§ 427. Transitional insured status for purposes of old-age and survivors benefits

Footnotes

1. 1 See References in Text note below.

Legislative history

Reconstructed from this section’s Code source credit and amendment notes, resolved against the local Statutes at Large. Editorial notes are evidence, not the law that made the change.

1. 1935

   Social Security Amendments of 1965

   Pub. L. 89–97 title III § 309(a) · 79 Stat. 288

   Enacted · 42 U.S.C. § 427

   Aug. 14, 1935, ch. 531, title II, § 227, as added Pub. L. 89–97, title III, § 309(a), July 30, 1965, 79 Stat. 379

   Source evidence

   Code source credit
   Aug. 14, 1935, ch. 531, title II, § 227, as added Pub. L. 89–97, title III, § 309(a), July 30, 1965, 79 Stat. 379

   Enacted provision · exact public law section
   (a) Title II of the Social Security Act is further amended by adding at the end thereof (after the new section 226 added by section 101 of this Act) the following new section: Ante, p. 290. “Sec. 227. “transitional insured status (a) In the case of any individual who attains the age of 72 before 1969 but who does not meet the requirements of section 214(a), the 6 quarters of coverage referred to in so much of 75 Stat. 137. 42 USC 414. paragraph (1) of section 214(a) as follows clause (C) shall, instead, be 3 quarters of coverage for purposes of determining entitlement of such individual to benefits under section 202(a), and of his wife 42 USC 402. to benefits under section 202(b), but, in the case of such wife, only if. Ante, p. 375. she attains the age of 72 before 1969 and only with respect to wife’s insurance benefits under section 202(b) for and after the month in which she attains such age. For each month before the month in which any such individual meets the requirements of section 214(a), the amount of his old-age insurance benefit shall, notwithstanding the provisions of section 202(a), be $35 and the amount of the wife’s insurance benefit of his wife shall, notwithstanding the provisions of section 202(b), be $17.50. “(b) In the case of any individual who has died, who does not meet the requirements of section 214(a), and whose widow attains age 72 before 1969, the 6 quarters of coverage referred to in paragraph (3) of section 214(a) and in so much of paragraph (1) thereof as follows clause (C) shall, for purposes of determining her entitle- Ante, pp. 376, 377. 42 USC 402. ment to widow’s insurance benefits under section 202 (e), instead be— “(1) 3 quarters of coverage if such widow attains the age of 72 in or before 1966, “(2) 4 quarters of coverage if such widow attains the age of 72 in 1967, or “(3) 5 quarters of coverage if such widow attains the age of 72 in 1968. The amount of her widow’s insurance benefit for each month shall, notwithstanding the provisions of section 202(e)(and section 202 68 Stat. 1073. 42 USC 402. (m)), be $35. “(c) In the case of any individual who becomes, or upon filing application therefor would become, entitled to benefits under section 202(a) by reason of the application of subsection (a) of this section, who dies, and whose widow attains the age of 72 before 1969, such deceased individual shall be deemed to meet the requirements of subsection (b) of this section for purposes of determining entitlement of such widow to widow’s insurance benefits under section 202(e).”

2. 1968

   Social Security Amendments of 1967

   Pub. L. 90–248 § 102(a)(1) · 81 Stat. 821

   1. Substituted · 42 U.S.C. § 427(a)

      Pub. L. 90–248, § 102(a)(1), substituted “$40” for “$35”

   2. Substituted · 42 U.S.C. § 427(a)

      Pub. L. 90–248, § 102(a)(1), substituted “$20” for “$17.50”

   Source evidence

   Code amendment note
   Subsec. (a). Pub. L. 90–248, § 102(a)(1), substituted “$40” for “$35” and “$20” for “$17.50”.

   Enacted provision · exact public law section
   (1) Section 227(a) of the Social Security Act is 79 Stat. 379. 42 USC 427. amended by striking out “$35” and inserting in lieu thereof “$40”, and by striking out “$17.50” and inserting in lieu thereof “$20”.

3. 1968

   Social Security Amendments of 1967

   Pub. L. 90–248 § 102(a)(2) · 81 Stat. 821

   Substituted · 42 U.S.C. § 427(b)

   Pub. L. 90–248, § 102(a)(2), substituted “$40” for “$35”

   Source evidence

   Code amendment note
   Subsec. (b). Pub. L. 90–248, § 102(a)(2), substituted “$40” for “$35”.

