SEC. 216.
[42 U.S.C. 416] For the purposes of this title—
Spouse; Surviving Spouse
(a)(1) The term “spouse” means a wife as defined
in subsection (b) or a husband as defined in subsection (f).
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(2) The term “surviving spouse” means a widow
as defined in subsection (c) or a widower as defined in subsection
(g).
Wife
(b)
The term “wife” means the
wife of an individual, but only if she (1) is the mother of his
son or daughter, (2) was married to him for a period of not less than
one year immediately preceding the day on which her application
is filed, or (3) in the month prior to the month of her marriage
to him (A) was entitled to, or on application therefor and attainment
of age 62 in such prior month would have been entitled to, benefits
under subsection (b), (e), or (h) of section 202, (B) had attained
age eighteen and was entitled to, or on application therefor would
have been entitled to, benefits under subsection (d) of such section (subject,
however, to section 202(s)), or (C) was entitled to, or upon application therefor
and attainment of the required age (if any) would have been entitled
to, a widow's, child's (after attainment of age 18), or parent's
insurance annuity under section 2 of the Railroad Retirement Act
of 1974[208], as amended. For purposes of clause (2), a wife shall
be deemed to have been married to an individual for a period of
one year throughout the month in which occurs the first anniversary
of her marriage to such individual. For purposes of subparagraph (C)
of section 202(b)(1), a divorced wife shall be deemed not to be
married throughout the month in which she becomes divorced.
Widow
(c)(1)
The term “widow” (except
when used in the first sentence of section 202(i)) means the surviving
wife of an individual, but only if (A) she is the mother of his
son or daughter, (B) she legally adopted his son or daughter while she
was married to him and while such son or daughter was under the
age of eighteen, (C) he legally adopted her son or daughter while
she was married to him and while such son or daughter was under
the age of eighteen, (D) she was married to him at the time both
of them legally adopted a child under the age of eighteen, (E) except
as provided in paragraph (2), she was married to him for a period
of not less than nine months immediately prior to the day on which
he died, or (F) in the month prior to the month of her marriage
to him (i) she was entitled to, or on application therefor and attainment
of age 62 in such prior month would have been entitled to, benefits
under subsection (b), (e), or (h) of section 202, (ii) she had attained
age eighteen and was entitled to, or on application therefor would
have been entitled to, benefits under subsection (d) of such section
(subject, however, to section 202(s)), or (iii) she was entitled
to, or upon application therefor and attainment of the required
age (if any) would have been entitled to, a widow's, child's (after
attainment of age 18), or parent's insurance annuity under section
2 of the Railroad Retirement Act of 1974, as amended[209].
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(2) The requirements of paragraph (1)(E) in connection with
the surviving wife of an individual shall be treated as satisfied
if—
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(A) the individual had been married prior to the individual's
marriage to the surviving wife,
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(B) the prior wife was institutionalized during the individual's
marriage to the prior wife due to mental incompetence or similar
incapacity,
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(C) during the period of the prior wife's institutionalization,
the individual would have divorced the prior wife and married the
surviving wife, but the individual did not do so because such divorce
would have been unlawful, by reason of the prior wife's institutionalization,
under the laws of the State in which the individual was domiciled
at the time (as determined based on evidence satisfactory to the
Commissioner of Social Security),
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(D) the prior wife continued to remain institutionalized up
to the time of her death, and
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(E) the individual married the surviving wife within 60 days
after the prior wife's death.
Divorced Spouses; Divorce
(d)(1)
The term “divorced wife” means
a woman divorced from an individual, but only if she had been married
to such individual for a period of 10 years immediately before the
date the divorce became effective.
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(2) The term “surviving divorced wife” means
a woman divorced from an individual who has died, but only if she
had been married to the individual for a period of 10 years immediately
before the date the divorce became effective.
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(3) The term “surviving divorced mother” means
a woman divorced from an individual who has died, but only if (A)
she is the mother of his son or daughter, (B) she legally adopted
his son or daughter while she was married to him and while such
son or daughter was under the age of 18, (C) he legally adopted
her son or daughter while she was married to (him and while such
son or daughter was under the age of 18, or (D) she was married to
him at the time both of them legally adopted a child under the age
of 18.
