us/statute/42/402/q/10

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For purposes of applying paragraph (4), with respect to monthly benefits payable for any month after December 1977 to an individual who was entitled to a monthly benefit as reduced under paragraph (1) or (3) prior to January 1978, the amount of reduction in such benefit for the first month for which such benefit is increased by reason of an increase in the primary insurance amount of the individual on whose wages and self-employment income such benefit is based and for all subsequent months (and similarly for all subsequent increases) shall be increased by a percentage equal to the percentage increase in such primary insurance amount (such increase being made in accordance with the provisions of paragraph (8)). In the case of an individual whose reduced benefit under this section is increased as a result of the use of an adjusted reduction period (in accordance with paragraphs (1) and (3) of this subsection), then for the first month for which such increase is effective, and for all subsequent months, the amount of such reduction (after the application of the previous sentence, if applicable) shall be determined—

(A) in the case of old-age, wife’s, and husband’s insurance benefits, by multiplying such amount by the ratio of (i) the number of months in the adjusted reduction period to (ii) the number of months in the reduction period,

(B) in the case of widow’s and widower’s insurance benefits for the month in which such individual attains age 62, by multiplying such amount by the ratio of (i) the number of months in the reduction period beginning with age 62 multiplied by 19 ⁄ 40 of 1 percent, plus the number of months in the adjusted reduction period prior to age 62 multiplied by 19 ⁄ 40 of 1 percent to (ii) the number of months in the reduction period multiplied by 19 ⁄ 40 of 1 percent, and

(C) in the case of widow’s and widower’s insurance benefits for the month in which such individual attains retirement age (as defined in section 416( l ) of this title), by multiplying such amount by the ratio of (i) the number of months in the adjusted reduction period multiplied by 19 ⁄ 40 of 1 percent to (ii) the number of months in the reduction period beginning with age 62 multiplied by 19 ⁄ 40 of 1 percent, plus the number of months in the adjusted reduction period prior to age 62 multiplied by 19 ⁄ 40 of 1 percent,

such determination being made in accordance with the provisions of paragraph (8).

in view

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statutes/42/402/q.yaml

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Rules

old_age_first_tier_reduction_month_limit

Parameter

source: 42 USC 402(q)(9)(A)

- name: old_age_first_tier_reduction_month_limit
  kind: parameter
  dtype: Integer
  unit: months
  source: 42 USC 402(q)(9)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: for the first 36 months
  versions:
    - effective_from: '1983-01-01'
      formula: '36'

old_age_reduction_one_percent_as_rate

Parameter

source: 42 USC 402(q)(1)(A)

- name: old_age_reduction_one_percent_as_rate
  kind: parameter
  dtype: Rate
  source: 42 USC 402(q)(1)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: of 1 percent of such amount
  versions:
    - effective_from: '1983-01-01'
      formula: '0.01'

old_age_first_tier_reduction_percent_numerator

Parameter

source: 42 USC 402(q)(1)(A)

- name: old_age_first_tier_reduction_percent_numerator
  kind: parameter
  dtype: Integer
  source: 42 USC 402(q)(1)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: 5 ⁄ 9 of 1 percent of such amount
  versions:
    - effective_from: '1983-01-01'
      formula: '5'

old_age_first_tier_reduction_percent_denominator

Parameter

source: 42 USC 402(q)(1)(A)

- name: old_age_first_tier_reduction_percent_denominator
  kind: parameter
  dtype: Integer
  source: 42 USC 402(q)(1)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: 5 ⁄ 9 of 1 percent of such amount
  versions:
    - effective_from: '1983-01-01'
      formula: '9'

old_age_additional_reduction_percent_numerator

Parameter

source: 42 USC 402(q)(9)(A)

- name: old_age_additional_reduction_percent_numerator
  kind: parameter
  dtype: Integer
  source: 42 USC 402(q)(9)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: five-twelfths of 1 percent
  versions:
    - effective_from: '1983-01-01'
      formula: '5'

old_age_additional_reduction_percent_denominator

Parameter

source: 42 USC 402(q)(9)(A)