   Enacted provision · exact public law section
   (2) Section 227(b) of such Act is amended by striking out in the second sentence “$35” and inserting in lieu thereof “$40”.

4. 1969

   Tax Reform Act of 1969

   Pub. L. 91–172 § 1003(a)(1) · 83 Stat. 487

   1. Substituted · 42 U.S.C. § 427(a)

      Pub. L. 91–172, § 1003(a)(1), substituted “$46” for “$40”

   2. Substituted · 42 U.S.C. § 427(a)

      Pub. L. 91–172, § 1003(a)(1), substituted “$23” for “$20”

   Source evidence

   Code amendment note
   Subsec. (a). Pub. L. 91–172, § 1003(a)(1), substituted “$46” for “$40”, and “$23” for “$20”.

   Enacted provision · exact public law section
   (1) Section 227(a) of the Social Security Act is amended by striking out “$40” and inserting in lieu thereof “$46”, and by striking out “$20” and inserting in lieu thereof “$23”.

5. 1969

   Tax Reform Act of 1969

   Pub. L. 91–172 § 1003(a)(2) · 83 Stat. 487

   Substituted · 42 U.S.C. § 427(b)

   Pub. L. 91–172, § 1003(a)(2), substituted “$46” for “$40”

   Source evidence

   Code amendment note
   Subsec. (b). Pub. L. 91–172, § 1003(a)(2), substituted “$46” for “$40”.

   Enacted provision · exact public law section
   (2) Section 227(b) of such Act is amended by striking out “$40” and inserting in lieu thereof “$46”.

6. 1971

   Pub. L. 92–5 § 202(a)(1) · 85 Stat. 5

   1. Substituted · 42 U.S.C. § 427(a)

      Pub. L. 92–5, § 202(a)(1), substituted “$48.30” for “$46”

   2. Substituted · 42 U.S.C. § 427(a)

      Pub. L. 92–5, § 202(a)(1), substituted “$24.20” for “$23”

   Source evidence

   Code amendment note
   Subsec. (a). Pub. L. 92–5, § 202(a)(1), substituted “$48.30” for “$46” and “$24.20” for “$23”.

   Enacted provision · exact public law section
   (1) Section 227(a) of the Social Security Act is amended by striking out “$46” and inserting in lieu thereof “48.30”, and by striking out “$23” and inserting in lieu thereof “$24.20”.

7. 1971

   Pub. L. 92–5 § 202(a)(2) · 85 Stat. 5

   Substituted · 42 U.S.C. § 427(b)

   Pub. L. 92–5, § 202(a)(2), substituted “$48.30” for “$46”

   Source evidence

   Code amendment note
   Subsec. (b). Pub. L. 92–5, § 202(a)(2), substituted “$48.30” for “$46”.

   Enacted provision · exact public law section
   (2) Section 227(b) of such Act is amended by striking out “$46” and inserting in lieu thereof “$48.30”.

8. 1972

   Pub. L. 92–336 § 201(g)(1)(A) · 86 Stat. 406

   1. Substituted · 42 U.S.C. § 427(a)

      Pub. L. 92–336, § 201(g)(1)(A), substituted “$58.00” for “$48.30”

   2. Substituted · 42 U.S.C. § 427(a)

      Pub. L. 92–336, § 201(g)(1)(A), substituted “$29.00” for “$24.20”

   Source evidence

   Code amendment note
   Subsec. (a). Pub. L. 92–336, § 201(g)(1)(A), substituted “$58.00” for “$48.30” and “$29.00” for “$24.20”.

   Enacted provision · exact public law section
   (A) Section 227(a) of such Act is amended by striking 85 Stat. 10. 42 USC 427. out “$48.30” and inserting in lieu thereof “$58.00”, and by striking out “$24.20” and inserting in lieu thereof “$29.00”.

9. 1972

   Pub. L. 92–336 § 201(g)(1)(B) · 86 Stat. 406

   Substituted · 42 U.S.C. § 427(b)

   Pub. L. 92–336, § 201(g)(1)(B), substituted “$58.00” for “$48.30”

   Source evidence

   Code amendment note
   Subsec. (b). Pub. L. 92–336, § 201(g)(1)(B), substituted “$58.00” for “$48.30”.