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(4) The term “divorced husband” means a man
divorced from an individual, but only if he had been married to
such individual for a period of 10 years immediately before the
date the divorce became effective.
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(5) The term “surviving divorced husband” means
a man divorced from an individual who has died, but only if he had
been married to the individual for a period of 10 years immediately
before the divorce became effective.
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(6) The term “surviving divorced father” means
a man divorced from an individual who has died, but only if (A)
he is the father of her son or daughter, (B) he legally adopted
her son or daughter while he was married to her and while such son
or daughter was under the age of 18, (C) she legally adopted his
son or daughter while he was married to her and while such son or
daughter was under the age of 18, or (D) he was married to her at
the time both of them legally adopted a child under the age of 18.
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(7) The term “surviving divorced parent” means
a surviving divorced mother as defined in paragraph (3) of this
subsection or a surviving divorced father as defined in paragraph
(6).
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(8) The terms “divorce” and “divorced” refer
to a divorce a vinculo matrimonii.
Child
(e)
The term “child” means (1)
the child or legally adopted child of an individual, (2) a stepchild
who has been such stepchild for not less than one year immediately
preceding the day on which application for child's insurance benefits
is filed or (if the insured individual is deceased) not less than
nine months immediately preceding the day on which such individual
died, and (3) a person who is the grandchild or stepgrandchild of
an individual or his spouse, but only if (A) there was no natural
or adoptive parent (other than such a parent who was under a disability,
as defined in section 223(d)) of such person living at the time
(i) such individual became entitled to old-age insurance benefits
or disability insurance benefits or died, or (ii) if such individual
had a period of disability which continued until such individual
(became entitled to old-age insurance benefits or disability insurance
benefits, or died, at the time such period of disability began,
or (B) such person was legally adopted after the death of such individual
by such individual's surviving spouse in an adoption that was decreed
by a court of competent jurisdiction within the United States and
such person's natural or adopting parent or stepparent was not living
in such individual's household and making regular contributions
toward such person's support at the time such individual died. For
purposes of clause (1), a person shall be deemed, as of the date
of death of an individual, to be the legally adopted child of such
individual if such person was either living with or receiving at
least one-half of his support from such individual at the time of
such individual's death and was legally adopted by such individual's
surviving spouse after such individual's death but only if (A) proceedings
for the adoption of the child had been instituted by such individual
before his death, or (B) such child was adopted by such individual's
surviving spouse before the end of two years after (i) the day on
which such individual died or (ii) the date of enactment of the
Social Security Amendments of 1958[210]. For purposes of clause
(2), a person who is not the stepchild of an individual shall be
deemed the stepchild of such individual if such individual was not
the mother or adopting mother or the father or adopting father of
such person and such individual and the mother or adopting mother,
or the father or adopting father, as the case may be, of such person
went through a marriage ceremony resulting in a purported marriage between
them which, but for a legal impediment described in the last sentence of
subsection (h)(1)(B), would have been a valid marriage. For purposes
of clause (2), a child shall be deemed to have been the stepchild
of an individual for a period of one year throughout the month in
which occurs the expiration of such one year. For purposes of clause
(3), a person shall be deemed to have no natural or adoptive parent
living (other than a parent who was under a disability) throughout
the most recent month in which a natural or adoptive parent (not under
a disability) dies.
Husband
(f)
The term “husband” means
the husband of an individual, but only if (1) he is the father of
her son or daughter, (2) he was married to her for a period of not
less than one year immediately preceding the day on which his application is
filed, or (3) in the month prior to the month of his marriage to
her (A) he was entitled to, or on application (therefor and attainment
of age 62 in such prior month would have been entitled to, benefits
under subsection (c), (f) or (h) of section 202, (B) he had attained
age eighteen and was entitled to, or on application therefor would
have been entitled to, benefits under subsection (d) of such section
(subject, however, to section 202(s)), or (C) he was entitled to,
or upon application therefor and attainment of the required age
(if any) he would have been entitled to, a widower's, child's (after
attainment of age 18), or parent's insurance annuity under section
2 of the Railroad Retirement Act of 1974[211], as amended. For
purposes of clause (2), a husband shall be deemed to have been married
to an individual for a period of one year throughout the month in
which occurs the first anniversary of his marriage to her. For purposes
of subparagraph (C) of section 202(c)(1), a divorced husband shall
be deemed not to be married throughout the month which he becomes
divorced.
