payments in such month
under a State plan approved under subchapter
I, X, XIV, or XVI, or under a State program
funded under part A of subchapter IV, or
(2) such individual’s husband or wife receives
such aid or assistance in such month, and
under the State plan the needs of such indi-
vidual were taken into account in determining
eligibility for (or amount of) such aid or as-
sistance,
unless the State agency administering or super-
vising the administration of such plan notifies
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TITLE 42—THE PUBLIC HEALTH AND WELFARE
§ 428
the Commissioner of Social Security, at such
time and in such manner as may be prescribed
in accordance with regulations of the Commis-
sioner of Social Security, that such payments to
such individual (or such individual’s husband or
wife) under such plan are being terminated with
the payment or payments made in such month
and such individual is not an individual with re-
spect to whom supplemental security income
benefits are payable pursuant to subchapter XVI
or section 211 of Public Law 93–66 for the fol-
lowing month, nor shall such benefit be paid for
such month if such individual is an individual
with respect to whom supplemental security in-
come benefits are payable pursuant to sub-
chapter XVI or section 211 of Public Law 93–66
for such month, unless the Commissioner of So-
cial Security determines that such benefits are
not payable with respect to such individual for
the month following such month.
(e) Suspension where individual is residing out-
side United States
The benefit to which any individual is entitled
under this section for any month shall not be
paid if, during such month, such individual is
not a resident of the United States. For purposes
of this subsection, the term ‘‘United States’’
means the 50 States and the District of Colum-
bia.
(f) Treatment as monthly insurance benefits
For purposes of subsections (t) and (u) of sec-
tion 402 of this title, and of section 1395s of this
title, a monthly benefit under this section shall
be treated as a monthly insurance benefit pay-
able under section 402 of this title.
(g) Annual reimbursement of Federal Old-Age
and Survivors Insurance Trust Fund
There are authorized to be appropriated to the
Federal Old-Age and Survivors Insurance Trust
Fund for the fiscal year ending June 30, 1969, and
for each fiscal year thereafter, such sums as the
Commissioner of Social Security deems nec-
essary on account of—
(1) payments made under this section during
the second preceding fiscal year and all fiscal
years prior thereto to individuals who, as of
the beginning of the calendar year in which
falls the month for which payment was made,
had less than 3 quarters of coverage,
(2) the additional administrative expenses
resulting from the payments described in
paragraph (1), and
(3) any loss in interest to such Trust Fund
resulting from such payments and expenses,
in order to place such Trust Fund in the same
position at the end of such fiscal year as it
would have been in if such payments had not
been made.
(h) Definitions
For purposes of this section—
(1) The term ‘‘quarter of coverage’’ includes
a quarter of coverage as defined in section
228e(l) of title 45.
(2) The term ‘‘governmental pension sys-
tem’’ means the insurance system established
by this subchapter or any other system or
fund established by the United States, a State,
any political subdivision of a State, or any
wholly owned instrumentality of any one or
more of the foregoing which provides for pay-
ment of (A) pensions, (B) retirement or retired
pay, or (C) annuities or similar amounts pay-
able on account of personal services performed
by any individual (not including any payment
under any workmen’s compensation law or
any payment by the Secretary of Veterans Af-
fairs as compensation for service-connected
disability or death).
(3) The term ‘‘periodic benefit’’ includes a
benefit payable in a lump sum if it is a com-
mutation of, or a substitute for, periodic pay-
ments.
(4) The determination of whether an indi-
vidual is a husband or wife for any month
shall be made under subsection (h) of section
416 of this title without regard to subsections
(b) and (f) of section 416 of this title.
(Aug. 14, 1935, ch. 531, title II, § 228, as added Pub.
L. 89–368, title III, § 302(a), Mar. 15, 1966, 80 Stat.
67; amended Pub. L. 90–248, title I, § 102(b), title
II, § 241(a) Jan. 2, 1968, 81 Stat. 827, 916; Pub. L.
91–172, title X, § 1003(b), Dec. 30, 1969, 83 Stat. 740;
Pub. L. 92–5, title II, § 202(b), Mar. 17, 1971, 85
Stat. 10; Pub. L. 92–336, title II, § 201(g)(2), July
1, 1972, 86 Stat. 411; Pub. L. 93–233, §§ 2(b)(1), 18(c),
Dec. 31, 1973, 87 Stat. 952, 968; Pub. L. 98–21, title
III, § 305(a)–(d), Apr. 20, 1983, 97 Stat. 113; Pub. L.
