Amendments
1994—Subsec. (c). Pub. L. 103–296, § 321(a)(15), substituted “sections” for “section” before “414(a) and 415(d) of this title”. Subsec. (d)(2). Pub. L. 103–296, § 107(a)(4), substituted “Commissioner of Social Security” for “Secretary” in introductory provisions. Subsec. (d)(2)(B). Pub. L. 103–296, § 321(e)(2)(A), substituted “national average wage index” for “deemed average total wages” before “(as defined in” and “the national average wage index (as so defined) for 1976,” 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 1976 (as published in the Federal Register in accordance with
section 415(a)(1)(D) of this title),”. 1990—Subsec. (c). Pub. L. 101–508 inserted “and 415(d)” after “
section 414(a)” and substituted “except where such individual is not a fully insured individual on the basis of the number of quarters of coverage so derived plus the number of quarters of coverage derived from the wages and self-employment income credited to such individual for periods after 1950.” for “except where— “(1) such individual is not a fully insured individual on the basis of the number of quarters of coverage so derived plus the number of quarters of coverage derived from the wages and self-employment income credited to him for periods after 1950, or “(2) such individual’s elapsed years (for purposes of
section 414(a)(1) of this title) are less than 7.” 1989—Subsec. (d)(2)(B). Pub. L. 101–239, § 10208(b)(2)(A), (B), 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” and “(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)”. Pub. L. 101–239, § 10208(d)(2)(A)(i), substituted “409(a)(1)” for “409(a)”. 1984—Subsec. (a)(1). Pub. L. 98–369, § 2663(a)(9)(A), substituted “mean” for “means”. Subsec. (a)(2)(B)(ii). Pub. L. 98–369, § 2663(a)(9)(B), substituted “equal $3,000” for “equal to $3,000”. 1980—Subsec. (a)(2)(A). Pub. L. 96–473 substituted reference to quarter of coverage, for reference to quarters of coverage. 1977—Subsec. (a)(2). Pub. L. 95–216, §§ 351(c), 352(a), substituted provisions relating to factors respecting definition of “quarters of coverage” for calendar years before 1978, subject to the provisions of subpar. (B) of this par., and for calendar years after 1977, subject to the provisions of subpar. (B) of this par., for provisions relating to factors respecting definition of “quarter of coverage” as a quarter in which the individual has been paid $50 or more in wages (except wages for agricultural labor paid after 1954) or for which he has been credited (as determined under
section 412 of this title) with $100 or more of self-employment income. Subsec. (d). Pub. L. 95–216, § 352(b), added subsec. (d). 1973—Subsec. (a)(2)(ii), (iii). Pub. L. 93–233 substituted “$13,200” for “$12,600”. Pub. L. 93–66 substituted “$12,600” for “$12,000”, in cls. (ii) and (iii). 1972—Subsec. (a)(2)(ii). Pub. L. 92–336, § 203(a)(3)(A), inserted provisions for determining a quarter of coverage based on amounts earned as wages after 1971 and before 1975, and 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. (a)(2)(iii). Pub. L. 92–336, § 203(a)(3)(B), inserted provisions for determining a quarter of coverage based on amounts earned as wages after 1971 and before 1975, and amounts equal to the contribution and benefit base which is effective for the calendar year in the case of any taxable year beginning in any calendar year after 1974. 1971—Subsec. (a)(2)(ii). Pub. L. 92–5, § 203(a)(3)(A), substituted “after 1967 and before 1972, or $9,000 in the case of a calendar year after 1971” for “after 1967”. Subsec. (a)(2)(iii). Pub. L. 92–5, § 203(a)(3)(B), substituted “after 1967 and beginning before 1972, or $9,000 in the case of a taxable year beginning after 1971” for “after 1967”. 1968—Subsec. (a)(2)(ii). Pub. L. 90–248, § 108(a)(3)(A), inserted “and before 1968, or $7,800 in the case of a calendar year after 1967” after “1965”. Subsec. (a)(2)(iii). Pub. L. 90–248, § 108(a)(3)(B), inserted “and before 1968, or $7,800 in the case of a taxable year ending after 1967” after “1965”. Subsec. (c). Pub. L. 90–248, § 155(b)(1), added subsec. (c). 1965—Subsec. (a)(2)(ii). Pub. L. 89–97, § 320(a)(3)(A), substituted “after 1958 and before 1966, or $6,600 in the case of a calendar year after 1965” for “after 1958”. Subsec. (a)(2)(iii). Pub. L. 89–97, § 320(a)(3)(B), substituted “after 1958 and before 1966, or $6,600 in the case of a taxable year ending after 1965” for “after 1958”. 1961—Subsec. (a). Pub. L. 87–64 substituted “has attained age 62” for “has attained retirement age”, and “who attained age 62 (if a woman) or age 65 (if a man)” for “who attained retirement age”. 1960—Subsec. (a)(2). Pub. L. 86–778 required each quarter of a calendar year before 1951 to be counted as a quarter of coverage if the individual received wages equal to $3,000 in the calendar year. Pub. L. 86–442 inserted sentence in cl. (B) to permit the quarters of coverage in a calendar year to be determined on the basis of the periods during which wages were earned in the case of individuals who did not die prior to Jan. 1, 1955, and who attained retirement age or died before