Widower
(g)(1)
The term “widower” (except
when used in the first sentence of section 202(i)) means the surviving
husband of an individual, but only if (A) he is the father of her
son or daughter, (B) he legally adopted her son or daughter while
he was married to her and while such son or daughter was under the
age of eighteen, (C) she legally adopted his son or daughter while
he was married to her and while such son or daughter was under the
age of eighteen, (D) he was married to her at the time both of them
legally adopted a child under the age of eighteen, (E) except as
provided in paragraph (2), he was married to her for a period of
not less than nine months immediately prior to the day on which
she died, or (F) in the month before the month of his marriage to
her (i) he was entitled to, or on application therefor and attainment
of age 62 in such prior month would have been entitled to, benefits
under subsection (c), (f) or (h) of section 202, (ii) he had attained
age eighteen and was entitled to, or on application therefor would
have been entitled to, benefits under subsection (d) of such section
(subject, however, to section 202(s)), or (iii) he was entitled
to, or on application therefor and attainment of the required age
(if any) he would have been entitled to, a widower's, child's (after
attainment of age 18), or parent's insurance annuity under section
2 of the Railroad Retirement Act of 1974[212], as amended.
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(2)[213] The requirements of paragraph (1)(E) in connection
with the surviving husband of an individual shall be treated as
satisfied if—
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(A) the individual had been married prior to the individual's
marriage to the surviving husband,
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(B) the prior husband was institutionalized during the individual's marriage
to the prior husband due to mental incompetence or similar incapacity,
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(C) during the period of the prior husband's institutionalization,
the individual would have divorced the prior husband and married
the surviving husband, but the individual did not do so because
such divorce would have been unlawful, by reason of the prior husband's
institutionalization, under the laws of the State in which the individual
was domiciled at the time (as determined based on evidence satisfactory
to the Commissioner of Social Security),
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(D) the prior husband continued to remain institutionalized
up to the time of his death, and
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(E) the individual married the surviving husband within 60 days after
the prior husband's death.
Determination of Family Status
(h)(1)(A)(i)
An applicant is the wife, husband,
widow, or widower of a fully or currently insured individual for
purposes of this title if the courts of the State in which such
insured individual is domiciled at the time such applicant files
an application, or, if such insured individual is dead, the courts
of the State in which he was domiciled at the time of death, or,
if such insured individual is or was not so domiciled in any State,
the courts of the District of Columbia, would find that such applicant
and such insured individual were validly married at the time such
applicant files such application or, if such insured individual
is dead, at the time he died.
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(ii) If such courts would not find that such applicant and such insured
individual were validly married at such time, such applicant shall,
nevertheless be deemed to be the wife, husband, widow, or widower,
as the case may be, of such insured individual if such applicant
would, under the laws applied by such courts in determining the
devolution of intestate personal property, have the same status
with respect to the taking of such property as a wife, husband,
widow, or widower of such insured individual.
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(B)(i) In any case where under subparagraph (A) an applicant
is not (and is not deemed to be) the wife, widow, husband, or widower
of a fully or currently insured individual, or where under subsection
(b), (c), (d), (f), or (g) such applicant is not the wife, divorced
wife, widow, surviving divorced wife, husband, divorced husband,
widower, or surviving divorced husband of such individual, but it
is established to the satisfaction of the Commissioner of Social
Security that such applicant in good faith went through a marriage
ceremony with such individual resulting in a purported marriage
between them which, but for a legal impediment not known to the
applicant at the time of such ceremony, would have been a valid
marriage, then, for purposes of subparagraph (A) and subsections
(b), (c), (d), (f), and (g), such purported marriage shall be deemed
to be a valid marriage. Notwithstanding the preceding sentence,
in the case of any person who would be deemed under the preceding
sentence a wife, widow, husband, or widower of the insured individual,
such marriage shall not be deemed to be a valid marriage unless
the applicant and the insured individual were living in the same household
at the time of the death of (the insured individual or (if the insured
individual is living) at the time the applicant files the application.
