
From the U.S. Code Online via GPO Access
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[Laws in effect as of January 23, 2000]
[Document not affected by Public Laws enacted between
  January 23, 2000 and December 4, 2001]
[CITE: 42USC415]

 
                 TITLE 42--THE PUBLIC HEALTH AND WELFARE
 
                       CHAPTER 7--SOCIAL SECURITY
 
  SUBCHAPTER II--FEDERAL OLD-AGE, SURVIVORS, AND DISABILITY INSURANCE 
                                BENEFITS
 
Sec. 415. Computation of primary insurance amount

    For the purposes of this subchapter--

(a) Primary insurance amount

    (1)(A) The primary insurance amount of an individual shall (except 
as otherwise provided in this section) be equal to the sum of--
        (i) 90 percent of the individual's average indexed monthly 
    earnings (determined under subsection (b) of this section) to the 
    extent that such earnings do not exceed the amount established for 
    purposes of this clause by subparagraph (B),
        (ii) 32 percent of the individual's average indexed monthly 
    earnings to the extent that such earnings exceed the amount 
    established for purposes of clause (i) but do not exceed the amount 
    established for purposes of this clause by subparagraph (B), and
        (iii) 15 percent of the individual's average indexed monthly 
    earnings to the extent that such earnings exceed the amount 
    established for purposes of clause (ii),

rounded, if not a multiple of $0.10, to the next lower multiple of 
$0.10, and thereafter increased as provided in subsection (i) of this 
section.
    (B)(i) For individuals who initially become eligible for old-age or 
disability insurance benefits, or who die (before becoming eligible for 
such benefits), in the calendar year 1979, the amount established for 
purposes of clause (i) and (ii) of subparagraph (A) shall be $180 and 
$1,085, respectively.
    (ii) For individuals who initially become eligible for old-age or 
disability insurance benefits, or who die (before becoming eligible for 
such benefits), in any calendar year after 1979, each of the amounts so 
established shall equal the product of the corresponding amount 
established with respect to the calendar year 1979 under clause (i) of 
this subparagraph and the quotient obtained by dividing--
        (I) the national average wage index (as defined in section 
    409(k)(1) of this title) for the second calendar year preceding the 
    calendar year for which the determination is made, by
        (II) the national average wage index (as so defined) for 1977.

    (iii) Each amount established under clause (ii) for any calendar 
year shall be rounded to the nearest $1, except that any amount so 
established which is a multiple of $0.50 but not of $1 shall be rounded 
to the next higher $1.
    (C)(i) No primary insurance amount computed under subparagraph (A) 
may be less than an amount equal to $11.50 multiplied by the 
individual's years of coverage in excess of 10, or the increased amount 
determined for purposes of this clause under subsection (i) of this 
section.
    (ii) For purposes of clause (i), the term ``years of coverage'' with 
respect to any individual means the number (not exceeding 30) equal to 
the sum of (I) the number (not exceeding 14 and disregarding any 
fraction) determined by dividing (a) the total of the wages credited to 
such individual (including wages deemed to be paid prior to 1951 to such 
individual under section 417 of this title, compensation under the 
Railroad Retirement Act of 1937 [45 U.S.C. 228a et seq.] prior to 1951 
which is creditable to such individual pursuant to this subchapter, and 
wages deemed to be paid prior to 1951 to such individual under section 
431 of this title) for years after 1936 and before 1951 by (b) $900, 
plus (II) the number equal to the number of years after 1950 each of 
which is a computation base year (within the meaning of subsection 
(b)(2)(B)(ii) of this section) and in each of which he is credited with 
wages (including wages deemed to be paid to such individual under 
section 417 of this title, compensation under the Railroad Retirement 
Act of 1937 or 1974 [45 U.S.C. 228a et seq., 231 et seq.] which is 
creditable to such individual pursuant to this subchapter, and wages 
deemed to be paid to such individual under section 429 of this title) 
and self-employment income of not less than 25 percent (in the case of a 
year after 1950 and before 1978) of the maximum amount which (pursuant 
to subsection (e) of this section) may be counted for such year, or 25 
percent (in the case of a year after 1977 and before 1991) or 15 percent 
(in the case of a year after 1990) of the maximum amount which (pursuant 
to subsection (e) of this section) could be counted for such year if 
section 430 of this title as in effect immediately prior to December 20, 
1977, had remained in effect without change (except that, for purposes 
of subsection (b) of such section 430 of this title as so in effect, the 
reference to the contribution and benefit base in paragraph (1) of such 
subsection (b) shall be deemed a reference to an amount equal to 
$45,000, each reference in paragraph (2) of such subsection (b) to the 
average of the wages of all employees as reported to the Secretary of 
the Treasury shall be deemed a reference to the national average wage 
index (as defined in section 409(k)(1) of this title), the reference to 
a preceding calendar year in paragraph (2)(A) of such subsection (b) 
shall be deemed a reference to the calendar year before the calendar 
year in which the determination under subsection (a) of such section 430 
of this title is made, and the reference to a calendar year in paragraph 
(2)(B) of such subsection (b) shall be deemed a reference to 1992).
    (D) In each calendar year the Commissioner of Social Security shall 
publish in the Federal Register, on or before November 1, the formula 
for computing benefits under this paragraph and for adjusting wages and 
self-employment income under subsection (b)(3) of this section in the 
case of an individual who becomes eligible for an old-age insurance 
benefit, or (if earlier) becomes eligible for a disability insurance 
benefit or dies, in the following year, and the national average wage 
index (as defined in section 409(k)(1) of this title) on which that 
formula is based.
    (2)(A) A year shall not be counted as the year of an individual's 
death or eligibility for purposes of this subsection or subsection (i) 
of this section in any case where such individual was entitled to a 
disability insurance benefit for any of the 12 months immediately 
preceding the month of such death or eligibility (but there shall be 
counted instead the year of the individual's eligibility for the 
disability insurance benefit or benefits to which he was entitled during 
such 12 months).
    (B) In the case of an individual who was entitled to a disability 
insurance benefit for any of the 12 months before the month in which he 
became entitled to an old-age insurance benefit, became reentitled to a 
disability insurance benefit, or died, the primary insurance amount for 
determining any benefit attributable to that entitlement, reentitlement, 
or death is the greater of--
        (i) the primary insurance amount upon which such disability 
    insurance benefit was based, increased by the amount of each general 
    benefit increase (as defined in subsection (i)(3) of this section), 
    and each increase provided under subsection (i)(2) of this section, 
    that would have applied to such primary insurance amount had the 
    individual remained entitled to such disability insurance benefit 
    until the month in which he became so entitled or reentitled or 
    died, or
        (ii) the amount computed under paragraph (1)(C).

    (C) In the case of an individual who was entitled to a disability 
insurance benefit for any month, and with respect to whom a primary 
insurance amount is required to be computed at any time after the close 
of the period of the individual's disability (whether because of such 
individual's subsequent entitlement to old-age insurance benefits or to 
a disability insurance benefit based upon a subsequent period of 
disability, or because of such individual's death), the primary 
insurance amount so computed may in no case be less than the primary 
insurance amount with respect to which such former disability insurance 
benefit was most recently determined.
    (3)(A) Paragraph (1) applies only to an individual who was not 
eligible for an old-age insurance benefit prior to January 1979 and who 
in that or any succeeding month--
        (i) becomes eligible for such a benefit,
        (ii) becomes eligible for a disability insurance benefit, or
        (iii) dies,

and (except for subparagraph (C)(i) thereof) it applies to every such 
individual except to the extent otherwise provided by paragraph (4).
    (B) For purposes of this subchapter, an individual is deemed to be 
eligible--
        (i) for old-age insurance benefits, for months beginning with 
    the month in which he attains age 62, or
        (ii) for disability insurance benefits, for months beginning 
    with the month in which his period of disability began as provided 
    under section 416(i)(2)(C) of this title,

except as provided in paragraph (2)(A) in cases where fewer than 12 
months have elapsed since the termination of a prior period of 
disability.
    (4) Paragraph (1) (except for subparagraph (C)(i) thereof) does not 
apply to the computation or recomputation of a primary insurance amount 
for--
        (A) an individual who was eligible for a disability insurance 
    benefit for a month prior to January 1979 unless, prior to the month 
    in which occurs the event described in clause (i), (ii), or (iii) of 
    paragraph (3)(A), there occurs a period of at least 12 consecutive 
    months for which he was not entitled to a disability insurance 
    benefit, or
        (B) an individual who had wages or self-employment income 
    credited for one or more years prior to 1979, and who was not 
    eligible for an old-age or disability insurance benefit, and did not 
    die, prior to January 1979, if in the year for which the computation 
    or recomputation would be made the individual's primary insurance 
    amount would be greater if computed or recomputed--
            (i) under this subsection as in effect in December 1978, for 
        purposes of old-age insurance benefits in the case of an 
        individual who becomes eligible for such benefits prior to 1984, 
        or
            (ii) as provided by subsection (d) of this section, in the 
        case of an individual to whom such section applies.

In determining whether an individual's primary insurance amount would be 
greater if computed or recomputed as provided in subparagraph (B), (I) 
the table of benefits in effect in December 1978, as modified by 
paragraph (6), shall be applied without regard to any increases in that 
table which may become effective (in accordance with subsection (i)(4) 
of this section) for years after 1978 (subject to clause (iii) of 
subsection (i)(2)(A) of this section) and (II) such individual's average 
monthly wage shall be computed as provided by subsection (b)(4) of this 
section.
    (5)(A) Subject to subparagraphs (B), (C), (D) and (E), for purposes 
of computing the primary insurance amount (after December 1978) of an 
individual to whom paragraph (1) does not apply (other than an 
individual described in paragraph (4)(B)), this section as in effect in 
December 1978 shall remain in effect, except that, effective for January 
1979, the dollar amount specified in paragraph (3) of this subsection 
shall be increased to $11.50.
    (B)(i) Subject to clauses (ii), (iii), and (iv), and notwithstanding 
any other provision of law, the primary insurance amount of any 
individual described in subparagraph (C) shall be, in lieu of the 
primary insurance amount as computed pursuant to any of the provisions 
referred to in subparagraph (D), the primary insurance amount computed 
under subsection (a) of this section as in effect in December 1978, 
without regard to subsections (b)(4) and (c) of this section as so in 
effect.
    (ii) The computation of a primary insurance amount under this 
subparagraph shall be subject to section 104(j)(2) of the Social 
Security Amendments of 1972 (relating to the number of elapsed years 
under subsection (b) of this section).
    (iii) In computing a primary insurance amount under this 
subparagraph, the dollar amount specified in paragraph (3) of subsection 
(a) of this section (as in effect in December 1978) shall be increased 
to $11.50.
    (iv) In the case of an individual to whom subsection (d) of this 
section applies, the primary insurance amount of such individual shall 
be the greater of--
        (I) the primary insurance amount computed under the preceding 
    clauses of this subparagraph, or
        (II) the primary insurance amount computed under subsection (d) 
    of this section.

    (C) An individual is described in this subparagraph if--
        (i) paragraph (1) does not apply to such individual by reason of 
    such individual's eligibility for an old-age or disability insurance 
    benefit, or the individual's death, prior to 1979, and
        (ii) such individual's primary insurance amount computed under 
    this section as in effect immediately before November 5, 1990, would 
    have been computed under the provisions described in subparagraph 
    (D).

    (D) The provisions described in this subparagraph are--
        (i) the provisions of this subsection as in effect prior to July 
    30, 1965, if such provisions would preclude the use of wages prior 
    to 1951 in the computation of the primary insurance amount,
        (ii) the provisions of section 409 of this title as in effect 
    prior to August 28, 1950, and
        (iii) the provisions of subsection (d) of this section as in 
    effect prior to December 20, 1977.

    (E) For purposes of this paragraph, the table for determining 
primary insurance amounts and maximum family benefits contained in this 
section in December 1978 shall be revised as provided by subsection (i) 
of this section for each year after 1978.
    (6)(A) In applying the table of benefits in effect in December 1978 
under this section for purposes of the last sentence of paragraph (4), 
such table, revised as provided by subsection (i) of this section, as 
applicable, shall be extended for average monthly wages of less than 
$76.00 and primary insurance benefits (as determined under subsection 
(d) of this section) of less than $16.20.
    (B) The Commissioner of Social Security shall determine and 
promulgate in regulations the methodology for extending the table under 
subparagraph (A).
    (7)(A) In the case of an individual whose primary insurance amount 
would be computed under paragraph (1) of this subsection, who--
        (i) attains age 62 after 1985 (except where he or she became 
    entitled to a disability insurance benefit before 1986 and remained 
    so entitled in any of the 12 months immediately preceding his or her 
    attainment of age 62), or
        (ii) would attain age 62 after 1985 and becomes eligible for a 
    disability insurance benefit after 1985,

and who first becomes eligible after 1985 for a monthly periodic payment 
(including a payment determined under subparagraph (C), but excluding 
(I) a payment under the Railroad Retirement Act of 1974 or 1937 [45 
U.S.C. 231 et seq., 228a et seq.], (II) a payment by a social security 
system of a foreign country based on an agreement concluded between the 
United States and such foreign country pursuant to section 433 of this 
title, and (III) a payment based wholly on service as a member of a 
uniformed service (as defined in section 410(m) of this title)) which is 
based in whole or in part upon his or her earnings for service which did 
not constitute ``employment'' as defined in section 410 of this title 
for purposes of this subchapter (hereafter in this paragraph and in 
subsection (d)(3) of this section referred to as ``noncovered 
service''), the primary insurance amount of that individual during his 
or her concurrent entitlement to such monthly periodic payment and to 
old-age or disability insurance benefits shall be computed or recomputed 
under subparagraph (B).
    (B)(i) If paragraph (1) of this subsection would apply to such an 
individual (except for subparagraph (A) of this paragraph), there shall 
first be computed an amount equal to the individual's primary insurance 
amount under paragraph (1) of this subsection, except that for purposes 
of such computation the percentage of the individual's average indexed 
monthly earnings established by subparagraph (A)(i) of paragraph (1) 
shall be the percent specified in clause (ii). There shall then be 
computed (without regard to this paragraph) a second amount, which shall 
be equal to the individual's primary insurance amount under paragraph 
(1) of this subsection, except that such second amount shall be reduced 
by an amount equal to one-half of the portion of the monthly periodic 
payment which is attributable to noncovered service performed after 1956 
(with such attribution being based on the proportionate number of years 
of such noncovered service) and to which the individual is entitled (or 
is deemed to be entitled) for the initial month of his or her concurrent 
entitlement to such monthly periodic payment and old-age or disability 
insurance benefits. The individual's primary insurance amount shall be 
the larger of the two amounts computed under this subparagraph (before 
the application of subsection (i) of this section) and shall be deemed 
to be computed under paragraph (1) of this subsection for the purpose of 
applying other provisions of this subchapter.
    (ii) For purposes of clause (i), the percent specified in this 
clause is--
        (I) 80.0 percent with respect to individuals who become eligible 
    (as defined in paragraph (3)(B)) for old-age insurance benefits (or 
    became eligible as so defined for disability insurance benefits 
    before attaining age 62) in 1986;
        (II) 70.0 percent with respect to individuals who so become 
    eligible in 1987;
        (III) 60.0 percent with respect to individuals who so become 
    eligible in 1988;
        (IV) 50.0 percent with respect to individuals who so become 
    eligible in 1989; and
        (V) 40.0 percent with respect to individuals who so become 
    eligible in 1990 or thereafter.

    (C)(i) Any periodic payment which otherwise meets the requirements 
of subparagraph (A), but which is paid on other than a monthly basis, 
shall be allocated on a basis equivalent to a monthly payment (as 
determined by the Commissioner of Social Security), and such equivalent 
monthly payment shall constitute a monthly periodic payment for purposes 
of this paragraph.
    (ii) In the case of an individual who has elected to receive a 
periodic payment that has been reduced so as to provide a survivor's 
benefit to any other individual, the payment shall be deemed to be 
increased (for purposes of any computation under this paragraph or 
subsection (d)(3) of this section) by the amount of such reduction.
    (iii) For purposes of this paragraph, the term ``periodic payment'' 
includes a payment payable in a lump sum if it is a commutation of, or a 
substitute for, periodic payments.
    (D) This paragraph shall not apply in the case of an individual who 
has 30 years or more of coverage. In the case of an individual who has 
more than 20 years of coverage but less than 30 years of coverage (as so 
defined), the percent specified in the applicable subdivision of 
subparagraph (B)(ii) shall (if such percent is smaller than the 
applicable percent specified in the following table) be deemed to be the 
applicable percent specified in the following table:

If the number of such individual's
  years of coverage (as so                                The applicable
  defined) is:                                               percent is:
            29..................................             85 percent 
            28..................................             80 percent 
            27..................................             75 percent 
            26..................................             70 percent 
            25..................................             65 percent 
            24..................................             60 percent 
            23..................................             55 percent 
            22..................................             50 percent 
            21..................................             45 percent.

For purposes of this subparagraph, the term ``year of coverage'' shall 
have the meaning provided in paragraph (1)(C)(ii), except that the 
reference to ``15 percent'' therein shall be deemed to be a reference to 
``25 percent''.
    (E) This paragraph shall not apply in the case of an individual 
whose eligibility for old-age or disability insurance benefits is based 
on an agreement concluded pursuant to section 433 of this title or an 
individual who on January 1, 1984--
        (i) is an employee performing service to which social security 
    coverage is extended on that date solely by reason of the amendments 
    made by section 101 of the Social Security Amendments of 1983; or
        (ii) is an employee of a nonprofit organization which (on 
    December 31, 1983) did not have in effect a waiver certificate under 
    section 3121(k) of the Internal Revenue Code of 1954 and to the 
    employees of which social security coverage is extended on that date 
    solely by reason of the amendments made by section 102 of that Act, 
    unless social security coverage had previously extended to service 
    performed by such individual as an employee of that organization 
    under a waiver certificate which was subsequently (prior to December 
    31, 1983) terminated.

(b) Average indexed monthly earnings; average monthly wage

    (1) An individual's average indexed monthly earnings shall be equal 
to the quotient obtained by dividing--
        (A) the total (after adjustment under paragraph (3)) of his 
    wages paid in and self-employment income credited to his benefit 
    computation years (determined under paragraph (2)), by
        (B) the number of months in those years.

    (2)(A) The number of an individual's benefit computation years 
equals the number of elapsed years reduced--
        (i) in the case of an individual who is entitled to old-age 
    insurance benefits (except as provided in the second sentence of 
    this subparagraph), or who has died, by 5 years, and
        (ii) in the case of an individual who is entitled to disability 
    insurance benefits, by the number of years equal to one-fifth of 
    such individual's elapsed years (disregarding any resulting 
    fractional part of a year), but not by more than 5 years.

Clause (ii), once applicable with respect to any individual, shall 
continue to apply for purposes of determining such individual's primary 
insurance amount for purposes of any subsequent eligibility for 
disability or old-age insurance benefits unless prior to the month in 
which such eligibility begins there occurs a period of at least 12 
consecutive months for which he was not entitled to a disability or an 
old-age insurance benefit. If an individual described in clause (ii) is 
living with a child (of such individual or his or her spouse) under the 
age of 3 in any calendar year which is included in such individual's 
computation base years, but which is not disregarded pursuant to clause 
(ii) or to subparagraph (B) (in determining such individual's benefit 
computation years) by reason of the reduction in the number of such 
individual's elapsed years under clause (ii), the number by which such 
elapsed years are reduced under this subparagraph pursuant to clause 
(ii) shall be increased by one (up to a combined total not exceeding 3) 
for each such calendar year; except that (I) no calendar year shall be 
disregarded by reason of this sentence (in determining such individual's 
benefit computation years) unless the individual was living with such 
child substantially throughout the period in which the child was alive 
and under the age of 3 in such year and the individual had no earnings 
as described in section 403(f)(5) of this title in such year, (II) the 
particular calendar years to be disregarded under this sentence (in 
determining such benefit computation years) shall be those years (not 
otherwise disregarded under clause (ii)) which, before the application 
of subsection (f) of this section, meet the conditions of subclause (I), 
and (III) this sentence shall apply only to the extent that its 
application would not result in a lower primary insurance amount. The 
number of an individual's benefit computation years as determined under 
this subparagraph shall in no case be less than 2.
    (B) For purposes of this subsection with respect to any individual--
        (i) the term ``benefit computation years'' means those 
    computation base years, equal in number to the number determined 
    under subparagraph (A), for which the total of such individual's 
    wages and self-employment income, after adjustment under paragraph 
    (3), is the largest;
        (ii) the term ``computation base years'' means the calendar 
    years after 1950 and before--
            (I) in the case of an individual entitled to old-age 
        insurance benefits, the year in which occurred (whether by 
        reason of section 402(j)(1) of this title or otherwise) the 
        first month of that entitlement; or
            (II) in the case of an individual who has died (without 
        having become entitled to old-age insurance benefits), the year 
        succeeding the year of his death;

    except that such term excludes any calendar year entirely included 
    in a period of disability; and
        (iii) the term ``number of elapsed years'' means (except as 
    otherwise provided by section 104(j)(2) of the Social Security 
    Amendments of 1972) the number of calendar years after 1950 (or, if 
    later, the year in which the individual attained age 21) and before 
    the year in which the individual died, or, if it occurred earlier 
    (but after 1960), the year in which he attained age 62; except that 
    such term excludes any calendar year any part of which is included 
    in a period of disability.

    (3)(A) Except as provided by subparagraph (B), the wages paid in and 
self-employment income credited to each of an individual's computation 
base years for purposes of the selection therefrom of benefit 
computation years under paragraph (2) shall be deemed to be equal to the 
product of--
        (i) the wages and self-employment income paid in or credited to 
    such year (as determined without regard to this subparagraph), and
        (ii) the quotient obtained by dividing--
            (I) the national average wage index (as defined in section 
        409(k)(1) of this title) for the second calendar year preceding 
        the earliest of the year of the individual's death, eligibility 
        for an old-age insurance benefit, or eligibility for a 
        disability insurance benefit (except that the year in which the 
        individual dies, or becomes eligible, shall not be considered as 
        such year if the individual was entitled to disability insurance 
        benefits for any month in the 12-month period immediately 
        preceding such death or eligibility, but there shall be counted 
        instead the year of the individual's eligibility for the 
        disability insurance benefit to which he was entitled in such 
        12-month period), by
            (II) the national average wage index (as so defined) for the 
        computation base year for which the determination is made.

    (B) Wages paid in or self-employment income credited to an 
individual's computation base year which--
        (i) occurs after the second calendar year specified in 
    subparagraph (A)(ii)(I), or
        (ii) is a year treated under subsection (f)(2)(C) of this 
    section as though it were the last year of the period specified in 
    paragraph (2)(B)(ii),

shall be available for use in determining an individual's benefit 
computation years, but without applying subparagraph (A) of this 
paragraph.
    (4) For purposes of determining the average monthly wage of an 
individual whose primary insurance amount is computed (after 1978) under 
subsection (a) or (d) of this section as in effect (except with respect 
to the table contained therein) in December 1978, by reason of 
subsection (a)(4)(B) of this section, this subsection as in effect in 
December 1978 shall remain in effect, except that paragraph (2)(C) (as 
then in effect) shall be deemed to provide that ``computation base 
years'' include only calendar years in the period after 1950 (or 1936, 
if applicable) and prior to the year in which occurred the first month 
for which the individual was eligible (as defined in subsection 
(a)(3)(B) of this section as in effect in January 1979) for an old-age 
or disability insurance benefit, or, if earlier, the year in which he 
died. Any calendar year all of which is included in a period of 
disability shall not be included as a computation base year for such 
purposes.

(c) Application of prior provisions in certain cases

    Subject to the amendments made by section 5117 of the Omnibus Budget 
Reconciliation Act of 1990, this subsection as in effect in December 
1978 shall remain in effect with respect to an individual to whom 
subsection (a)(1) of this section does not apply by reason of the 
individual's eligibility for an old-age or disability insurance benefit, 
or the individual's death, prior to 1979.

(d) Primary insurance amount under 1939 Act

    (1) For purposes of column I of the table appearing in subsection 
(a) of this section, as that subsection was in effect in December 1977, 
an individual's primary insurance benefit shall be computed as follows:
        (A) The individual's average monthly wage shall be determined as 
    provided in subsection (b) of this section, as in effect in December 
    1977 (but without regard to paragraph (4) thereof and subject to 
    section 104(j)(2) of the Social Security Amendments of 1972), except 
    that for purposes of paragraphs (2)(C) and (3) of that subsection 
    (as so in effect) 1936 shall be used instead of 1950.
        (B) For purposes of subparagraphs (B) and (C) of subsection 
    (b)(2) of this section (as so in effect)--
            (i) the total wages prior to 1951 (as defined in 
        subparagraph (C) of this paragraph) of an individual--
                (I) shall, in the case of an individual who attained age 
            21 prior to 1950, be divided by the number of years 
            (hereinafter in this subparagraph referred to as the 
            ``divisor'') elapsing after the year in which the individual 
            attained age 20, or 1936 if later, and prior to the earlier 
            of the year of death or 1951, except that such divisor shall 
            not include any calendar year entirely included in a period 
            of disability, and in no case shall the divisor be less than 
            one, and
                (II) shall, in the case of an individual who died before 
            1950 and before attaining age 21, be divided by the number 
            of years (hereinafter in this subparagraph referred to as 
            the ``divisor'') elapsing after the second year prior to the 
            year of death, or 1936 if later, and prior to the year of 
            death, and in no case shall the divisor be less than one; 
            and

            (ii) the total wages prior to 1951 (as defined in 
        subparagraph (C) of this paragraph) of an individual who either 
        attained age 21 after 1949 or died after 1949 before attaining 
        age 21, shall be divided by the number of years (hereinafter in 
        this subparagraph referred to as the ``divisor'') elapsing after 
        1949 and prior to 1951.

    The quotient so obtained shall be deemed to be the individual's 
    wages credited to each of the years which were used in computing the 
    amount of the divisor, except that--
            (iii) if the quotient exceeds $3,000, only $3,000 shall be 
        deemed to be the individual's wages for each of the years which 
        were used in computing the amount of the divisor, and the 
        remainder of the individual's total wages prior to 1951 (I) if 
        less than $3,000, shall be deemed credited to the computation 
        base year (as defined in subsection (b)(2) of this section as in 
        effect in December 1977) immediately preceding the earliest year 
        used in computing the amount of the divisor, or (II) if $3,000 
        or more, shall be deemed credited, in $3,000 increments, to the 
        computation base year (as so defined) immediately preceding the 
        earliest year used in computing the amount of the divisor and to 
        each of the computation base years (as so defined) consecutively 
        preceding that year, with any remainder less than $3,000 being 
        credited to the computation base year (as so defined) 
        immediately preceding the earliest year to which a full $3,000 
        increment was credited; and
            (iv) no more than $42,000 may be taken into account, for 
        purposes of this subparagraph, as total wages after 1936 and 
        prior to 1951.

        (C) For the purposes of subparagraph (B), ``total wages prior to 
    1951'' with respect to an individual means the sum of (i) 
    remuneration credited to such individual prior to 1951 on the 
    records of the Commissioner of Social Security, (ii) wages deemed 
    paid prior to 1951 to such individual under section 417 of this 
    title, (iii) compensation under the Railroad Retirement Act of 1937 
    [45 U.S.C. 228a et seq.] prior to 1951 creditable to him pursuant to 
    this subchapter, and (iv) wages deemed paid prior to 1951 to such 
    individual under section 431 of this title.
        (D) The individual's primary insurance benefit shall be 40 
    percent of the first $50 of his average monthly wage as computed 
    under this subsection, plus 10 percent of the next $200 of his 
    average monthly wage, increased by 1 percent for each increment 
    year. The number of increment years is the number, not more than 14 
    nor less than 4, that is equal to the individual's total wages prior 
    to 1951 divided by $1,650 (disregarding any fraction).

