Re-indexed widow(er) guarantee

This method applies in survivor cases where there is an aged or disabled widow(er) and the worker dies in 1979 or later and before attaining age 62. In addition, if the worker dies before 1985, the widow(er) must be eligible in 1985 or later. The calculation is identical to the normal wage-indexed method, except that the year of eligibility is taken as the earlier of:

For aged widow(er)s, the year of eligibility is the year of attainment of age 60; for disabled widow(er)s, it is the later of the year of attainment of age 50 or the year of the first month after the disability waiting period.

Earnings

The first page shows the indexation of earnings.

Calculation

The second page shows the derivation of the PIA and MFB from the indexed earnings. The format follows that of the second page of the wage-indexed formula output, except for the determination of the MFB. There is no separate MFB for the re-indexed widow(er) guarantee PIA, since the PIA applies only to the widow(er). If there are any other beneficiaries on the earnings record, the regular MFB (determined under one of the other methods) applies.

For more information on the re-indexed widow(er) guarantee, see the OASDI Digest.