A marriage that is deemed to be a valid marriage by reason of the preceding
sentence shall continue to be deemed a valid marriage if the insured
individual and the person entitled to benefits as the wife or husband
of the insured individual are no longer living in the same household
at the time of the death of such insured individual.
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(ii) The provisions of clause (i) shall not apply if the Commissioner
of Social Security determines, on the basis of information brought
to the Commissioner's attention, that such applicant entered into
such purported marriage with such insured individual with knowledge
that it would not be a valid marriage.
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(iii) The entitlement to a monthly benefit under subsection
(b) or (c) of section 202, based on the wages and self-employment
income of such insured individual, of a person who would not be
deemed to be a wife or husband of such insured individual but for
this subparagraph, shall end with the month before the month in
which such person enters into a marriage, valid without regard to
this subparagraph, with a person other than such insured individual.
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(iv) For purposes of this subparagraph, a legal impediment to
the validity of a purported marriage includes only an impediment
(I) resulting from the lack of dissolution of a previous marriage
or otherwise arising out of such previous marriage or its dissolution,
or (II) resulting from a defect in the procedure followed in connection with
such purported marriage.
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(2)(A) In determining whether an applicant is the child or parent
of a fully or currently insured individual for purposes of this
title, the Commissioner of Social Security shall apply such law
as would be applied in determining the devolution of intestate personal
property by the courts of the State in which such insured individual
is domiciled at the time such applicant files application, or, if
such insured individual is dead, by the courts of the State in which
he was domiciled at the time of his death, or, if such insured individual
is or was not so domiciled in any State, by the courts of the District
of Columbia. Applicants who according to such law would have the
same status relative to taking intestate personal property as a
child or parent shall be deemed such.
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(B) If an applicant is a son or daughter of a fully or currently
insured individual but is not (and is not deemed to (be) the child
of such insured individual under subparagraph (A), such applicant
shall nevertheless be deemed to be the child of such insured individual
if such insured individual and the mother or father, as the case
may be, of such applicant went through a marriage ceremony resulting
in a purported marriage between them which, but for a legal impediment
described in the last sentence of paragraph (1)(B), would have been
a valid marriage.
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(3) An applicant who is the son or daughter of a fully or currently
insured individual, but who is not (and is not deemed to be) the
child of such insured individual under paragraph (2), shall nevertheless
be deemed to be the child of such insured individual if:
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(A) in the case of an insured individual entitled to old-age
insurance benefits (who was not, in the month preceding such entitlement,
entitled to disability insurance benefits)—
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(i) such insured individual—
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(I) has acknowledged in writing that the applicant is his or her
son or daughter,
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(II) has been decreed by a court to be the mother or father
of the applicant, or
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(III) has been ordered by a court to contribute to the support of
the applicant because the applicant is his or her son or daughter,
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and such acknowledgment, court decree, or court order was made
not less than one year before such insured individual became entitled
to old-age insurance benefits or attained retirement age (as defined
in subsection (l)), whichever is earlier; or
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(ii) such insured individual is shown by evidence satisfactory
to the Commissioner of Social Security to be the mother or father
of the applicant and was living with or contributing to the support
of the applicant at the time such applicant's application for benefits was
filed;
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(B) in the case of an insured individual entitled to disability
insurance benefits, or who was entitled to such benefits in the
month preceding the first month for which he or she was entitled
to old-age insurance benefits—
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(i) such insured individual—
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(I) has acknowledged in writing that the applicant is his or her
son or daughter,
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(II) has been decreed by a court to be the mother or father
of the applicant, or
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(III) has been ordered by a court to contribute to the support of
the applicant because the applicant is his or her son or daughter,
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and such acknowledgment, court decree, or court order was made before
such insured individual's most recent period of disability began; or
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(ii) such insured individual is shown by evidence satisfactory
to the Commissioner of Social Security to be the mother or father
of the applicant and was living with or contributing to the support
of that applicant at the time such applicant's application for benefits was
filed;
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(C) in the case of a deceased individual—
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(i) such insured individual—
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(I) had acknowledged in writing that the applicant is his or her
son or daughter,
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(II) had been decreed by a court to be the mother or father
of the applicant, or
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(III) had been ordered by a court to contribute to the support of
the applicant because the applicant was his or her son or daughter,
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and such acknowledgment, court decree, or court order was made before
the death of such insured individual, or
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(ii) such insured individual is shown by evidence satisfactory
to the Commissioner of Social Security to have been the mother or father
of the applicant, and such insured individual was living with or
contributing to the support of the applicant at the time such insured
individual died.