July 1, 1957, who did not meet the requirements for insured status because of having too few quarters of coverage but who would meet the requirements if the quarters of coverage in the first calendar year in which they had any covered employment had been determined on the basis of the period during which wages were earned rather than on the basis of the period during which wages were paid. 1958—Subsec. (a)(2)(B). Pub. L. 85–840 inserted “and before 1959, or $4,800 in the case of a calendar year after 1958” after “after 1954” in cl. (ii), and “and before 1959, or $4,800 in the case of a taxable year ending after 1958” after “after 1954” in cl. (iii). 1956—Subsec. (a)(2)(B)(iv). Act Aug. 1, 1956, substituted “if such wages equal or exceed $100 but are less than $200” for “if such wages are less than $200”. 1954—Subsec. (a)(2)(A). Act Sept. 1, 1954, § 106(a)(1), redefined “quarter of coverage,” in the case of quarters occurring before 1951, to exclude any quarter any part of which was included in a period of disability, other than the initial quarter of such period, and which provided that any quarter any part of which was included in a period of disability, other than the first quarter of such period, could not be counted as a quarter of coverage in a calendar year in which wages of $3,000 or more were paid. Subsec. (a)(2)(B). Act Sept. 1, 1954, § 104(c), provided that for calendar years after 1954 an individual shall be credited with a quarter of coverage for each quarter of the year if his wages for the year equal $4,200 and he shall be credited with a quarter of coverage for each quarter of a taxable year ending after 1954 in which the sum of his wages and self-employment income equal $4,200. Act Sept. 1, 1954, § 108(b), provided for crediting quarters of coverage on basis of annual amounts of wages received for agricultural labor. Subsec. (a)(2)(B)(i). Act Sept. 1, 1954, § 106(a)(2), redefined “quarter of coverage”, for quarters occurring after 1950, to exclude any quarter any part of which was included in a period of disability, other than the first and last quarters of such period. 1952—Subsec. (a)(2)(A). Act
July 18, 1952, § 3(a)(1), redefined “quarter of coverage”. Subsec. (a)(2)(B)(i). Act
July 18, 1952, § 3(a)(2), inserted “and no quarter any part of which was included in a period of disability (other than the initial quarter and the last quarter of such period) shall be a quarter of coverage”. Subsec. (a)(2)(B)(iii). Act
July 18, 1952, § 3(a)(3), substituted “shall (subject to clause (i) of this subparagraph) be a quarter of coverage” for “shall be a quarter of coverage”.
Statutory Notes and Related Subsidiaries
Effective Date
of 1994 AmendmentAmendment 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.
Effective Date
of 1990 Amendment Pub. L. 101–508, title V, § 5117(c)(3), Nov. 5, 1990, 104 Stat. 1388–278, provided that: “The
Amendments
made by this subsection [amending this section and provisions set out as a note below] shall apply only with respect to individuals who— “(A) make application for benefits under
section 202 of the Social Security Act [42 U.S.C. 402] after the 18-month period following the month in which this Act is enacted [November 1990], and “(B) are not entitled to benefits under
section 227 or
228 of such Act [42 U.S.C. 427, 428] for the month in which such application is made.”
Effective Date
of 1989 AmendmentAmendment by
section 10208(b)(2)(A), (B) 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 1984 AmendmentAmendment by 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 1977 AmendmentAmendment by
section 351(c) of Pub. L. 95–216 effective Jan. 1, 1978, see
section 351(d) of Pub. L. 95–216, set out as a note under
section 409 of this title. Pub. L. 95–216, title III, § 352(c), Dec. 20, 1977, 91 Stat. 1552, provided that: “The
Amendments
made by this section [amending this section] shall be effective January 1, 1978.”