98–369, div. B, title VI, §§ 2662(e), 2663(j)(3)(A)(iv),
July 18, 1984, 98 Stat. 1159, 1170; Pub. L. 101–508,
title V, § 5114(a), Nov. 5, 1990, 104 Stat. 1388–273;
Pub. L. 102–54, § 13(q)(3)(B)(i), June 13, 1991, 105
Stat. 279; Pub. L. 103–296, title I, § 107(a)(4), Aug.
15, 1994, 108 Stat. 1478; Pub. L. 104–193, title I,
§ 108(a)(2), Aug. 22, 1996, 110 Stat. 2165.)
Editorial Notes
REFERENCES IN TEXT
Section 211 of Pub. L. 93–66, referred to in subsec. (d),
is set out as a note under section 1382 of this title.
Section 228e(l) of title 45, referred to in subsec. (h)(1),
is a reference to section 5(l) of the Railroad Retirement
Act of 1937. That Act was amended in its entirety and
completely revised by Pub. L. 93–445, Oct. 16, 1974, 88
Stat. 1305. The Act, as thus amended and revised, was
redesignated the Railroad Retirement Act of 1974, and
is classified generally to subchapter IV (§ 231 et seq.) of
chapter 9 of Title 45, Railroads. Section 228e of title 45
is covered by section 231e of Title 45.
AMENDMENTS
1996—Subsec. (d)(1). Pub. L. 104–193 inserted ‘‘under a
State program funded under’’ before ‘‘part A of sub-
chapter IV’’.
1994—Subsecs. (c)(5), (8), (d), (g). Pub. L. 103–296 sub-
stituted ‘‘Commissioner of Social Security’’ for ‘‘Sec-
retary’’ wherever appearing.
1991—Subsec. (h)(2). Pub. L. 102–54 substituted ‘‘Sec-
retary of Veterans Affairs’’ for ‘‘Veterans’ Administra-
tion’’.
1990—Subsec. (a)(2). Pub. L. 101–508 substituted ‘‘(B)(i)
attained such age after 1967 and before 1972, and (ii)’’
for ‘‘(B)’’.
1984—Subsec. (c)(4)(C). Pub. L. 98–369, § 2662(e), amend-
ed directory language of Pub. L. 98–21, § 305(d)(2). See
1983 Amendment note below.
Subsec. (g). Pub. L. 98–369, § 2663(j)(3)(A)(iv), struck
out ‘‘of Health, Education, and Welfare’’ after ‘‘Sec-
retary’’.
1983—Subsec. (a). Pub. L. 98–21, § 305(d)(1), substituted
‘‘he or she’’ for ‘‘he’’ wherever appearing.
Subsec. (b). Pub. L. 98–21, § 305(a), substituted ‘‘The’’
for ‘‘(1) Except as provided in paragraph (2), the’’ and
Page 2106
TITLE 42—THE PUBLIC HEALTH AND WELFARE
§ 428
struck out par. (2), which had provided that if both hus-
band and wife were entitled or would have been entitled
upon application to benefits under this section for any
month, the amount of the husband’s benefit for such
month would be the larger of $64.40 or the amount most
recently established in lieu thereof under section 415(i)
of this title, and the amount of the wife’s benefit for
such month the larger of $32.20 or the amount most re-
cently established in lieu thereof under section 415(i) of
this title.
Subsec. (c)(1). Pub. L. 98–21, § 305(d)(1), substituted
‘‘he or she’’ for ‘‘he’’.
Subsec. (c)(2). Pub. L. 98–21, § 305(b), substituted ‘‘(B)
the benefit amount as determined without regard to
this subsection’’ for ‘‘(B) the larger of $32.20 or the
amount most recently established in lieu thereof under
section 415(i) of this title’’.