    (2) The provisions of this subsection shall be applicable only in 
the case of an individual--
        (A) with respect to whom at least one of the quarters elapsing 
    prior to 1951 is a quarter of coverage;
        (B) who attained age 22 after 1950 and with respect to whom less 
    than six of the quarters elapsing after 1950 are quarters of 
    coverage, or who attained such age before 1951; and
        (C)(i) who becomes entitled to benefits under section 402(a) or 
    423 of this title or who dies, or
        (ii) whose primary insurance amount is required to be recomputed 
    under paragraph (2), (6), or (7) of subsection (f) of this section 
    or under section 431 of this title.

    (3) In the case of an individual whose primary insurance amount is 
not computed under paragraph (1) of subsection (a) of this section by 
reason of paragraph (4)(B)(ii) of that subsection, who--
        (A) attains age 62 after 1985 (except where he or she became 
    entitled to a disability insurance benefit before 1986, and remained 
    so entitled in any of the 12 months immediately preceding his or her 
    attainment of age 62), or
        (B) would attain age 62 after 1985 and becomes eligible for a 
    disability insurance benefit after 1985,

and who first becomes eligible after 1985 for a monthly periodic payment 
(including a payment determined under subsection (a)(7)(C) of this 
section, but excluding (I) a payment under the Railroad Retirement Act 
of 1974 or 1937 [45 U.S.C. 231 et seq., 228a et seq.], (II) a payment by 
a social security system of a foreign country based on an agreement 
concluded between the United States and such foreign country pursuant to 
section 433 of this title, and (III) a payment based wholly on service 
as a member of a uniformed service (as defined in section 410(m) of this 
title)) which is based (in whole or in part) upon his or her earnings in 
noncovered service, the primary insurance amount of such individual 
during his or her concurrent entitlement to such monthly periodic 
payment and to old-age or disability insurance benefits shall be the 
primary insurance amount computed or recomputed under this subsection 
(without regard to this paragraph and before the application of 
subsection (i) of this section) reduced by an amount equal to the 
smaller of--
        (i) one-half of the primary insurance amount (computed without 
    regard to this paragraph and before the application of subsection 
    (i) of this section), or
        (ii) one-half of the portion of the monthly periodic payment (or 
    payment determined under subsection (a)(7)(C) of this section) which 
    is attributable to noncovered service performed after 1956 (with 
    such attribution being based on the proportionate number of years of 
    such noncovered service) and to which that individual is entitled 
    (or is deemed to be entitled) for the initial month of such 
    concurrent entitlement.

This paragraph shall not apply in the case of any individual to whom 
subsection (a)(7) of this section would not apply by reason of 
subparagraph (E) or the first sentence of subparagraph (D) thereof.

(e) Certain wages and self-employment income not to be counted

    For the purposes of subsections (b) and (d) of this section--
        (1) in computing an individual's average indexed monthly 
    earnings or, in the case of an individual whose primary insurance 
    amount is computed under subsection (a) of this section as in effect 
    prior to January 1979, average monthly wage, there shall not be 
    counted the excess over $3,600 in the case of any calendar year 
    after 1950 and before 1955, the excess over $4,200 in the case of 
    any calendar year after 1954 and before 1959, the excess over $4,800 
    in the case of any calendar year after 1958 and before 1966, the 
    excess over $6,600 in the case of any calendar year after 1965 and 
    before 1968, the excess over $7,800 in the case of any calendar year 
    after 1967 and before 1972, the excess over $9,000 in the case of 
    any calendar year after 1971 and before 1973, the excess over 
    $10,800 in the case of any calendar year after 1972 and before 1974, 
    the excess over $13,200 in the case of any calendar year after 1973 
    and before 1975, and the excess over an amount equal to the 
    contribution and benefit base (as determined under section 430 of 
    this title) in the case of any calendar year after 1974 with respect 
    to which such contribution and benefit base is effective, (before 
    the application, in the case of average indexed monthly earnings, of 
    subsection (b)(3)(A) of this section) of (A) the wages paid to him 
    in such year, plus (B) the self-employment income credited to such 
    year (as determined under section 412 of this title); and
        (2) if an individual's average indexed monthly earnings or, in 
    the case of an individual whose primary insurance amount is computed 
    under subsection (a) of this section as in effect prior to January 
    1979, average monthly wage, computed under subsection (b) of this 
    section or for the purposes of subsection (d) of this section is not 
    a multiple of $1, it shall be reduced to the next lower multiple of 
    $1.

(f) Recomputation of benefits

    (1) After an individual's primary insurance amount has been 
determined under this section, there shall be no recomputation of such 
individual's primary insurance amount except as provided in this 
subsection or, in the case of a World War II veteran who died prior to 
July 27, 1954, as provided in section 417(b) of this title.
    (2)(A) If an individual has wages or self-employment income for a 
year after 1978 for any part of which he is entitled to old-age or 
disability insurance benefits, the Commissioner of Social Security 
shall, at such time or times and within such period as the Commissioner 
may by regulation prescribe, recompute the individual's primary 
insurance amount for that year.
    (B) For the purpose of applying subparagraph (A) of subsection 
(a)(1) of this section to the average indexed monthly earnings of an 
individual to whom that subsection applies and who receives a 
recomputation under this paragraph, there shall be used, in lieu of the 
amounts established by subsection (a)(1)(B) of this section for purposes 
of clauses (i) and (ii) of subsection (a)(1)(A) of this section, the 
amounts so established that were (or, in the case of an individual 
described in subsection (a)(4)(B) of this section, would have been) used 
in the computation of such individual's primary insurance amount prior 
to the application of this subsection.
    (C) A recomputation of any individual's primary insurance amount 
under this paragraph shall be made as provided in subsection (a)(1) of 
this section as though the year with respect to which it is made is the 
last year of the period specified in subsection (b)(2)(B)(ii) of this 
section; and subsection (b)(3)(A) of this section shall apply with 
respect to any such recomputation as it applied in the computation of 
such individual's primary insurance amount prior to the application of 
this subsection.
    (D) A recomputation under this paragraph with respect to any year 
shall be effective--
        (i) in the case of an individual who did not die in that year, 
    for monthly benefits beginning with benefits for January of the 
    following year; or
        (ii) in the case of an individual who died in that year, for 
    monthly benefits beginning with benefits for the month in which he 
    died.

    (3) Repealed. Pub. L. 95-216, title II, Sec. 201(f)(2), Dec. 20, 
1977, 91 Stat. 1521.
    (4) A recomputation shall be effective under this subsection only if 
it increases the primary insurance amount by at least $1.
    (5) In the case of a man who became entitled to old-age insurance 
benefits and died before the month in which he attained retirement age 
(as defined in section 416(l) of this title), the Commissioner of Social 
Security shall recompute his primary insurance amount as provided in 
subsection (a) of this section as though he became entitled to old-age 
insurance benefits in the month in which he died; except that (i) his 
computation base years referred to in subsection (b)(2) of this section 
shall include the year in which he died, and (ii) his elapsed years 
referred to in subsection (b)(3) of this section shall not include the 
year in which he died or any year thereafter. Such recomputation of such 
primary insurance amount shall be effective for and after the month in 
which he died.
    (6) Upon the death after 1967 of an individual entitled to benefits 
under section 402(a) or section 423 of this title, if any person is 
entitled to monthly benefits or a lump-sum death payment, on the wages 
and self-employment income of such individual, the Commissioner of 
Social Security shall recompute the decedent's primary insurance amount, 
but only if the decedent during his lifetime was paid compensation which 
was treated under section 405(o) of this title as remuneration for 
employment.
    (7) This subsection as in effect in December 1978 shall continue to 
apply to the recomputation of a primary insurance amount computed under 
subsection (a) or (d) of this section as in effect (without regard to 
the table in subsection (a) of this section) in that month, and, where 
appropriate, under subsection (d) as in effect in December 1977, 
including a primary insurance amount computed under any such subsection 
whose operation is modified as a result of the amendments made by 
section 5117 of the Omnibus Budget Reconciliation Act of 1990. For 
purposes of recomputing a primary insurance amount determined under 
subsection (a) or (d) of this section (as so in effect) in the case of 
an individual to whom those subsections apply by reason of subsection 
(a)(4)(B) of this section as in effect after December 1978, no 
remuneration shall be taken into account for the year in which the 
individual initially became eligible for an old-age or disability 
insurance benefit or died, or for any year thereafter, and (effective 
January 1982) the recomputation shall be modified by the application of 
subsection (a)(6) of this section where applicable.
    (8) The Commissioner of Social Security shall recompute the primary 
insurance amounts applicable to beneficiaries whose benefits are based 
on a primary insurance amount which was computed under subsection (a)(3) 
of this section effective prior to January 1979, or would have been so 
computed if the dollar amount specified therein were $11.50. Such 
recomputation shall be effective January 1979, and shall include the 
effect of the increase in the dollar amount provided by subsection 
(a)(1)(C)(i) of this section. Such primary insurance amount shall be 
deemed to be provided under such section for purposes of subsection (i) 
of this section.
    (9)(A) In the case of an individual who becomes entitled to a 
periodic payment determined under subsection (a)(7)(A) of this section 
(including a payment determined under subsection (a)(7)(C) of this 
section) in a month subsequent to the first month in which he or she 
becomes entitled to an old-age or disability insurance benefit, and 
whose primary insurance amount has been computed without regard to 
either such subsection or subsection (d)(3) of this section, such 
individual's primary insurance amount shall be recomputed 
(notwithstanding paragraph (4) of this subsection), in accordance with 
either such subsection or subsection (d)(3) of this section, as may be 
applicable, effective with the first month of his or her concurrent 
entitlement to such benefit and such periodic payment.
    (B) If an individual's primary insurance amount has been computed 
under subsection (a)(7) or (d)(3) of this section, and it becomes 
necessary to recompute that primary insurance amount under this 
subsection--
        (i) so as to increase the monthly benefit amount payable with 
    respect to such primary insurance amount (except in the case of the 
    individual's death), such increase shall be determined as though the 
    recomputed primary insurance amount were being computed under 
    subsection (a)(7) or (d)(3) of this section, or
        (ii) by reason of the individual's death, such primary insurance 
    amount shall be recomputed without regard to (and as though it had 
    never been computed with regard to) subsection (a)(7) or (d)(3) of 
    this section.

(g) Rounding of benefits

    The amount of any monthly benefit computed under section 402 or 423 
of this title which (after any reduction under sections 403(a) and 424a 
of this title and any deduction under section 403(b) of this title, and 
after any deduction under section 1395s(a)(1) of this title) is not a 
multiple of $1 shall be rounded to the next lower multiple of $1.

(h) Service of certain Public Health Service Officers

    (1) Notwithstanding the provisions of subchapter III of chapter 83 
of title 5, remuneration paid for service to which the provisions of 
section 410(l)(1) of this title are applicable and which is performed by 
an individual as a commissioned officer of the Reserve Corps of the 
Public Health Service prior to July 1, 1960, shall not be included in 
computing entitlement to or the amount of any monthly benefit under this 
subchapter, on the basis of his wages and self-employment income, for 
any month after June 1960 and prior to the first month with respect to 
which the Director of the Office of Personnel Management certifies to 
the Commissioner of Social Security that, by reason of a waiver filed as 
provided in paragraph (2), no further annuity will be paid to him, his 
wife, and his children, or, if he has died, to his widow and children, 
under subchapter III of chapter 83 of title 5 on the basis of such 
service.
    (2) In the case of a monthly benefit for a month prior to that in 
which the individual, on whose wages and self-employment income such 
benefit is based, dies, the waiver must be filed by such individual; and 
such waiver shall be irrevocable and shall constitute a waiver on behalf 
of himself, his wife, and his children. If such individual did not file 
such a waiver before he died, then in the case of a benefit for the 
month in which he died or any month thereafter, such waiver must be 
filed by his widow, if any, and by or on behalf of all his children, if 
any; and such waivers shall be irrevocable. Such a waiver by a child 
shall be filed by his legal guardian or guardians, or, in the absence 
thereof, by the person (or persons) who has the child in his care.

(i) Cost-of-living increases in benefits

    (1) For purposes of this subsection--
        (A) the term ``base quarter'' means (i) the calendar quarter 
    ending on September 30 in each year after 1982, or (ii) any other 
    calendar quarter in which occurs the effective month of a general 
    benefit increase under this subchapter;
        (B) the term ``cost-of-living computation quarter'' means a base 
    quarter, as defined in subparagraph (A)(i), with respect to which 
    the applicable increase percentage is greater than zero; except that 
    there shall be no cost-of-living computation quarter in any calendar 
    year if in the year prior to such year a law has been enacted 
    providing a general benefit increase under this subchapter or if in 
    such prior year such a general benefit increase becomes effective;
        (C) the term ``applicable increase percentage'' means--
            (i) with respect to a base quarter or cost-of-living 
        computation quarter in any calendar year before 1984, or in any 
        calendar year after 1983 and before 1989 for which the OASDI 
        fund ratio is 15.0 percent or more, or in any calendar year 
        after 1988 for which the OASDI fund ratio is 20.0 percent or 
        more, the CPI increase percentage; and
            (ii) with respect to a base quarter or cost-of-living 
        computation quarter in any calendar year after 1983 and before 
        1989 for which the OASDI fund ratio is less than 15.0 percent, 
        or in any calendar year after 1988 for which the OASDI fund 
        ratio is less than 20.0 percent, the CPI increase percentage or 
        the wage increase percentage, whichever (with respect to that 
        quarter) is the lower;

        (D) the term ``CPI increase percentage'', with respect to a base 
    quarter or cost-of-living computation quarter in any calendar year, 
    means the percentage (rounded to the nearest one-tenth of 1 percent) 
    by which the Consumer Price Index for that quarter (as prepared by 
    the Department of Labor) exceeds such index for the most recent 
    prior calendar quarter which was a base quarter under subparagraph 
    (A)(ii) or, if later, the most recent cost-of-living computation 
    quarter under subparagraph (B);
        (E) the term ``wage increase percentage'', with respect to a 
    base quarter or cost-of-living computation quarter in any calendar 
    year, means the percentage (rounded to the nearest one-tenth of 1 
    percent) by which the national average wage index (as defined in 
    section 409(k)(1) of this title) for the year immediately preceding 
    such calendar year exceeds such index for the year immediately 
    preceding the most recent prior calendar year which included a base 
    quarter under subparagraph (A)(ii) or, if later, which included a 
    cost-of-living computation quarter;
        (F) the term ``OASDI fund ratio'', with respect to any calendar 
    year, means the ratio of--
            (i) the combined balance in the Federal Old-Age and 
        Survivors Insurance Trust Fund and the Federal Disability 
        Insurance Trust Fund as of the beginning of such year, including 
        the taxes transferred under section 401(a) of this title on the 
        first day of such year and reduced by the outstanding amount of 
        any loan (including interest thereon) theretofore made to either 
        such Fund from the Federal Hospital Insurance Trust Fund under 
        section 401(l) of this title, to
            (ii) the total amount which (as estimated by the 
        Commissioner of Social Security) will be paid from the Federal 
        Old-Age and Survivors Insurance Trust Fund and the Federal 
        Disability Insurance Trust Fund during such calendar year for 
        all purposes authorized by section 401 of this title (other than 
        payments of interest on, or repayments of, loans from the 
        Federal Hospital Insurance Trust Fund under section 401(l) of 
        this title), but excluding any transfer payments between such 
        trust funds and reducing the amount of any transfers to the 
        Railroad Retirement Account by the amount of any transfers into 
        either such trust fund from that Account; \1\
---------------------------------------------------------------------------
    \1\ So in original. Probably should be followed by ``and''.

        (G) the Consumer Price Index for a base quarter, a cost-of-
    living computation quarter, or any other calendar quarter shall be 
    the arithmetical mean of such index for the 3 months in such 
---------------------------------------------------------------------------
    quarter.

    (2)(A)(i) The Commissioner of Social Security shall determine each 
year beginning with 1975 (subject to the limitation in paragraph (1)(B)) 
whether the base quarter (as defined in paragraph (1)(A)(i)) in such 
year is a cost-of-living computation quarter.
    (ii) If the Commissioner of Social Security determines that the base 
quarter in any year is a cost-of-living computation quarter, the 
Commissioner shall, effective with the month of December of that year as 
provided in subparagraph (B), increase--
        (I) the benefit amount to which individuals are entitled for 
    that month under section 427 or 428 of this title,
        (II) the primary insurance amount of each other individual on 
    which benefit entitlement is based under this subchapter, and
        (III) the amount of total monthly benefits based on any primary 
    insurance amount which is permitted under section 403 of this title 
    (and such total shall be increased, unless otherwise so increased 
    under another provision of this subchapter, at the same time as such 
    primary insurance amount) or, in the case of a primary insurance 
    amount computed under subsection (a) of this section as in effect 
    (without regard to the table contained therein) prior to January 
    1979, the amount to which the beneficiaries may be entitled under 
    section 403 of this title as in effect in December 1978, except as 
    provided by section 403(a)(7) and (8) of this title as in effect 
    after December 1978.

The increase shall be derived by multiplying each of the amounts 
described in subdivisions (I), (II), and (III) (including each of those 
amounts as previously increased under this subparagraph) by the 
applicable increase percentage; and any amount so increased that is not 
a multiple of $0.10 shall be decreased to the next lower multiple of 
$0.10. Any increase under this subsection in a primary insurance amount 
determined under subparagraph (C)(i) of subsection (a)(1) of this 
section shall be applied after the initial determination of such primary 
insurance amount under that subparagraph (with the amount of such 
increase, in the case of an individual who becomes eligible for old-age 
or disability insurance benefits or dies in a calendar year after 1979, 
being determined from the range of possible primary insurance amounts 
published by the Commissioner of Social Security under the last sentence 
of subparagraph (D)).
    (iii) In the case of an individual who becomes eligible for an old-
age or disability insurance benefit, or who dies prior to becoming so 
eligible, in a year in which there occurs an increase provided under 
clause (ii), the individual's primary insurance amount (without regard 
to the time of entitlement to that benefit) shall be increased (unless 
otherwise so increased under another provision of this subchapter and, 
with respect to a primary insurance amount determined under subsection 
(a)(1)(C)(i)(I) of this section in the case of an individual to whom 
that subsection (as in effect in December 1981) applied, subject to the 
provisions of subsection (a)(1)(C)(i) of this section and clauses (iv) 
and (v) of this subparagraph (as then in effect)) by the amount of that 
increase and subsequent applicable increases, but only with respect to 
benefits payable for months after November of that year.
    (B) The increase provided by subparagraph (A) with respect to a 
particular cost-of-living computation quarter shall apply in the case of 
monthly benefits under this subchapter for months after November of the 
calendar year in which occurred such cost-of-living computation quarter, 
and in the case of lump-sum death payments with respect to deaths 
occurring after November of such calendar year.
    (C)(i) Whenever the Commissioner of Social Security determines that 
a base quarter in a calendar year is also a cost-of-living computation 
quarter, the Commissioner shall notify the House Committee on Ways and 
Means and the Senate Committee on Finance of such determination within 
30 days after the close of such quarter, indicating the amount of the 
benefit increase to be provided, the Commissioner's estimate of the 
extent to which the cost of such increase would be met by an increase in 
the contribution and benefit base under section 430 of this title and 
the estimated amount of the increase in such base, the actuarial 
estimates of the effect of such increase, and the actuarial assumptions 
and methodology used in preparing such estimates.
    (ii) The Commissioner of Social Security shall determine and 
promulgate the OASDI fund ratio for the current calendar year on or 
before November 1 of the current calendar year, based upon the most 
recent data then available. The Commissioner of Social Security shall 
include a statement of the fund ratio and the national average wage 
index (as defined in section 409(k)(1) of this title) and a statement of 
the effect such ratio and the level of such index may have upon benefit 
increases under this subsection in any notification made under clause 
(i) and any determination published under subparagraph (D).
    (D) If the Commissioner of Social Security determines that a base 
quarter in a calendar year is also a cost-of-living computation quarter, 
the Commissioner shall publish in the Federal Register within 45 days 
after the close of such quarter a determination that a benefit increase 
is resultantly required and the percentage thereof. The Commissioner 
shall also publish in the Federal Register at that time (i) a revision 
of the range of the primary insurance amounts which are possible after 
the application of this subsection based on the dollar amount specified 
in subparagraph (C)(i) of subsection (a)(1) of this section (with such 
revised primary insurance amounts constituting the increased amounts 
determined for purposes of such subparagraph (C)(i) under this 
subsection), or specified in subsection (a)(3) of this section as in 
effect prior to 1979, and (ii) a revision of the range of maximum family 
benefits which correspond to such primary insurance amounts (with such 
maximum benefits being effective notwithstanding section 403(a) of this 
title except for paragraph (3)(B) thereof (or paragraph (2) thereof as 
in effect prior to 1979)). Notwithstanding the preceding sentence, such 
revision of maximum family benefits shall be subject to paragraph (6) of 
section 403(a) of this title (as added by section 101(a)(3) of the 
Social Security Disability Amendments of 1980).
    (3) As used in this subsection, the term ``general benefit increase 
under this subchapter'' means an increase (other than an increase under 
this subsection) in all primary insurance amounts on which monthly 
insurance benefits under this subchapter are based.
    (4) This subsection as in effect in December 1978, and as amended by 
sections 111(a)(6), 111(b)(2), and 112 of the Social Security Amendments 
of 1983 and by section 9001 of the Omnibus Budget Reconciliation Act of 
1986, shall continue to apply to subsections (a) and (d) of this 
section, as then in effect and as amended by section 5117 of the Omnibus 
Budget Reconciliation Act of 1990, for purposes of computing the primary 
insurance amount of an individual to whom subsection (a) of this 
section, as in effect after December 1978, does not apply (including an 
individual to whom subsection (a) of this section does not apply in any 
year by reason of paragraph (4)(B) of that subsection (but the 
application of this subsection in such cases shall be modified by the 
application of subdivision (I) in the last sentence of paragraph (4) of 
that subsection)), except that for this purpose, in applying paragraphs 
(2)(A)(ii), (2)(D)(iv), and (2)(D)(v) of this subsection as in effect in 
December 1978, the phrase ``increased to the next higher multiple of 
$0.10'' shall be deemed to read ``decreased to the next lower multiple 
of $0.10''. For purposes of computing primary insurance amounts and 
maximum family benefits (other than primary insurance amounts and 
maximum family benefits for individuals to whom such paragraph (4)(B) 
applies), the Commissioner of Social Security shall revise the table of 
benefits contained in subsection (a) of this section, as in effect in 
December 1978, in accordance with the requirements of paragraph (2)(D) 
of this subsection as then in effect, except that the requirement in 
such paragraph (2)(D) that the Commissioner of Social Security publish 
such revision of the table of benefits in the Federal Register shall not 
apply.
    (5)(A) If--
        (i) with respect to any calendar year the ``applicable increase 
    percentage'' was determined under clause (ii) of paragraph (1)(C) 
    rather than under clause (i) of such paragraph, and the increase 
    becoming effective under paragraph (2) in such year was accordingly 
    determined on the basis of the wage increase percentage rather than 
    the CPI increase percentage (or there was no such increase becoming 
    effective under paragraph (2) in that year because there was no wage 
    increase percentage greater than zero), and
        (ii) for any subsequent calendar year in which an increase under 
    paragraph (2) becomes effective the OASDI fund ratio is greater than 
    32.0 percent,

then each of the amounts described in subdivisions (I), (II), and (III) 
of paragraph (2)(A)(ii), as increased under paragraph (2) effective with 
the month of December in such subsequent calendar year, shall be further 
increased (effective with such month) by an additional percentage, which 
shall be determined under subparagraph (B) and shall apply as provided 
in subparagraph (C). Any amount so increased that is not a multiple of 
$0.10 shall be decreased to the next lower multiple of $0.10.
    (B) The applicable additional percentage by which the amounts 
described in subdivisions (I), (II), and (III) of paragraph (2)(A)(ii) 
are to be further increased under subparagraph (A) in the subsequent 
calendar year involved shall be the amount derived by--
        (i) subtracting (I) the compounded percentage benefit increases 
    that were actually paid under paragraph (2) and this paragraph from 
    (II) the compounded percentage benefit increases that would have 
    been paid if all increases under paragraph (2) had been made on the 
    basis of the CPI increase percentage,
        (ii) dividing the difference by the sum of the compounded 
    percentage in clause (i)(I) and 100 percent, and
        (iii) multiplying such quotient by 100 so as to yield such 
    applicable additional percentage (which shall be rounded to the 
    nearest one-tenth of 1 percent),

with the compounded increases referred to in clause (i) being measured--
        (iv) in the case of amounts described in subdivision (I) of 
    paragraph (2)(A)(ii), over the period beginning with the calendar 
    year in which monthly benefits described in such subdivision were 
    first increased on the basis of the wage increase percentage and 
    ending with the year before such subsequent calendar year, and
        (v) in the case of amounts described in subdivisions (II) and 
    (III) of paragraph (2)(A)(ii), over the period beginning with the 
    calendar year in which the individual whose primary insurance amount 
    is increased under such subdivision (II) became eligible (as defined 
    in subsection (a)(3)(B) of this section) for the old-age or 
    disability insurance benefit that is being increased under this 
    subsection, or died before becoming so eligible, and ending with the 
    year before such subsequent calendar year;

except that if the Commissioner of Social Security determines in any 
case that the application (in accordance with subparagraph (C)) of the 
additional percentage as computed under the preceding provisions of this 
subparagraph would cause the OASDI fund ratio to fall below 32.0 percent 
in the calendar year immediately following such subsequent year, the 
Commissioner shall reduce such applicable additional percentage to the 
extent necessary to ensure that the OASDI fund ratio will remain at or 
above 32.0 percent through the end of such following year.
    (C) Any applicable additional percentage increase in an amount 
described in subdivision (I), (II), or (III) of paragraph (2)(A)(ii), 
made under this paragraph in any calendar year, shall thereafter be 
treated for all the purposes of this chapter as a part of the increase 
made in such amount under paragraph (2) for that year.