For purposes of subparagraphs (A)(i) and (B)(i), an acknowledgement,
court decree, or court order shall be deemed to have occurred on
the first day of the month in which it actually occurred.
Disability; Period of Disability
(i)(1)
Except for purposes of sections 202(d),
202(e), 202(f), 223, and 225, the term “disability” means
(A) inability to engage in any substantial gainful activity by reason
of any medically determinable physical or mental impairment which
can be expected to result in death or has lasted or can be expected
to last for a continuous period of not less than 12 months, or (B)
blindness; and the term “blindness” means central
visual acuity of 20/200 or less in the better eye with
the use of a correcting lens. An eye which is accompanied by a limitation
in the fields of vision such that the widest diameter of the visual field
subtends an angle no greater than 20 degrees shall be considered
for purposes of this paragraph as having a central visual acuity
of 20/200 or less. The provisions of paragraphs (2)(A),(2)(B),(3),
(4), (5), and (6) of section 223(d) shall be applied for purposes
of determining whether an individual is under a disability within
the meaning of the first sentence of this paragraph in the same manner
as they are applied for purposes of paragraph (1) of such section. Nothing
in this title shall be construed as authorizing the Commissioner
or any other officer or employee of the United States to interfere
in any way with the practice of medicine or with relationships between
practitioners of medicine and their patients, or to exercise any
supervision or control over the administration or operation of any
hospital.
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(2)(A) The term “period of disability” means
a continuous period (beginning and ending as hereinafter provided
in this subsection) during which an individual was under a disability
(as defined in paragraph (1)), but only if such period is of not
less than five full calendar months' duration or such individual
was entitled to benefits under section 223 for one or more months
in such period.
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(B) No period of disability shall begin as to any individual
unless such individual files an application for a disability determination
with respect to such period; and no such period shall begin as to
any individual after such individual attains retirement age (as
defined in subsection (l)). In the case of a deceased individual,
the requirement of an application under the preceding sentence may
be satisfied by an application for a disability determination filed
with respect to such individual within 3 months after the month
in which he died.
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(C) A period of disability shall begin—
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(i) on the day the disability began, but only if the individual
satisfies the requirements of paragraph (3) on such day; or
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(ii) if such individual does not satisfy the requirements of
paragraph (3) on such day, then on the first day of the first quarter
thereafter in which he satisfies such requirements.
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(D) A period of disability shall end with the close of whichever
of the following months is the earlier: (i) the month preceding
the month in which the individual attains retirement age (as defined
in subsection (l)), or (ii) the month preceding (I) the termination
month (as defined in section 223(a)(1)), or, if earlier (II) the
first month for which no benefit is payable by reason of section 223(e), where no benefit is payable for any of the succeeding months
during the 36-month period referred to in such section.
The provisions set forth in section 223(f) with respect to determinations
of whether entitlement to benefits under this title or title XVIII
based on the disability of any individual is terminated (on the basis
of a finding that the physical or mental impairment on the basis
of which such benefits are provided has ceased, does not exist,
or is not disabling) shall apply in the same manner and to the same
extent with respect to determinations of whether a period of disability
has ended (on the basis of a finding that the physical or mental
impairment on the basis of which the finding of disability was made
has ceased, does not exist, or is not disabling).
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(E) Except as is otherwise provided in subparagraph (F), no
application for a disability determination which is filed more than
12 months after the month prescribed by subparagraph (D) as the
month in which the period of disability ends (determined without
regard to subparagraph (B) and this subparagraph) shall be accepted
as an application for purposes of this paragraph.