Subsec. (c)(3). Pub. L. 98–21, § 305(c), amended par. (3)
generally, substituting provisions relating to either a
husband or wife for provision that the benefit amount
of the wife, after any reduction under paragraph (1),
would be further reduced (but not below zero) by the
excess (if any) of (i) the total amount of any periodic
benefits under governmental pension systems for which
the husband was eligible for such month, over (ii) the
larger of $64.40 or the amount most recently established
in lieu thereof under section 415(i) of this title, and
that the benefit amount of the husband, after any re-
duction under paragraph (1), would be further reduced
(but not below zero) by the excess (if any) of (i) the
total amount of any periodic benefits under govern-
mental pension systems for which the wife was eligible
for such month, over (ii) the larger of $32.20 or the
amount most recently established in lieu thereof under
section 415(i) of this title.
Subsec. (c)(4)(C). Pub. L. 98–21, § 305(d)(2), as amended
by Pub. L. 98–369, § 2662(e), substituted ‘‘his or her’’ for
‘‘his’’ wherever appearing.
1973—Subsec. (b). Pub. L. 93–233, § 2(b)(1), substituted
‘‘the larger of $64.40 or the amount most recently estab-
lished in lieu thereof under section 415(i) of this title’’
for ‘‘$58.00’’ in pars. (1) and (2) and ‘‘the larger of $32.20
or the amount most recently established in lieu thereof
under section 415(i) of this title’’ for ‘‘$29.00’’ in par. (2).
Subsec. (c). Pub. L. 93–233, § 2(b)(1), substituted ‘‘the
larger of $64.40 or the amount most recently established
in lieu thereof under section 415(i) of this title’’ for
‘‘$58.00’’ in par. (3), subpar. (A) and ‘‘the larger of $32.20
or the amount most recently established in lieu thereof
under section 415(i) of this title’’ for ‘‘$29.00’’ in par. (2)
and par. (3) subpar. (B).
Subsec. (d). Pub. L. 93–233, § 18(c) provided for elimi-
nation of benefits at age 72 for uninsured individuals
receiving supplemental security income benefits.
1972—Subsec. (b)(1). Pub. L. 92–336, § 201(g)(2)(A), sub-
stituted ‘‘$58.00’’ for ‘‘$48.30’’.
Subsec. (b)(2). Pub. L. 92–336, § 201(g)(2)(B), substituted
‘‘$58.00’’ for ‘‘$48.30’’ and ‘‘$29.00’’ for ‘‘$24.20’’.
Subsec. (c)(2). Pub. L. 92–336, § 201(g)(2)(C), substituted
‘‘$29.00’’ for ‘‘$24.20’’.
Subsec. (c)(3)(A). Pub. L. 92–336, § 201(g)(2)(D), sub-
stituted ‘‘$58.00’’ for ‘‘$48.30’’.
Subsec. (c)(3)(B). Pub. L. 92–336, § 201(g)(2)(E), sub-
stituted ‘‘$29.00’’ for ‘‘$24.20’’.
1971—Subsec. (b)(1). Pub. L. 92–5, § 202(b)(1), sub-
stituted ‘‘$48.30’’ for ‘‘$46’’.
Subsec. (b)(2). Pub. L. 92–5, § 202(b)(2), substituted
‘‘$48.30’’ for ‘‘$46’’ and ‘‘$24.20’’ for ‘‘$23’’.
Subsec. (c)(2). Pub. L. 92–5, § 202(b)(3), substituted
‘‘$24.20’’ for ‘‘$23’’.
Subsec. (c)(3)(A). Pub. L. 92–5, § 202(b)(4), substituted
‘‘$48.30’’ for ‘‘$46’’.
Subsec. (c)(3)(B). Pub. L. 92–5, § 202(b)(5), substituted
‘‘$24.20’’ for ‘‘$23’’.
1969—Subsec. (b)(1). Pub. L. 91–172, § 1003(b)(1), sub-
stituted ‘‘$46’’ for ‘‘$40’’.
Subsec. (b)(2). Pub. L. 91–172, § 1003(b)(2), substituted
‘‘$46’’ for ‘‘$40’’ and ‘‘$23’’ for ‘‘$20’’.
Subsec. (c)(2). Pub. L. 91–172, § 1003(b)(3), substituted
‘‘$23’’ for ‘‘$20’’.
Subsec. (c)(3)(A). Pub. L. 91–172, § 1003(b)(4), sub-
stituted ‘‘$46’’ for ‘‘$40’’.
