Social Security

Question 1

Disability Insured

Answer 1

Disabled prior to 24: 6 credits

24 – 30: 50% of time since 21

Over 30: FI and 20 credits in last 40 quarters

Question 2

Insured Status: Spouse, divorced or not

Answer 2

Retirement: FI

Survivor: FI

Disability: DI

Question 3

Insured Status: Spouse w/child <16

Answer 3

Retire: FI

Survivor: FI or CI

Disability: DI

Question 4

Insured status:

Unmarried child < 18 or

Unm. Child < 19 in HS

Answer 4

Retire: FI

Survivor: FI or CI

Disability: DI

Question 5

Insured status: Dependent parent

Answer 5

Retire: N/A

Survivor: FI

Disability: N/A

Question 6

Taxation of SSI: MFJ

Answer 6

Provisional income

$32K to $44K: 50%

>$44K: 85%

Question 7

Taxation of SSI: MFS

Answer 7

85%

Question 8

Taxation of SSI: Not Married

Answer 8

Provisional income

$25K to $34K: 50%

>$34K: 85%

Question 9

Currently Insured

Answer 9

6 credits in last 13 quarters

Question 10

Disability Insured for blind person

Answer 10

Fully Insured

Question 11

SSI Benefit to Nonworking Spouse at FRA

Answer 11

Retirement: 50%

Disability: 50%

Survivor (FI): 100%

Survivor (CI): 0

Question 12

SSI Benefit to Nonworking Spouse at 62

Answer 12

Retirement: 35%

Disability: 35%

Survivor (FI): depends on Spouse’s FRA

Question 13

SSI Benefit to Nonworking Spouse at 60

Answer 13

Retirement: 0

Disability: 0

Survivor (FI): 75%

Survivor (CI): 75%

Question 14

SSI Benefit to unmarried Child < 18 or HS < 19

Answer 14

Retirement: 50%

Disability: 50%

Survivor (FI or CI): 75%