1
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Determine the monthly amount of pension VA actually paid out to the surviving spouse during the time period SSA specified.
Important: Do not include the amount of pension VA apportioned to a child or children during the same time period.
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2
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Add to the amount identified in Step 1 any benefits VA offset, withheld, or deducted each month during the same time period for reasons other than those listed in M21-1, Part XIII, Subpart ii, 1.B.2.b.
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3
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Use the pension rate table that covers the time period SSA specified to determine the surviving spouse’s MAPR during the same time period.
Example: Using the rate table in effect on December 1, 2012, the MAPR for a surviving spouse who is housebound and has two children is $14,925.00.
Important: If VA apportioned benefits to a child during this time period, do not consider the apportionee a child when determining the surviving spouse’s MAPR. Using the example above, the surviving spouse’s MAPR would be $12,796.00 if VA apportioned benefits to one of the children.
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4
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Use the pension rate table that covers the time period SSA specified to determine what the surviving spouse’s MAPR would have been during the same time period if he/she had had no children.
Example: Using the rate table in effect on December 1, 2012, the MAPR for a surviving spouse who is housebound and has no children is $10,217.00.
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5
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Divide the difference between the MAPRs identified in Steps 3 and 4 by the MAPR identified in Step 3.
Note: Limit the result of the calculation in this step to four decimal positions. If the number in the fifth decimal position is five or greater, round up the number in the fourth decimal position.
Example: Using the examples provided in Steps 3 and 4, the result of the calculation in this step would be .3154.
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6
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Multiply the result of the calculation described in Step 5 by the outcome of the action described in Step 2. The product represents the share of the surviving spouse’s pension that is attributed to the child(ren).
Note: Drop any fractions of a cent from the product.
Example: If the product is $4,707.345, drop the number(s) beyond the second decimal position for a result of $4,707.34.
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7
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Subtract the result of the calculation described in Step 6 from the outcome of the action described in Step 2. This represents the amount of pension that is attributed to the surviving spouse after subtracting the amount of pension that is attributed to his/her child(ren).
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8
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Did the surviving spouse have more than one child during the time period SSA specified?
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If yes, go to the next step.
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If no, go to Step 13. The result of the calculation described in Step 6 represents the child’s share of the surviving spouse’s benefits.
Important: If VA apportioned benefits to a child during the time period SSA specified, do not consider the apportionee a child for the purpose of this step.
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9
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Use the pension rate table that covers the time period SSA specified to determine what the surviving spouse’s MAPR would have been during the same time period if he/she had had only one child.
Example: Using the rate table in effect on December 1, 2012, the MAPR for a surviving spouse who is housebound and has one child is $12,796.00.
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10
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Divide the difference between the MAPRs identified in Steps 4 and 9 by the MAPR identified in Step 3.
Example: Using the examples provided in Steps 3, 4, and 9, the result of the calculation in this step would be .1728.
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11
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Multiply the result of the calculation described in Step 10 by the outcome of the action described in Step 2.
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Drop any fraction of a cent from the product of the calculation. The result represents the share of the surviving spouse’s pension that is attributed to the youngest child.
Important: If VA apportioned benefits to a child during the time period SSA specified, do not consider the apportionee a child for the purpose of this step.
Notes:
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The amount of benefits attributed to the youngest child is always more than the amount attributed to the other child(ren).
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If the youngest child is a twin or triplet, randomly select one of them as the youngest child.
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12
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Determine the amount of benefits attributed to each remaining child by
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subtracting the result of the calculation described in Step 11 from the result of the calculation described in Step 6
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dividing the difference equally among the remaining children, and
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dropping any fraction of a cent from the result of the calculations.
Important: If VA apportioned benefits to a child during the time period SSA specified, do not consider the apportionee a child for the purpose of this step.
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13
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Did VA consider the surviving spouse housebound or in need of the A&A of another person during the time period SSA specified?
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14
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Did UMEs have any impact on the surviving spouse’s rate of payment during the time period SSA specified?
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If yes, go to Step 16.
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If no, the result of the calculation described in Step 7 represents the surviving spouse’s VA income for SSA purposes. Go to the next step if SSA listed any of the children as an SSI claimant in Part I of SSA Form L1103. Otherwise, go no further.
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15
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Go no further after following the instructions in the table below for determining each child’s VA income for SSA purposes.
Important: If VA apportioned benefits to a child during the time period SSA specified, do not consider the apportionee a child for the purpose of this step.
If the surviving spouse had …
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Then …
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only one child
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the result of the calculation described in Step 6 represents the child’s VA income for SSA purposes.
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multiple children
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the result of the calculation described in Step 11 represents the youngest child’s VA income for SSA purposes, and
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the result of the calculation described in Step 12 represents each remaining child’s VA income for SSA purposes.
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16
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17
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Is the result of the calculations described in Step 16 greater than or equal to the result of the calculation described in Step 7?