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(F) An application for a disability determination which is filed
more than 12 months after the month prescribed by subparagraph (D)
as the month in which the period of disability ends (determined
without regard to subparagraphs (B) and (E)) shall be accepted as
an application for purposes of this paragraph if—
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(i) in the case of an application filed by or on behalf of an
individual with respect to a disability which ends after the month
in which the Social Security Amendments of 1967 is enacted[214],
such application is filed not more than 36 months after the month
in which such disability ended, such individual is alive at the
time the application is filed, and the Commissioner of Social Security
finds in accordance with (regulations prescribed by the Commissioner that
the failure of such individual to file an application for a disability
determination within the time specified in subparagraph (E) was attributable
to a physical or mental condition of such individual which rendered
him incapable of executing such an application, and
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(ii) in the case of an application filed by or on behalf of
an individual with respect to a period of disability which ends
in or before the month in which the Social Security Amendments of
1967 is enacted—
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(I) such application is filed not more than 12 months after the
month in which the Social Security Amendments of 1967 is enacted,
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(II) a previous application for a disability determination has been
filed by or on behalf of such individual (1) in or before the month
in which the Social Security Amendments of 1967 is enacted[215],
and (2) not more than 36 months after the month in which his disability
ended, and
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(III) the Commissioner of Social Security finds in accordance
with regulations prescribed by the Commissioner, that the failure
of such individual to file an application within the then specified
time period was attributable to a physical or mental condition of
such individual which rendered him incapable of executing such an
application.
In making a determination under this subsection, with respect
to the disability or period of disability of any individual whose
application for a determination thereof is accepted solely by reason
of the provisions of this subparagraph (F), the provisions of this
subsection (other than the provisions of this subparagraph) shall
be applied as such provisions are in effect at the time such determination
is made.
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(G) An application for a disability determination filed before
the first day on which the applicant satisfies the requirements
for a period of disability under this subsection shall be deemed
a valid application (and shall be deemed to have been filed on such
first day) only if the applicant satisfies the requirements for
a period of disability before the Commissioner of Social Security
makes a final decision on the application and no request under section 205(b) for notice and opportunity (for a hearing thereon is made
or, if such a request is made, before a decision based upon the
evidence adduced at the hearing is made (regardless of whether such
decision becomes the final decision of the Commissioner of Social
Security).
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(3) The requirements referred to in clauses (i) and (ii) of
paragraph (2)(C) are satisfied by an individual with respect to
any quarter only if—
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(A) he would have been a fully insured individual (as defined
in section 214) had he attained age 62 and filed application for
benefits under section 202(a) on the first day of such quarter;
and
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(B)(i) he had not less than 20 quarters of coverage during the
40-quarter period which ends with such quarter, or
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(ii) if such quarter ends before he attains (or would attain)
age 31, not less than one-half (and not less than 6) of the quarters
during the period ending with such quarter and beginning after he
attained the age of 21 were quarters of coverage, or (if the number
of quarters in such period is less than 12) not less than 6 of the
quarters in the 12-quarter period ending with such quarter were
quarters of coverage, or
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(iii) in the case of an individual (not otherwise insured under clause
(i)) who, by reason of clause (ii), had a prior period of disability
that began during a period before the quarter in which he or she
attained age 31, not less than one-half of the quarters beginning after
such individual attained age 21 and ending with such quarter are
quarters of coverage, or (if the number of quarters in such period
is less than 12) not less than 6 of the quarters in the 12-quarter
period ending with such quarter are quarters of coverage;
except that the provisions of subparagraph (B) of this paragraph
shall not apply in the case of an individual who is blind (within
the meaning of “blindness” as defined in paragraph
(1)). For purposes of subparagraph (B) of this paragraph, when the
number of quarters in any period is an odd number, such number shall be
reduced by one, and a quarter shall not be counted as part of any
period if any part of such quarter was included in a prior period
of disability unless such quarter was a quarter of coverage.
Periods of Limitation Ending on Nonwork Days
(j)
Where this title, any provision of another
law of the United (States (other than the Internal Revenue Code
of 1986) relating to or changing the effect of this title, or any
regulation issued by the Commissioner of Social Security pursuant
thereto provides for a period within which an act is required to
be done which affects eligibility for or the amount of any benefit
or payment under this title or is necessary to establish or protect
any rights under this title, and such period ends on a Saturday,
Sunday, or legal holiday, or on any other day all or part of which
is declared to be a nonwork day for Federal employees by statute
or Executive order, then such act shall be considered as done within
such period if it is done on the first day thereafter which is not
a Saturday, Sunday, or legal holiday or any other day all or part
of which is declared to be a nonwork day for Federal employees by
statute or Executive order. For purposes of this subsection, the
day on which a period ends shall include the day on which an extension
of such period, as authorized by law or by the Commissioner of Social
Security pursuant to law, ends. The provisions of this subsection
shall not extend the period during which benefits under this title
may (pursuant to section 202(j)(1) or 223(b)) be paid for months
prior to the day application for such benefits is filed, or during
which an application for benefits under this title may (pursuant
to section 202(j)(2) or 223(b)) be accepted as such.