   Enacted provision · exact public law section
   (B) Section 227(b) of such Act is amended by striking out “$48.30” and inserting in lieu thereof “$58.00”.

10. 1972

    Social Security Amendments of 1972

    Pub. L. 92–603 § 104(e) · 86 Stat. 1329

    Substituted · 42 U.S.C. § 427(a)(1)

    Pub. L. 92–603, § 104(e), substituted “paragraph (1) of section 414(a) of this title” for “so much of paragraph (1) of section 414(a) of this title as follows clause (C)”

    Source evidence

    Code amendment note
    Subsec. (a)(1). Pub. L. 92–603, § 104(e), substituted “paragraph (1) of section 414(a) of this title” for “so much of paragraph (1) of section 414(a) of this title as follows clause (C)”.

    Enacted provision · exact public law section
    (e) Section 227(a) of such Act is amended by striking out “so much of paragraph (1) of section 214(a) as follows clause (C)” and inserting in lieu thereof “paragraph (1) of section 214(a)”.

11. 1972

    Social Security Amendments of 1972

    Pub. L. 92–603 § 104(f) · 86 Stat. 1329

    Substituted · 42 U.S.C. § 427(b)(1)

    Pub. L. 92–603, § 104(f), substituted “paragraph (1) thereof” for “so much of paragraph (1) thereof as follows clause (C)”

    Source evidence

    Code amendment note
    Subsec. (b)(1). Pub. L. 92–603, § 104(f), substituted “paragraph (1) thereof” for “so much of paragraph (1) thereof as follows clause (C)”.

    Enacted provision · exact public law section
    (f) Section 227 (b) of such Act is amended by striking out “so much of paragraph (1) thereof as follows clause (C)” and inserting Supra. in lieu thereof “paragraph (1) thereof”.

12. 1973

    Pub. L. 93–233 § 2(b)(1) · 87 Stat. 946

    1. Substituted · 42 U.S.C. § 427(a)

       Pub. L. 93–233, § 2(b)(1), substituted “the larger of $64.40 or the amount most recently established in lieu thereof under section 415(i) of this title” for “$58.00”

    2. Substituted · 42 U.S.C. § 427(a)

       Pub. L. 93–233, § 2(b)(1), substituted “the larger of $32.20 or the amount most recently established in lieu thereof under section 415(i) of this title” for “$29.00”

    Source evidence

    Code amendment note
    Subsec. (a). Pub. L. 93–233, § 2(b)(1), substituted “the larger of $64.40 or the amount most recently established in lieu thereof under section 415(i) of this title” for “$58.00” and “the larger of $32.20 or the amount most recently established in lieu thereof under section 415(i) of this title” for “$29.00”.

    Enacted provision · exact public law section
    (1) Effective June 1, 1974, sections 227 and 228 of the Social 86 Stat. 411. 42 USC 427, 428. Infra. Security Act are amended by striking out “$58.00” wherever it appears and inserting in lieu thereof “the larger of $64.40 or the amount most recently established in lieu thereof under section 215 (i)”, and by striking out “$29.00” wherever it appears and inserting in lieu thereof “the larger of $32.20 or the amount most recently established in lieu thereof under section 215 (i)”.

13. 1973

    Pub. L. 93–233 § 2(b)(1) · 87 Stat. 946

    Substituted · 42 U.S.C. § 427(b)

    Pub. L. 93–233, § 2(b)(1), substituted “the larger of $64.40 or the amount most recently established in lieu thereof under section 415(i) of this title” for “$58.00”

    Source evidence

    Code amendment note
    Subsec. (b). Pub. L. 93–233, § 2(b)(1), substituted “the larger of $64.40 or the amount most recently established in lieu thereof under section 415(i) of this title” for “$58.00”.

    Enacted provision · exact public law section
    (1) Effective June 1, 1974, sections 227 and 228 of the Social 86 Stat. 411. 42 USC 427, 428. Infra. Security Act are amended by striking out “$58.00” wherever it appears and inserting in lieu thereof “the larger of $64.40 or the amount most recently established in lieu thereof under section 215 (i)”, and by striking out “$29.00” wherever it appears and inserting in lieu thereof “the larger of $32.20 or the amount most recently established in lieu thereof under section 215 (i)”.