Effective Date
of 1973 AmendmentAmendment by Pub. L. 93–233 applicable only with respect to remuneration paid after, and taxable years beginning 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 only with respect to remuneration paid after, and taxable years beginning 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 AmendmentAmendment by
section 203(a)(3)(A) of Pub. L. 92–336 applicable only with respect to remuneration paid after December 1972, and amendment by
section 203(a)(3)(B) of Pub. L. 92–336 applicable only with respect to taxable years beginning 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 AmendmentAmendment by
section 203(a)(3)(A) of Pub. L. 92–5 applicable only with respect to remuneration paid after December 1971, and amendment by
section 203(a)(3)(B) of Pub. L. 92–5 applicable only with respect to taxable years beginning 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 1968 AmendmentAmendment by
section 108(a)(3)(A) of Pub. L. 90–248 applicable only with respect to remuneration paid after December 1967, and amendment by
section 108(a)(3)(B) applicable only with respect to taxable years ending after 1967, see
section 108(c) of Pub. L. 90–248, set out as a note under
section 409 of this title. Pub. L. 90–248, title I, § 155(b)(2), Jan. 2, 1968, 81 Stat. 866, as amended by Pub. L. 101–508, title V, § 5117(c)(2), Nov. 5, 1990, 104 Stat. 1388–278, provided that: “The amendment made by paragraph (1) [amending this section] shall apply only in the case of an individual who applies for benefits under
section 202(a) of the Social Security Act [42 U.S.C. 402(a)] after the date of the enactment of this Act [Jan. 2, 1968], or who dies without being entitled to benefits under
section 202(a) or 223 of the Social Security Act [42 U.S.C. 402(a), 423].”
Effective Date
of 1965 AmendmentAmendment by
section 320(a)(3)(A) of Pub. L. 89–97 applicable with respect to remuneration paid after December, 1965, and amendment by
section 320(a)(3)(B) of Pub. L. 89–97 applicable with respect to taxable years ending 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 AmendmentAmendment by Pub. L. 87–64 applicable with respect to monthly benefits for months beginning on or after
August 1, 1961 based on applications filed in or after March 1961, and with respect to lump-sum death payments under title II of the Social Security Act (42 U.S.C. 401 et seq.) in the case of deaths on or after
August 1, 1961, see
section 102(f) and 109 of Pub. L. 87–64, set out as notes under
section 402 of this title.
Effective Date
of 1960 Amendment Pub. L. 86–778, title II, § 206(b), Sept. 13, 1960, 74 Stat. 949, provided that: “(1) Except as provided in paragraph (2), the amendment made by subsection (a) [amending this section] shall apply only in the case of monthly benefits under title II of the Social Security Act [42 U.S.C. 401 et seq.], and the lump-sum death payment under
section 202 of such Act [42 U.S.C. 402], based on the wages and self-employment income of an individual—“(A) who becomes entitled to benefits under
section 202(a) or 223 of such Act [42 U.S.C. 402(a), 423] on the basis of an application filed in or after the month in which this Act is enacted [September 1960]; or “(B) who is (or would, but for the provisions of
section 215(f)(6) of the Social Security Act [42 U.S.C. 415(f)(6)], be) entitled to a recomputation of his primary insurance amount under
section 215(f)(2)(A) of such Act on the basis of an application filed in or after the month in which this Act is enacted [September 1960]; or “(C) who dies without becoming entitled to benefits under
section 202(a) or 223 of the Social Security Act [42 U.S.C. 402(a), 423], and (unless he dies a currently insured individual but not a fully insured individual (as those terms are defined in
section 214 of such Act [42 U.S.C. 414])) without leaving any individual entitled (on the basis of his wages and self-employment income) to survivor’s benefits or a lump-sum death payment under
section 202 of such Act [42 U.S.C. 402] on the basis of an application filed prior to the month in which this Act is enacted [September 1960]; or “(D) who dies in or after the month in which this Act is enacted [September 1960] and whose survivors are (or would, but for the provisions of
section 215(f)(6) of the Social Security Act [42 U.S.C. 415(f)(6)], be) entitled to a recomputation of his primary insurance amount under
section 215(f)(4)(A) of such Act; or “(E) who dies prior to the month in which this Act is enacted [September 1960] and (i) whose survivors are (or would, but for the provisions of
section 215(f)(6) of the Social Security Act, be) entitled to a recomputation of his primary insurance amount under