Subsec. (c)(3)(B). Pub. L. 91–172, § 1003(b)(5), sub-
stituted ‘‘$23’’ for ‘‘$20’’.
1968—Subsec. (b)(1). Pub. L. 90–248, § 102(b)(1), sub-
stituted ‘‘$40’’ for ‘‘$35’’.
Subsec. (b)(2). Pub. L. 90–248, § 102(b)(2), substituted
‘‘$40’’ for ‘‘$35’’ and ‘‘$20’’ for $17.50’’.
Subsec. (c)(2). Pub. L. 90–248, § 102(b)(3), substituted
‘‘$20’’ for ‘‘$17.50’’.
Subsec. (c)(3)(A). Pub. L. 90–248, § 102(b)(4), substituted
‘‘$40’’ for ‘‘$35’’.
Subsec. (c)(3)(B). Pub. L. 90–248, § 102(b)(5), substituted
‘‘$20’’ for ‘‘$17.50’’.
Subsec. (d)(1). Pub. L. 90–248, § 241(a), struck out ‘‘IV,’’
after ‘‘I,’’ and inserted ‘‘or part A of subchapter IV,’’
after ‘‘XVI,’’.
Statutory Notes and Related Subsidiaries
EFFECTIVE DATE OF 1996 AMENDMENT
Amendment by Pub. L. 104–193 effective July 1, 1997,
with transition rules relating to State options to accel-
erate such date, rules relating to claims, actions, and
proceedings commenced before such date, rules relating
to closing out of accounts for terminated or substan-
tially modified programs and continuance in office of
Assistant Secretary for Family Support, and provisions
relating to termination of entitlement under AFDC
program, see section 116 of Pub. L. 104–193, as amended,
set out as an Effective Date note under section 601 of
this title.
EFFECTIVE DATE OF 1994 AMENDMENT
Amendment by Pub. L. 103–296 effective Mar. 31, 1995,
see section 110(a) of Pub. L. 103–296, set out as a note
under section 401 of this title.
EFFECTIVE DATE OF 1990 AMENDMENT
Pub. L. 101–508, title V, § 5114(b), Nov. 5, 1990, 104 Stat.
1388–274, provided that: ‘‘The amendment made by sub-
section (a) [amending this section] shall apply with re-
spect [to] benefits payable on the basis of applications
filed after the date of the enactment of this Act [Nov.
5, 1990].’’
EFFECTIVE DATE OF 1984 AMENDMENT
Amendment by section 2662(e) of Pub. L. 98–369 effec-
tive as though included in the enactment of the Social
Security Amendments of 1983, Pub. L. 98–21, see section
2664(a) of Pub. L. 98–369, set out as a note under section
401 of this title.
Amendment by section 2663(j)(3)(A)(iv) of Pub. L.
98–369 effective July 18, 1984, but not to be construed as
changing or affecting any right, liability, status, or in-
terpretation which existed (under the provisions of law
involved) before that date, see section 2664(b) of Pub. L.
98–369, set out as a note under section 401 of this title.
EFFECTIVE DATE OF 1983 AMENDMENT
Amendment by Pub. L. 98–21 applicable only with re-
spect to monthly payments payable under this sub-
chapter for months after April 1983, see section 310 of
Pub. L. 98–21, set out as a note under section 402 of this
title.
EFFECTIVE DATE OF 1973 AMENDMENT
Pub. L. 93–233, § 2(b)(1), Dec. 31, 1973, 87 Stat. 952, pro-
vided that the amendment made by that section is ef-
fective June 1, 1974.
Amendment by section 2(b)(1) of Pub. L. 93–233 appli-
cable with respect to monthly benefits under this sub-
chapter for months after May 1974, and with respect to
lump-sum death payments under section 402(i) of this
title, see section 2(c) of Pub. L. 93–233, set out as a note
under section 415 of this title.
EFFECTIVE DATE OF 1972 AMENDMENT
Amendment by Pub. L. 92–336 applicable with respect
to monthly benefits under subchapter II of this chapter
Page 2107
TITLE 42—THE PUBLIC HEALTH AND WELFARE
§ 429
for months after August 1972, see section 201(i) of Pub.