- name: old_age_additional_reduction_percent_denominator
  kind: parameter
  dtype: Integer
  source: 42 USC 402(q)(9)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: five-twelfths of 1 percent
  versions:
    - effective_from: '1983-01-01'
      formula: '12'

old_age_reduction_rounding_multiple

Parameter

source: 42 USC 402(q)(8)

- name: old_age_reduction_rounding_multiple
  kind: parameter
  dtype: Money
  unit: USD
  source: 42 USC 402(q)(8)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: is not a multiple of $0.10
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: increased to the next higher multiple of $0.10
  versions:
    - effective_from: '1983-01-01'
      formula: '0.10'

old_age_early_claiming_reduction_months

Derived

source: 42 USC 402(q)(1), 402(q)(6)

- name: old_age_early_claiming_reduction_months
  kind: derived
  entity: Person
  dtype: Integer
  period: Month
  source: 42 USC 402(q)(1), 402(q)(6)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: condition
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: before the month in which such individual attains retirement age
        - path: versions[0].formula
          kind: definition
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: >-
              ending with the last day of the month before the month in which such individual
              attains retirement age
        - path: versions[0].formula
          kind: import
          import:
            target: us:statutes/42/416/l#retirement_age_total_months
            output: retirement_age_total_months
            hash: sha256:c49ec29f4805607b10cceb210c1dc444f63efd37e0f692c51ac534855f44820a
  versions:
    - effective_from: '1983-01-01'
      formula: max(0, retirement_age_total_months - old_age_benefit_entitlement_age_total_months)

old_age_first_tier_reduction_months

Derived

source: 42 USC 402(q)(9)(A)

- name: old_age_first_tier_reduction_months
  kind: derived
  entity: Person
  dtype: Integer
  period: Month
  source: 42 USC 402(q)(9)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: for the first 36 months of the reduction period
        - path: versions[0].formula
          kind: import
          import:
            target: us:statutes/42/402/q#old_age_first_tier_reduction_month_limit
            output: old_age_first_tier_reduction_month_limit
            hash: sha256:local
  versions:
    - effective_from: '1983-01-01'
      formula: min(old_age_early_claiming_reduction_months, old_age_first_tier_reduction_month_limit)

old_age_additional_reduction_months

Derived

source: 42 USC 402(q)(9)(A)

- name: old_age_additional_reduction_months
  kind: derived
  entity: Person
  dtype: Integer
  period: Month
  source: 42 USC 402(q)(9)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: for any additional months included in such periods
  versions:
    - effective_from: '1983-01-01'
      formula: max(0, old_age_early_claiming_reduction_months - old_age_first_tier_reduction_month_limit)

old_age_early_claiming_reduction_rate

Derived

source: 42 USC 402(q)(1)(A), 402(q)(9)(A)

- name: old_age_early_claiming_reduction_rate
  kind: derived
  entity: Person
  dtype: Rate
  period: Month
  source: 42 USC 402(q)(1)(A), 402(q)(9)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: multiplied by the number of months in the reduction period
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: five-twelfths of 1 percent for any additional months
        - path: versions[0].formula
          kind: import
          import:
            target: us:statutes/42/402/q#old_age_first_tier_reduction_percent_numerator
            output: old_age_first_tier_reduction_percent_numerator
            hash: sha256:local
        - path: versions[0].formula
          kind: import
          import:
            target: us:statutes/42/402/q#old_age_first_tier_reduction_percent_denominator
            output: old_age_first_tier_reduction_percent_denominator
            hash: sha256:local
        - path: versions[0].formula
          kind: import
          import:
            target: us:statutes/42/402/q#old_age_additional_reduction_percent_numerator
            output: old_age_additional_reduction_percent_numerator
            hash: sha256:local
        - path: versions[0].formula
          kind: import
          import:
            target: us:statutes/42/402/q#old_age_additional_reduction_percent_denominator
            output: old_age_additional_reduction_percent_denominator
            hash: sha256:local
        - path: versions[0].formula
          kind: import
          import:
            target: us:statutes/42/402/q#old_age_reduction_one_percent_as_rate
            output: old_age_reduction_one_percent_as_rate
            hash: sha256:local
  versions:
    - effective_from: '1983-01-01'
      formula: |-
        old_age_first_tier_reduction_months
        * old_age_first_tier_reduction_percent_numerator
        * old_age_reduction_one_percent_as_rate
        / old_age_first_tier_reduction_percent_denominator
        + old_age_additional_reduction_months
        * old_age_additional_reduction_percent_numerator
        * old_age_reduction_one_percent_as_rate
        / old_age_additional_reduction_percent_denominator