(Aug. 14, 1935, ch. 531, title II, Sec. 215, as added Aug. 28, 1950, ch. 
809, title I, Sec. 104(a), 64 Stat. 492, 506; amended July 18, 1952, ch. 
945, Secs. 2(a), (b)(1), 3(c), 6(a), (b), 66 Stat. 767, 768, 770, 771, 
776; Sept. 1, 1954, ch. 1206, title I, Secs. 102(a)-(d), (e)(1)-(4), 
104(d), 106(c), 68 Stat. 1062-1068, 1078, 1079; Aug. 1, 1956, ch. 836, 
title I, Secs. 103(c)(4), (5), 109(a), 115(a)-(c), 70 Stat. 818, 830, 
832, 833; Pub. L. 85-840, title I, Secs. 101(a)-(d), 102(d), title II, 
Sec. 205(m), Aug. 28, 1958, 72 Stat. 1013-1016, 1020, 1025; Pub. L. 86-
415, Sec. 7, Apr. 8, 1960, 74 Stat. 35; Pub. L. 86-778, title I, 
Sec. 103(j)(2)(C), title II, Sec. 211(n), title III, Secs. 303(a)-(e), 
304(a), Sept. 13, 1960, 74 Stat. 937, 958, 960-962, 966; Pub. L. 87-64, 
title I, Secs. 101(a), 102(d), June 30, 1961, 75 Stat. 131, 135; Pub. L. 
89-97, title III, Secs. 301(a), (b), 302(a)-(d), 303(e), 304(k), 
320(a)(4), July 30, 1965, 79 Stat. 361, 363-365, 367, 370, 393; Pub. L. 
90-248, title I, Secs. 101(a), (c), (d), 108(a)(4), 155(a)(1)-(6), title 
IV, Sec. 403(b), Jan. 2, 1968, 81 Stat. 824, 827, 834, 864, 865, 931; 
Pub. L. 91-172, title X, Sec. 1002(a), (c), (d), Dec. 30, 1969, 83 Stat. 
737, 740; Pub. L. 92-5, title II, Secs. 201(a), (c), (d), 203(a)(4), 
Mar. 17, 1971, 85 Stat. 6, 9, 10; Pub. L. 92-336, title II, 
Secs. 201(a), (c)-(f), 202(a)(1), (3), 203(a)(4), July 1, 1972, 86 Stat. 
406, 410-412, 416, 418; Pub. L. 92-603, title I, Secs. 101(a), (c)-(e), 
104(b), 134, 142(b), (c), 144(a)(1), Oct. 30, 1972, 86 Stat. 1333, 1334, 
1340, 1362, 1368, 1369; Pub. L. 93-66, title II, Sec. 203(a)(4), July 9, 
1973, 87 Stat. 153; Pub. L. 93-233, Secs. 1(h)(1), 2(a), 3(a)-(h), 
5(a)(4), Dec. 31, 1973, 87 Stat. 948, 952, 953; Pub. L. 95-216, title I, 
Sec. 103(d), title II, Sec. 201, Dec. 20, 1977, 91 Stat. 1514, 1519; 
Pub. L. 96-265, title I, Secs. 101(b)(3), (4), 102(a), June 9, 1980, 94 
Stat. 442, 443; Pub. L. 96-473, Sec. 6(d), Oct. 19, 1980, 94 Stat. 2265; 
Pub. L. 97-35, title XXII, Secs. 2201(a), (b)(1)-(9), (c)(1)-(5), 
2206(a), (b)(5)-(7), Aug. 13, 1981, 95 Stat. 830, 831, 838; Pub. L. 97-
123, Sec. 2(a)-(d), Dec. 29, 1981, 95 Stat. 1660; Pub. L. 98-21, title 
I, Secs. 111(a)(1)-(3), (6), (b)(1), (2), (c), 112(a)-(d), 113(a)-(c), 
title II, Sec. 201(c)(1)(C), Apr. 20, 1983, 97 Stat. 72-78, 109; Pub. L. 
98-369, div. B, title VI, Secs. 2661(k), 2663(a)(10), July 18, 1984, 98 
Stat. 1157, 1164; Pub. L. 99-272, title XII, Sec. 12105, Apr. 7, 1986, 
100 Stat. 286; Pub. L. 99-509, title IX, Sec. 9001(a), (b), Oct. 21, 
1986, 100 Stat. 1969, 1970; Pub. L. 99-514, title XVIII, 
Sec. 1883(a)(7), Oct. 22, 1986, 100 Stat. 2916; Pub. L. 100-647, title 
VIII, Secs. 8003(a), 8011(a), (b), Nov. 10, 1988, 102 Stat. 3780, 3789; 
Pub. L. 101-239, title X, Sec. 10208(b)(1), (2)(A), (B), (3), (4), 
(d)(2)(A)(i), Dec. 19, 1989, 103 Stat. 2477, 2478, 2480; Pub. L. 101-
508, title V, Secs. 5117(a)(1)-(3)(A), (C)-(E), 5122, Nov. 5, 1990, 104 
Stat. 1388-274 to 1388-277, 1388-283; Pub. L. 103-296, title I, 
Sec. 107(a)(4), title III, Secs. 307(a), (b), 308(b), 321(a)(16), (17), 
(e)(2)(B)-(G), (g)(1)(C), Aug. 15, 1994, 108 Stat. 1478, 1522, 1536, 
1539, 1540, 1543.)

                       References in Text

    The Railroad Retirement Act of 1937, referred to in subsecs. 
(a)(1)(C)(ii), (7)(A), and (d)(1)(C), (3), is act Aug. 29, 1935, ch. 
812, 49 Stat. 867, as amended generally. See par. for Railroad 
Retirement Act of 1974 below.
    The Railroad Retirement Act of 1974, referred to in subsecs. 
(a)(1)(C)(ii), (7)(A) and (d)(3), is act Aug. 29, 1935, ch. 812, as 
amended generally by Pub. L. 93-445, title I, Sec. 101, Oct. 16, 1974, 
88 Stat. 1305, which is classified generally to subchapter IV (Sec. 231 
et seq.) of chapter 9 of Title 45, Railroads. Pub. L. 93-445 completely 
amended and revised the Railroad Retirement Act of 1937 (approved June 
24, 1937, ch. 382, 50 Stat. 307), and as thus amended and revised, the 
1937 Act was redesignated the Railroad Retirement Act of 1974. 
Previously, the 1937 Act had completely amended and revised the Railroad 
Retirement Act of 1935 (approved Aug. 29, 1935, ch. 812, 49 Stat. 967). 
Section 201 of the 1937 Act provided that the 1935 Act, as in force 
prior to amendment by the 1937 Act, may be cited as the Railroad 
Retirement Act of 1935; and that the 1935 Act, as amended by the 1937 
Act may be cited as the Railroad Retirement Act of 1937. The Railroad 
Retirement Acts of 1935 and 1937 were classified to subchapter II 
(Sec. 215 et seq.) and subchapter III (Sec. 228a et seq.), respectively, 
of chapter 9 of Title 45. For further details and complete 
classification of these Acts to the Code, see Codification note set out 
preceding section 231 of Title 45, section 231t of Title 45, and Tables.
    Section 104(j)(2) of the Social Security Amendments of 1972, 
referred to in subsecs. (a)(5)(B)(ii), (b)(2)(B)(iii), and (d)(1)(A), is 
section 104(j)(2) of Pub. L. 92-603, which is set out as a note under 
section 414 of this title.
    Section 101 of the Social Security Amendments of 1983, referred to 
in subsec. (a)(7)(E)(i), is section 101 of Pub. L. 98-21, title I, Apr. 
20, 1983, 97 Stat. 67, which amended sections 409 and 410 of this title 
and section 3121 of Title 26, Internal Revenue Code, and enacted 
provisions set out as notes under section 410 of this title and section 
3121 of Title 26.
    Section 3121(k) of the Internal Revenue Code of 1954, referred to in 
subsec. (a)(7)(E)(ii), was classified to section 3121(k) of Title 26, 
and was repealed by Pub. L. 98-21, title I, Sec. 102(b)(2), Apr. 20, 
1983, 97 Stat. 71.
    Section 102 of that Act, referred to in subsec. (a)(7)(E)(ii), is 
section 102 of Pub. L. 98-21, title I, Apr. 20, 1983, 97 Stat. 70, which 
amended section 410 of this title and section 3121 of Title 26 and 
enacted provisions set out as notes under section 414 of this title and 
section 3121 of Title 26.
    Section 5117 of the Omnibus Budget Reconciliation Act of 1990, 
referred to in subsecs. (c), (f)(7), and (i)(4), is section 5117 of Pub. 
L. 101-508, title V, Nov. 5, 1990, 104 Stat. 1388-274, which amended 
this section and sections 403, 413, and 417 of this title, amended 
provisions set out as a note under section 413 of this title, and 
enacted provisions set out as notes under sections 403 and 413 of this 
title.
    The 1939 Act, referred to in subsec. (d), probably means act Aug. 
10, 1939, ch. 666, 53 Stat. 1360, known as the Social Security Act 
Amendments of 1939, which enacted sections 901a, 1306 and 1307 of this 
title, amended sections 302, 303, 306, 401, 402 to 409, 502, 503, 602, 
603, 606, 701, 702, 703, 711, 712, 713, 714, 721, 801, 1011, 1202, 1203, 
1206, 1301, of this title, section 642 of Title 7, Agriculture, section 
1464 of Title 12, Banks and Banking, section 1601 of former Title 26, 
Internal Revenue Code of 1939, section 45b of Title 29, Labor, and 
enacted provisions set out as notes under section 363 of Title 45, 
Railroads. For complete classification of this Act to the Code, see 
Tables.
    Section 101(a)(3) of the Social Security Disability Amendments of 
1980, referred to in subsec. (i)(2)(D), is section 101(a)(3) of Pub. L. 
96-265, title I, June 9, 1980, 94 Stat. 442, which enacted section 
403(a)(6) of this title.
    Sections 111(a)(6), 111(b)(2), and 112 of the Social Security 
Amendments of 1983, referred to in subsec. (i)(4), are sections 
111(a)(6), 111(b)(2), and 112 of Pub. L. 98-21, title I, Apr. 20, 1983, 
97 Stat. 72, 73, which amended subsec. (i) of this section and enacted 
provisions set out as notes below. See 1983 Amendment notes below.
    Section 9001 of the Omnibus Budget Reconciliation Act of 1986, 
referred to in subsec. (i)(4), is section 9001 of Pub. L. 99-509, title 
IX, Oct. 21, 1986, 100 Stat. 1969, which amended sections 415 and 1395r 
of this title and enacted provisions set out as a note below.