L. 92–336, set out as a note under section 415 of this
title.
EFFECTIVE DATE OF 1971 AMENDMENT
Amendment by Pub. L. 92–5 applicable with respect to
monthly benefits under subchapter II of this chapter
for months after December 1970, see section 202(c) of
Pub. L. 92–5, set out as a note under section 427 of this
title.
EFFECTIVE DATE OF 1969 AMENDMENT
Amendment by Pub. L. 91–172 applicable for months
after December 1969, see section 1003(c) of Pub. L.
91–172, set out as a note under section 427 of this title.
EFFECTIVE DATE OF 1968 AMENDMENT
Amendment by section 102(b) of Pub. L. 90–248 appli-
cable with respect to monthly benefits under this sub-
chapter for months after January 1968, see section
102(c) of Pub. L. 90–248, set out as a note under section
427 of this title.
REPEAL OF AMENDMENT OF SUBSECS. (b)(1), (2) AND
(c)(3)(A), (B) PRIOR TO EFFECTIVE DATE
Pub. L. 92–336, title II, § 202(a)(4), July 1, 1972, 86 Stat.
416, which, effective Jan. 1, 1975, substituted ‘‘the larger
of $58.00 or the amount most recently established in
lieu thereof under section 415(i) of this title’’ for
‘‘$58.00’’ and ‘‘the larger of $29.00 or the amount most
recently established in lieu thereof under section 415(i)
of this title’’ for ‘‘$29.00’’, was repealed prior to its ef-
fective date by Pub. L. 93–233, § 2(b)(2), Dec. 31, 1973, 87
Stat. 952, applicable with respect to monthly benefits
under this subchapter for months after May 1974, and
with respect to lump-sum death payments under sec-
tion 402(i) of this title. See section 2(c) of Pub. L.
93–233, set out as an Effective Date of 1973 Amendment
note under section 415 of this title.
APPLICATION TO NORTHERN MARIANA ISLANDS
For applicability of this section to the Northern Mar-
iana Islands, see section 502(a)(1) of the Covenant to Es-
tablish a Commonwealth of the Northern Mariana Is-
lands in Political Union with the United States of
America and Proc. No. 4534, Oct. 24, 1977, 42 F.R. 56593,
set out as notes under section 1801 of Title 48, Terri-
tories and Insular Possessions.
INCREASES TO TAKE INTO ACCOUNT GENERAL BENEFIT
INCREASES
Pub. L. 98–21, title III, § 305(e), Apr. 20, 1983, 97 Stat.
113, provided that: ‘‘The Secretary shall increase the
amounts specified in section 228 of the Social Security
Act [this section], as amended by this section, to take
into account any general benefit increases (as referred
to in section 215(i)(3) of such Act [42 U.S.C. 415(i)(3)]),
and any increases under section 215(i) of such Act,
which have occurred after June 1974 or may hereafter
occur.’’
SPECIAL $50 PAYMENT UNDER TAX REDUCTION ACT OF
1975
Special payment of $50 as soon as practicable after
Mar. 29, 1975, by Secretary of the Treasury to each indi-
vidual who, for month of March 1975, was entitled to a
monthly insurance benefit payable under this sub-
chapter, see section 702 of Pub. L. 94–12, set out as a
note under section 402 of this title.
APPLICATIONS
FOR TRANSITIONAL COVERAGE
OF UNIN-
SURED INDIVIDUALS
FOR HOSPITAL INSURANCE BENE-
FITS
Pub. L. 89–368, title III, § 302(b), Mar. 15, 1966, 80 Stat.
70, provided that: ‘‘For purposes of paragraph (4) of sec-
tion 228(a) of the Social Security Act [42 U.S.C.
428(a)(4)] (added by subsection (a) of this section), an
application filed under section 103 of the Social Secu-
rity Amendments of 1965 [set out as a note under sec-
tion 426 of this title] before July 1966 shall be regarded
as an application under such section 228 [42 U.S.C. 428]
and shall, for purposes of such paragraph and of the last
sentence of such section 228(a), be deemed to have been
filed in July 1966, unless the person by whom or on
whose behalf such application was filed notifies the
Secretary that he does not want such application so re-
garded.’’