Waiver of Nine-Month Requirement for Widow, Stepchild, or
Widower in Case of Accidental Death or in Case of Serviceman Dying
in Line of Duty, or in Case of Remarriage to the Same Individual
(k)
The requirement in clause (E) of subsection
(c)(1) or clause (E) of subsection (g)(1) that the surviving spouse
of an individual have been married to such individual for a period
of not less than nine months immediately prior to the day on which
such individual died in order to qualify as such individual's widow
or widower, and the requirement in subsection (e) that the stepchild
of a deceased individual have been such stepchild for not less than
nine months immediately preceding the day on which such individual
died in order to qualify as such individual's child, shall be deemed
to be satisfied, where such individual dies within the applicable
nine-month period, if—
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(1) his death—
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(A) is accidental, or
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(B) occurs in line of duty while he is a member of a uniformed
(service serving on active duty (as defined in section 210(l)(2)),
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unless the Commissioner of Social Security determines that
at the time of the marriage involved the individual could not have
reasonably been expected to live for nine months, or
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(2)(A) the widow or widower of such individual had been previously married
to such individual and subsequently divorced and such requirement would
have been satisfied at the time of such divorce if such previous
marriage had been terminated by the death of such individual at
such time instead of by divorce; or
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(B) the stepchild of such individual had been the stepchild
of such individual during a previous marriage of such stepchild's
parent to such individual which ended in divorce and such requirement
would have been satisfied at the time of such divorce if such previous
marriage had been terminated by the death of such individual at
such time instead of by divorce;
except that paragraph (2) of this subsection shall not apply
if the Commissioner of Social Security determines that at the time
of the marriage involved the individual could not have reasonably
been expected to live for nine months. For purposes of paragraph
(1)(A) of this subsection, the death of an individual is accidental
if he receives bodily injuries solely through violent, external,
and accidental means and, as a direct result of the bodily injuries
and independently of all other causes, loses his life not later
than three months after the day on which he receives such bodily
injuries.
Retirement Age
(l)(1)
The term “retirement age” means—
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(A) with respect to an individual who attains early retirement
age (as defined in paragraph (2)) before January 1, 2000, 65 years
of age;
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(B) with respect to an individual who attains early retirement
age after December 31, 1999, and before January 1, 2005, 65 years
of age plus the number of months in the age increase factor (as
determined under paragraph (3)) for the calendar year in which such
individual attains early retirement age;
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(C) with respect to an individual who attains early retirement
age after December 31, 2004, and before January 1, 2017, 66 (years
of age;
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(D) with respect to an individual who attains early retirement
age after December 31, 2016, and before January 1, 2022, 66 years
of age plus the number of months in the age increase factor (as
determined under paragraph (3)) for the calendar year in which such
individual attains early retirement age; and
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(E) with respect to an individual who attains early retirement
age after December 31, 2021, 67 years of age.
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(2) The term “early retirement age” means
age 62 in the case of an old-age, wife's, or husband's insurance
benefit, and age 60 in the case of a widow's or widower's insurance
benefit.
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(3) The age increase factor for any individual who attains early
retirement age in a calendar year within the period to which subparagraph
(B) or (D) of paragraph (1) applies shall be determined as follows:
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(A) With respect to an individual who attains early retirement
age in the 5-year period consisting of the calendar years 2000 through
2004, the age increase factor shall be equal to two-twelfths of
the number of months in the period beginning with January 2000 and
ending with December of the year in which the individual attains
early retirement age.
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(B) With respect to an individual who attains early retirement
age in the 5-year period consisting of the calendar years 2017 through
2021, the age increase factor shall be equal to two-twelfths of
the number of months in the period beginning with January 2017 and
ending with December of the year in which the individual attains
early retirement age.