                               Amendments

    1994--Subsec. (a)(1)(B)(ii). Pub. L. 103-296, Sec. 321(e)(2)(B), in 
subcl. (I) substituted ``national average wage index'' for ``deemed 
average total wages'' and in subcl. (II) substituted ``the national 
average wage index (as so defined) for 1977.'' for ``the average of the 
total wages (as defined in regulations of the Secretary and computed 
without regard to the limitations specified in section 409(a)(1) of this 
title) reported to the Secretary of the Treasury or his delegate for the 
calendar year 1977.''
    Subsec. (a)(1)(C)(ii). Pub. L. 103-296, Sec. 321(g)(1)(C), 
substituted ``(except that, for purposes of subsection (b) of such 
section 430 of this title as so in effect, the reference to the 
contribution and benefit base in paragraph (1) of such subsection (b) 
shall be deemed a reference to an amount equal to $45,000, each 
reference in paragraph (2) of such subsection (b) to the average of the 
wages of all employees as reported to the Secretary of the Treasury 
shall be deemed a reference to the national average wage index (as 
defined in section 409(k)(1) of this title), the reference to a 
preceding calendar year in paragraph (2)(A) of such subsection (b) shall 
be deemed a reference to the calendar year before the calendar year in 
which the determination under subsection (a) of such section 430 of this 
title is made, and the reference to a calendar year in paragraph (2)(B) 
of such subsection (b) shall be deemed a reference to 1992).'' for 
``(except that, for purposes of subsection (b)(2)(A) of such section 430 
of this title as so in effect, the reference therein to the average of 
the wages of all employees as reported to the Secretary of the Treasury 
for any calendar year shall be deemed a reference to the national 
average wage index (within the meaning of section 409(k)(1) of this 
title) for such calendar year).''
    Pub. L. 103-296, Sec. 321(e)(2)(C), substituted ``national average 
wage index'' for ``deemed average total wages'' before ``(within the 
meaning''.
    Subsec. (a)(1)(D). Pub. L. 103-296, Sec. 321(e)(2)(D), substituted 
``In each calendar year'' for ``In each calendar year after 1978'' and 
``the national average wage index (as defined in section 409(k)(1) of 
this title'' for ``the average of the total wages (as described in 
subparagraph (B)(ii)(I)'' and struck out at end ``With the initial 
publication required by this subparagraph, the Secretary shall also 
publish in the Federal Register the average of the total wages (as so 
described) for each calendar year after 1950.''
    Pub. L. 103-296, Sec. 107(a)(4), substituted ``Commissioner of 
Social Security'' for ``Secretary''.
    Subsec. (a)(5)(B)(i). Pub. L. 103-296, Sec. 321(a)(16), substituted 
``subsections'' for ``subsection'' before ``(b)(4) and (c)''.
    Subsec. (a)(6)(B). Pub. L. 103-296, Sec. 107(a)(4), substituted 
``Commissioner of Social Security'' for ``Secretary''.
    Subsec. (a)(7)(A). Pub. L. 103-296, Sec. 308(b), in closing 
provisions struck out ``and'' before ``(II)'' and inserted ``, and (III) 
a payment based wholly on service as a member of a uniformed service (as 
defined in section 410(m) of this title)'' after ``section 433 of this 
title''.
    Pub. L. 103-296, Sec. 307(a)(1), in closing provisions substituted 
``but excluding (I) a payment under the Railroad Retirement Act of 1974 
or 1937, and (II) a payment by a social security system of a foreign 
country based on an agreement concluded between the United States and 
such foreign country pursuant to section 433 of this title'' for ``but 
excluding a payment under the Railroad Retirement Act of 1974 or 1937''.
    Subsec. (a)(7)(C)(i). Pub. L. 103-296, Sec. 107(a)(4), substituted 
``Commissioner of Social Security'' for ``Secretary''.
    Subsec. (a)(7)(E). Pub. L. 103-296, Sec. 307(a)(2), in introductory 
provisions inserted ``whose eligibility for old-age or disability 
insurance benefits is based on an agreement concluded pursuant to 
section 433 of this title or an individual'' before ``who on January''.
    Subsec. (b)(3)(A)(ii)(I), (II). Pub. L. 103-296, Sec. 321(e)(2)(E), 
substituted ``national average wage index'' for ``deemed average total 
wages''.
    Subsec. (d)(1)(C). Pub. L. 103-296, Sec. 107(a)(4), substituted 
``Commissioner of Social Security'' for ``Secretary''.
    Subsec. (d)(3). Pub. L. 103-296, Sec. 308(b), in closing provisions 
struck out ``and'' before ``(II)'' and inserted ``, and (III) a payment 
based wholly on service as a member of a uniformed service (as defined 
in section 410(m) of this title)'' after ``section 433 of this title''.
    Pub. L. 103-296, Sec. 307(b), in closing provisions substituted 
``but excluding (I) a payment under the Railroad Retirement Act of 1974 
or 1937, and (II) a payment by a social security system of a foreign 
country based on an agreement concluded between the United States and 
such foreign country pursuant to section 433 of this title'' for ``but 
excluding a payment under the Railroad Retirement Act of 1974 or 1937''.
    Subsec. (f)(2)(A). Pub. L. 103-296, Sec. 107(a)(4), substituted 
``Commissioner of Social Security'' for ``Secretary'' and ``the 
Commissioner may'' for ``he may''.
    Subsec. (f)(5), (6). Pub. L. 103-296, Sec. 107(a)(4), substituted 
``Commissioner of Social Security'' for ``Secretary''.
    Subsec. (f)(7). Pub. L. 103-296, Sec. 321(a)(17), inserted a period 
after ``1990''.
    Subsecs. (f)(8), (h)(1). Pub. L. 103-296, Sec. 107(a)(4), 
substituted ``Commissioner of Social Security'' for ``Secretary''.
    Subsec. (i)(1)(E). Pub. L. 103-296, Sec. 321(e)(2)(F)(i), 
substituted ``national average wage index (as defined in section 
409(k)(1) of this title)'' for ``SSA average wage index''.
    Subsec. (i)(1)(F)(ii). Pub. L. 103-296, Sec. 107(a)(4), substituted 
``Commissioner of Social Security'' for ``Secretary''.
    Subsec. (i)(1)(G), (H). Pub. L. 103-296, Sec. 321(e)(2)(F)(ii), 
redesignated subpar. (H) as (G) and struck out former subpar. (G) which 
read as follows: ``the term `SSA average wage index', with respect to 
any calendar year, means the amount determined for such calendar year 
under subsection (b)(3)(A)(ii)(I) of this section; and''.
    Subsec. (i)(2)(A)(i), (ii), (C)(i). Pub. L. 103-296, Sec. 107(a)(4), 
substituted ``Commissioner of Social Security'' for ``Secretary'' 
wherever appearing, ``the Commissioner shall'' for ``he shall'' in 
introductory provisions of par. (2)(A)(ii) and in par. (2)(C)(i), and 
``the Commissioner's estimate'' for ``his estimate'' in par. (2)(C)(i).
    Subsec. (i)(2)(C)(ii). Pub. L. 103-296, Sec. 321(e)(2)(G), amended 
cl. (ii) generally. Prior to amendment, cl. (ii) read as follows: ``The 
Secretary shall determine and promulgate the OASDI fund ratio for the 
current calendar year and the SSA wage index for the preceding calendar 
year before November 1 of the current calendar year, based upon the most 
recent data then available, and shall include a statement of such fund 
ratio and wage index (and of the effect such ratio and the level of such 
index may have upon benefit increases under this subsection) in any 
notification made under clause (i) and any determination published under 
subparagraph (D).''
    Pub. L. 103-296, Sec. 107(a)(4), in cl. (ii) as amended by Pub. L. 
103-296, Sec. 321(e)(2)(G), substituted ``Commissioner of Social 
Security'' for ``Secretary'' in two places.
    Subsec. (i)(2)(D). Pub. L. 103-296, Sec. 107(a)(4), substituted 
``Commissioner of Social Security'' for ``Secretary'' and ``the 
Commissioner shall publish'' for ``he shall publish''.
    Pub. L. 103-296, Sec. 107(a)(4), which directed that this subchapter 
be amended by substituting ``the Commissioner'' for ``he'' wherever 
referring to the Secretary of Health and Human Services, was executed by 
substituting ``The Commissioner'' for ``He'' before ``shall also 
publish'', to reflect the probable intent of Congress.
    Subsec. (i)(4), (5)(B). Pub. L. 103-296, Sec. 107(a)(4), substituted 
``Commissioner of Social Security'' for ``Secretary'' wherever appearing 
and ``the Commissioner shall'' for ``he shall'' in closing provisions of 
par. (5)(B).
    1990--Subsec. (a)(1)(C)(ii). Pub. L. 101-508, Sec. 5122(a), 
substituted ``of not less than 25 percent (in the case of a year after 
1950 and before 1978) of the maximum amount which (pursuant to 
subsection (e) of this section) may be counted for such year, or 25 
percent (in the case of a year after 1977 and before 1991) or 15 percent 
(in the case of a year after 1990) of the maximum amount which (pursuant 
to subsection (e) of this section) could be counted for such year if'' 
for ``of not less than 25 percent of the maximum amount which, pursuant 
to subsection (e) of this section, may be counted for such year, or of 
not less than 25 percent of the maximum amount which could be so counted 
for such year (in the case of a year after 1977) if''.
    Subsec. (a)(5). Pub. L. 101-508, Sec. 5117(a)(1), designated 
existing provision as subpar. (A), substituted ``Subject to 
subparagraphs (B), (C), (D), and (E), for purposes of'' for ``For 
purposes of'', struck out at end ``The table for determining primary 
insurance amounts and maximum family benefits contained in this section 
in December 1978 shall be revised as provided by subsection (i) of this 
section for each year after 1978.'', and added subpars. (B) to (E).
    Subsec. (a)(7)(A), (C)(ii). Pub. L. 101-508, Sec. 5117(a)(3)(E)(ii), 
substituted ``subsection (d)(3)'' for ``subsection (d)(5)''.
    Subsec. (a)(7)(D). Pub. L. 101-508, Sec. 5122(b), struck out ``(as 
defined in paragraph (1)(C)(ii))'' before period at end of first 
sentence and inserted at end ``For purposes of this subparagraph, the 
term `year of coverage' shall have the meaning provided in paragraph 
(1)(C)(ii), except that the reference to `15 percent' therein shall be 
deemed to be a reference to `25 percent'.''
    Subsec. (c). Pub. L. 101-508, Sec. 5117(a)(3)(C), substituted 
``Subject to the amendments made by section 5117 of the Omnibus Budget 
Reconciliation Act of 1990, this'' for ``This''.
    Subsec. (d)(1)(A). Pub. L. 101-508, Sec. 5117(a)(2)(A)(i), inserted 
``and subject to section 104(j)(2) of the Social Security Amendments of 
1972'' after ``thereof''.
    Subsec. (d)(1)(B)(i), (ii). Pub. L. 101-508, Sec. 5117(a)(2)(A)(ii), 
added cls. (i) and (ii) and struck out former cls. (i) and (ii) which 
read as follows:
    ``(i) the total wages prior to 1951 (as defined in subparagraph (C) 
of this paragraph) of an individual who attained age 21 after 1936 and 
prior to 1950 shall be divided by the number of years (hereinafter in 
this subparagraph referred to as the `divisor') elapsing after the year 
in which the individual attained age 20 and prior to 1951; and
    ``(ii) the total wages prior to 1951 (as defined in subparagraph (C) 
of this paragraph) of an individual who attained age 21 after 1949 shall 
be divided by the number of years (hereinafter in this subparagraph 
referred to as the `divisor') elapsing after 1949 and prior to 1951.''
    Subsec. (d)(1)(B)(iii). Pub. L. 101-508, Sec. 5117(a)(2)(B), amended 
cl. (iii) generally. Prior to amendment, cl. (iii) read as follows: ``if 
the quotient exceeds $3,000, only $3,000 shall be deemed to be the 
individual's wages for each of the years which were used in computing 
the amount of the divisor, and the remainder of the individual's total 
wages prior to 1951 (I) if less than $3,000, shall be deemed credited to 
the year immediately preceding the earliest year used in computing the 
amount of the divisor, or (II) if $3,000 or more, shall be deemed 
credited, in $3,000 increments, to the year immediately preceding the 
earliest year used in computing the amount of the divisor and to each 
year consecutively preceding that year, with any remainder less than 
$3,000 being credited to the year immediately preceding the earliest 
year to which a full $3,000 increment was credited; and''.
    Subsec. (d)(2)(B). Pub. L. 101-508, Sec. 5117(a)(2)(C)(i), struck 
out ``except as provided in paragraph (3),'' after ``(B)''.
    Subsec. (d)(2)(C). Pub. L. 101-508, Sec. 5117(a)(2)(C)(ii), added 
subpar. (C) and struck out former subpar. (C) which read as follows:
    ``(C)(i) who becomes entitled to benefits under section 402(a) or 
423 of this title after January 2, 1968, or
    ``(ii) who dies after such date without being entitled to benefits 
under section 402(a) or 423 of this title, or
    ``(iii) whose primary insurance amount is required to be recomputed 
under subsection (f)(2) or (6) of this section or section 431 of this 
title.''
    Subsec. (d)(3) to (5). Pub. L. 101-508, Sec. 5117(a)(2)(C)(iii), 
(3)(E)(i), redesignated par. (5) as (3) and struck out former pars. (3) 
and (4) which read as follows:
    ``(3) The provisions of this subsection as in effect prior to 
January 2, 1968, shall be applicable in the case of an individual who 
had a period of disability which began prior to 1951, but only if the 
primary insurance amount resulting therefrom is higher than the primary 
insurance amount resulting from the application of this section (as 
amended by the Social Security Amendments of 1967) and section 420 of 
this title.
    ``(4) The provisions of this subsection as in effect in December 
1977 shall be applicable to individuals who become eligible for old-age 
or disability insurance benefits or die prior to 1978.''
    Subsec. (f)(7). Pub. L. 101-508, Sec. 5117(a)(3)(D), substituted ``, 
including a primary insurance amount computed under any such subsection 
whose operation is modified as a result of the amendments made by 
section 5117 of the Omnibus Budget Reconciliation Act of 1990'' for 
period at end of first sentence.
    Subsec. (f)(9)(A). Pub. L. 101-508, Sec. 5117(a)(3)(E)(ii), 
substituted ``subsection (d)(3)'' for ``subsection (d)(5)'' in two 
places.
    Subsec. (f)(9)(B). Pub. L. 101-508, Sec. 5117(a)(3)(E)(iii), 
substituted ``or (d)(3)'' for ``or (d)(5)'' wherever appearing.
    Subsec. (i)(4). Pub. L. 101-508, Sec. 5117(a)(3)(A), inserted ``and 
as amended by section 5117 of the Omnibus Budget Reconciliation Act of 
1990'' after ``as then in effect'' in first sentence.
    1989--Subsec. (a)(1)(B)(ii)(I). Pub. L. 101-239, 
Sec. 10208(b)(2)(A), substituted ``the deemed average total wages (as 
defined in section 409(k)(1) of this title)'' for ``the average of the 
total wages (as defined in regulations of the Secretary and computed 
without regard to the limitations specified in section 409(a)(1) of this 
title) reported to the Secretary of the Treasury or his delegate''.
    Pub. L. 101-239, Sec. 10208(d)(2)(A)(i), substituted ``409(a)(1)'' 
for ``409(a)''.
    Subsec. (a)(1)(B)(ii)(II). Pub. L. 101-239, Sec. 10208(b)(2)(B), 
substituted ``(as defined in regulations of the Secretary and computed 
without regard to the limitations specified in section 409(a)(1) of this 
title)'' for ``(as so defined and computed)''.
    Subsec. (a)(1)(C)(ii). Pub. L. 101-239, Sec. 10208(b)(4), 
substituted ``change (except that, for purposes of subsection (b)(2)(A) 
of such section 430 of this title as so in effect, the reference therein 
to the average of the wages of all employees as reported to the 
Secretary of the Treasury for any calendar year shall be deemed a 
reference to the deemed average total wages (within the meaning of 
section 409(k)(1) of this title) for such calendar year)'' for 
``change''.
    Subsec. (b)(3)(A)(ii)(I). Pub. L. 101-239, Sec. 10208(b)(1)(C), 
struck out ``(after 1976)'' after ``calendar year''.
    Pub. L. 101-239, Sec. 10208(b)(1)(A), substituted ``the deemed 
average total wages (as defined in section 409(k)(1) of this title)'' 
for ``the average of the total wages (as defined in regulations of the 
Secretary and computed without regard to the limitations specified in 
section 409(a)(1) of this title) reported to the Secretary of the 
Treasury or his delegate''.
    Pub. L. 101-239, Sec. 10208(d)(2)(A)(i), substituted ``409(a)(1)'' 
for ``409(a)''.
    Subsec. (b)(3)(A)(ii)(II). Pub. L. 101-239, Sec. 10208(b)(1)(B), 
substituted ``the deemed average total wages (as so defined)'' for ``the 
average of the total wages (as so defined and computed) reported to the 
Secretary of the Treasury or his delegate''.
    Subsec. (i)(1)(G). Pub. L. 101-239, Sec. 10208(b)(3), substituted 
``the amount determined for such calendar year under subsection 
(b)(3)(A)(ii)(I)'' for ``the average of the total wages reported to the 
Secretary of the Treasury or his delegate as determined for purposes of 
subsection (b)(3)(A)(ii)''.
    1988--Subsec. (a)(7)(A). Pub. L. 100-647, Sec. 8011(a)(1), struck 
out ``with respect to the initial month in which the individual becomes 
eligible for such benefits'' before period at end.
    Subsec. (a)(7)(B)(i). Pub. L. 100-647, Sec. 8011(a)(2), substituted 
``concurrent entitlement to such monthly periodic payment and old-age or 
disability insurance benefits'' for ``eligibility for old-age or 
disability insurance benefits''.
    Subsec. (a)(7)(C)(iii), (iv). Pub. L. 100-647, Sec. 8011(a)(3), 
redesignated cl. (iv) as (iii) and struck out former cl. (iii) which 
read as follows: ``If an individual to whom subparagraph (A) applies is 
eligible for a periodic payment beginning with a month that is 
subsequent to the month in which he or she becomes eligible for old-age 
or disability insurance benefits, the amount of that payment (for 
purposes of subparagraph (B)) shall be deemed to be the amount to which 
he or she is, or is deemed to be, entitled (subject to clauses (i), 
(ii), and (iv) of this subparagraph) in such subsequent month.''
    Subsec. (a)(7)(D). Pub. L. 100-647, Sec. 8003(a), in introductory 
provisions, substituted ``20 years'' for ``25 years'' and ``shall (if 
such percent is smaller than the applicable percent specified in the 
following table) be deemed to be the applicable percent specified in the 
following table:'' for ``shall (if such percent is smaller than the 
percent specified in whichever of the following clauses applies) be 
deemed to be--'', and substituted table for former cls. (i) to (iv) 
which read as follows:
        ``(i) 80 percent, in the case of an individual who has 29 of 
    such years of coverage;
        ``(ii) 70 percent, in the case of an individual who has 28 of 
    such years;
        ``(iii) 60 percent, in the case of an individual who has 27 of 
    such years; and
        ``(iv) 50 percent, in the case of an individual who has 26 of 
    such years.''
    Subsec. (d)(5)(ii). Pub. L. 100-647, Sec. 8011(b), substituted 
``such concurrent entitlement'' for ``his or her eligibility for old-age 
or disability insurance benefits''.
    1986--Subsec. (i)(1)(B). Pub. L. 99-509, Sec. 9001(a), substituted 
``percentage is greater than zero'' for ``percentage is 3 percent or 
more''.
    Pub. L. 99-509, Sec. 9001(b)(2)(A), amended subpar. (B), as in 
effect in December 1978, and as applied in certain cases under the 
provisions of this chapter as in effect after December 1978, by striking 
out ``, by not less than 3 per centum,'' after ``Department of Labor 
exceeds''.
    Subsec. (i)(2)(C)(i). Pub. L. 99-509, Sec. 9001(b)(1)(A)(i), 
redesignated cl. (ii) as (i) and struck out former cl. (i) which read as 
follows: ``Whenever the level of the Consumer Price Index as published 
for any month exceeds by 2.5 percent or more the level of such index for 
the most recent base quarter (as defined in paragraph (1)(A)(ii)) or, if 
later, the most recent cost-of-living computation quarter, the Secretary 
shall (within 5 days after such publication) report the amount of such 
excess to the House Committee on Ways and Means and the Senate Committee 
on Finance.''
    Pub. L. 99-509, Sec. 9001(b)(2)(B), amended subpar. (C), as in 
effect in December 1978, and as applied in certain cases under the 
provisions of this chapter as in effect after December 1978, by striking 
out cl. (i) which read as follows: ``Whenever the level of the Consumer 
Price Index as published for any month exceeds by 2.5 percent or more 
the level of such index for the most recent base quarter (as defined in 
paragraph (1)(A)(ii)) or, if later, the most recent cost-of-living 
computation quarter, the Secretary shall (within 5 days after such 
publication) report the amount of such excess to the House Committee on 
Ways and Means and the Senate Committee on Finance.''
    Subsec. (i)(2)(C)(ii). Pub. L. 99-509, Sec. 9001(b)(1)(A), 
redesignated cl. (iii) as (ii) and substituted ``under clause (i)'' for 
``under clause (ii)''. Former cl. (ii) redesignated (i).
    Pub. L. 99-509, Sec. 9001(b)(2)(B), amended subpar. (C), as in 
effect in December 1978, and as applied in certain cases under the 
provisions of this chapter as in effect after December 1978, by striking 
out cl. (ii) designation.
    Subsec. (i)(2)(C)(iii). Pub. L. 99-509, Sec. 9001(b)(1)(A)(i), 
redesignated cl. (iii) as (ii).
    Subsec. (i)(4). Pub. L. 99-509, Sec. 9001(b)(1)(B), inserted ``and 
by section 9001 of the Omnibus Budget Reconciliation Act of 1986''.
    Pub. L. 99-272 substituted ``the Secretary shall revise the table of 
benefits contained in subsection (a) of this section, as in effect in 
December 1978, in accordance with the requirements of paragraph (2)(D) 
of this subsection as then in effect, except that the requirement in 
such paragraph (2)(D) that the Secretary publish such revision of the 
table of benefits in the Federal Register shall not apply'' for ``the 
Secretary shall publish in the Federal Register revisions of the table 
of benefits contained in subsection (a) of this section, as in effect in 
December 1978, as required by paragraph (2)(D) of this subsection as 
then in effect''.
    Subsec. (i)(5)(A)(i). Pub. L. 99-509, Sec. 9001(b)(1)(C), 
substituted ``because there was no wage increase percentage greater than 
zero'' for ``because the wage increase percentage was less than 3 
percent''.
    Subsec. (i)(5)(B). Pub. L. 99-514, Sec. 1883(a)(7), substituted 
``clause (i)(I)'' for ``subdivision (I)'' in cl. (ii) and ``clause (i)'' 
for ``subdivisions (I) and (II)'' in provisions between cls. (iii) and 
(iv).
    1984--Subsec. (a)(1)(B)(i). Pub. L. 98-369, Sec. 2663(a)(10)(A)(i), 
substituted ``for such benefits'' for ``of such benefits''.
    Subsec. (a)(1)(B)(iii). Pub. L. 98-369, Sec. 2663(a)(10)(A)(ii), 
substituted ``amount'' for ``amounts'' after ``except that any''.
    Subsec. (a)(1)(C)(ii). Pub. L. 98-369, Sec. 2663(a)(10)(A)(iii), 
substituted ``section 217'' for ``scetion 217'' after ``deemed to be 
paid to such individual under''.
    Subsec. (a)(4)(B). Pub. L. 98-369, Sec. 2663(a)(10)(B), realigned 
margins of subpar. (B).
    Subsec. (a)(7)(B)(ii)(I). Pub. L. 98-369, Sec. 2661(k)(1), 
substituted ``who become eligible (as defined in paragraph (3)(B)) for 
old-age insurance benefits (or became eligible as so defined for 
disability insurance benefits before attaining age 62)'' for ``who 
initially become eligible for old-age or disability insurance 
benefits''.
    Subsec. (a)(7)(C)(ii). Pub. L. 98-369, Sec. 2661(k)(2), substituted 
``survivor's'' for ``survivors''.
    Subsec. (f)(2)(A). Pub. L. 98-369, Sec. 2663(a)(10)(C), substituted 
``primary insurance amount'' for ``primary insurance account''.
    Subsec. (f)(9)(B)(i). Pub. L. 98-369, Sec. 2661(k)(3), substituted 
``as though the recomputed primary insurance amount were being computed 
under subsection (a)(7) or (d)(5)'' for ``as though such primary 
insurance amount had initially been computed without regard to 
subsection (a)(7) or (d)(5)''.
    Subsec. (h)(1). Pub. L. 98-369, Sec. 2663(a)(10)(D)(ii), substituted 
``Director of the Office of Personnel Management'' for ``Civil Service 
Commission''.
    Subsec. (i)(5)(A). Pub. L. 98-369, Sec. 2661(k)(4), inserted 
provision that any amount so increased that is not a multiple of $0.10 
shall be decreased to the next lower multiple of $0.10.
    Subsec. (i)(5)(B)(iii). Pub. L. 98-369, Sec. 2661(k)(5)(A), 
substituted ``so as to yield such applicable additional percentage 
(which shall be rounded to the nearest one-tenth of 1 percent)'' for 
``and rounding to the nearest one-tenth of 1 percent''.
    Subsec. (i)(5)(B)(iv), (v). Pub. L. 98-369, Sec. 2661(k)(5)(B), (C), 
substituted ``ending with the year before such subsequent calendar 
year'' for ``ending with such subsequent calendar year'' in cls. (iv) 
and (v) and ``became eligible (as defined in subsection (a)(3)(B) of 
this section) for the old-age or disability insurance benefit that is 
being increased under this subsection'' for ``initially became eligible 
for an old-age or disability insurance benefit'' in cl. (v).
    1983--Subsec. (a)(7). Pub. L. 98-21, Sec. 113(a), added par. (7).
    Subsec. (d)(5). Pub. L. 98-21, Sec. 113(b), added par. (5).
    Subsec. (f)(5). Pub. L. 98-21, Sec. 201(c)(1)(C), substituted 
``retirement age (as defined in section 416(l) of this title)'' for 
``age 65''.
    Subsec. (f)(9). Pub. L. 98-21, Sec. 113(c), added par. (9).
    Subsec. (i)(1)(A). Pub. L. 98-21, Sec. 111(b)(1), substituted 
``September 30'' for ``March 31'' and ``1982'' for ``1974''.
    Pub. L. 98-21, Sec. 111(b)(2), amended subpar. (A), as in effect in 
December 1978, and as applied in certain cases under the provisions of 
this chapter as in effect after December 1978, by substituting 
``September 30'' for ``March 31'' and ``1982'' for ``1974''.
    Subsec. (i)(1)(B). Pub. L. 98-21, Sec. 112(a)(1), substituted ``with 
respect to which the applicable increase percentage is 3 percent or 
more'' for ``in which the Consumer Price Index prepared by the 
Department of Labor exceeds, by not less than 3 per centum, such Index 
in the later of (i) the last prior cost-of-living computation quarter 
which was established under this subparagraph, or (ii) the most recent 
calendar quarter in which occurred the effective month of a general 
benefit increase under this subchapter''.
    Subsec. (i)(1)(C) to (H). Pub. L. 98-21, Sec. 112(a)(3), (4), added 
subpars. (C) to (G) and redesignated former subpar. (C) as (H).
    Subsec. (i)(2)(A)(ii). Pub. L. 98-21, Sec. 112(b), in provisions 
immediately following subcl. (iii), substituted ``by the applicable 
increase percentage'' for ``by the same percentage (rounded to the 
nearest one-tenth of 1 percent) as the percentage by which the Consumer 
Price Index for that cost-of-living computation quarter exceeds such 
index for the most recent prior calendar quarter which was a base 
quarter under paragraph (1)(A)(ii) or, if later, the most recent cost-
of-living computation quarter under paragraph (1)(B)''.
    Pub. L. 98-21, Sec. 111(a)(1), substituted ``December'' for ``June'' 
in provisions preceding subcl. (I).
    Pub. L. 98-21, Sec. 111(a)(6), amended par. (2), as in effect in 
December 1978, and as applied in certain cases under the provisions of 
this chapter as in effect after December 1978, by substituting in the 
provisions preceding subpar. (A)(ii)(I) ``December'' for ``June''.
    Subsec. (i)(2)(A)(iii). Pub. L. 98-21, Sec. 111(a)(2), substituted 
``November'' for ``May''.
    Subsec. (i)(2)(B). Pub. L. 98-21, Sec. 111(a)(3), substituted 
``November'' for ``May'' in two places.
    Pub. L. 98-21, Sec. 111(a)(6), amended par. (2), as in effect in 
December 1978, and as applied in certain cases under the provisions of 
this chapter as in effect after December 1978, by substituting in 
subpar. (B) ``November'' for ``May'' in two places.
    Subsec. (i)(2)(C)(iii). Pub. L. 98-21, Sec. 112(d)(1), added cl. 
(iii).
    Subsec. (i)(4). Pub. L. 98-21, Sec. 112(d)(2), inserted reference to 
amendments made by section 112 of the Social Security Amendments of 
1983.
    Pub. L. 98-21, Sec. 111(c), inserted reference to amendments made by 
section 111(a)(6) and 111(b)(2) of the Social Security Amendments of 
1983.
    Subsec. (i)(5). Pub. L. 98-21, Sec. 112(c), added par. (5).
    1981--Subsec. (a)(1)(A). Pub. L. 97-35, Sec. 2206(b)(5), substituted 
in provision following cl. (iii) ``rounded, if not a multiple of $0.10, 
to the next lower multiple of $0.10,'' for ``rounded in accordance with 
subsection (g) of this section''.
    Subsec. (a)(1)(C)(i). Pub. L. 97-35, Sec. 2201(a), struck out 
provisions that primary insurance amount computed under subpar. (A) not 
be less than the dollar amount set forth on first line of column IV in 
table of benefits contained, or deemed to be contained in, this 
subsection as in effect in December 1978, rounded, if not a multiple of 
$1, to next higher multiple of $1 and that no increase under subsec. (i) 
of this section, except as provided in subsec. (i)(2)(A) of this 
section, apply to dollar amount so specified.
    Subsec. (a)(1)(C)(ii). Pub. L. 97-35, Sec. 2201(b)(1), substituted 
``For the purposes of clause (i)'' for ``For the purposes of clause 
(i)(II)''.
    Subsec. (a)(3)(A). Pub. L. 97-35, Sec. 2201(b)(2), substituted 
``subparagraph (C)(i)'' for ``subparagraph (C)(i)(II)''.
    Subsec. (a)(4). Pub. L. 97-35, Sec. 2201(b)(3), (c)(2), substituted 
in provision preceding subpar. (A) ``subparagraph (C)(i)'' for 
``subparagraph (C)(i)(II)'' and in provision following subpar. (B) ``, 
as modified by paragraph (6)'' and struck out ``but without regard to 
clauses (iv) and (v) thereof'' after ``subsection (i)(2)(A) of this 
section''.
    Subsec. (a)(5). Pub. L. 97-123, Sec. 2(a)(1), struck out ``, and the 
table for determining primary insurance amounts and maximum family 
benefits contained in this section in December 1978 shall be modified as 
specified in paragraph (6)'', and substituted ``December 1978 shall be 
revised'' for ``December 1978, modified by the application of paragraph 
(6), shall be revised''.
    Pub. L. 97-35, Sec. 2201(c)(3), inserted ``, and the table for 
determining primary insurance amounts and maximum family benefits 
contained in this section in December 1978 shall be modified as 
specified in paragraph (6)'' and substituted ``December 1978, modified 
by the application of paragraph (6), shall be revised'' for ``December 
1978 shall be revised''.
    Subsec. (a)(6). Pub. L. 97-123, Sec. 2(a)(2), substituted in subpar. 
(A) ``In applying the table of benefits in effect in December 1978 under 
this section for purposes of the last sentence of paragraph (4), such 
table, revised as provided by subsection (i) of this section, as 
applicable, shall be extended'' for ``The table of benefits in effect in 
December 1978 under this section, referred to in paragraph (4) in the 
matter following subparagraph (B) and in paragraph (5), revised as 
provided by subsection (i) of this section, as applicable, shall be 
extended''.
    Pub. L. 97-35, Sec. 2201(c)(1), added par. (6).
    Subsec. (f)(7). Pub. L. 97-123, Sec. 2(b), inserted provisions that 
effective January 1982, the recomputation shall be modified by the 
application of subsec. (a)(6) of this section where applicable, and 
struck out provision that the recomputation shall be modified by the 
application of subsec. (a)(6) of this section, where applicable.
    Pub. L. 97-35, Sec. 2201(c)(4), inserted provision that the 
recomputation be modified by the application of subsec. (a)(6) of this 
section, where applicable.
    Subsec. (f)(8). Pub. L. 97-35, Sec. 2201(b)(4), substituted 
``subsection (a)(1)(C)(i) of this section'' for ``subsection 
(a)(1)(C)(i)(II) of this section''.
    Subsec. (g). Pub. L. 97-35, Sec. 2206(a), struck out ``any primary 
insurance amount and the amount of'' after ``The amount of'' and 
substituted ``(after any reduction under sections 403(a) and 424 of this 
title and any deduction under section 403(b) of this title, and after 
any deduction under section 1395s(a)(1) of this title) is not a multiple 
of $1 shall be rounded to the next lower multiple of $1'' for ``(after 
reduction under section 403(a) of this title and deductions under 
section 403(b) of this title) is not a multiple of $0.10 shall be raised 
to the next higher multiple of $0.10''.
    Subsec. (i)(2)(A)(ii). Pub. L. 97-35, Sec. 2201(b)(5), (6), in 
subcl. (II) struck out ``(including a primary insurance amount 
determined under subsection (a)(1)(C)(i)(I) of this section, but subject 
to the provisions of such subsection (a)(1)(C)(i) of this section and 
clauses (iv) and (v) of this subparagraph)'' after ``under this 
subchapter'' and in provision following subcl. (III) substituted 
``subparagraph (C)(i)'' for ``subparagraph (C)(i)(II)''.
    Pub. L. 97-35, Sec. 2206(b)(6), substituted in provision following 
subcl. (III) ``decreased to the next lower'' for ``increased to the next 
higher''.
    Subsec. (i)(2)(A)(iii). Pub. L. 97-123, Sec. 2(c), inserted ``and, 
with respect to a primary insurance amount determined under subsection 
(a)(1)(C)(i)(I) of this section in the case of an individual to whom 
that subsection (as in effect in December 1981) applied, subject to the 
provisions of subsection (a)(1)(C)(i) of this section and clauses (iv) 
and (v) of this subparagraph (as then in effect)'' after ``provision of 
this subchapter''.
    Pub. L. 97-35, Sec. 2201(b)(7), struck out ``and, with respect to a 
primary insurance amount determined under subsection (a)(1)(C)(i)(I) of 
this section, subject to the provisions of subsection (a)(1)(C)(i) of 
this section and clauses (iv) and (v) of this subparagraph'' after 
``provision of this subchapter''.
    Subsec. (i)(2)(A)(iv). Pub. L. 97-35, Sec. 2201(b)(8), struck out 
cl. (iv) which related to increases in the primary insurance amount for 
individuals entitled to old-age insurance benefits, individuals entitled 
to insurance benefits under section 402(e) and (f) of this title, 
increases that would otherwise apply except for provisions of this 
clause, and increases occurring in a later year not applicable to the 
primary insurance amount on account of provisions of this clause.
    Subsec. (i)(2)(A)(v). Pub. L. 97-35, Sec. 2201(b)(8), struck out cl. 
(v) which provided, that notwithstanding cl. (iv), no primary insurance 
amount be less than that provided under subsec. (a)(1) of this section 
without regard to subpar. (C)(i)(I) thereof, as subsequently increased 
by applicable increases under this section.
    Subsec. (i)(2)(D). Pub. L. 97-35, Sec. 2201(b)(9), substituted 
``subparagraph (C)(i)'' for ``subparagraph (C)(i)(II)'' in two places.
    Subsec. (i)(4). Pub. L. 97-123, Sec. 2(d), struck out ``, modified 
by the application of subsec. (a)(6) of this section,''.
    Pub. L. 97-35, Sec. 2201(c)(5), inserted ``, modified by the 
application of subsec. (a)(6) of this section,''.
    Pub. L. 97-35, Sec. 2206(b)(7), inserted ``except that for this 
purpose, in applying paragraphs (2)(A)(ii), (2)(D)(iv), and (2)(D)(v) of 
this subsection as in effect in December 1978, the phrase `increased to 
the next higher multiple of $0.10' shall be deemed to read `decreased to 
the next lower multiple of $0.10' ''.
    1980--Subsec. (a)(4)(B). Pub. L. 96-473 substituted 
``recomputation'' for ``recommendation''.
    Subsec. (b)(2)(A). Pub. L. 96-265, Sec. 102(a), designated existing 
provisions as cl. (i), inserted provision limiting its applicability to 
individuals who are entitled to old-age insurance benefits (except as 
provided in the second sentence of this subparagraph) or who have died, 
and added cl. (ii) and provisions following cl. (ii).
    Subsec. (i)(2)(A)(ii)(III). Pub. L. 96-265, Sec. 101(b)(3), 
substituted ``section 403(a)(7) and (8)'' for ``section 403(a)(6) and 
(7)''.
    Subsec. (i)(2)(D). Pub. L. 96-265, Sec. 101(b)(4), inserted sentence 
providing that revision of maximum family benefits shall be subject to 
paragraph (6) of section 403(a) of this title (as added by section 
101(a)(3) of the Social Security Disability Amendments of 1980).
    1977--Subsec. (a). Pub. L. 95-216, Sec. 201(a), amended provisions 
under which primary insurance amount of an individual is determined by 
substituting provisions which employ a formula using percentages of 
different portions of the individual's average indexed monthly earnings 
for provisions under which the primary insurance amount of an insured 
individual was determined through references to a five-column table 
covering primary insurance amounts and maximum family benefits.
    Subsec. (b). Pub. L. 95-216, Sec. 201(b), substituted provisions 
setting up a formula for determining an individual's average indexed 
monthly earnings using benefit computation years, computation base 
years, and elapsed years as factors in the determination, for provisions 
that had set a formula for determining an individual's average monthly 
wage.
    Subsec. (c). Pub. L. 95-216, Sec. 201(c), substituted provisions 
that this subsection as in effect in Dec. 1978, will remain in effect 
with respect to an individual to whom subsec. (a)(1) of this section 
does not apply by reason of the individual's eligibility for an old-age 
or disability insurance benefit, or the individual's death, prior to 
1979, for provisions under which, for the purposes of column II of the 
latest table that had appeared in (or was deemed to have appeared in) 
subsec. (a) of this section, an individual's primary insurance amount 
was to be computed on the basis of the law in effect prior to the month 
in which the latest such table had become effective, but with a 
limitation that this subsection was to be applicable only in the case of 
an individual who had become entitled to benefits under section 402(a) 
or section 423 of this title, or who had died, before such effective 
month.
    Subsec. (d)(1)(A). Pub. L. 95-216, Sec. 201(d)(1), inserted 
provisions in subsec. (d)(1)(A) and preceding introductory provision 
directing that existing references to subsecs. (a) and (b) of this 
section be deemed reference to such subsecs. (a) and (b) as they were in 
effect in Dec. 1977.
    Subsec. (d)(1)(B). Pub. L. 95-216, Sec. 201(d)(1), made a 
parenthetical insertion which limited the existing references to 
subpars. (B) and (C) of subsec. (b)(2) of this section to those 
provisions as they had been in effect in Dec. 1977, and introduced a 
simplified method, using the concept of a divisor and a quotient, for 
computing the primary insurance amounts of workers age 21 after 1936 and 
before 1951 when wages before 1951 are included in the computations.
    Subsec. (d)(1)(D). Pub. L. 95-216, Sec. 201(d)(2), substituted ``40 
percent'' for ``45.6 per centum'' and ``plus 10 percent of the next $200 
of his average monthly wage, increased by 1 percent for each increment 
year'' for ``plus 11.4 per centum of the next $200 of such average 
monthly wage'' in existing provisions and inserted provisions that the 
number of increment years in the number, not more than 14 nor less than 
4, that is equal to the individual's total wages prior to 1951 divided 
by $1,650 (disregarding any fraction).
    Subsec. (d)(3). Pub. L. 95-216, Sec. 201(d)(3), struck out 
requirement that when wages prior to 1951 are included in computing the 
average monthly wages of an individual who attains age 21 after 1936 and 
prior to 1951, the present law computation provisions in effect before 
the Social Security Amendments of 1967 must be used.
    Subsec. (d)(4). Pub. L. 95-216, Sec. 201(d)(4), added par. (4).
    Subsec. (e)(1). Pub. L. 95-216, Sec. 201(e), substituted ``average 
indexed monthly earnings or, in the case of an individual whose primary 
insurance amount is computed under subsection (a) of this section as in 
effect prior to January 1979, average monthly wage'' for ``average 
monthly wage'' and ``(before the application, in the case of average 
indexed monthly earnings, of subsection (b)(3)(A) of this section) of 
(A) the wages paid to him in such year'' for ``of (A) the wages paid to 
him in such year''.
    Subsec. (e)(2). Pub. L. 95-216, Sec. 201(e), substituted ``average 
indexed monthly earnings or, in the case of an individual whose primary 
insurance amount is computed under subsection (a) of this section as in 
effect prior to January 1979, average monthly wage''.
    Subsec. (f)(2). Pub. L. 95-216, Sec. 201(f)(1), generally expanded 
provisions for recomputing primary insurance amounts for individuals 
with wages or self-employment income for years after 1978 for any part 
of which the individuals are entitled to old-age or disability insurance 
benefits.
    Subsec. (f)(3). Pub. L. 95-216, Sec. 201(f)(2), struck out par. (3) 
which had provided for the recomputation of primary insurance amounts 
for workers who had self-employment income in 1952 and who had applied 
for benefits or died prior to 1961.
    Subsec. (f)(4). Pub. L. 95-216, Sec. 201(f)(3), substituted ``A 
recomputation shall be effective under this subsection only if it 
increases the primary insurance amount by at least $1'' for ``Any 
recomputation under this subsection shall be effective only if such 
recomputation results in a higher primary insurance amount''.
    Subsec. (f)(7), (8). Pub. L. 95-216, Sec. 201(f)(4), added pars. (7) 
and (8).
    Subsec. (i)(2)(A)(ii). Pub. L. 95-216, Sec. 201(g)(1), specified 
that an automatic benefit increase effective for June of a year in which 
the Secretary determines that a cost-of-living computation quarter, 
which triggers such an increase, has occurred will apply to benefits of 
those entitled to special payments under sections 427 and 428 of this 
title, to the primary insurance amounts on which beneficiaries are 
entitled including the frozen minimum primary insurance amounts and 
special minimum primary insurance amounts, and to the maximum family 
benefits at the same time as the primary insurance amounts on which they 
are based, where a primary insurance amount was computed under the law 
in effect in December 1978 will be increased at the same time as the 
primary insurance amounts, except as provided in section 403(a)(7) and 
(7) of this title.
    Subsec. (i)(2)(A)(iii) to (v). Pub. L. 95-216, Sec. 201(g)(2), added 
cls. (iii) to (v).
    Subsec. (i)(2)(D). Pub. L. 95-216, Sec. 201(g)(3), substituted 
provisions directing publication in the Federal Register of revisions of 
the range of primary insurance amounts and of the range of maximum 
family benefits for provisions that had directed publication of the 
revision of the table of benefits formerly set out in subsec. (a) and 
had set out the method of determining the revision of the table.
    Subsec. (i)(2)(D)(v). Pub. L. 95-216, Sec. 103(d), substituted in 
cl. (v) ``is equal to, or exceeds by less than $5, one-twelfth of the 
new contribution and benefit base'' for ``is equal to one-twelfth of the 
new contribution and benefit base'' and ``plus 20 percent of the excess 
of the second figure in the last line of column III as extended under 
the preceding sentence over such second figure for the calendar year in 
which the table of benefits is revised'' for ``plus 20 percent of one-
twelfth of the excess of the new contribution and benefit base for the 
calendar year following the calendar year in which such table of 
benefits is revised (as determined under section 430 of this title) over 
such base for the calendar year in which the table of benefits is 
revised'' in third sentence.
    Subsec. (i)(4). Pub. L. 95-216, Sec. 201(g)(4), added par. (4).
    1973--Subsec. (a). Pub. L. 93-233, Sec. 2(a), in revising benefits 
table: in column II, substituted ``Primary insurance amount effective 
for September 1972'' for ``Primary insurance amount under 1971 Act'' and 
increased benefit amounts to $84.50-$404.50 from $70.40-$295.40; in 
column III, increased benefit amounts to $76 to $1,096-$1,100 from $76 
to $996-$1,000; in column IV, increased benefit amounts to $93.80-
$469.00 from $84.50-$404.50; and in column V, increased benefit amounts 
to $140.80-$820.80 from $126.80-$707.90.
    Subsec. (a)(3). Pub. L. 93-233, Sec. 1(h)(1), substituted ``$9.00'' 
for ``$8.50''.
    Subsec. (e)(1). Pub. L. 93-233, Sec. 5(a)(4), substituted 
``$13,200'' for ``$12,600''.
    Pub. L. 93-66 substituted ``$12,600'' for ``$12,000''.
    Subsec. (i)(1)(A)(i). Pub. L. 93-233, Sec. 3(a), substituted 
``calendar quarter ending on March 31 in each year after 1974'' for 
``calendar quarter ending on June 30 in each year after 1972''.
    Subsec. (i)(1)(B)(ii). Pub. L. 93-233, Sec. 3(b), substituted in 
exception provision ``if in the year prior to such year a law has been 
enacted providing a general benefit increase under this subchapter or if 
in such prior year such a general benefit increase becomes effective'' 
for ``in which a law has been enacted providing a general benefit 
increase under this subchapter or in which such a benefit increase 
becomes effective''.
    Subsec. (i)(2)(A)(i). Pub. L. 93-233, Sec. 3(c), substituted 
``1975'' for ``1974'' and struck out ``and to subparagraph (E) of this 
paragraph'' after ``paragraph (1)(B)''.