§ 429. Benefits in case of members of uniformed
services
For purposes of determining entitlement to
and the amount of any monthly benefit for any
month after December 1972, or entitlement to
and the amount of any lump-sum death payment
in case of a death after such month, payable
under this subchapter on the basis of the wages
and self-employment income of any individual,
and for purposes of section 416(i)(3) of this title,
such individual, if he was paid wages for service
as a member of a uniformed service (as defined
in section 410(m) of this title) which was in-
cluded in the term ‘‘employment’’ as defined in
section 410(a) of this title as a result of the pro-
visions of section 410(l)(1)(A) of this title, shall
be deemed to have been paid—
(1) in each calendar quarter occurring after
1956 and before 1978 in which he was paid such
wages, additional wages of $300, and
(2) in each calendar year occurring after 1977
and before 2002 in which he was paid such
wages, additional wages of $100 for each $300 of
such wages, up to a maximum of $1,200 of addi-
tional wages for any calendar year.
(Aug. 14, 1935, ch. 531, title II, § 229, as added Pub.
L. 90–428, title I, § 106, Jan. 2, 1968, 81 Stat. 833;
amended Pub. L. 92–603, title I, § 120(a), Oct. 30,
1972, 86 Stat. 1352; Pub. L. 95–216, title III,
§ 353(d), Dec. 20, 1977, 91 Stat. 1554; Pub. L. 98–21,
title I, § 151(b)(1), Apr. 20, 1983, 97 Stat. 104; Pub.
L. 98–369, div. B, title VI, § 2661(n), July 18, 1984,
98 Stat. 1158; Pub. L. 100–203, title IX, § 9001(c),
Dec. 22, 1987, 101 Stat. 1330–286; Pub. L. 103–296,
title I, § 107(a)(4), title III, § 321(c)(6)(J), Aug. 15,
1994, 108 Stat. 1478, 1538; Pub. L. 108–203, title IV,
§ 420(b), Mar. 2, 2004, 118 Stat. 535.)
Editorial Notes
AMENDMENTS
2004—Pub. L. 108–203, § 420(b)(1), struck out subsec. (a)
designation before ‘‘For purposes of’’ and struck out
subsec. (b), which authorized to be appropriated to each
of the Trust Funds, for transfer on July 1 of each cal-
endar year to such Fund, an amount equal to the total
of the additional amounts which would be appropriated
to such Fund for the fiscal year ending Sept. 30 of such
calendar year under section 401 or 1395i of this title if
the amounts of the additional wages deemed to have
been paid for such calendar year constituted remunera-
tion for employment for purposes of the taxes imposed
by sections 3101 and 3111 of the Internal Revenue Code
of 1986 and set forth provisions relating to determina-
tion of amounts authorized to be appropriated and ad-
justments to such amounts.
Par. (2). Pub. L. 108–203, § 420(b)(2), inserted ‘‘and be-
fore 2002’’ after ‘‘1977’’.
1994—Subsec. (b). Pub. L. 103–296, § 321(c)(6)(J), sub-
stituted ‘‘1986’’ for ‘‘1954’’ after ‘‘Code of’’ in two places.
Pub. L. 103–296, § 107(a)(4), substituted ‘‘Commissioner
of Social Security’’ for ‘‘Secretary’’ in two places.
1987—Subsec. (a). Pub. L. 100–203 substituted ‘‘section
410(l)(1)(A)’’ for ‘‘section 410(l)’’.
Cross-references
Connections may be documented source relationships, shared citations or nearby passages. Each explains its basis; a connection alone does not establish applicability to your situation.
Federal law — U.S. Code and appendices · legal_authorities
For the purposes of this subchapter—
**(a) Primary insurance amount**
(1)
(A) The primary insurance amount of an individual shall (except as otherwise provided in this section) be equal to the sum of—
(i) 90 percent of the individual’s average indexed monthly earnings (determined under subsection (b)) to the extent that such earnings do not exceed the amount established for purposes of this clause by subparagraph (B),
(ii) 32 percent of the individual’s average indexed monthly earnings to the extent that such earnings exceed the amount established for purposes of clause (i) but do not exceed the amount established for purposes of this clause by subparagraph (B), and
(iii) 15 percent of the individual’s average indexed monthly earnings to the extent that such earnings exceed the amount established for purposes of clause (ii),
rounded, if not a multiple of $0.10, to the next lower multiple of $0.10, and thereafter increased as provided in subsection (i).