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If no, go to the next step.
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If yes, the surviving spouse’s VA income for SSA purposes is $0.00. Go to Step 19 if SSA listed any of the children as an SSI claimant in Part I of SSA Form L1103. Otherwise, go no further.
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18
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Subtract the result of the calculation described in Step 16 from the result of the calculation described in Step 7. The difference represents the surviving spouse’s VA income for SSA purposes.
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Return to Step 15 if SSA listed any of the children as an SSI claimant in Part I of SSA Form L1103. Otherwise, go no further.
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19
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Determine the difference between the results of the calculations described in Steps 7 and 16.
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Divide the difference by the number of children that were not receiving an apportionment during the time period SSA specified.
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Drop any fraction of a cent from the result of the calculations.
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20
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Go no further after following the instructions in the table below for determining each child’s VA income for SSA purposes.
Important: If VA apportioned benefits to a child during the time period SSA specified, do not consider the apportionee a child for the purpose of this step.
If the surviving spouse had …
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Then …
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only one child
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subtract the result of the calculations described in Step 19 from the result of the calculation described in Step 6. The difference represents the child’s VA income for SSA purposes.
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multiple children
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subtract the result of the calculations described in Step 19 from the result of the calculation described in Step 11 (The difference represents the youngest child’s VA income for SSA purposes.), and
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subtract the result of the calculations described in Step 19 from the result of the calculations described in Step 12. (The difference represents each remaining child’s VA income for SSA purposes.)
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21
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Use the pension rate table that covers the time period SSA specified to determine what the surviving spouse’s MAPR would have been during the same time period if he/she were neither housebound nor in need of A&A.
Example: Using the rate table in effect on December 1, 2012, the MAPR for a surviving spouse with two children, who is neither housebound nor in need of A&A, is $13,071.00.
Important: If VA apportioned benefits to a child during the time period SSA specified, do not consider the apportionee a child for the purpose of this step.
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22
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Example: Using the examples provided in Steps 3 and 21, the result of the calculations described in this step would be $154.50.
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23
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Is the result of the calculations described in Step 22 greater than or equal to the result of the calculation described in Step 7?
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24
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Determine the difference between the results of the calculations described in Steps 7 and 22.
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Divide the difference by the number of children that were not receiving an apportionment during the time period SSA specified.
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Drop any fraction of a cent from the result of the calculations.
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25
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Go no further after following the instructions in the table below for determining each child’s VA income for SSA purposes.
Important: If VA apportioned benefits to a child during the time period SSA specified, do not consider the apportionee a child for the purpose of this step.
If the surviving spouse had …
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Then …
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only one child
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subtract the result of the calculations described in Step 24 from the result of the calculation described in Step 6. The difference represents the child’s VA income for SSA purposes.
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multiple children
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subtract the result of the calculations described in Step 24 from the result of the calculation described in Step 11 (The difference represents the youngest child’s VA income for SSA purposes.), and
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subtract the result of the calculations described in Step 24 from the result of the calculations described in Step 12. (The difference represents each remaining child’s VA income for SSA purposes.)
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26
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Did UMEs have any impact on the surviving spouse’s rate of payment during the time period SSA specified in Part I of SSA Form L1103?
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27
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Subtract the result of the calculations described in Step 22 from the result of the calculation described in Step 7. The difference represents the surviving spouse’s VA income for SSA purposes.
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Return to Step 15 if SSA listed any of the children as an SSI claimant in Part I of SSA Form L1103. Otherwise, go no further.
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28
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29
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Subtract the result of the calculations described in Step 22 from the result of the calculation described in Step 7.
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30
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Is the result of the calculation described in Step 28 greater than or equal to the result of the calculation described in Step 29?
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31
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Determine the difference between the results of the calculations described in Steps 28 and 29.
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Divide the difference by the number of children that were not receiving an apportionment during the time period SSA specified.
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Drop any fraction of a cent from the result of the calculations.
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32
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Go no further after following the instructions in the table below for determining each child’s VA income for SSA purposes.
Important: If VA apportioned benefits to a child during the time period SSA specified, do not consider the apportionee a child for the purpose of this step.
If the surviving spouse had …
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Then …
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only one child
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subtract the result of the calculations described in Step 31 from the result of the calculation described in Step 6. The difference represents the child’s VA income for SSA purposes.
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multiple children
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subtract the result of the calculations described in Step 31 from the result of the calculation described in Step 11 (The difference represents the youngest child’s VA income for SSA purposes.), and
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subtract the result of the calculations described in Step 31 from the result of the calculations described in Steps 12. (The difference represents each remaining child’s VA income for SSA purposes.)
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33
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Subtract the result of the calculations described in Step 28 from the results of the calculation described in Step 29. The difference represents the surviving spouse’s VA income for SSA purposes.
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Return to Step 15 if SSA listed any of the children as an SSI claimant in Part I of SSA Form L1103.
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