    Subsec. (i)(2)(A)(ii). Pub. L. 93-233, Sec. 3(d)(1)-(3), substituted 
``the base quarter in any year'' and ``June of such year'' for ``such 
base quarter'' and ``January of the next calendar year'' and struck out 
``(subject to subparagraph (E))'' before ``as provided in subparagraph 
(B)'', respectively.
    Subsec. (i)(2)(B). Pub. L. 93-233, Sec. 3(e), substituted ``May'' 
for ``December'' in two places and struck out ``(subject to subparagraph 
(E))'' after ``shall apply''.
    Subsec. (i)(2)(C)(ii). Pub. L. 93-233, Sec. 3(f), substituted 
``within 30 days after the close of such quarter'' for ``on or before 
August 15 of such calendar year''.
    Subsec. (i)(2)(D). Pub. L. 93-233, Sec. 3(g), substituted ``within 
45 days after the close of such quarter'' for ``on or before November 1 
of such calendar year''.
    Subsec. (i)(2)(E). Pub. L. 93-233, Sec. 3(h), struck out subpar. (E) 
providing that ``Notwithstanding a determination by the Secretary under 
subparagraph (A) that a base quarter in any calendar year is a cost-of-
living computation quarter (and notwithstanding any notification or 
publication thereof under subparagraph (C) or (D)), no increase in 
benefits shall take effect pursuant thereto, and such quarter shall be 
deemed not to be a cost-of-living computation quarter, if during the 
calendar year in which such determination is made a law providing a 
general benefit increase under this subchapter is enacted or becomes 
effective.''
    1972--Subsec. (a). Pub. L. 92-336, Sec. 202(a)(3)(A), inserted 
``(or, if larger, the amount in column IV of the latest table deemed to 
be such table under subsection (i)(2)(D))'' after ``the following 
table'' in par. (1)(A), and ``(whether enacted by another law or deemed 
to be such table under subsection (i)(2)(D))'' after ``effective month 
of a new table'' in par. (2).
    Pub. L. 92-336, Sec. 201(a), revised benefits table by substituting 
``Primary insurance amount under 1971 Act'' for ``Primary insurance 
amount under 1969 Act'' and $70.40-$295.40 for $64.00 or less--$250.70 
in column II, adding $751-$996 under minimum average monthly wage 
subcolumn of column III, adding $755-$1000 under maximum average monthly 
wage subcolumn of column III, substituting $84.50-$404.50 for $70.40-
$295.40 in column IV, and $126.80-$707.90 for $105.60-$517.00 in column 
V.
    Pub. L. 92-336, Sec. 201(c), inserted ``The primary insurance amount 
of an insured individual shall be determined as follows:'' after 
``(a)'', redesignated introductory material and pars. (1) to (3) as par. 
(1) and subpars. (A) to (C) respectively, and as so redesignated, in 
par. (1) inserted provision relating to exception in par. (2) and in 
subpars. (A) to (C) made changes in phraseology, and redesignated par. 
(4) as par. (2) and as so redesignated, inserted provisions relating to 
determination of primary insurance amount where individual was entitled 
to disability insurance benefits under section 423 of this title.
    Subsec. (a)(1). Pub. L. 92-603, Sec. 101(a)(1), inserted reference 
to paragraph (3) in provisions preceding subpar. (A).
    Subsec. (a)(2). Pub. L. 92-603, Sec. 101(c), designated existing 
provisions as subpar. (A), inserted ``(whether enacted by another law or 
deemed to be such table under subsection (i)(2)(D) of this section)'', 
and added subpar. (B).
    Subsec. (a)(3). Pub. L. 92-603, Sec. 101(a)(2), added par. (3) and 
provisions following such par. (3) covering the individual's ``years of 
coverage'' for purposes of par. (3).
    Pub. L. 92-603, Sec. 144(a)(1), substituted in column II ``254.40'' 
for ``251.40'' and in column III ``696'' for ``699''.
    Subsec. (b)(3). Pub. L. 92-603, Sec. 104(b), struck out provisions 
setting a separate age computation point for women and reduced from age 
65 to age 62 the age computation point for men.
    Subsec. (b)(4). Pub. L. 92-336, Sec. 202(a)(3)(B), substituted 
provisions relating to an individual who becomes entitled to benefits in 
or after the month in which a new table that appears in (or is deemed by 
subsec. (i)(2)(D) to appear in) subsec. (a) becomes effective for 
provisions relating to an individual who becomes entitled to benefits 
after August 1972 in subpar. (A), substituted provisions relating to an 
individual who dies in or after the month in which such table becomes 
effective for provisions relating to an individual who dies after August 
1972 in subpar. (B), and added subpar. (C).
    Pub. L. 92-336, Sec. 201(d), substituted ``August 1972'' for 
``December 1970'' in two places.
    Subsec. (c). Pub. L. 92-336, Sec. 202(a)(3)(C), substituted 
provisions relating to the computation of an individual's primary 
insurance amount based on the law in effect prior to the month in which 
the latest table appearing in (or is deemed to be appearing in) subsec. 
(a) of this section becomes effective, for provisions relating to the 
computation of an individual's primary insurance amount based on the law 
in effect prior to September 1972 in subpar. (1), and substituted ``, or 
who died, before such effective month'' for ``before September 1972, or 
who died before such month'' in subpar. (2).
    Pub. L. 92-336, Sec. 201(e), substituted ``September 1972'' for 
``March 17, 1971'' in two places, and ``month'' for ``date''.
    Subsec. (d)(1)(C)(iv). Pub. L. 92-603, Sec. 142(b), added cl. (iv).
    Subsec. (d)(2). Pub. L. 92-603, Secs. 134(b), 142(c), inserted 
references to subsec. (f)(6) of this section and section 431 of this 
title.
    Subsec. (e)(1). Pub. L. 92-336, Sec. 203(a)(4), inserted provisions 
eliminating from the computation of an individual's average monthly wage 
excess amounts in calendar years after 1971 and before 1975, and excess 
over amounts equal to the contribution and benefit base in the case of 
any calendar year after 1974 with respect to which such contribution and 
benefit base is effective.
    Subsec. (f)(2). Pub. L. 92-603, Secs. 101(d), 134(a)(1), inserted 
reference to subsec. (a)(3) of this section in provisions preceding 
subpar. (A) and in subpar. (B) struck out provision relating to any 
individual whose increase in his primary insurance amount is 
attributable to compensation which, upon his death, is treated as 
remuneration for employment under section 405(o) of this title.
    Pub. L. 92-336, Sec. 201(f), substituted ``subsection (a)(1) (A) and 
(C) of this section'' for ``subsection (a) (1) and (3) of this 
section.''
    Subsec. (f)(6). Pub. L. 92-603, Sec. 134(a)(2), added par. (6).
    Subsec. (i). Pub. L. 92-336, Sec. 202(a)(1), added subsec. (i).
    Subsec. (i)(2)(A)(ii). Pub. L. 92-603, Sec. 101(e), inserted ``(but 
not including a primary insurance amount determined under subsection 
(a)(3) of this section)'' after ``under this subchapter''.
    1971--Subsec. (a). Pub. L. 92-5, Sec. 201(a), revised benefits table 
by: substituting ``Primary insurance amount under 1969 Act'' for 
``Primary insurance amount under 1967 Act'' and $64.00 or less--$250.70 
for $55.40 or less--$218.00 in column II, adding $653-$746 under minimum 
average monthly wage subcolumn of column III, striking out $650 and 
adding $652-$750 under maximum average monthly wage subcolumn of column 
III, substituting $70.40-$295.40 for $64.00-$250.70 in column IV, and 
$105.60-$517.00 for $96.00-$434.40 in column V.
    Subsec. (b)(4). Pub. L. 92-5, Sec. 201(c), substituted ``December 
1970'' for ``December 1969'' in two places.
    Subsec. (c). Pub. L. 92-5, Sec. 201(d), substituted ``prior to March 
17, 1971'' for ``prior to December 30, 1969'' in subpar. 1, and 
substituted ``before March 17, 1971, or who died before such date'' for 
``before January 1970, or who died before such month'' in subpar. 2.
    Subsec. (e)(1). Pub. L. 92-5, Sec. 203(a)(4), substituted ``the 
excess over $7,800 in the case of any calendar year after 1967 and 
before 1972, and the excess over $9,000 in the case of any calendar year 
after 1971'' for ``and the excess over $7,800 in the case of any 
calendar year after 1967''.
    1969--Subsec. (a). Pub. L. 91-172, Sec. 1002(a), revised benefits 
table to increase: the primary insurance amount limits to $64.00-$250.70 
for people whose average monthly wage is $76.00 or less for the minimum, 
and $650.00 for the maximum, the primary insurance amounts of retired 
workers on the benefit rolls from $48.00 or less to $55.40 at the 
minimum, and from $168.00 to $218.00 at the maximum, and the family 
benefits limits to $96.00-$434.40 from $82.50-$434.40.
    Subsec. (b)(4). Pub. L. 91-172, Sec. 1002(c), substituted references 
to December 1969 for references to January 1968.
    Subsec. (c). Pub. L. 91-172, Sec. 1002(d), substituted ``December 
30, 1969'' for ``January 2, 1968'' in subpar. (1), and ``January 1970'' 
for ``February 1968'' in subpar. (2).
    1968--Subsec. (a). Pub. L. 90-248, Sec. 101(a), revised benefits 
table to increase: the primary insurance amount limits to $55.00--
$218.00 for people whose average monthly wage is $74.00 or less for the 
minimum and $650.00 for the maximum, the primary insurance amounts of 
retired workers on the benefit rolls from $48.00 or less to $55.00 at 
the minimum and from $168.00 to $189.90 at the maximum, and the family 
benefit limits to $82.50-$434.40 from $66.00-$368.00.
    Subsec. (b)(4). Pub. L. 90-248, Sec. 101(c)(1), amended par. (4) 
generally, substituting ``January 1968'' for ``December 1965'' in 
subpars. (A) and (B), striking out ``, as amended by the Social Security 
Amendments of 1965;'' at end of subpar. (C), and striking out provision 
that the subsection would not apply to any individual described therein 
for purposes of monthly benefits for months before January 1966.
    Subsec. (b)(5). Pub. L. 90-248, Sec. 101(c)(2), struck out par. (5) 
which preserved the method in effect before the enactment of the 1965 
amendments of computing average monthly earnings for people who become 
entitled to benefits or a recomputation of benefits before 1966.
    Subsec. (c). Pub. L. 90-248, Sec. 101(d), substituted ``1965 Act'' 
for ``1958 Act, as modified'' in heading and ``on the basis of the law 
in effect prior to the enactment of the Social Security Amendments of 
1967'' for ``as provided in, and subject to the limitations specified 
in, (A) this section as in effect prior to July 30, 1965 and (B) the 
applicable provisions of the Social Security Amendments of 1960'' in 
par. (1) and ``the month of February 1968, or who died before such 
month'' for ``July 30, 1965 or who died before such date'' in par. (2).
    Subsec. (d)(1). Pub. L. 90-248, Sec. 155(a)(1), amended par. (1) 
generally. Prior to amendment, par. (1) read as follows: ``For the 
purposes of column I of the table appearing in subsection (a) of this 
section. An individual's primary insurance benefit shall be computed as 
provided in this subchapter as in effect prior to August 28, 1950, 
except that--
        ``(A) In the computation of such benefit, such individual's 
    average monthly wage shall (in lieu of being determined under 
    section 409(f) of this title as in effect prior to August 28, 1950) 
    be determined as provided in subsection (b) of this section (but 
    without regard to paragraphs (4) and (5) thereof), except that for 
    the purposes of paragraphs (2)(C) and (3) of subsection (b) of this 
    section, 1936, shall be used instead of 1950.
        ``(B) For purposes of such computation, the date he became 
    entitled to old-age insurance benefits shall be deemed to be the 
    date he became entitled to primary insurance benefits.
        ``(C) The 1 per centum addition provided for in section 
    409(e)(2) of this title as in effect prior to August 28, 1950 shall 
    be applicable only with respect to calendar years prior to 1951, 
    except that any wages paid in any year prior to such year all of 
    which was included in a period of disability shall not be counted.
        ``(D) The provisions of subsection (e) of this section shall be 
    applicable to such computation.''
    Subsec. (d)(2)(B), (C). Pub. L. 90-248, Sec. 155(a)(2), struck out 
subpar. (B), redesignated subpar. (C) as (B), inserted exception phrase 
at beginning of subpar. (B), and added subpar. (C).
    Subsec. (d)(3). Pub. L. 90-248, Sec. 155(a)(3), amended par. (3) 
generally. Prior to amendment, par. (3) read as follows: ``The 
provisions of this subsection as in effect prior to September 13, 1960 
shall be applicable in the case of an individual who meets the 
requirements of subsection (b)(5) of this section (as in effect after 
September 13, 1965).''
    Subsec. (e)(1). Pub. L. 90-248, Sec. 108(a)(4), substituted ``the 
excess over $6,600 in the case of any calendar year after 1965 and 
before 1968, and the excess over $7,800 in the case of any calendar year 
after 1967'' for ``and the excess over $6,600 in the case of any 
calendar year after 1965''.
    Subsec. (f)(2). Pub. L. 90-248, Sec. 155(a)(4), (5), struck out 
subpars. (A) to (D) and text preceding (A) by substituting provisions 
that if an individual has wages or self-employment income for a year 
after 1965 for any part of which he is entitled to old-age insurance 
benefits, the Secretary is to recompute his primary insurance amount 
with respect to each such year, and that such recomputation shall be 
made as provided in subsec. (a)(1) and (3) as though the year with 
respect to which such recomputation is made is the last year of the 
period specified in subsec. (b)(2)(C) for former provisions for a 
recomputation with respect to each year after Dec. 31, 1964, and for any 
part of which an individual was entitled to old-age insurance benefits, 
that such recomputation was to be made as provided in subsec. (a)(1) and 
(3) if such year was either the year in which he became entitled to such 
old-age insurance benefits or the preceding year or as provided in 
subsec. (a)(1) in any other case, and that in all cases such 
recomputation was to be made as though the year with respect to which it 
was to be made was the last year of the period specified in subsec. 
(b)(2)(C); and redesignated subpars. (E) and (F) as (A) and (B).
    Subsec. (f)(5). Pub. L. 90-248, Sec. 155(a)(6), added par. (5).
    Subsec. (h)(1). Pub. L. 90-248, Sec. 403(b), substituted 
``subchapter III of chapter 83 of title 5'' for ``the Civil Service 
Retirement Act'' in two places.
    1965--Subsec. (a). Pub. L. 89-97, Sec. 301(a), revised the benefits 
table to increase: the primary insurance amount limits to $44-$168 for 
people whose average monthly wage is $67 or less for the minimum and 
$550 for the maximum from $40-$127 for people whose average monthly wage 
is $67 or less for the minimum and $400 for the maximum (representing an 
increase of 7-percent for average monthly wages of $400 or less with 
minimum increase of $4); the primary insurance amounts of retired 
workers on the benefit rolls from $40 to $44 at the minimum and from 
$127 to $135.90 at the maximum; and the family benefit limits to $66-
$368 from $60-$254 (determined on basis of new formula and representing 
minimum increase of $6).
    Subsec. (a)(4). Pub. L. 89-97, Sec. 304(k), substituted ``the 
primary insurance amount upon which such disability insurance benefit is 
based'' for ``such disability insurance benefit''.
    Pub. L. 89-97, Sec. 303(e), amended introductory provisions 
generally. Prior to amendment, introductory provisions read as follows: 
``In the case of--
        ``(A) a woman who was entitled to a disability insurance benefit 
    for the month before the month in which she died or became entitled 
    to old-age insurance benefits, or
        ``(B) a man who was entitled to a disability insurance benefit 
    for the month before the month in which he died or attained age 
    65,''.
    Subsec. (b)(2)(C). Pub. L. 89-97, Sec. 302(a)(1), excluded from an 
insured individual's computation base years the year in which he became 
entitled to benefits and included in his computation base years (for 
purposes of survivors' benefits) the year in which he died to make an 
individual's computation base years the calendar years occurring after 
1950 and up to the year in which his first month of entitlement to a 
benefit occurred or the year after the year in which he died.
    Subsec. (b)(3)(A) to (C). Pub. L. 89-97, Sec. 302(a)(2), substituted 
in: cl. (A) ``, if it occurred earlier but after 1960, the year in which 
she attained age 62,'' for ``(if earlier) the first year after 1960 in 
which she both was fully insured and had attained age 62.''; cl. (B) ``, 
if it occurred earlier but after 1960, the year in which he attained age 
65'' for ``(if earlier) the first year after 1960 in which he both was 
fully insured and had attained age 65''; and cl. (C) ``the year 
occurring after 1960 in which he attained (or would attain) age 65'' for 
``the first year after 1960 in which he attained (or would attain) age 
65 or (if later) the first year in which he was fully insured''.
    Subsec. (b)(4), (5). Pub. L. 89-97, Sec. 302(a)(3), amended pars. 
(4) and (5) generally. Prior to amendment, pars. (4) and (5) read as 
follows:
    ``(4) The provisions of this subsection shall be applicable only in 
the case of an individual with respect to whom not less than six of the 
quarters elapsing after 1950 are quarters of coverage, and--
        ``(A) who becomes entitled to benefits after December 1960 under 
    section [section 402(a) or section 423 of this title]; or
        ``(B) who dies after December 1960 without being entitled to 
    benefits under section [section 402(a) or section 423 of this 
    title]; or
        ``(C) who files an application for a recomputation under 
    subsection (f)(2)(A) of this section after December 1960 and is (or 
    would, but for the provisions of subsection (f)(6) of this section, 
    be) entitled to have his primary insurance amount recomputed under 
    subsection (f)(2)(A) of this section; or
        ``(D) who dies after December 1960 and whose survivors are (or 
    would, but for the provisions of subsection (f)(6) of this section, 
    be) entitled to a recomputation of his primary insurance amount 
    under subsection (f)(4) of this section.
    ``(5) In the case of any individual--
        ``(A) to whom the provisions of this subsection are not made 
    applicable by paragraph (4), but
        ``(B)(i) prior to 1961, met the requirements of this paragraph 
    (including subparagraph (E) thereof) as in effect prior to the 
    enactment of the Social Security Amendments of 1960, or (ii) after 
    1960, meets the conditions of subparagraph (E) of this paragraph as 
    in effect prior to such enactment,
then the provisions of this subsection as in effect prior to such 
enactment shall apply to such individual for the purposes of column III 
of the table appearing in subsection (a) of this section.''
    Subsec. (c). Pub. L. 89-97, Sec. 301(b), substituted in par. (1)(A) 
``prior to the enactment of the Social Security Amendments of 1965'' and 
executed in the Code ``prior to July 30, 1965'' for ``prior to the 
enactment of the Social Security Amendments of 1958'' and executed in 
the Code ``prior to August 28, 1958''; in par. (1)(B) ``Social Security 
Amendments of 1960'' for ``Social Security Amendments of 1954''; in par. 
(2), formerly designated (2)(A), ``before July 30, 1965 or who died 
before such date'' for ``or died prior to January 1959''; and deleted 
par. (2)(B) making the provisions of the subsection applicable only in 
the case of an individual ``to whom the provisions of neither paragraph 
(4) nor paragraph (5) of subsection (b) of this section are 
applicable.''
    Subsec. (d)(1)(A). Pub. L. 89-97, Sec. 302(b)(1), substituted 
``(2)(C) and (3)'' for ``(2)(C)(i) and (3)(A)(i)'', ``1936'' for 
``December 31, 1936,'' and ``1950'' for ``December 31, 1950''.
    Subsec. (d)(3). Pub. L. 89-97, Sec. 302(b)(2), substituted ``1965'' 
for ``1960'' in two places and struck out at the end ``but without 
regard to whether such individual has six quarters of coverage after 
1950''.
    Subsec. (e)(1). Pub. L. 89-97, Sec. 320(a)(4), substituted ``the 
excess over $4,800 in the case of any calendar year after 1958 and 
before 1966, and the excess over $6,600 in the case of any calendar year 
after 1965'' for ``and the excess over $4,800 in the case of any 
calendar year after 1958''.
    Subsec. (e)(3). Pub. L. 89-97, Sec. 302(c), struck out par. (3) 
which provided that for the purposes of subsecs. (b) and (d) of this 
section, if an individual had self-employment income in a taxable year 
which began prior to the calendar year in which he became entitled to 
old-age insurance benefits and ended after the last day of the month 
preceding the month in which he became so entitled, his self-employment 
income in such taxable year should not be counted in determining his 
benefit computation years, except as provided in subsection (f)(3)(C) of 
this section.
    Subsec. (f)(2). Pub. L. 89-97, Sec. 302(d)(1), substituted 
provisions for annual automatic recomputation of benefits, taking into 
account any earnings the person had in or after the year in which he 
became entitled to benefits, and effective in the case of a living 
beneficiary with January of the year following the year in which the 
earnings were received and in death cases for survivors' benefits 
beginning with the month of death for former provisions which required 
an application for the recomputation to include earnings in a year after 
entitlement and that the person have six quarters of coverage after 1950 
to qualify for the recomputation and was not available unless the person 
had earnings of more than $1,200 for the year.
    Subsec. (f)(3). Pub. L. 89-97, Sec. 302(d)(2), redesignated par. (5) 
as (3) and repealed former par. (3) which provided for a recomputation 
of benefits to include earnings in the year of entitlement to benefits 
or in the year in which an individual's benefits were recomputed on 
account of additional earnings and is now covered by the annual 
automatic recomputation of benefits provision of subsec. (f)(2) of this 
section.
    Subsec. (f)(4). Pub. L. 89-97, Sec. 302(d)(2), redesignated par. (6) 
as (4) and repealed former par. (4) which provided for a recomputation 
of benefits for the purpose of paying benefits to survivors of an 
individual who died after 1960 and who had been entitled to old-age 
insurance benefits and is now covered by the annual automatic 
recomputation of benefits provision of subsec. (f)(2) of this section.
    Subsec. (f)(5), (6). Pub. L. 89-97, Sec. 302(d)(2), redesignated 
pars. (5) and (6) as (3) and (4), respectively.
    Subsec. (f)(7). Pub. L. 89-97, Sec. 302(d)(2), repealed par. (7) 
which provided for recomputation at age 65 of the benefits of an 
individual who became entitled to benefits before that age and is now 
covered by the annual automatic recomputation of benefits provision of 
subsec. (f)(2) of this section.
    1961--Subsec. (a). Pub. L. 87-64, Secs. 101(a), 102(d)(1), increased 
minimum primary insurance amount from $33 to $40, and minimum family 
benefit from $53 to $60, and in the case of a man, limited provisions 
which permit the primary insurance amount to be equal to the disability 
insurance benefit for the month before the month in which the man became 
entitled to old-age insurance benefits only if the man first became 
entitled to old-age insurance benefits at age 65.
    Subsec. (b)(3). Pub. L. 87-64, Sec. 102(d)(2), substituted ``For 
purposes of paragraph (2), the number of an individual's elapsed years 
is the number of calendar years after 1950 (or, if later, the year in 
which he attained age 21) and before--
        ``(A) in the case of a woman, the year in which she died or (if 
    earlier) the first year after 1960 in which she both was fully 
    insured and had attained age 62,
        ``(B) in the case of a man who has died, the year in which he 
    died or (if earlier) the first year after 1960 in which he both was 
    fully insured and had attained age 65, or
        ``(C) in the case of a man who has not died, the first year 
    after 1960 in which he attained (or would attain) age 65 or (if 
    later) the first year in which he was fully insured''
for the following provisions: ``For the purposes of paragraph (2), an 
individual's `elapsed years' shall be the number of calendar years--
        ``(A) after (i) December 31, 1950, or (ii) if later, December 31 
    of the year in which he attained the age of twenty-one, and
        ``(B) prior to (i) the year in which he died, or (ii) if 
    earlier, the first year after December 31, 1960, in which he both 
    was fully insured and had attained retirement age.''
    Subsec. (f)(7). Pub. L. 87-64, Sec. 102(d)(3), added par. (7).
    1960--Subsec. (b)(1). Pub. L. 86-778, Sec. 303(a), substituted 
provisions defining ``average monthly wage'' as the quotient obtained by 
dividing (A) the total of an individual's wages paid in and self-
employment income credited to his benefit computation years, by (B) the 
number of months in such years, for provisions which defined the term as 
the quotient obtained by dividing the total of his wages and self-
employment income after his starting date and prior to his closing date 
by the number of months elapsing after such starting date and prior to 
such closing date, excluding the months in any year prior to the year in 
which the individual attained the age of 22 if less than two quarters of 
such prior years were quarters of coverage and the months in any year 
any part of which was included in a period of disability except the 
months in the year in which such period of disability began if their 
inclusion will result in a higher primary insurance amount.
    Subsec. (b)(2). Pub. L. 86-778, Sec. 303(a), substituted provisions 
relating to benefit computation years and to computation base years for 
provisions which defined an individual's starting date as December 31, 
1950, or if later, the last day of the year in which he attains the age 
of 21, whichever results in the higher primary insurance amount.
    Subsec. (b)(3). Pub. L. 86-778, Sec. 303(a), substituted provisions 
defining an individual's elapsed years for provisions which defined an 
individual's closing date as the first day of the year in which he died 
or became entitled to old-age insurance benefits, whichever first 
occurred, or the first day of the first year in which he both was fully 
insured and had attained retirement age, whichever results in the higher 
primary insurance amount.
    Subsec. (b)(4). Pub. L. 86-778, Sec. 303(a), substituted provisions 
prescribing the applicability of subsec. (f) for provisions which 
required the Secretary to determine the five or fewer calendar years 
after an individual's starting date and prior to his closing date which, 
if the months of such years and his wages and self-employment income for 
such years were excluded in computing his average monthly wage, would 
produce the highest primary insurance amount, and which required 
exclusion of such months and such wages and self-employment income for 
purposes of computing an individual's average monthly wage.
    Subsec. (b)(5). Pub. L. 86-778, Sec. 303(a), substituted provisions 
making subsec. (f) applicable in the case of an individual to whom the 
provisions of subsec. (f) are not made applicable by par. (4) but prior 
to 1961, met the requirements of this paragraph as in effect prior to 
Sept. 13, 1960, or, after 1960, meets the conditions of subpar. (E) of 
this paragraph as in effect prior to Sept. 13, 1960, for provisions 
which prescribed the applicability of subsec. (f) of this section. 
Former provisions of par. (5) were covered by par. (4) of this section.
    Subsec. (c)(2)(B). Pub. L. 86-778, Sec. 303(b), substituted ``to 
whom the provisions of neither paragraph (4) nor paragraph (5) of 
subsection (b) of this section are applicable'' for ``to whom the 
provisions of paragraph (5) of subsection (b) of this section are not 
applicable''.
    Subsec. (d)(1)(A). Pub. L. 86-778, Sec. 303(c)(1), substituted ``be 
determined as provided in subsection (b) of this section (but without 
regard to paragraphs (4) and (5) thereof), except that for the purposes 
of paragraphs (2)(C)(i) and (3)(A)(i) of subsection (b) of this section, 
December 31, 1936, shall be used instead of December 31, 1950'' for ``be 
determined as provided in subsection (b) of this section (but without 
regard to paragraph (5) thereof), except that his starting date shall be 
December 31, 1936''.
    Subsec. (d)(1)(C). Pub. L. 86-778, Sec. 303(c)(2), substituted ``all 
of which was included'' for ``any part of which was included'', and 
struck out provisions which required the wages paid in the year in which 
the period of disability began to be counted if the counting of such 
wages would result in a higher primary insurance amount.
    Subsec. (d)(2)(B). Pub. L. 86-778, Sec. 303(c)(3), substituted 
``paragraph (4) of subsection (b) of this section'' for ``paragraph (5) 
of subsection (b) of this section''.
    Subsec. (d)(3). Pub. L. 86-778, Sec. 303(c)(4), added par. (3).
    Subsec. (e)(3). Pub. L. 86-778, Sec. 303(d)(1), substituted ``if an 
individual has self-employment income in a taxable year which begins 
prior to the calendar year in which he becomes entitled to old-age 
insurance benefits and ends after the last day of the month preceding 
the month in which he becomes so entitled, his self-employment income in 
such taxable year shall not be counted in determining his benefit 
computation years'' for ``if an individual's closing date is determined 
under paragraph (3)(A) of subsection (b) of this section and he has 
self-employment income in a taxable year which begins prior to such 
closing date and ends after the last day of the month preceding the 
month in which he becomes entitled to old-age insurance benefits, there 
shall not be counted, in determining his average monthly wage, his self-
employment income in such taxable year''.
    Subsec. (e)(4). Pub. L. 86-778, Sec. 303(d)(2), struck out par. (4) 
which prohibited, in computing an individual's average monthly wage, the 
counting of any wages paid such individual in any year any part of which 
was included in a period of disability, or any self-employment income of 
such individual credited pursuant to section 412 of this title to any 
year any part of which was included in a period of disability, unless 
the months of such year are included as elapsed months pursuant to 
subsec. (b)(1)(B) of this section.
    Subsec. (f)(2)(A). Pub. L. 86-778, Sec. 303(e)(1), substituted 
``1960'' for ``1954'' in opening provisions, and ``filed such 
application after such calendar year'' for ``filed such application no 
earlier than six months after such calendar year'' in cl. (iii).
    Subsec. (f)(2)(B). Pub. L. 86-778, Sec. 303(e)(2), substituted 
provisions requiring a recomputation pursuant to subpar. (A) to be made 
only as provided in subsec. (a)(1) of this section, if the provisions of 
subsec. (b) of this section, as amended by Pub. L. 86-778, were 
applicable to the last previous computation of the individual's primary 
insurance amount, or as provided in subsec. (a)(1) and (3) of this 
section in all other cases for provisions which required a recomputation 
to be made only as provided in subsec. (a) of this section, inserted 
provisions requiring the computation base years, if cl. (i) of this 
subparagraph is applicable to such recomputation, to include only 
calendar years occurring prior to the year in which he filed his 
application for such recomputation, and struck out provisions which 
prescribed the method of making the recomputation if subsec. (b)(4) of 
this section were applicable to the previous computation.
    Subsec. (f)(3)(A). Pub. L. 86-778, Sec. 303(e)(3), substituted 
``December 1960'' for ``August 1954'' in two places, struck out 
provisions which related to applications by individuals whose primary 
insurance amount was recomputed under section 102(e)(5) or 102(f)(2)(B) 
of the Social Security Amendments of 1954, and substituted ``except that 
such individual's computation base years referred to in subsection 
(b)(2) of this section shall include the calendar year referred to in 
the preceding sentence'' for ``except that his closing date for purposes 
of subsection (b) of this section shall be the first day of the year 
following the year in which he became entitled to old-age insurance 
benefits or in which he filed his application for the last recomputation 
(to which he was entitled) of his primary insurance amount under any 
provision of law referred to in clause (ii) or (iii) of the preceding 
sentence, whichever is later''.
    Subsec. (f)(3)(B). Pub. L. 86-778, Sec. 303(e)(3), substituted 
``December 1960'' for ``August 1954'' in three places, struck out 
provisions which related to individuals whose primary insurance amount 
was recomputed under section 102(e)(5) or section 102(f)(2) of the 
Social Security Amendments of 1954, and individuals with respect to whom 
the last previous computation or recomputation of their primary 
insurance amount was based upon a closing date determined under subpar. 
(A) or (B) of subsec. (b)(3) of this section, and substituted ``except 
that such individual's computation base years referred to in subsection 
(b)(2) of this section shall include the calendar year in which he died 
in the case of an individual who was not entitled to old-age insurance 
benefits at the time of death or whose primary insurance amount was 
recomputed under paragraph (4) of this subsection, or in all other 
cases, the calendar year in which he filed his application for the last 
previous computation of his primary insurance amount'' for ``except that 
his closing date for purposes of subsection (b) of this section shall be 
the day following the year of death in case he died without becoming 
entitled to old-age insurance benefits, or in case he was entitled to 
old-age insurance benefits, the day following the year in which was 
filed the application for the last previous computation of his primary 
insurance amount or in which the individual died, whichever first 
occurred''.
    Subsec. (f)(3)(C). Pub. L. 86-778, Sec. 303(e)(3), substituted ``In 
the case of an individual who becomes entitled to old-age insurance 
benefits in a calendar year after 1960, if such individual has self-
employment income in a taxable year which begins prior to such calendar 
year and ends after the last day of the month preceding the month in 
which he became so entitled, the Secretary shall recompute such 
individual's primary insurance amount after the close of such taxable 
year and shall take into account in determining the individual's benefit 
computation years only such self-employment income in such taxable year 
as is credited, pursuant to section 412 of this title, to the year 
preceding the year in which he became so entitled'' for ``If an 
individual's closing date is determined under paragraph (3)(A) of 
subsection (b) of this section and he has self-employment income in a 
taxable year which begins prior to such closing date and ends after the 
last day of the month preceding the month in which he became entitled to 
old-age insurance benefits, the Secretary shall recompute his primary 
insurance amount after the close of such taxable year, taking into 
account only such self-employment income in such taxable year as is, 
pursuant to section 412 of this title, allocated to calendar quarters 
prior to such closing date.''
    Subsec. (f)(4). Pub. L. 86-778, Sec. 303(e)(4), struck out 
``(without the application of clause (iii) thereof)'' after ``paragraph 
(2)(A)'' in cl. (A), struck out provisions from the second sentence 
which required, if the recomputation is permitted by subpar. (A), to 
include in such recomputation any compensation (described in section 
405(o) of this title) paid to him prior to the closing date which would 
have been applicable under such paragraph, and substituted ``which were 
considered in the last previous computation of his primary insurance 
amount and the compensation (described in section 405(o) of this title) 
paid to him in the years in which such wages were paid or to which such 
self-employment income was credited'' for ``which were taken into 
account in the last previous computation of his primary insurance amount 
and the compensation (described in section 405(o) of this title) paid to 
him prior to the closing date applicable to such computation'' in third 
sentence.
    Subsec. (f)(5). Pub. L. 86-778, Sec. 304(a), substituted ``then upon 
application filed by such individual after the close of such taxable 
year and prior to January 1961 or (if he died without filing such 
application and such death occurred prior to January 1961)'' for ``then 
upon application filed after the close of such taxable year by such 
individual (or if he died without filing such application)''.
    Subsec. (g). Pub. L. 86-778, Sec. 211(n), inserted ``and deductions 
under section 403(b) of this title''.
    Subsec. (h). Pub. L. 86-778, Sec. 103(j)(2)(C), substituted 
``section 410(l)(1) of this title'' for ``section 410(m)(1) of this 
title'', in par. (1).
    Pub. L. 86-415 added subsec. (h).
    1958--Subsec. (a). Pub. L. 85-840, Sec. 101(a), amended subsec. (a) 
generally, and, among other changes, substituted a new method for 
computing the primary insurance amount of an individual for provisions 
which established the primary insurance amount as either 55% of the 
first $110 of an individual's average monthly wage, plus 20% of the next 
$240, or the amount determined by use of the conversion table under 
former subsec. (c) of this section, whichever was larger.
    Subsec. (b)(1). Pub. L. 85-840, Sec. 101(b)(1), substituted ``for 
the purposes of column III of the table appearing in subsection (a) of 
this section, an'' for ``An''.
    Subsec. (b)(5). Public L. 85-840, Sec. 101(b)(2), added par. (5).
    Subsec. (c). Pub. L. 85-840, Sec. 101(c), amended subsec. (c) 
generally, and, among other changes, substituted provisions for 
computation of the primary insurance amount of an individual under the 
1954 Act for provisions which related to determinations made by use of 
the conversion table.
    Subsec. (d). Pub. L. 85-840, Sec. 101(d), substituted provisions for 
computation of the primary insurance benefit under the 1939 Act for 
provisions which related to determination of the primary insurance 
benefit and primary insurance amount for purposes of the conversion 
table in former subsec. (c) of this section.
    Subsec. (e). Pub. L. 85-840, Sec. 102(d), substituted ``(d) of this 
section'' for ``(d)(4) of this section'' in opening provisions and in 
cl. (2), and inserted ``and before 1959, and the excess over $4,800 in 
the case of any calendar year after 1958'' after ``after 1954'', in cl. 
(1).
    Subsec. (g). Pub. L. 85-840, Sec. 205(m), struck out provisions 
which related to reduction under section 424 of this title.
    1956--Subsec. (a)(3). Act Aug. 1, 1956, Sec. 103(c)(4), added par. 
(3).
    Subsec. (b)(1). Act Aug. 1, 1956, Sec. 115(a), excluded from 
computation of an individual's average wage the months in any year any 
part of which was included in a period of disability, except the months 
in any year in which a period of disability began if their inclusion 
would result in a higher primary insurance amount.
    Subsec. (b)(4). Act Aug. 1, 1956, Sec. 109(a), substituted ``five'' 
for ``four'', and struck out provisions which required the maximum 
number of calendar years determined under this clause to be five in the 
case of any individual who has not less than 20 quarters of coverage.
    Subsec. (d)(5). Act Aug. 1, 1956, Sec. 115(b), excluded from the 
computation all quarters in any year prior to 1951 any part of which was 
included in a period of disability, except the quarters in the year in 
which a period of disability began if the inclusion of such quarters 
would result in a higher primary insurance amount.
    Subsec. (e)(4). Act Aug. 1, 1956, Sec. 115(c), excluded any wages 
paid to an individual in any year any part of which was included in a 
period of disability, and any self-employment income credited to such 
year unless the months of such year are included as elapsed months.
    Subsec. (g). Act Aug. 1, 1956, Sec. 103(c)(5), inserted references 
to sections 423 and 424 of this title.
    1954--Subsec. (a). Act Sept. 1, 1954, Sec. 102(a), provided a new 
benefit formula, for computing primary insurance amount for certain 
individuals, of 55 percent of the first $110 of average monthly wage 
plus 20 percent of the next $240 and provided that other individuals 
have their primary insurance amount computed under subsection (c) of 
this section.
    Subsec. (b). Act Sept. 1, 1954, Sec. 102(b), provided standard end-
of-the-year starting and beginning-of-the-year closing dates, applicable 
to both wage earners and self-employed individuals, for computation of 
the average monthly wage, and provided for the exclusion of up to 5 
years in which earnings were lowest (or non-existent) from the average 
monthly wage computation.
    Subsec. (b)(1). Act Sept. 1, 1954, Sec. 106(c)(1), inserted ``and 
any month in any quarter any part of which was included in a period of 
disability (as defined in section 416(i) of this title) unless such 
quarter was a quarter of coverage'' after ``quarters of coverage''.
    Subsec. (c). Act Sept. 1, 1954, Sec. 102(c), provided a new 
conversion table with increased benefits for individuals already on the 
rolls and computed the primary insurance amount of certain individuals 
who come on the rolls after the enactment of the act.
    Subsec. (d). Act. Sept. 1, 1954, Sec. 102(d), inserted provisions 
for computation of a primary insurance amount for purposes of the 
conversion table.
    Subsec. (d)(5). Act Sept. 1, 1954, Sec. 106(c)(2), added subsec. 
(d)(5). Former subsec. (d)(5), which was added by act July 18, 1952, 
Sec. 3(c)(3), ceased to be in effect at the close of June 30, 1953. See 
Termination Date of 1952 Amendment note set out under section 413 of 
this title.
    Subsec. (d)(6). Act Sept. 1, 1954, Sec. 102(d)(4), added par. (6).
    Subsec. (e). Act Sept. 1, 1954, Sec. 104(d), provided that earnings 
up to $4,200, in any calendar year after 1954, shall be used in the 
computation of an individual's average monthly wage.
    Subsec. (e)(3). Act Sept. 1, 1954, Sec. 102(e)(1), added par. (3).
    Subsec. (e)(4). Act Sept. 1, 1954, Sec. 106(c)(3), added par. (4).
    Subsec. (f)(2). Act Sept. 1, 1954, Sec. 102(e)(2), substituted a new 
test for determining eligibility for a recomputation to take into 
account additional earnings after entitlement.
    Subsec. (f)(3)(A), (B). Act Sept. 1, 1954, Sec. 102(e)(3)(A), 
amended provisions generally.
    Subsec. (f)(3)(C). Act Sept. 1, 1954, Sec. 102(e)(3)(B), added 
subpar. (C).
    Subsec. (f)(4). Act Sept. 1, 1954, Sec. 102(e)(4), provided for 
recomputation of the primary insurance on the death after 1954 of an 
old-age insurance beneficiary, if any person is entitled to monthly 
survivors benefits or to a lump-sum death payment on the basis of his 
wages and self-employment income.
    1952--Subsec. (a)(1). Act July 18, 1952, Sec. 2(b)(1), provided a 
new benefit formula for the computation of benefits based entirely on 
wages paid and self-employment income derived after 1950 of 55 percent 
of the first $100 of average monthly wage and 15 percent of next $200 
and increased the primary insurance amount.
    Subsec. (b)(1). Act July 18, 1952, Sec. 3(c)(1), inserted ``and any 
month in any quarter any part of which was included in a period of 
disability (as defined in section 416(i) of this title) unless such 
quarter was quarter of coverage'' after ``not a quarter of coverage.''
    Subsec. (b)(4). Act July 18, 1952, Sec. 3(c)(2), inserted provisions 
of subpars. (B) and (C).
    Subsec. (c)(1). Act July 18, 1952, Sec. 2(a)(1), inserted a new 
conversion table and increased amounts.
    Subsec. (c)(2). Act July 18, 1952, Sec. 2(a)(2), provided that 
individuals, whose primary insurance amounts are governed by 
regulations, shall have the same increase as is provided for individuals 
governed by the new conversion table.
    Subsec. (c)(4). Act July 18, 1952, Sec. 2(a)(3), added par. (4).
    Subsec. (d)(5). Act July 18, 1952, Sec. 3(c)(3), added par. (5).
    Subsec. (f)(2). Act July 18, 1952, Sec. 6(a), provided that upon 
application an individual will have his benefit recomputed by the new 
formula prescribed in subsec. (a)(1) of this section under certain 
conditions.
    Subsec. (f)(5), (6). Act July 18, 1952, Sec. 6(b), added par. (5) 
and redesignated former par. (5) as (6).