(B)
(i) For individuals who initially become eligible for old-age or disability insurance benefits, or who die (before becoming eligible for such benefits), in the calendar year 1979, the amount established for purposes of clause (i) and (ii) of subparagraph (A) shall be $180 and $1,085, respectively.
(ii) For individuals who initially become eligible for old-age or disability insurance benefits, or who die (before becoming eligible for such benefits), in any calendar year after 1979, each of the amounts so established shall equal the product of the corresponding amount established with respect to the calendar year 1979 under clause (i) of this subparagraph and the quotient obtained by dividing—
(I) the national average wage index (as defined in [section 409(k)(1) of this title]
Stored review status: release_metadata_unconfirmed. The source passage cites 42 U.S.C. § 415. This identifies an authority to review, not proof of applicability.
Federal law — U.S. Code and appendices · legal_authorities
§ 415. Computation of primary insurance amount
For the purposes of this subchapter—
(a) Primary insurance amount
(1)(A) The primary insurance amount of an in-
dividual shall (except as otherwise provided in
this section) be equal to the sum of—
(i) 90 percent of the individual’s average in-
dexed monthly earnings (determined under
subsection (b)) to the extent that such earn-
ings do not exceed the amount established for
purposes of this clause by subparagraph (B),
(ii) 32 percent of the individual’s average in-
dexed monthly earnings to the extent that
such earnings exceed the amount established
for purposes of clause (i) but do not exceed the
amount established for purposes of this clause
by subparagraph (B), and
(iii) 15 percent of the individual’s average in-
dexed monthly earnings to the extent that
such earnings exceed the amount established
for purposes of clause (ii),
rounded, if not a multiple of $0.10, to the next
lower multiple of $0.10, and thereafter increased
as provided in subsection (i).
(B)(i) For individuals who initially become eli-
gible for old-age or disability insurance benefits,
or who die (before becoming eligible for such
benefits), in the calendar year 1979, the amount
established for purposes of clause (i) and (ii) of
Page 1992
TITLE 42—THE PUBLIC HEALTH AND WELFARE
§ 415
subparagraph (A) shall be $180 and $1,085, respec-
tively.
(ii) For individuals who initially become eligi-
ble for old-age or disability insurance benefits,
or who die (before becoming eligible for such
benefits), in any calendar year after 1979, each of
the amounts so established shall equal the prod-
uct of the corresponding amount established
with respect to the calendar year 1979 under
clause (i) of this subparagraph and the quotient
obtaine
Stored review status: historical_2024_not_currentness_verified. The source passage cites 42 U.S.C. § 415. This identifies an authority to review, not proof of applicability.
Federal law — U.S. Code and appendices · legal_authorities
**(a) Eligibility** Every individual who—
(1) has attained the age of 72,
(2)
(A) attained such age before 1968, or (B)(i) attained such age after 1967 and before 1972, and (ii) has not less than 3 quarters of coverage, whenever acquired, for each calendar year elapsing after 1966 and before the year in which he or she attained such age,
(3) is a resident of the United States (as defined in subsection (e)), and is (A) a citizen of the United States or (B) an alien lawfully admitted for permanent residence who has resided in the United States (as defined in [section 410(i) of this title](https://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title42-section410/i&num=0&edition=prelim)) continuously during the 5 years immediately preceding the month in which he or she files application under this section, and
(4) has filed application for benefits under this section,
shall (subject to the limitations in this section) be entitled to a benefit under this section for each month beginning with the first month after September 1966 in which he or she becomes so entitled to such benefits and ending with the month preceding the month in which he or she dies. No application under this section which is filed by an individual more than 3 months before the first month in which he or she meets the requirements of paragraphs (1), (2), and (3) shall be accepted as an application for purposes of this section.
**(b) Amount of benefits** The benefit amount to which an individual is entitled under this section for any month shall be the larger of $64.40 or the amount most recently established in lieu thereof under [section 415(i) of this title](https://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title42-section415/i&num=0&edition=prelim).
**(c) Reduction for governmen