unrounded_old_age_early_claiming_reduction_amount

Derived

source: 42 USC 402(q)(1)(A)

- name: unrounded_old_age_early_claiming_reduction_amount
  kind: derived
  entity: Person
  dtype: Money
  period: Month
  unit: USD
  source: 42 USC 402(q)(1)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: reduced by
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: of such amount
  versions:
    - effective_from: '1983-01-01'
      formula: |-
        old_age_insurance_benefit_before_section_402_q_reduction
        * old_age_early_claiming_reduction_rate

old_age_early_claiming_reduction_amount

Derived

source: 42 USC 402(q)(8)

- name: old_age_early_claiming_reduction_amount
  kind: derived
  entity: Person
  dtype: Money
  period: Month
  unit: USD
  source: 42 USC 402(q)(8)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: >-
              If the amount of any reduction computed under paragraph (1), (2), or (3) is not a
              multiple of $0.10
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: it shall be increased to the next higher multiple of $0.10
  versions:
    - effective_from: '1983-01-01'
      formula: >-
        ceil(unrounded_old_age_early_claiming_reduction_amount /
        old_age_reduction_rounding_multiple) * old_age_reduction_rounding_multiple

old_age_insurance_benefit_after_early_claiming_reduction

Derived

source: 42 USC 402(q)(1)

- name: old_age_insurance_benefit_after_early_claiming_reduction
  kind: derived
  entity: Person
  dtype: Money
  period: Month
  unit: USD
  source: 42 USC 402(q)(1)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: >-
              the amount of such benefit for such month and for any subsequent month shall ... be
              reduced
        - path: versions[0].formula
          kind: import
          import:
            target: us:statutes/42/402/q#old_age_early_claiming_reduction_amount
            output: old_age_early_claiming_reduction_amount
            hash: sha256:local
  versions:
    - effective_from: '1983-01-01'
      formula: |-
        max(
            0,
            old_age_insurance_benefit_before_section_402_q_reduction
            - old_age_early_claiming_reduction_amount
        )

▸citations (1)

References

This rule cites 1 other rule.

42 USC § 416 (l)inferredUS Federal › Statutes › Title 42 › § 416 › (l)

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us/statute/42/402/q/10 · Axiom

Official source

such determination being made in accordance with the provisions of paragraph (8).

in view

Whole section

▸rulespec code

Shown source

statutes/42/402/q.yaml

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Rules

old_age_first_tier_reduction_month_limit

Parameter

source: 42 USC 402(q)(9)(A)

- name: old_age_first_tier_reduction_month_limit
  kind: parameter
  dtype: Integer
  unit: months
  source: 42 USC 402(q)(9)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: for the first 36 months
  versions:
    - effective_from: '1983-01-01'
      formula: '36'

old_age_reduction_one_percent_as_rate

Parameter

source: 42 USC 402(q)(1)(A)

- name: old_age_reduction_one_percent_as_rate
  kind: parameter
  dtype: Rate
  source: 42 USC 402(q)(1)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: of 1 percent of such amount
  versions:
    - effective_from: '1983-01-01'
      formula: '0.01'

old_age_first_tier_reduction_percent_numerator

Parameter

source: 42 USC 402(q)(1)(A)