                    Effective Date of 1994 Amendment

    Amendment by section 107(a)(4) of Pub. L. 103-296 effective Mar. 31, 
1995, see section 110(a) of Pub. L. 103-296, set out as a note under 
section 401 of this title.
    Section 307(c) of Pub. L. 103-296 provided that: ``The amendments 
made by this section [amending this section] shall apply 
(notwithstanding section 215(f)(1) of the Social Security Act (42 U.S.C. 
415(f)(1))) with respect to benefits payable for months after December 
1994.''
    Amendment by section 308(b) of Pub. L. 103-296 applicable 
(notwithstanding subsec. (f) of this section) with respect to benefits 
payable for months after Dec. 1994, see section 308(c) of Pub. L. 103-
296, set out as a note under section 402 of this title.
    Section 321(g)(3)(A) of Pub. L. 103-296 provided that: ``The 
amendments made by paragraph (1) [amending this section and section 430 
of this title] shall be effective with respect to the determination of 
the contribution and benefit base for years after 1994.''


                    Effective Date of 1990 Amendment

    Amendment by section 5117(a) of Pub. L. 101-508 applicable with 
respect to computation of primary insurance amount of any insured 
individual in any case in which a person becomes entitled to benefits 
under section 402 or 423 of this title on basis of such insured 
individual's wages and self-employment income for months after 18-month 
period following November 1990, but inapplicable if any person is 
entitled to benefits based on wages and self-employment income of such 
insured individual for month preceding initial month of such person's 
entitlement to such benefits under section 402 or 423, and amendment 
also applicable with respect to any primary insurance amount upon 
recomputation of such amount if recomputation is first effective for 
monthly benefits for months after 18-month period following November 
1990, see section 5117(a)(4) of Pub. L. 101-508, set out as a note under 
section 403 of this title.


                    Effective Date of 1989 Amendment

    Amendment by section 10208(b)(1), (2)(A), (B), (3), (4) of Pub. L. 
101-239 applicable with respect to computation of average total wage 
amounts (under amended provisions) for calendar years after 1990, see 
section 10208(c) of Pub. L. 101-239, set out as a note under section 430 
of this title.


                    Effective Date of 1988 Amendment

    Section 8003(b) of Pub. L. 100-647 provided that: ``The amendments 
made by subsection (a) [amending this section] shall apply to benefits 
payable for months after December 1988.''
    Section 8011(c) of Pub. L. 100-647 provided that: ``The amendments 
made by this section [amending this section] shall apply to benefits 
based on applications filed after the month in which this Act is enacted 
[November 1988].''


                    Effective Date of 1986 Amendments

    Amendment by section 1883(a)(7) of Pub. L. 99-514 effective Oct. 22, 
1986, see section 1883(f) of Pub. L. 99-514, set out as a note under 
section 402 of this title.
    Section 9001(d) of Pub. L. 99-509 provided that:
    ``(1) Except as provided in paragraphs (2) and (3), the amendments 
made by this section [amending this section and section 1395r of this 
title] shall apply with respect to cost-of-living increases determined 
under section 215(i) of the Social Security Act [subsec. (i) of this 
section] (as currently in effect, and as in effect in December 1978 and 
applied in certain cases under the provisions of such Act [this chapter] 
in effect after December 1978) in 1986 and subsequent years.
    ``(2) The amendments made by paragraphs (1)(A) and (2)(B) of 
subsection (b) [amending this section] shall apply with respect to 
months after September 1986.
    ``(3) The amendment made by subsection (c) [amending section 1395r 
of this title] shall apply with respect to monthly premiums (under 
section 1839 of the Social Security Act [section 1395r of this title]) 
for months after December 1986.''
    Section 12115 of Pub. L. 99-272 provided that: ``Except as otherwise 
specifically provided, the preceding provisions of this subtitle 
[subtitle A (Secs. 12101-12115) of title XII of Pub. L. 99-272, amending 
this section and sections 402 to 404, 409, 418, 423, 424a, 907, 909, 
910, 1310, and 1383 of this title and sections 86, 871, 932, and 3121 of 
Title 26, Internal Revenue Code, enacting provisions set out as notes 
under sections 402 to 404, 409, 418, 424a, 907, and 909 of this title 
and section 932 of Title 26, amending provisions set out as notes under 
section 1310 of this title, and repealing provisions set out as a note 
under section 907 of this title], including the amendments made thereby, 
shall take effect on the first day of the month following the month in 
which this Act is enacted [April 1986].''


                    Effective Date of 1984 Amendment

    Amendment by section 2661(k) of Pub. L. 98-369 effective as though 
included in the enactment of the Social Security Amendments of 1983, 
Pub. L. 98-21, see section 2664(a) of Pub. L. 98-369, set out as a note 
under section 401 of this title.
    Amendment by section 2663(a)(10) of Pub. L. 98-369 effective July 
18, 1984, but not to be construed as changing or affecting any right, 
liability, status, or interpretation which existed (under the provisions 
of law involved) before that date, see section 2664(b) of Pub. L. 98-
369, set out as a note under section 401 of this title.


                    Effective Date of 1983 Amendment

    Amendment by section 111(a)(1)-(3), (6), (b)(1), (2), (c) of Pub. L. 
98-21 applicable with respect to cost-of-living increases determined 
under subsec. (i) of this section for years after 1982, see section 
111(a)(8) of Pub. L. 98-21, set out as a note under section 402 of this 
title.
    Section 111(b)(3) of Pub. L. 98-21 provided that: ``The amendments 
made by this subsection [amending this section] shall apply with respect 
to cost-of-living increases determined under section 2151(i) of the 
Social Security Act [subsec. (i) of this section] for years after 
1983.''
    Section 112(e) of Pub. L. 98-21 provided that: ``The amendments made 
by the preceding provisions of this section [amending this section] 
shall apply with respect to monthly benefits under title II of the 
Social Security Act [this subchapter] for months after December 1983.''


                    Effective Date of 1981 Amendments

    Section 2(j)(2)-(4) of Pub. L. 97-123, as amended by Pub. L. 99-514, 
Sec. 2, Oct. 22, 1986, 100 Stat. 2095, provided:
    ``(2) Except as provided in paragraphs (3) and (4), the amendments 
made by section 2201 of the Omnibus Budget Reconciliation Act of 1981 
[enacting section 1382k of this title, amending this section and 
sections 402, 403, 417, and 433 of this title] (other than subsection 
(f) thereof [amending section 402 of this title]), together with the 
amendments made by the preceding subsections of this section [amending 
this section and sections 402, 403, and 417 of this title and repealing 
section 1382k of this title and a provision set out as a note under 
section 1382k of this title], shall apply with respect to benefits for 
months after December 1981; and the amendment made by subsection (f) of 
such section 2201 shall apply with respect to deaths occurring after 
December 1981.
    ``(3) Such amendments shall not apply--
        ``(A) in the case of an old-age insurance benefit, if the 
    individual who is entitled to such benefit first became eligible (as 
    defined in section 215(a)(3)(B) of the Social Security Act [subsec. 
    (a)(3)(B) of this section]) for such benefit before January 1982,
        ``(B) in the case of a disability insurance benefit, if the 
    individual who is entitled to such benefit first became eligible (as 
    so defined) for such benefit before January 1982, or attained age 
    sixty-two before January 1982,
        ``(C) in the case of a wife's or husband's insurance benefit, or 
    a child's insurance benefit based on the wages and self-employment 
    income of a living individual, if the individual on whose wages and 
    self-employment income such benefit is based is entitled to an old-
    age or disability insurance benefit with respect to which such 
    amendments do not apply, or
        ``(D) in the case of a survivors insurance benefit, if the 
    individual on whose wages and self-employment income such benefit is 
    based died before January 1982, or dies in or after January 1982 and 
    at the time of his death is eligible (as so defined) for an old-age 
    or disability insurance benefit with respect to which such 
    amendments do not apply.
    ``(4) In the case of an individual who is a member of a religious 
order (within the meaning of section 3121(r)(2) of the Internal Revenue 
Code of 1986 [formerly I.R.C. 1954] [section 3121(r)(2) of Title 26, 
Internal Revenue Code]), or an autonomous subdivision of such order, 
whose members are required to take a vow of poverty, and which order or 
subdivision elected coverage under title II of the Social Security Act 
[this subchapter] before the date of the enactment of this Act [Dec. 29, 
1981], or who would be such a member except that such individual is 
considered retired because of old age or total disability, paragraphs 
(2) and (3) shall apply, except that each reference therein to `December 
1981' or `January 1982' shall be considered a reference to `December 
1991' or `January 1992', respectively.''
    Amendment by section 2206(a), (b)(5)-(7) of Pub. L. 97-35 applicable 
only with respect to initial calculations and adjustments of primary 
insurance amounts and benefit amounts which are attributable to periods 
after August 1981, see section 2206(c) of Pub. L. 97-35, set out as a 
note under section 402 of this title.


                    Effective Date of 1980 Amendment

    Section 102(c) of Pub. L. 96-265 provided that: ``The amendments 
made by this section [amending this section and section 423 of this 
title] shall apply only with respect to monthly benefits payable on the 
basis of the wages and self-employment income of an individual who first 
becomes entitled to disability insurance benefits on or after July 1, 
1980; except that the third sentence of section 215(b)(2)(A) of the 
Social Security Act [subsec. (b)(2)(A) of this section] (as added by 
such amendments) shall apply only with respect to monthly benefits 
payable for months beginning on or after July 1, 1981.''
    For effective date of amendment by section 101(b)(3), (4) of Pub. L. 
96-265, see section 101(c) of Pub. L. 96-265, set out as a note under 
section 403 of this title.


                    Effective Date of 1977 Amendment

    Amendment by section 103(d) of Pub. L. 95-216 applicable with 
respect to remuneration paid or received, and taxable years beginning 
after 1977, see section 104 of Pub. L. 95-216, set out as a note under 
section 1401 of Title 26, Internal Revenue Code.
    Amendment by section 201 of Pub. L. 95-216 effective only with 
respect to monthly benefits under this subchapter payable for months 
after December 1978 and with respect to lump-sum death payments with 
respect to deaths occurring after December 1978, except that amendment 
by section 201(d) of Pub. L. 95-216 effective with respect to monthly 
benefits of an individual who becomes eligible for an old-age or 
disability insurance benefit, or dies after December 1977, see section 
206 of Pub. L. 95-216, set out as a note under section 402 of this 
title.


                    Effective Date of 1973 Amendments

    Section 1(h)(2) of Pub. L. 93-233 provided that: ``The amendment 
made by paragraph (1) [amending this section] shall be effective with 
respect to benefits payable for months after February 1974.''
    Section 2(c) of Pub. L. 93-233 provided that: ``The amendment made 
by subsections (a) and (b) [amending this section and sections 427 and 
428 of this title and repealing section 202(a)(4) of Pub. L. 92-336, 
title II, July 1, 1972, 86 Stat. 416] shall apply with respect to 
monthly benefits under title II of the Social Security Act [this 
subchapter] for months after May 1974, and with respect to lump-sum 
death payments under section 202(i) of such Act [section 402(i) of this 
title] in the case of deaths occurring after such month.''
    Amendment by section 5(a)(4) of Pub. L. 93-233 applicable with 
respect to calendar years after 1973, see section 5(e) of Pub. L. 93-
233, set out as a note under section 409 of this title.
    Amendment by Pub. L. 93-66 applicable with respect to calendar years 
after 1973, see section 203(e) of Pub. L. 93-66, set out as a note under 
section 409 of this title.


                    Effective Date of 1972 Amendments

    Section 101(g) of Pub. L. 92-603 provided that: ``The amendments 
made by this section [amending this section and section 403 of this 
title] shall apply with respect to monthly insurance benefits under 
title II of the Social Security Act [this subchapter] for months after 
December 1972 (without regard to when the insured individual became 
entitled to such benefits or when he died) and with respect to lump-sum 
death payments under such title in the case of deaths occurring after 
such month.''
    Amendment by section 104(b) of Pub. L. 92-603 applicable only in the 
case of a man who attains (or would attain) age 62 after Dec. 1974, with 
provision for the determination of the number of elapsed years for 
purposes of subsec. (b)(3) of this section in the case of a man who 
attains age 62 prior to 1975, see section 104(j) of Pub. L. 92-603, set 
out as a note under section 414 of this title.
    Amendment by section 144(a)(1) of Pub. L. 92-603 effective in like 
manner as if such amendment had been included in title II of Pub. L. 92-
336, see section 144(b) of Pub. L. 92-603, set out as a note under 
section 403 of this title.
    Section 201(i) of Pub. L. 92-336 provided that: ``The amendments 
made by this section [amending this section and section 403 of this 
title] (other than the amendments made by subsections (g) and (h)) shall 
apply with respect to monthly benefits under title II of the Social 
Security Act [this chapter] for months after August 1972 and with 
respect to lump-sum death payments under such title in the case of 
deaths occurring after such month. The amendments made by subsection (g) 
[amending sections 427 and 428 of this title] shall apply with respect 
to monthly benefits under title II of such Act for months after August 
1972. The amendments made by subsection (h)(1) [amending section 403 of 
this title] shall apply with respect to monthly benefits under title II 
of such Act for months after December 1971.''
    Section 202(a)(3) of Pub. L. 92-336, as amended by Pub. L. 93-233, 
Sec. 2(d), Dec. 31, 1973, 87 Stat. 952, provided that the amendment made 
by that section is effective June 1, 1974.
    Amendment by section 203(a)(4) of Pub. L. 92-336 applicable only 
with respect to calendar years after 1972, see section 203(c) of Pub. L. 
92-336, set out as a note under section 409 of this title.


                    Effective Date of 1971 Amendment

    Section 201(e) of Pub. L. 92-5 provided that: ``The amendments made 
by this section [amending this section and section 403 of this title] 
shall apply with respect to monthly benefits under title II of the 
Social Security Act [this subchapter] for months after December 1970 and 
with respect to lump-sum death payments under such title in the case of 
deaths occurring in and after the month in which this Act is enacted 
[March 1971].''
    Amendment by section 203(a)(4) of Pub. L. 92-5 applicable only with 
respect to calendar years after 1971, see section 203(c) of Pub. L. 92-
5, set out as a note under section 409 of this title.


                    Effective Date of 1969 Amendment

    Section 1002(e) of Pub. L. 91-172 provided that: ``The amendments 
made by this section [amending this section and section 403 of this 
title] shall apply with respect to monthly benefits under title II of 
the Social Security Act [this subchapter] for months after December 1969 
and with respect to lump-sum death payments under such title in the case 
of deaths occurring after December 1969.''


                    Effective Date of 1968 Amendment

    Section 101(e) of Pub. L. 90-248 provided that: ``The amendments 
made by this section [amending this section and section 403 of this 
title] shall apply with respect to monthly benefits under title II of 
the Social Security Act [this subchapter] for months after January 1968 
and with respect to lump-sum death payments under such title in the case 
of deaths occurring after January 1968.''
    Amendment by section 108(a)(4) of Pub. L. 90-248 applicable only 
with respect to calendar years after 1967, see section 108(c) of Pub. L. 
90-248, set out as a note under section 409 of this title.
    Section 155(a)(7), (9) of Pub. L. 90-248 provided that:
    ``(7)(A) The amendments made by paragraphs (4) and (5) [amending 
this section] shall apply with respect to recomputations made under 
section 215(f)(2) of the Social Security Act [subsec. (f)(2) of this 
section] after the date of the enactment of this Act [Jan. 2, 1968].
    ``(B) The amendments made by paragraph (6) [amending this section] 
shall apply with respect to individuals who die after the date of 
enactment of this Act [Jan. 2, 1968].
    ``(9) The amendment made by paragraphs (1) and (2) [amending this 
section] shall not apply with respect to monthly benefits for any month 
prior to January 1967.''