section 215(f)(4)(A) of such Act [42 U.S.C. 415(f)(4)(A)], and (ii) on the basis of whose wages and self-employment income no individual was entitled to survivor’s benefits or a lump-sum death payment under
section 202 of such Act [42 U.S.C. 402] on the basis of an application filed prior to the month in which this Act is enacted [September 1960] (and no individual was entitled to such a benefit, without the filing of an application, for any month prior to the month in which this Act is enacted [September 1960]); or “(F) who files an application for a recomputation under
section 102(f)(2)(B) of the Social Security
Amendments
of 1954 [set out as a note under
section 415 of this title] in or after the month in which this Act is enacted [September 1960] and is (or would, but for the fact that such recomputation would not result in a higher primary insurance amount, be) entitled to have his primary insurance amount recomputed under such subparagraph; or “(G) who dies and whose survivors are (or would, but for the fact that such recomputation would not result in a higher primary insurance amount for such individual, be) entitled, on the basis of an application filed in or after the month in which this Act [September 1960] is enacted, to have his primary insurance amount recomputed under
section 102(f)(2)(B) of the Social Security
Amendments
of 1954 [set out as a note under
section 415 of this title]. “(2) The amendment made by subsection (a) [amending this section] shall also be applicable in the case of applications for disability determination under
section 216(i) of the Social Security Act [42 U.S.C. 416(i)] filed in or after the month in which this Act is enacted [September 1960]. “(3) Notwithstanding any other provisions of this subsection, in the case of any individual who would not be a fully insured individual under
section 214(a) of the Social Security Act [42 U.S.C. 414(a)] except for the enactment of this section, no benefits shall be payable on the basis of his wages and self-employment income for any month prior to the month in which this Act is enacted [September 1960].” Pub. L. 86–442, § 3, Apr. 22, 1960, 74 Stat. 82, provided in part that: “This amendment [amending this section] shall be applicable in the case of monthly benefits under title II of the Social Security Act [42 U.S.C. 401 et seq.] for months after June 1957, and in the case of the lump-sum death payments under such title, with respect to deaths occurring after such month; the requirements for filing applications for such benefits and payments within certain time limits, as prescribed in
section 202(i) and 202(j) of such title [42 U.S.C. 402(i), (j)], shall not apply if an application is filed within the one-year period beginning with the first day of the month after the month in which this Act is enacted [April 1960].”
Effective Date
of 1954 AmendmentAct Sept. 1, 1954, ch. 1206, title I, § 106(h), 68 Stat. 1083, provided that: “Notwithstanding the provisions of
section 215(f)(1) of the Social Security Act [42 U.S.C. 415(f)(1)], the
Amendments
made by subsections (a), (b), (c), (d), (e), and (f) of this section [amending this section and sections
414 to
417 of this title and
section 228e of Title 45, Railroads] shall apply with respect to monthly benefits under title II of the Social Security Act [42 U.S.C. 401 et seq.] for months after June 1955, and with respect to lump-sum death payments under such title in the case of deaths occurring after June 1955; but no recomputation of benefits by reason of such
Amendments
shall be regarded as a recomputation for purposes of
section 215(f) of the Social Security Act [42 U.S.C. 415(f)].” Effective and Termination Date of 1952 AmendmentAct July 18, 1952, ch. 945, § 3(f), 66 Stat. 773, provided that: “Notwithstanding the provisions of
section 215(f)(1) of the Social Security Act [42 U.S.C. 415(f)(1)], the
Amendments
made by subsections (a), (b), (c), and (d) of this section [amending this section and sections
414 to
416, 420, and 421 of this title] shall apply to monthly benefits under title II of the Social Security Act [42 U.S.C. 401 et seq.] for months after June 1953, and to lump-sum death payments under such title in the case of deaths occurring after June 1953; but no recomputation of benefits by reason of such
Amendments
shall be regarded as a recomputation for purposes of
section 215(f) of the Social Security Act [42 U.S.C. 415(f)].” Act July 18, 1952, ch. 945, § 3(g), 66 Stat. 773, provided that: “Notwithstanding the preceding provisions of this section and the
Amendments
made thereby [amending this section and sections
414 to
416, 420, and 421 of this title], such provisions and
Amendments
shall cease to be in effect at the close of June 30, 1953, and after such
Amendments
cease to be in effect any provision of law amended thereby shall be in full force and effect as though this Act had not been enacted.”