- name: old_age_first_tier_reduction_percent_numerator
  kind: parameter
  dtype: Integer
  source: 42 USC 402(q)(1)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: 5 ⁄ 9 of 1 percent of such amount
  versions:
    - effective_from: '1983-01-01'
      formula: '5'

old_age_first_tier_reduction_percent_denominator

Parameter

source: 42 USC 402(q)(1)(A)

- name: old_age_first_tier_reduction_percent_denominator
  kind: parameter
  dtype: Integer
  source: 42 USC 402(q)(1)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: 5 ⁄ 9 of 1 percent of such amount
  versions:
    - effective_from: '1983-01-01'
      formula: '9'

old_age_additional_reduction_percent_numerator

Parameter

source: 42 USC 402(q)(9)(A)

- name: old_age_additional_reduction_percent_numerator
  kind: parameter
  dtype: Integer
  source: 42 USC 402(q)(9)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: five-twelfths of 1 percent
  versions:
    - effective_from: '1983-01-01'
      formula: '5'

old_age_additional_reduction_percent_denominator

Parameter

source: 42 USC 402(q)(9)(A)

- name: old_age_additional_reduction_percent_denominator
  kind: parameter
  dtype: Integer
  source: 42 USC 402(q)(9)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: five-twelfths of 1 percent
  versions:
    - effective_from: '1983-01-01'
      formula: '12'

old_age_reduction_rounding_multiple

Parameter

source: 42 USC 402(q)(8)

- name: old_age_reduction_rounding_multiple
  kind: parameter
  dtype: Money
  unit: USD
  source: 42 USC 402(q)(8)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: amount
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: is not a multiple of $0.10
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: increased to the next higher multiple of $0.10
  versions:
    - effective_from: '1983-01-01'
      formula: '0.10'

old_age_early_claiming_reduction_months

Derived

source: 42 USC 402(q)(1), 402(q)(6)

- name: old_age_early_claiming_reduction_months
  kind: derived
  entity: Person
  dtype: Integer
  period: Month
  source: 42 USC 402(q)(1), 402(q)(6)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: condition
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: before the month in which such individual attains retirement age
        - path: versions[0].formula
          kind: definition
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: >-
              ending with the last day of the month before the month in which such individual
              attains retirement age
        - path: versions[0].formula
          kind: import
          import:
            target: us:statutes/42/416/l#retirement_age_total_months
            output: retirement_age_total_months
            hash: sha256:c49ec29f4805607b10cceb210c1dc444f63efd37e0f692c51ac534855f44820a
  versions:
    - effective_from: '1983-01-01'
      formula: max(0, retirement_age_total_months - old_age_benefit_entitlement_age_total_months)

old_age_first_tier_reduction_months

Derived

source: 42 USC 402(q)(9)(A)

- name: old_age_first_tier_reduction_months
  kind: derived
  entity: Person
  dtype: Integer
  period: Month
  source: 42 USC 402(q)(9)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: for the first 36 months of the reduction period
        - path: versions[0].formula
          kind: import
          import:
            target: us:statutes/42/402/q#old_age_first_tier_reduction_month_limit
            output: old_age_first_tier_reduction_month_limit
            hash: sha256:local
  versions:
    - effective_from: '1983-01-01'
      formula: min(old_age_early_claiming_reduction_months, old_age_first_tier_reduction_month_limit)

old_age_additional_reduction_months

Derived

source: 42 USC 402(q)(9)(A)

- name: old_age_additional_reduction_months
  kind: derived
  entity: Person
  dtype: Integer
  period: Month
  source: 42 USC 402(q)(9)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: for any additional months included in such periods
  versions:
    - effective_from: '1983-01-01'
      formula: max(0, old_age_early_claiming_reduction_months - old_age_first_tier_reduction_month_limit)

old_age_early_claiming_reduction_rate

Derived

source: 42 USC 402(q)(1)(A), 402(q)(9)(A)