                    Effective Date of 1965 Amendment

    Section 301(d) of Pub. L. 89-97 provided that: ``The amendments made 
by subsections (a), (b), and (c) of this section [amending this section 
and section 403 of this title] shall apply with respect to monthly 
benefits under title II of the Social Security Act [this subchapter] for 
months after December 1964 and with respect to lump-sum death payments 
under such title in the case of deaths occurring in or after the month 
in which this Act is enacted [July 1965].''
    Section 302(d)(2) of Pub. L. 89-97 provided that the amendment made 
by that section is effective Jan. 2, 1966.
    Section 302(f)(1)-(5) of Pub. L. 89-97 provided as follows:
    ``(1) The amendments made by subsection (c) [amending this section] 
shall apply only to individuals who become entitled to old-age insurance 
benefits under section 202(a) of the Social Security Act [section 402(a) 
of this title] after 1965.
    ``(2) Any individual who would, upon filing an application prior to 
January 2, 1966, be entitled to a recomputation of his monthly benefit 
amount for purposes of title II of the Social Security Act [this 
subchapter] shall be deemed to have filed such application on the 
earliest date on which such application could have been filed, or on the 
day on which this Act is enacted [July 30, 1965], whichever is the 
later.
    ``(3) In the case of an individual who died after 1960 and prior to 
1966 and who was entitled to old-age insurance benefits under section 
202(a) of the Social Security Act [section 402(a) of this title] at the 
time of his death, the provisions of sections 215(f)(3)(B) and 215(f)(4) 
of such Act [subsec. (f)(3)(B) and (f)(4) of this section] as in effect 
before the enactment of this Act [July 30, 1965] shall apply.
    ``(4) In the case of a man who attains age 65 prior to 1966, or dies 
before such year, the provisions of section 215(f)(7) of the Social 
Security Act as in effect before the enactment of this Act [July 30, 
1965] shall apply.
    ``(5) The amendments made by subsection (e) of this section 
[amending section 423 of this title] shall apply in the case of 
individuals who become entitled to disability insurance benefits under 
section 223 of the Social Security Act [section 423 of this title] after 
December 1965.''
    Section 303(f)(2) of Pub. L. 89-97 provided that: ``The amendment 
made by subsection (e) [amending this section] shall apply in the case 
of the primary insurance amounts of individuals who attain age 65 after 
the date of enactment of this Act [July 30, 1965].''
    Amendment by section 304(k) of Pub. L. 89-97 applicable with respect 
to monthly insurance benefits under this subchapter for and after the 
second month following July 1965 but only on the basis of applications 
filed in or after July 1965, see section 304(o) of Pub. L. 89-97, set 
out as a note under section 402 of this title.
    Amendment by section 320(a)(4) of Pub. L. 89-97 applicable with 
respect to calendar years after 1965, see section 320(c) of Pub. L. 89-
97, set out as a note under section 3121 of Title 26, Internal Revenue 
Code.


                    Effective Date of 1961 Amendment

    Section 101(b) of Pub. L. 87-64 provided that: ``The amendment made 
by subsection (a) [amending this section] shall apply only in the case 
of monthly insurance benefits under title II of the Social Security Act 
[this subchapter] for months beginning on or after the effective date of 
this title [see note set out under section 402 of this title], and in 
the case of lump-sum death payments under such title with respect to 
deaths on or after such effective date.''
    Amendment by section 102(d)(1), (2) of Pub. L. 87-64 applicable with 
respect to monthly benefits for months beginning on or after Aug. 1, 
1961, based on applications filed in or after March 1961, and with 
respect to lump-sum death payments under this subchapter in the case of 
deaths on or after Aug. 1, 1961, and amendment by section 102(d)(3) of 
Pub. L. 87-64 effective Aug. 1, 1961, see sections 102(f)(6), (7) and 
109 of Pub. L. 87-64, set out as notes under section 402 of this title.


                    Effective Date of 1960 Amendment

    Amendment by section 103(j)(2)(C) of Pub. L. 86-778 effective on 
Sept. 13, 1960, see section 103(v)(1) of Pub. L. 86-778, set out as a 
note under section 402 of this title.
    Amendment by section 211(n) of Pub. L. 86-778 effective in the 
manner provided in section 211(p) and (q) of Pub. L. 86-778, see section 
211(s) of Pub. L. 86-778, set out as a note under section 403 of this 
title.
    Section 303(d)(1) of Pub. L. 86-778 provided that the amendment made 
by that section is effective with respect to individuals who become 
entitled to benefits under section 402(a) of this title after 1960.
    Section 303(d)(2) of Pub. L. 86-778 provided that the amendment made 
by that section is effective with respect to individuals who meet any of 
the subparagraphs of paragraph (4) of subsec. (b) of this section, as 
amended by Pub. L. 86-778.
    Section 303(e)(1) of Pub. L. 86-778 provided that the amendment made 
by that section is effective with respect to applications for 
recomputation under subsec. (f)(2) of this section filed after 1960.
    Section 303(e)(4)(B) of Pub. L. 86-778 provided that the amendment 
made by that section is effective in the case of deaths occurring on or 
after Sept. 13, 1960.


                    Effective Date of 1958 Amendment

    Section 101(g) of Pub. L. 85-840 provided that: ``The amendments 
made by this section [amending this section and sections 402 and 403 of 
this title] shall be applicable in the case of monthly benefits under 
title II of the Social Security Act [this subchapter], for months after 
December 1958, and in the case of the lump-sum death payments under such 
title, with respect to deaths occurring after such month.''
    Amendment by section 205(m) of Pub. L. 85-840 applicable with 
respect to monthly benefits under this subchapter for August 1958 and 
succeeding months, see section 207(a) of Pub. L. 85-840, set out as a 
note under section 416 of this title.


                    Effective Date of 1956 Amendment

    Section 109(b) of act Aug. 1, 1956, provided that: ``The amendment 
made by subsection (a) [amending this section] shall apply in the case 
of monthly benefits under section 202 of the Social Security Act 
[section 402 of this title], and the lump-sum death payment under such 
section, based on the wages and self-employment income of an 
individual--
        ``(1) who becomes entitled to benefits under subsection (a) of 
    such section on the basis of an application filed on or after the 
    date of enactment of this Act [Aug. 1, 1956]; or
        ``(2) who is (but for the provisions of subsection (f)(6) of 
    section 215 of the Social Security Act [subsec. (f)(6) of this 
    section]) entitled to a recomputation of his primary insurance 
    amount under subsection (f)(2)(A) of such section 215 based on an 
    application filed on or after the date of enactment of this Act 
    [Aug. 1, 1956]; or
        ``(3) who dies without becoming entitled to benefits under 
    subsection (a) of such section 202 [section 402(a) of this title] 
    and no individual was entitled to survivor's benefits and no lump-
    sum death payment was payable under such section 202 on the basis of 
    an application filed prior to such date of enactment [Aug. 1, 1956]; 
    or
        ``(4) who dies on or after such date of enactment [Aug. 1, 1956] 
    and whose survivors are (but for the provisions of subsection (f)(6) 
    of such section 215 [subsec. (f)(6) of this section]) entitled to a 
    recomputation of his primary insurance amount under subsection 
    (f)(4)(A) of such section 215; or
        ``(5) who dies prior to such date of enactment [Aug. 1, 1956] 
    and (A) whose survivors are (but for the provisions of subsection 
    (f)(6) of such section 215 [subsec. (f)(6) of this section]) 
    entitled to a recomputation of his primary insurance amount under 
    subsection (f)(4)(A) of such section 215, and (B) on the basis of 
    whose wages and self-employment income no individual was entitled to 
    survivor's benefits under such section 202 [section 402 of this 
    title], and no lump-sum death payment was payable under such 
    section, on the basis of an application filed prior to such date of 
    enactment and no individual was entitled to such a benefit, without 
    the filing of an application for the month in which this Act is 
    enacted [August 1956] or any month prior thereto.''
    Section 115(d) of act Aug. 1, 1956, provided that: ``The amendments 
made by this section [amending this section] shall apply in the case of 
an individual (1) who becomes entitled (without the application of 
section 202(j)(1) of the Social Security Act [section 402(j)(1) of this 
title]) to benefits under section 202(a) of such Act [section 402(a) of 
this title] after the date of enactment of this Act [Aug. 1, 1956], or 
(2) who dies without becoming entitled to benefits under such section 
202(a) and on the basis of whose wages and self-employment income an 
application for benefits or a lump-sum death payment under section 202 
of such Act is filed after the date of enactment of this Act, or (3) who 
becomes entitled to benefits under section 223 of such Act [section 423 
of this title], or (4) who files, after the date of enactment of this 
Act, an application for a disability determination which is accepted as 
an application for purposes of section 216(i) of such Act [section 
416(i) of this title].''


                    Effective Date of 1954 Amendment

    Section 102(f) of act Sept. 1, 1954, as amended by Pub. L. 86-778, 
title II, Sec. 303(k), Sept. 13, 1960, 74 Stat. 966; Pub. L. 89-97, 
title III Sec. 302(f)(7), July 30, 1965, 79 Stat. 366, provided that:
    ``(1) The amendments made by the preceding subsections [amending 
this section and section 403 of this title], other than subsection (b) 
and paragraphs (1), (2), (3), and (4) of subsection (e), shall (subject 
to the provisions of paragraph (2) and notwithstanding the provisions of 
section 215(f)(1) of the Social Security Act [subsec. (f)(1) of this 
section]) apply in the case of lump-sum death payments under section 202 
of such Act [section 402 of this title] with respect to deaths occurring 
after, and in the case of monthly benefits under such section for months 
after, August 1954.
    ``(2)(A) The amendment made by subsection (b)(2) [amending this 
section] shall be applicable only in the case of monthly benefits for 
months after August 1954, and the lump-sum death payment in the case of 
death after August 1954, based on the wages and self-employment income 
of an individual (i) who does not become eligible for benefits under 
section 202(a) of the Social Security Act [section 402(a) of this title] 
until after August 1954, or (ii) who dies after August 1954, and without 
becoming eligible for benefits under such section 202(a), or (iii) who 
is or has been entitled to have his primary insurance amount recomputed 
under section 215(f)(2) of the Social Security Act, as amended by 
subsection (e)(2) of this section, or under subsection (e)(5)(B) of this 
section [set out as a note under this section], or (iv) with respect to 
whom not less than six of the quarters elapsing after June 1953 are 
quarters of coverage (as defined in such Act), or (v) who files an 
application for a disability determination which is accepted as an 
application for purposes of section 216(i) of such Act [section 416(i) 
of this title], or (vi) who dies after August 1954, and whose survivors 
are (or would, but for the provisions of section 215(f)(6) of such Act, 
be) entitled to a recomputation of his primary insurance amount under 
section 215(f)(4)(A) of such Act, as amended by this Act. For purposes 
of the preceding sentence an individual shall be deemed eligible for 
benefits under section 202(a) of the Social Security Act for any month 
if he was, or would upon filing application therefor in such month have 
been, entitled to such benefits for such month.
    ``(B) [Repealed. Pub. L. 89-97, title III, Sec. 302(f)(7), July 30, 
1965, 79 Stat. 366, eff. Jan. 2, 1966.]
    ``(3) The amendments made by subsections (b)(1), (e)(1), and 
(e)(3)(B) [amending this section] shall be applicable only in the case 
of monthly benefits based on the wages and self-employment income of an 
individual who does not become entitled to old-age insurance benefits 
under section 202(a) of the Social Security Act [section 402(a) of this 
title] until after August 1954, or who dies after August 1954 without 
becoming entitled to such benefits, or who files an application after 
August 1954 and is entitled to a recomputation under paragraph (2) or 
(4) of section 215(f) of the Social Security Act, as amended by this Act 
[subsec. (f)(2) or (4) of this section], or who is entitled to a 
recomputation under paragraph (2)(B) of this subsection, or who is 
entitled to a recomputation under paragraph (5) of subsection (e) [set 
out as a note under this section].
    ``(4) The amendments made by subsection (e)(2) [amending this 
section] shall be applicable only in the case of applications for 
recomputation filed after 1954. The amendment to subsec. (f)(4) made by 
subsection (e)(4) shall be applicable only in the case of deaths after 
1954.
    ``(5) The amendments made by subparagraph (A) of subsection (e)(3) 
[amending this section] shall be applicable only in the case of 
applications for recomputation filed, or deaths occurring, after August 
1954.
    ``(6) No increase in any benefit by reason of the amendments made by 
this section (other than subsection (e)) or by reason of subparagraph 
(B) of paragraph (2) of this subsection shall be regarded as a 
recomputation for purposes of section 215(f) of the Social Security Act 
[subsec. (f) of this section].''
    Amendment by section 106(c) of act Sept. 1, 1954, applicable with 
respect to monthly benefits under this subchapter for months after June 
1955, and with respect to lump-sum death payments under such subchapter 
in the case of deaths occurring after June 1955; but that no 
recomputation of benefits by reason of such amendments should be 
regarded as a recomputation for purposes of subsec. (f) of this section, 
see section 106(h) of act Sept. 1, 1954, set out as a note under section 
413 of this title.


            Effective and Termination Date of 1952 Amendments

    For effective and termination dates of amendment by act July 18, 
1952, see section 3(f), (g) of act July 18, 1952, set out as a note 
under section 413 of this title.
    Section 2(c)(1), (3) of act July 18, 1952, provided that:
    ``(1) The amendments made by subsection (a) [amending this section] 
shall, subject to the provisions of paragraph (2) of this subsection and 
notwithstanding the provisions of section 215(f)(1) of the Social 
Security Act [subsec. (f)(1) of this section], apply in the case of 
lump-sum death payments under section 202 of such Act [section 402 of 
this title] with respect to deaths occurring after, and in the case of 
monthly benefits under such section for any month after, August 1952.
    ``(3) The amendments made by subsection (b) [amending this section 
and section 403 of this title] shall (notwithstanding the provisions of 
section 215(f)(1) of the Social Security Act [subsec. (f)(1) of this 
section]) apply in the case of lump-sum death payments under section 202 
of such Act [section 402 of this title] with respect to deaths occurring 
after August 1952, and in the case of monthly benefits under such 
section for months after August 1952.''


                            Savings Provision

    1960--Section 303(i) of Pub. L. 86-778 provided that in the case of 
an application for recomputation under subsec. (f)(2) of this section, 
the provisions of subsec. (f)(2) as in effect prior to Sept. 13, 1960, 
were to apply where the application was filed after 1954 and before 
1961, and that in the case of an individual who died after 1954 and 
before 1961 and who was entitled to an old-age insurance benefit under 
section 402(a) of this title, the provisions of subsec. (f)(4) as in 
effect prior to Sept. 13, 1960 were to apply.
    1958--Section 101(i) of Pub. L. 85-840 provided that: ``In the case 
of any individual to whom the provisions of subsection (b)(5) of section 
215 of the Social Security Act [subsec. (b)(5) of this section], as 
amended by this Act, are applicable and on the basis of whose wages and 
self-employment income benefits are payable for months prior to January 
1959, his primary insurance amount for purposes of benefits for such 
prior months shall, if based on an application for such benefits or for 
a recomputation of such amount, as the case may be, filed after December 
1958, be determined under such section 215 [this section], as in effect 
prior to the enactment of this Act [Aug. 28, 1958], and, if such 
individual's primary insurance amount as so determined is larger than 
the primary insurance amount determined for him under section 215 as 
amended by this Act, such larger primary insurance amount (increased to 
the next higher dollar if it is not a multiple of a dollar) shall, for 
months after December 1958, be his primary insurance amount for purposes 
of such section 215 (and of the other provisions) of the Social Security 
Act as amended by this Act in lieu of the amount determined without 
regard to this subsection.''
    1952--Subsec. (d) of section 2 of act July 18, 1952, provided that:
    ``(1) Where--
        ``(A) an individual was entitled (without the application of 
    section 202(j)(1) of the Social Security Act [section 402(j)(1) of 
    this title]) to an old-age insurance benefit under title II of such 
    Act [this subchapter] for August 1952;
        ``(B) two or more other persons were entitled (without the 
    application of such section 202(j)(1) [section 402(j)(1) of this 
    title]) to monthly benefits under such title for such month on the 
    basis of the wages and self-employment income of such individual; 
    and
        ``(C) the total of the benefits to which all persons are 
    entitled under such title [this subchapter] on the basis of such 
    individual's wages and self-employment income for any subsequent 
    month for which he is entitled to an old-age insurance benefit under 
    such title, would (but for the provisions of this paragraph) be 
    reduced by reason of the application of section 203(a) of the Social 
    Security Act, as amended by this Act [section 403(a) of this title],
then the total of benefits, referred to in clause (C), for such 
subsequent month shall be reduced to whichever of the following is the 
larger:
        ``(D) the amount determined pursuant to section 203(a) of the 
    Social Security Act, as amended by this Act [section 403(a) of this 
    title]; or
        ``(E) the amount determined pursuant to such section, as in 
    effect prior to the enactment of this Act [July 18, 1952], for 
    August 1952 plus the excess of (i) the amount of his old-age 
    insurance benefit for August 1952 computed as if the amendments made 
    by the preceding subsections of this section had been applicable in 
    the case of such benefit for August 1952, over (ii) the amount of 
    his old-age insurance benefit for August 1952.
    ``(2) No increase in any benefit by reason of the amendments made by 
this section or by reason of paragraph (2) of subsection (c) of this 
section shall be regarded as a recomputation for purposes of section 
215(f) of the Social Security Act [subsec. (f) of this section].''

                          Transfer of Functions

    Functions of Public Health Service, Surgeon General of Public Health 
Service, and all other officers and employees of Public Health Service, 
and functions of all agencies of or in Public Health Service transferred 
to Secretary of Health, Education, and Welfare by Reorg. Plan No. 3 of 
1966, 31 F.R. 8855, 80 Stat. 1610, effective June 25, 1966, set out in 
the Appendix to Title 5, Government Organization and Employees. 
Secretary and Department of Health, Education, and Welfare redesignated 
Secretary and Department of Health and Human Services by section 509(b) 
of Pub. L. 96-88 which is classified to section 3508(b) of Title 20, 
Education.


            Commission on the Social Security ``Notch'' Issue

    Pub. L. 102-393, title VI, Sec. 635, Oct. 6, 1992, 106 Stat. 1777, 
as amended by Pub. L. 103-123, title VI, Sec. 627, Oct. 28, 1993, 107 
Stat. 1266, established a Commission on the Social Security ``Notch'' 
Issue, provided for its composition, directed Commission to conduct a 
comprehensive study of what had become known as the ``notch'' issue and 
transmit to Congress, not later than Dec. 31, 1994, a report with a 
detailed statement of its findings and conclusions, together with any 
recommendations, and provided the Commission terminate 30 days after 
transmittal of report.


      Cost-of-Living Increases; Cost-of-Living Computation Quarter 
                             Determinations

    Pub. L. 98-604, Sec. 1, Oct. 30, 1984, 98 Stat. 3161, provided:
    ``That (a) in determining whether the base quarter ending on 
September 30, 1984, is a cost-of-living computation quarter for the 
purposes of the cost-of-living increases under sections 215(i) and 1617 
of the Social Security Act [subsec. (i) of this section and section 
1382f of this title], the phrase `is 3 percent or more' appearing in 
section 215(i)(1)(B) of such Act shall be deemed to read `is greater 
than zero' (and the phrase `exceeds, by not less than 3 per centum, such 
Index' appearing in section 215(i)(1)(B) of such Act as in effect in 
December 1978 shall be deemed to read `exceeds such Index').
    ``(b) For purposes of section 215(i) of such Act, the provisions of 
subsection (a) shall not constitute a `general benefit increase'.''


                 ``Base Quarter'' in Calendar Year 1983

    Section 111(d) of Pub. L. 98-21 provided that: ``Notwithstanding any 
provision to the contrary in section 215(i) of the Social Security Act 
[subsec. (i) of this section], the `base quarter' (as defined in 
paragraph (1)(A)(i) of such section) in the calendar year 1983 shall be 
a `cost-of-living computation quarter' within the meaning of paragraph 
(1)(B) of such section (and shall be deemed to have been determined by 
the Secretary of Health and Human Services to be a `cost-of-living 
computation quarter' under paragraph (2)(A) of such section) for all of 
the purposes of such Act [this chapter] as amended by this section and 
by other provisions of this Act, without regard to the extent by which 
the Consumer Price Index has increased since the last prior cost-of-
living computation quarter which was established under such paragraph 
(1)(B).''


  Combined Balance in Trust Funds Used in Determining OASDI Fund Ratio 
                   With Respect to Calendar Year 1984

    Section 112(f) of Pub. L. 98-21, as amended by Pub. L. 98-369, div. 
B, title VI, Sec. 2662(b), July 18, 1984, 98 Stat. 1159, provided that: 
``Notwithstanding anything to the contrary in section 215(i)(1)(F) of 
the Social Security Act [subsec. (i)(1)(F) of this section] (as added by 
subsection (a)(4) of this section), the combined balance in the Trust 
Funds which is to be used in determining the `OASDI fund ratio' with 
respect to the calendar year 1984 under such section shall be the 
estimated combined balance in such Funds as of the close of that year 
(rather than as of its beginning), including the taxes transferred under 
section 201(a) of such Act [section 401(a) of this title] on the first 
day of the year following that year.''


    Recalculation of Primary Insurance Amounts Applicable to Certain 
                              Beneficiaries

    Section 2201(e) of Pub. L. 97-35, which provided for recalculation 
of primary insurance amounts for certain beneficiaries, was repealed by 
Pub. L. 97-123, Sec. 2(i), Dec. 29, 1981, 95 Stat. 1661.


                   Cost-of-Living Increase in Benefits

    Section 3(i) of Pub. L. 93-233 provided that: ``For purposes of 
section 203(f)(8) [section 403(f)(8) of this title], so much of section 
215(i)(1)(B) [subsec. (i)(1)(B) of this section] as follows the 
semicolon, and section 230(a) of the Social Security Act [section 430(a) 
of this title], the increase in benefits provided by section 2 of this 
Act [amending this section and sections 427 and 428 of this title] shall 
be considered an increase under section 215(i) of the Social Security 
Act.''


Increase of Old-Age or Disability Insurance Benefits Following Increase 
   in Primary Insurance Amount or Entitlement to Benefits on a Higher 
                                 Amount

    Section 101(f) of Pub. L. 92-603 provided that: ``Whenever an 
insured individual is entitled to benefits for a month which are based 
on a primary insurance amount under paragraph (1) or paragraph (3) of 
section 215(a) of the Social Security Act [subsec. (a)(1) or (3) of this 
section] and for the following month such primary insurance amount is 
increased or such individual becomes entitled to benefits on a higher 
primary insurance amount under a different paragraph of such section 
215(a), such individual's old-age or disability insurance benefit 
(beginning with the effective month of the increased primary insurance 
amount) shall be increased by an amount equal to the difference between 
the higher primary insurance amount and the primary insurance amount on 
which such benefit was based for the month prior to such effective 
month, after the application of section 202(q) of such Act [section 
402(q) of this title] where applicable, to such difference.''


Table Modification and Extension; Effective Date; Publication in Federal 
                                Register

    Section 203(f) of Pub. L. 93-66 provided that effective June 1, 
1974, the Secretary of Health, Education, and Welfare would prescribe 
and publish in the Federal Register all necessary modifications and 
extensions in the table formerly contained in subsec. (a) of this 
section.


    Conversion of Disability Insurance Benefits to Old-Age Insurance 
                                Benefits

    Section 201(f) of Pub. L. 92-5 provided that: ``If an individual was 
entitled to a disability insurance benefit under section 223 of the 
Social Security Act [section 423 of this title] for December 1970 on the 
basis of an application filed in or after the month in which this Act is 
enacted [March 1971], and became entitled to old-age insurance benefits 
under section 202(a) of such Act [section 402(a) of this title] for 
January 1971, then, for purposes of section 215(a)(4) of the Social 
Security Act [subsec. (a)(4) of this section] (if applicable), the 
amount in column IV of the table appearing in such section 215(c) 
[probably means section 215(a) which is subsec. (a) of this section] for 
such individual shall be the amount in such column on the line on which 
in column II appears his primary insurance amount (as determined under 
section 215(c) of such Act [subsec. (c) of this section]) instead of the 
amount in column IV equal to the primary insurance amount on which his 
disability insurance benefit is based.''
    Section 1002(f) of Pub. L. 91-172 provided that: ``If an individual 
was entitled to a disability insurance benefit under section 223 of the 
Social Security Act [section 423 of this title] for December 1969 and 
became entitled to old-age insurance benefits under section 202(a) of 
such Act [section 402(a) of this title] for January 1970, or he died in 
such month, then, for purposes of section 215(a)(4) of the Social 
Security Act [subsec. (a)(4) of this section] (if applicable), the 
amount in column IV of the table appearing in such section 215(a) for 
such individual shall be the amount in such column on the line on which 
in column II appears his primary insurance amount (as determined under 
section 215(c) of such Act) instead of the amount in column IV equal to 
the primary insurance amount on which his disability insurance benefit 
is based.''
    Section 101(f) of Pub. L. 90-248 provided that: ``If an individual 
was entitled to a disability insurance benefit under section 223 of the 
Social Security Act [section 423 of this title] for the month of January 
1968 and became entitled to old-age insurance benefits under section 
202(a) of such Act [section 402(a) of this title] for the month of 
February 1968, or who died in such month, then, for purposes of section 
215(a)(4) of the Social Security Act [subsec. (a)(4) of this section] 
(if applicable) the amount in column IV of the table appearing in such 
section 215(a) for such individual shall be the amount in such column on 
the line on which in column II appears his primary insurance amount (as 
determined under section 215(c) of such Act) instead of the amount in 
column IV equal to the primary insurance amount on which his disability 
insurance benefit is based.''
    Section 301(e) of Pub. L. 89-97 provided that: ``If an individual is 
entitled to a disability insurance benefit under section 223 of the 
Social Security Act [section 423 of this title] for December 1964 on the 
basis of an application filed after enactment of this Act [July 30, 
1965] and is entitled to old-age insurance benefits under section 202(a) 
of such Act [section 402(a) of this title] for January 1965, then, for 
purposes of section 215(a)(4) of the Social Security Act [subsec. (a)(4) 
of this section] (if applicable) the amount in column IV of the table 
appearing in such section 215(a) for such individual shall be the amount 
in such column on the line on which in column II appears his primary 
insurance amount (as determined under section 215(c) of such Act) 
instead of the amount in column IV equal to his disability insurance 
benefit.''
    Section 101(h) of Pub. L. 85-840 provided that: ``If an individual 
was entitled to a disability insurance benefit under section 223 of the 
Social Security Act [section 423 of this title] for December 1958, and 
became entitled to old-age insurance benefits under section 202(a) of 
such Act [section 402(a) of this title], or died, in January 1959, then, 
for purposes of paragraph (4) of section 215(a) of the Social Security 
Act [subsec. (a)(4) of this section], as amended by this Act, the amount 
in column IV of the table appearing in such section 215(a) for such 
individual shall be the amount in such column on the line on which in 
column II appears his primary insurance amount (as determined under 
subsection (c) of such section 215) instead of the amount in column IV 
equal to his disability insurance benefit.''


Computation of Primary Insurance Amount for Persons Entitled to Benefits 
                After January 2 and Before February 1968

    Section 155(a)(8) of Pub. L. 90-248 provided that: ``In any case in 
which--
        ``(A) any person became entitled to a monthly benefit under 
    section 202 or 223 of the Social Security Act [section 402 or 423 of 
    this title] after the date of enactment of this Act [Jan. 2, 1968] 
    and before February 1968, and
        ``(B) the primary insurance amount on which the amount of such 
    benefit is based was determined by applying section 215(d) of the 
    Social Security Act [subsec. (d) of this section] as amended by this 
    Act,
such primary insurance amount shall, for purposes of section 215(c) of 
the Social Security Act [subsec. (c) of this section], as amended by 
this Act, be deemed to have been computed on the basis of the Social 
Security Act [this chapter] in effect prior to the enactment of this Act 
[Jan. 2, 1968].''