- name: old_age_early_claiming_reduction_rate
  kind: derived
  entity: Person
  dtype: Rate
  period: Month
  source: 42 USC 402(q)(1)(A), 402(q)(9)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: multiplied by the number of months in the reduction period
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: five-twelfths of 1 percent for any additional months
        - path: versions[0].formula
          kind: import
          import:
            target: us:statutes/42/402/q#old_age_first_tier_reduction_percent_numerator
            output: old_age_first_tier_reduction_percent_numerator
            hash: sha256:local
        - path: versions[0].formula
          kind: import
          import:
            target: us:statutes/42/402/q#old_age_first_tier_reduction_percent_denominator
            output: old_age_first_tier_reduction_percent_denominator
            hash: sha256:local
        - path: versions[0].formula
          kind: import
          import:
            target: us:statutes/42/402/q#old_age_additional_reduction_percent_numerator
            output: old_age_additional_reduction_percent_numerator
            hash: sha256:local
        - path: versions[0].formula
          kind: import
          import:
            target: us:statutes/42/402/q#old_age_additional_reduction_percent_denominator
            output: old_age_additional_reduction_percent_denominator
            hash: sha256:local
        - path: versions[0].formula
          kind: import
          import:
            target: us:statutes/42/402/q#old_age_reduction_one_percent_as_rate
            output: old_age_reduction_one_percent_as_rate
            hash: sha256:local
  versions:
    - effective_from: '1983-01-01'
      formula: |-
        old_age_first_tier_reduction_months
        * old_age_first_tier_reduction_percent_numerator
        * old_age_reduction_one_percent_as_rate
        / old_age_first_tier_reduction_percent_denominator
        + old_age_additional_reduction_months
        * old_age_additional_reduction_percent_numerator
        * old_age_reduction_one_percent_as_rate
        / old_age_additional_reduction_percent_denominator

unrounded_old_age_early_claiming_reduction_amount

Derived

source: 42 USC 402(q)(1)(A)

- name: unrounded_old_age_early_claiming_reduction_amount
  kind: derived
  entity: Person
  dtype: Money
  period: Month
  unit: USD
  source: 42 USC 402(q)(1)(A)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: reduced by
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: of such amount
  versions:
    - effective_from: '1983-01-01'
      formula: |-
        old_age_insurance_benefit_before_section_402_q_reduction
        * old_age_early_claiming_reduction_rate

old_age_early_claiming_reduction_amount

Derived

source: 42 USC 402(q)(8)

- name: old_age_early_claiming_reduction_amount
  kind: derived
  entity: Person
  dtype: Money
  period: Month
  unit: USD
  source: 42 USC 402(q)(8)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: >-
              If the amount of any reduction computed under paragraph (1), (2), or (3) is not a
              multiple of $0.10
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: it shall be increased to the next higher multiple of $0.10
  versions:
    - effective_from: '1983-01-01'
      formula: >-
        ceil(unrounded_old_age_early_claiming_reduction_amount /
        old_age_reduction_rounding_multiple) * old_age_reduction_rounding_multiple

old_age_insurance_benefit_after_early_claiming_reduction

Derived

source: 42 USC 402(q)(1)

- name: old_age_insurance_benefit_after_early_claiming_reduction
  kind: derived
  entity: Person
  dtype: Money
  period: Month
  unit: USD
  source: 42 USC 402(q)(1)
  metadata:
    proof:
      atoms:
        - path: versions[0].formula
          kind: formula
          source:
            corpus_citation_path: us/statute/42/402/q
            excerpt: >-
              the amount of such benefit for such month and for any subsequent month shall ... be
              reduced
        - path: versions[0].formula
          kind: import
          import:
            target: us:statutes/42/402/q#old_age_early_claiming_reduction_amount
            output: old_age_early_claiming_reduction_amount
            hash: sha256:local
  versions:
    - effective_from: '1983-01-01'
      formula: |-
        max(
            0,
            old_age_insurance_benefit_before_section_402_q_reduction
            - old_age_early_claiming_reduction_amount
        )

▸citations (1)

References

This rule cites 1 other rule.

42 USC § 416 (l)inferredUS Federal › Statutes › Title 42 › § 416 › (l)