Computation of Primary Insurance Amount for Certain Individuals Who Were 
       Fully Insured and Had Attained Retirement Age Prior to 1961

    Section 303(g)(1) of Pub. L. 86-778, as amended by Pub. L. 87-64, 
title I, Sec. 103(d), June 30, 1961, 75 Stat. 138; Pub. L. 89-97, title 
III, Sec. 302(f)(6), July 30, 1965, 79 Stat. 366; Pub. L. 90-248, title 
I, Sec. 155(c), Jan. 2, 1968, 81 Stat. 866; Pub. L. 92-603, title I, 
Sec. 104(h), Oct. 30, 1972, 86 Stat. 1341, provided that: ``In the case 
of any individual who both was fully insured and had attained retirement 
age prior to 1961 and (A) who becomes entitled to old-age insurance 
benefits after 1960, or (B) who dies after 1960 without being entitled 
to such benefits, then, notwithstanding the amendments made by the 
preceding subsections of this section [amending this section and section 
423 of this title], or the amendments made by the Social Security 
Amendments of 1965, 1967, 1969, and 1972 (and by Public Law 92-5) [see 
Tables for classification of Pub. L. 89-97, July 30, 1965, 79 Stat. 286, 
Pub. L. 90-248, Jan. 2, 1968, 81 Stat. 821, Pub. L. 91-172, title X, 
Dec. 30, 1969, 83 Stat. 737, Pub. L. 92-603, Oct. 30, 1972, 86 Stat. 
1329, Pub. L. 92-5, Mar. 17, 1971, 85 Stat. 5] the Secretary shall also 
compute such individual's primary insurance amount on the basis of such 
individual's average monthly wage determined under the provisions of 
section 215 of the Social Security Act [this section] in effect prior to 
the enactment of this Act with a closing date determined under section 
215(b)(3)(B) of such Act as then in effect, but only if such closing 
date would have been applicable to such computation had this section not 
been enacted. If the primary insurance amount resulting from the use of 
such an average monthly wage is higher than the primary insurance amount 
resulting from the use of an average monthly wage determined pursuant to 
the provisions of section 215 of the Social Security Act, as amended by 
the Social Security Amendments of 1960 [Pub. L. 86-778], or (if such 
individual becomes entitled to old-age insurance benefits after the date 
of enactment of the Social Security Amendments of 1972 [Oct. 30, 1972], 
or dies after such date without becoming so entitled) as amended by the 
Social Security Amendments of 1972 [Pub. L. 92-603], such higher primary 
insurance amount shall be the individual's primary insurance amount for 
purposes of such section 215. The terms used in this subsection shall 
have the meaning assigned to them by title II of the Social Security Act 
[this subchapter]; except that the terms `fully insured' and `retirement 
age' shall have the meaning assigned to them by such title II as in 
effect on September 13, 1960.''


   Disregarding of Income of OASDI Recipients and Railroad Retirement 
          Recipients in Determining Need for Public Assistance

    Section 1007 of Pub. L. 91-172, as amended by Pub. L. 91-306, 
Sec. 2(b)(1), July 6, 1970, 84 Stat. 408; Pub. L. 91-669, Jan. 11, 1971, 
84 Stat. 2038; Pub. L. 92-223, Sec. 5, Dec. 28, 1971, 85 Stat. 810; Pub. 
L. 92-603, title III, Sec. 304, Oct. 30, 1972, 86 Stat. 1484, eff. Oct. 
30, 1972, provided a minimum aid requirement in addition to the 
requirements imposed by law as conditions of approval of State plans for 
aid to individuals under subchapters I, X, XIV, or XVI of this chapter, 
in the case of any individual found eligible for aid for any month after 
Mar. 1970 and before Jan. 1974 who also received a monthly insurance 
benefit under this subchapter, and in the case of such an individual who 
also received a monthly annuity or pension under the Railroad Retirement 
Acts of 1935 or 1937, set out in sections 215 et seq. and 228a et seq., 
respectively, of Title 45, Railroads.


  Disregarding of Retroactive Payment of OASDI Benefit Increase and of 
                  Railroad Retirement Benefit Increase

    Section 201(g) of Pub. L. 92-5 provided that: ``Notwithstanding the 
provisions of sections 2(a)(10), 402(a)(7), 1002(a)(8), 1402(a)(8), and 
1602(a)(13) and (14) of the Social Security Act [sections 302(a)(10), 
602(a)(7), 1202(a)(8), 1352(a)(8), and 1382(a)(13) and (14) of this 
title] each State, in determining need for aid or assistance under a 
State plan approved under title I, X, XIV, or XVI, or part A of title 
IV, of such Act [subchapter I, X, XIV, or XVI, or part A of subchapter 
IV of this chapter], may disregard (and the plan may be deemed to 
require the State to disregard), in addition to any other amounts which 
the State is required or permitted to disregard in determining such 
need, any amount paid to an individual under title II of such Act 
[subchapter II of this chapter] (or under the Railroad Retirement Act of 
1937 [section 228a et seq. of Title 45, Railroads] by reason of the 
first proviso in section 3(e) thereof [section 228c(e) of Title 45]), in 
any month after the month in which this Act is enacted [March 1971], to 
the extent that (1) such payment is attributable to the increase in 
monthly benefits under the old-age, survivors, and disability insurance 
system for January, February, March, or April 1971 resulting from the 
enactment of this title, and (2) the amount of such increase is paid 
separately from the rest of the monthly benefit of such individual for 
January, February, March, or April 1971.''
    Section 1006 of title X of Pub. L. 91-172, as amended by Pub. L. 91-
306, Sec. 2(a)(1), July 6, 1970, 84 Stat. 407, provided that: 
``Notwithstanding the provisions of sections 2(a)(10), 402(a)(7), 
1002(a)(8), 1402(a)(8), and 1602(a)(13) and (14) of the Social Security 
Act [sections 302(a)(10), 602(a)(7), 1202(a)(8), 1352(a)(8), and 
1382(a)(13) and (14) of this title], each State, in determining need for 
aid or assistance under a State plan approved under title I, X, XIV, or 
XVI [subchapters I, X, XIV, or XVI of this chapter], or part A of title 
IV, of such Act [part A of subchapter IV of this chapter], shall 
disregard (and the plan shall be deemed to require the State to 
disregard), in addition to any other amounts which the State is required 
or permitted to disregard in determining such need, any amount paid to 
any individual (1) under title II of such Act [this subchapter] (or 
under the Railroad Retirement Act of 1937 [section 228a et seq. of Title 
45, Railroads] by reason of the first proviso in section 3(e) thereof 
[section 228c(e) of Title 45]), in any month after December 1969, to the 
extent that (a) such payment is attributable to the increase in monthly 
benefits under the old-age, survivors, and disability insurance system 
for January or February 1970 resulting from the enactment of this title, 
and (b) the amount of such increase is paid separately from the rest of 
the monthly benefit of such individual for January or February 1970; or 
(2) as annuity or pension under the Railroad Retirement Act of 1937 or 
the Railroad Retirement Act of 1935, if such amount is paid in a lump-
sum to carry out any retroactive increase in annuities or pensions 
payable under the Railroad Retirement Act of 1937 or the Railroad 
Retirement Act of 1935 [section 215 et seq. of Title 45] brought about 
by reason of the enactment (after May 30, 1970 and prior to December 31, 
1970) of any Act which increases, retroactively, the amount of such 
annuities or pensions.''


   Disregarding OASDI Benefit Increases and Child's Insurance Benefit 
    Payments Beyond Age 18 to the Extent Attributable to Retroactive 
                    Effective Date of 1965 Amendments

    Section 406 of Pub. L. 89-97 authorized a State to disregard, in 
determining the need for aid or assistance under State plans approved 
under subchapter I, IV, X, XIV, or XVI of this chapter, any amount paid 
to an individual under subchapter II of this chapter or the Railroad 
Retirement Act of 1937, section 228a et seq. of Title 45, Railroads, by 
reason of the amendments made by section 326(a) of Pub. L. 89-97 to 
sections 228a(q) and 228e(1)(9) of Title 45, for months occurring after 
December 1964 and before the third month following July 1965, in certain 
instances.


Computation of Average Monthly Wage for Certain Individuals Entitled to 
               Disability Insurance Benefits Prior to 1961

    Section 303(g)(2) of Pub. L. 86-778 provided that: ``Notwithstanding 
the amendments made by the preceding subsections of this section 
[amending this section and section 423 of this title], in the case of 
any individual who was entitled (without regard to the provisions of 
section 223(b) of the Social Security Act [section 423(b) of this 
title]) to a disability insurance benefit under such section 223 for the 
month before the month in which he became entitled to an old-age 
insurance benefit under section 202(a) of such Act [section 402(a) of 
this title], or in which he died, and such disability insurance benefit 
was based upon a primary insurance amount determined under the 
provisions of section 215 of the Social Security Act [this section] in 
effect prior to the enactment of this Act, the Secretary shall, in 
applying the provisions of such section 215(a) (except paragraph (4) 
thereof), for purposes of determining benefits payable under section 202 
of such Act on the basis of such individual's wages and self-employment 
income, determine such individual's average monthly wage under the 
provisions of section 215 of the Social Security Act [this section] in 
effect prior to the enactment of this Act [Sept. 13, 1960]. The 
provisions of this paragraph shall not apply with respect to any such 
individual, entitled to such old-age insurance benefits, (i) who 
applies, after 1960, for a recomputation (to which he is entitled) of 
his primary insurance amount under section 215(f)(2) of such Act 
[subsec. (f)(2) of this section], or (ii) who dies after 1960 and meets 
the conditions for a recomputation of his primary insurance amount under 
section 215(f)(4) of such Act.''


    Average Monthly Wage for Certain Individuals Entitled to Monthly 
  Benefits or to Recomputation of Primary Insurance Amount for Months 
                          Prior to January 1961

    Section 303(j) of Pub. L. 86-778 provided that: ``In the case of an 
individual whose average monthly wage is computed under the provisions 
of section 215(b) of the Social Security Act [subsec. (b) of this 
section], as amended by this Act, and--
        ``(1) who is entitled, by reason of the provisions of section 
    202(j)(1) or section 223(b) of the Social Security Act [section 
    402(j)(1) or 423(b) of this title], to a monthly benefit for any 
    month prior to January 1961, or
        ``(2) who is (or would, but for the fact that such recomputation 
    would not result in a higher primary insurance amount for such 
    individual, be) entitled, by reason of section 215(f) of the Social 
    Security Act [subsec. (f) of this section], to have his primary 
    insurance amount recomputed effective for a month prior to January 
    1961,
his average monthly wage as determined under the provisions of such 
section 215(b) [subsec. (b) of this section] shall be his average 
monthly wage for the purposes of determining his primary insurance 
amount for such prior month.''


  Lag Recomputation Preserved for Certain Individuals Eligible or Dead 
                         Prior to September 1954

    Section 102(e)(8) of act Sept. 1, 1954, as amended by Pub. L. 86-
778, title III, Sec. 304(c), Sept. 13, 1960, 74 Stat. 966, provided 
that: ``In the case of an individual who became (without the application 
of section 202(j)(1) [section 402(j)(1) of this title]) entitled to old-
age insurance benefits or died prior to September 1954, the provisions 
of section 215(f)(3) [subsec. (f)(3) of this section] as in effect prior 
to the enactment of this Act [Sept. 1, 1954] shall be applicable as 
though this Act had not been enacted but only if such individual files 
the application referred to in subparagraph (A) of such section prior to 
January 1961 or (if he dies without filing such application) his death 
occurred prior to January 1961.''


Right to Recomputation Under Law Prior to Enactment of Act September 1, 
                                  1954

    Section 102(e)(5) of act Sept. 1, 1954, as amended by Pub. L. 86-
778, title III, Sec. 304(b), Sept. 13, 1960, 74 Stat. 966, provided 
that:
    ``(A) In the case of any individual who, upon filing application 
therefor before September 1954, would (but for the provisions of section 
215(f)(6) of the Social Security Act [subsec. (f)(6) of this section]) 
have been entitled to a recomputation under subparagraph (A) or (B) of 
section 215(f)(2) of such Act as in effect prior to the enactment of 
this Act [Sept. 1, 1954], the Secretary shall recompute such 
individual's primary insurance amount, but only if he files an 
application therefor or, in case he died before filing such application, 
an application for monthly benefits or a lump-sum death payment on the 
basis of his wages and self-employment income is filed. Such 
recomputation shall be made only as provided in subsection (a)(2) of 
section 215 of the Social Security Act, as amended by this Act, through 
the use of a primary insurance amount determined under subsection (d)(6) 
of such section in the same manner as for an individual to whom 
subsection (a)(1) of such section, as in effect prior to the enactment 
of this Act [Sept. 1, 1954], is applicable; and such recomputation shall 
take into account only such wages and self-employment income as would be 
taken into account under section 215(b) of the Social Security Act if 
the month in which the application for recomputation is filed, or if the 
individual died without filing the application for recomputation, the 
month in which he died, were deemed to be the month in which he became 
entitled to old-age insurance benefits. In the case of monthly benefits, 
such recomputation shall be effective for and after the month in which 
such application for recomputation is filed or, if the individual has 
died without filing the application, for and after the month in which 
the person filing the application for monthly survivor benefits becomes 
entitled to such benefits.
    ``(B) In the case of--
        ``(i) any individual who is entitled to a recomputation under 
    subparagraph (A) of section 215(f)(2) of the Social Security Act 
    [subsec. (f)(2)(A) of this section] as in effect prior to the 
    enactment of this Act [Sept. 1, 1954] on the basis of an application 
    filed after August 1954, or who died after such month leaving any 
    survivors entitled to a recomputation under section 215(f)(4) of the 
    Social Security Act as in effect prior to the enactment of this Act 
    on the basis of his wages and self-employment income, and whose 
    sixth quarter of coverage after 1950 was acquired after August 1954 
    or with respect to whom the twelfth month referred to in such 
    subparagraph (A) occurred after such month, and
        ``(ii) any individual who is entitled to a recomputation under 
    section 215(f)(2)(B) of the Social Security Act [subsec. (f)(2)(B) 
    of this section] as is in effect prior to the enactment of this Act 
    [Sept. 1, 1954] on the basis of an application filed after August 
    1954, or who died after August 1954 leaving any survivors entitled 
    to a recomputation under section 215(f)(4) of the Social Security 
    Act as in effect prior to the enactment of this Act on the basis of 
    his wages and self-employment income, and whose sixth quarter of 
    coverage after 1950 was acquired after August 1954 or who did not 
    attain the age of seventy-five prior to September 1954, the 
    recomputation of his primary insurance amount shall be made in the 
    manner provided in section 215 of the Social Security Act [this 
    section], as amended by this Act, for computation of such amount, 
    except that his closing date, for purposes of subsection (b) of such 
    section 215, shall be determined as though he became entitled to 
    old-age insurance benefits in the month in which he filed such 
    application for or, if he has died, in the month in which he died. 
    In the case of monthly benefits, such recomputation shall be 
    effective for and after the month in which such application for 
    recomputation is filed or, if the individual has died without filing 
    the application, for and after the month in which the person filing 
    the application for monthly survivors benefits becomes entitled to 
    such benefits.
    ``(C) An individual or, in case of his death, his survivors entitled 
to a lump-sum death payment or to monthly benefits under section 202 of 
the Social Security Act on the basis of his wages and self-employment 
income shall be entitled to a recomputation of his primary insurance 
amount under section 215(f)(2) or section 215(f)(4) of the Social 
Security Act [subsec. (f)(2) or (4) of this section] as in effect prior 
to the date of enactment of this Act [Sept. 1, 1954] only if (i) he had 
not less than six quarters of coverage in the period after 1950 and 
prior to January 1, 1955, and (ii) either the twelfth month referred to 
in subparagraph (A) of such section 215(f)(2) occurred prior to January 
1, 1955, or he attained the age of 75 prior to 1955, and (iii) he meets 
the other conditions of entitlement to such a recomputation. No 
individual shall be entitled to a computation under subparagraph (A) or 
(B) of this paragraph if his primary insurance amount has previously 
been recomputed under either of such subparagraphs.
    ``(D) Notwithstanding the provisions of subparagraphs (A), (B), and 
(C), the primary insurance amount of an individual shall not be 
recomputed under such provisions unless such individual files the 
application referred to in subparagraph (A) or (B) prior to January 1961 
or, if he dies without filing such application, his death occurred prior 
to January 1961.''


    Recomputation of Primary Insurance Amount in Certain Cases Where 
  Application for Recomputation is Filed on or After September 13, 1960

    Section 303(h) of Pub. L. 86-778 provided that: ``In any case where 
application for recomputation under section 215(f)(3) of the Social 
Security Act [subsec. (f)(3) of this section] is filed on or after the 
date of the enactment of this Act [Sept. 13, 1960] with respect to an 
individual for whom the last previous computation of the primary 
insurance amount was based on an application filed prior to 1961, or who 
died before 1961, the provisions of section 215 of such Act [this 
section] as in effect prior to the enactment of this Act shall apply 
except that--
        ``(1) such recomputation shall be made as provided in section 
    215(a) of the Social Security Act [subsec. (a) of this section] (as 
    in effect prior to the enactment of this Act) and as though such 
    individual first became entitled to old-age insurance benefits in 
    the month in which he filed his application for such recomputation 
    or died without filing such an application, and his closing date for 
    such purposes shall be as specified in such section 215(f)(3); and
        ``(2) the provisions of section 215(b)(4) of the Social Security 
    Act [subsec. (b)(4) of this section] (as in effect prior to the 
    enactment of this Act) shall apply only if they were applicable to 
    the last previous computation of such individual's primary insurance 
    amount, or would have been applicable to such computation if there 
    had been taken into account--
            ``(A) his wages and self-employment income in the year in 
        which he became entitled to old-age insurance benefits or filed 
        application for the last previous recomputation of his primary 
        insurance amount, where he is living at the time of the 
        application for recomputation under this subsection, or
            ``(B) his wages and self-employment income in the year in 
        which he died without becoming entitled to old-age insurance 
        benefits, or (if he was entitled to such benefits) the year in 
        which application was filed for the last previous computation of 
        his primary insurance amount or in which he died, whichever 
        first occurred, where he has died at the time of the application 
        for such recomputation.
If the primary insurance amount of an individual was recomputed under 
section 215(f)(3) of the Social Security Act [subsec. (f)(3) of this 
section] as in effect prior to the enactment of this Act, and such 
amount would have been larger if the recomputation had been made under 
such section as modified by this subsection, then the Secretary shall 
recompute such primary insurance amount under such section as so 
modified, but only if an application for such recomputation is filed on 
or after the date of the enactment of this Act [Sept. 13, 1960]. A 
recomputation under the preceding sentence shall be effective for and 
after the first month for which the last previous recomputation of such 
individual's primary insurance amount under such section 215 [this 
section] was effective, but in no event for any month prior to the 
twenty-fourth month before the month in which the application for a 
recomputation is filed under the preceding sentence.''


     Special Starting and Closing Dates for Certain Individuals for 
                   Computation of 1957 Benefit Amounts

    Section 110 of act Aug. 1, 1956, provided that: ``In the case of an 
individual who died or became (without the application of section 
202(j)(1) of the Social Security Act [section 402(j)(1) of this title]) 
entitled to old-age insurance benefits in 1957 and with respect to whom 
not less than six of the quarters elapsing after 1955 and prior to the 
quarter following the quarter in which he died or became entitled to 
old-age insurance benefits, whichever first occurred, are quarters of 
coverage, his primary insurance amount shall be computed under section 
215(a)(1)(A) of such Act [subsec. (a)(1)(A) of this section], with a 
starting date of December 31, 1955, and a closing date of July 1, 1957, 
but only if it would result in a higher primary insurance amount. For 
the purposes of section 215(f)(3)(C) of such Act, the determination of 
an individual's closing date under the preceding sentence shall be 
considered as a determination of the individual's closing date under 
section 215(b)(3)(A) of such Act and the recomputation provided for by 
such section 215(f)(3)(C) shall be made using July 1, 1957, as the 
closing date, but only if it would result in a higher primary insurance 
amount. In any such computation on the basis of a July 1, 1957, closing 
date, the total of his wages and self-employment income after December 
31, 1956, shall, if it is in excess of $2,100, be reduced to such 
amount.''


     Special Starting and Closing Dates for Certain Individuals for 
                   Computation of 1966 Benefit Amounts

    Section 102(e)(6) of act Sept. 1, 1954, provided that: ``In the case 
of an individual who died or became (without the application of section 
202(j)(1) of the Social Security Act [section 402(j)(1) of this title]) 
entitled to old-age insurance benefits in 1956 and with respect to whom 
not less than six of the quarters elapsing after 1954 and prior to the 
quarter following the quarter in which he died or became entitled to 
old-age insurance benefits, whichever first occurred, are quarters of 
coverage, his primary insurance amount shall be computed under section 
215(a)(1)(A) of such Act, as amended by this Act [subsec. (a)(1)(A) of 
this section], with a starting date of December 31, 1954, and a closing 
date of July 1, 1956, but only if it would result in a higher primary 
insurance amount. For the purposes of section 215(f)(3)(C) of such Act, 
the determination of an individual's closing date under the preceding 
sentence shall be considered as a determination of the individual's 
closing date under section 215(b)(3)(A) of such Act, and the 
recomputation provided for by such section 215(f)(3)(C) shall be made 
using July 1, 1956, as the closing date, but only if it would result in 
a higher primary insurance amount. In any such computation on the basis 
of a July 1, 1956 closing date, the total of his wages and self-
employment income after December 31, 1955, shall, if it is in excess of 
$2,100, be reduced to such amount.''


               Study of Feasibility of Increasing Benefits

    Section 404 of act Sept. 1, 1954, authorized the Secretary of 
Health, Education, and Welfare to conduct a feasibility study with a 
view toward increasing the minimum old-age insurance benefit under this 
subchapter to $55, $60, or $75 per month and required him to report the 
results of his study to the Congress at the earliest practicable date.


 Change of Wage Closing Date of Certain Individuals Dead or Eligible in 
      1952 to the First Way of the Quarter of Death or Entitlement

    Section 6(c) of act July 18, 1952, provided that: ``In the case of 
an individual who died or became (without the application of section 
202(j)(1) of the Social Security Act [section 402(j)(1) of this title]) 
entitled to old-age insurance benefits in 1952 and with respect to whom 
not less than six of the quarters elapsing after 1950 and prior to the 
quarter following the quarter in which he died or became entitled to 
old-age insurance benefits, whichever first occurred, are quarters of 
coverage, his wage closing date shall be the first day of such quarter 
of death or entitlement instead of the day specified in section 
215(b)(3) of such Act [subsec. (b)(3) of this section], but only if it 
would result in a higher primary insurance amount for such individual. 
The terms used in this paragraph shall have the same meaning as when 
used in title II of the Social Security Act [this subchapter].''


 Computation of Increased Benefits to Individuals Entitled Thereto for 
                               August 1952

    Section 6(e) of act July 18, 1952, provided that: ``In case the 
benefit of any individual for any month after August 1952 is computed 
under section 2(c)(2)(A) of this Act [set out as a note under this 
section] through use of a benefit (after the application of sections 203 
and 215(g) of the Social Security Act [section 403 of this title and 
subsec. (g) of this section] as in effect prior to the enactment of this 
Act [July 18, 1952]) for August 1952 which could have been derived from 
either of two (and not more than two) primary insurance amounts, and 
such primary insurance amounts differ from each other by not more than 
$0.10, then the benefit of such individual for such month of August 1952 
shall, for the purposes of the last sentence of such section 2(c)(2)(A) 
[set out as a note under this section], be deemed to have been derived 
from the larger of such two primary insurance amounts.''


   Computation of Increased Benefits for Dependents and Survivors on 
                      Benefit Rolls for August 1952

    Section 2(c)(2) of act July 18, 1952, as amended by act Sept. 1, 
1954, Sec. 102(g), eff. Sept. 1, 1954, provided that:
    ``(A) In the case of any individual who is (without the application 
of section 202(j)(1) of the Social Security Act) [section 402(j)(1) of 
this title] entitled to a monthly benefit under subsection (b), (c), 
(d), (e), (f), (g), or (h) of such section 202 for August 1952, whose 
benefit for such month is computed through use of a primary insurance 
amount determined under paragraph (1) or (2) of section 215(c) of such 
Act [subsec. (c) of this section], and who is entitled to such benefit 
for any succeeding month on the basis of the same wages and self-
employment income, the amendments made by this section shall not 
(subject to the provisions of subparagraph (B) of this paragraph) apply 
for purposes of computing the amount of such benefit for such succeeding 
month. The amount of such benefit for such succeeding month shall 
instead be equal to the larger of (i) 112\1/2\ per centum of the amount 
of such benefit (after the application of sections 203(a) and 215(g) of 
the Social Security Act [section 403(a) of this title and subsec. (g) of 
this section] as in effect prior to the enactment of this Act [July 18, 
1952]) for August 1952, increased, if it is not a multiple of $0.10, to 
the next higher multiple of $0.10, or (ii) the amount of such benefit 
(after the application of sections 203(a) and 215(g) of the Social 
Security Act as in effect prior to the enactment of this Act [July 18, 
1952]) for August 1952, increased by an amount equal to the product 
obtained by multiplying $5 by the fraction applied to the primary 
insurance amount which was used in determining such benefit, and further 
increased, if such product is not a multiple of $0.10, to the next 
higher multiple of $0.10. The provisions of section 203(a) of the Social 
Security Act, as amended by this section (and, for purposes of such 
section 203(a), the provisions of section 215(c)(4) of the Social 
Security Act, as amended by this section), shall apply to such benefit 
as computed under the preceding sentence of this subparagraph, and the 
resulting amount, if not a multiple of $0.10, shall be increased to the 
next higher multiple of $0.10.
    ``(B) The provisions of subparagraph (A) shall cease to apply to the 
benefit of any individual under title II of the Social Security Act 
[this subchapter] for any month after August 1954.''


Determination of Primary Insurance Amount of Individuals Who Died After 
                         1939 and Prior to 1951

    Section 204(b) of Pub. L. 86-778 provided that: ``The primary 
insurance amount (for purposes of title II of the Social Security Act 
[this subchapter]) of any individual who died after 1939 and prior to 
1951 shall be determined as provided in section 215(a)(2) of such Act 
[subsec. (a)(2) of this section].''


        Benefits in Certain Cases of Deaths Before September 1950

    Section 109 of act Sept. 1, 1954, as amended by Pub. L. 86-778, 
title II, Sec. 204(c), Sept. 13, 1960, 74 Stat. 948, provided that in 
the case of an individual who died prior to Sept. 1, 1950, and was not a 
fully insured individual when he died and who had at least six quarters 
of coverage under this subchapter, such individual was generally to be 
deemed to have died fully insured, his primary insurance amount was to 
be deemed to be computed under subsec. (a)(2) of this section, the proof 
of support requirement in section 402(h) of this title was not to be 
applicable where such proof was filed before Sept. 1956, and that the 
provisions of this section were to apply to monthly benefits under 
section 402 of this title for months after Aug. 1954 and in or prior to 
Sept. 1960.


Computation of Primary Insurance Amount of Individuals Who Died Prior to 
                                  1940

    Section 205(c) of Pub. L. 86-778 provided that: ``The primary 
insurance amount (for purposes of title II of the Social Security Act 
[this subchapter]) of any individual who died prior to 1940, and who had 
not less than six quarters of coverage (as defined in section 213 of 
such Act [section 413 of this title]), shall be computed under section 
215(a)(2) of such Act [subsec. (a)(2) of this section].''
    [Section 205(c) of Pub. L. 86-778 as applicable only in the case of 
monthly benefits under this subchapter for months after September 1960, 
on the basis of applications filed in or after such month, see section 
205(d) of Pub. L. 86-778, set out as an Effective Date of 1960 Amendment 
note under section 402 of this title.]

                  Section Referred to in Other Sections

    This section is referred to in sections 402, 403, 406, 409, 413, 
417, 418, 423, 424a, 427, 428, 430, 431, 909, 1382f, 1382g, 1382h, 1383, 
1383c, 1396d, 1396o of this title; title 5 sections 8349, 8421, 8442; 
title 26 sections 415, 3121; title 38 sections 1103, 1303, 5312; title 
45 sections 231b, 231c.