14. 1983

    Pub. L. 98–21 § 304(a) · 97 Stat. 65

    1. Substituted · 42 U.S.C. § 427(a)

       Pub. L. 98–21, § 304(a), substituted “spouse” for “wife” wherever appearing

    2. Substituted · 42 U.S.C. § 427(a)

       Pub. L. 98–21, § 304(a), substituted “spouse’s” for “wife’s” wherever appearing

    3. Substituted · 42 U.S.C. § 427(a)

       Pub. L. 98–21, § 304(a), substituted “he or she” for “she” wherever appearing

    4. Substituted · 42 U.S.C. § 427(a)

       Pub. L. 98–21, § 304(a), substituted “the” for “his” after “402(a) of this title, and of” and preceding “spouse” in two places and preceding “old-age insurance”

    5. Inserted · 42 U.S.C. § 427(a)

       Pub. L. 98–21, § 304(a), inserted “or section 402(c)” after “section 402(b)” wherever appearing

    Source evidence

    Code amendment note
    Subsec. (a). Pub. L. 98–21, § 304(a), substituted “spouse” for “wife”, “spouse’s” for “wife’s”, and “he or she” for “she”, wherever appearing, substituted “the” for “his” after “402(a) of this title, and of” and preceding “spouse” in two places and preceding “old-age insurance”, and inserted “or section 402(c)” after “section 402(b)” wherever appearing.

    Enacted provision · exact public law section
    (a) Section 227(a) of the Social Security Act is amended— 42 USC 427. (1) by striking out “wife” wherever it appears and inserting in lieu thereof “spouse”; (2) by striking out “wife’s” wherever it appears and inserting in lieu thereof “spouse’s”; (3) by striking out “she” wherever it appears and inserting in lieu thereof “he or she”; (4) by striking out “his” and inserting in lieu thereof “the”; and (5) by inserting “or section 202(c)” after “section 202(b)” wherever it appears.

    Effective date note
    Amendment by Pub. L. 98–21 applicable only with respect to monthly payments payable under this subchapter for months after April 1983, see section 310 of Pub. L. 98–21 set out as a note under section 402 of this title.

15. 1983

    Pub. L. 98–21 § 304(b) · 97 Stat. 65

    1. Substituted · 42 U.S.C. § 427(b)

       Pub. L. 98–21, § 304(b), substituted “surviving spouse” for “widow” wherever appearing

    2. Substituted · 42 U.S.C. § 427(b)

       Pub. L. 98–21, § 304(b), substituted “surviving spouse’s” for “widow’s” wherever appearing

    3. Substituted · 42 U.S.C. § 427(b)

       Pub. L. 98–21, § 304(b), substituted “the” for “her” after “determining” and “The amount of”

    4. Inserted · 42 U.S.C. § 427(b)

       Pub. L. 98–21, § 304(b), inserted “or section 402(f)” after “section 402(e)” wherever appearing

    Source evidence

    Code amendment note
    Subsec. (b). Pub. L. 98–21, § 304(b), substituted “surviving spouse” for “widow” and “surviving spouse’s” for “widow’s” wherever appearing, substituted “the” for “her” after “determining” and “The amount of”, and inserted “or section 402(f)” after “section 402(e)” wherever appearing.

    Enacted provision · exact public law section
    (b) Section 227(b) and section 227(c) of such Act are amended— (1) by striking out “widow” wherever it appears and inserting in lieu thereof “surviving spouse”; (2) by striking out “widow’s” wherever it appears and inserting in lieu thereof “surviving spouse’s”; (3) by striking out “her” wherever it appears and inserting in lieu thereof “the”; and (4) by inserting “or section 202(f)” after “section 202(e)” wherever it appears.

    Effective date note
    Amendment by Pub. L. 98–21 applicable only with respect to monthly payments payable under this subchapter for months after April 1983, see section 310 of Pub. L. 98–21 set out as a note under section 402 of this title.

16. 1983

    Pub. L. 98–21 § 304(b)(1) · 97 Stat. 65

    1. Substituted · 42 U.S.C. § 427(c)

       Pub. L. 98–21, § 304(b)(1), (2), (4), substituted “surviving spouse” for “widow”

    2. Substituted · 42 U.S.C. § 427(c)

       Pub. L. 98–21, § 304(b)(1), (2), (4), substituted “surviving spouse’s” for “widow’s”

    3. Inserted · 42 U.S.C. § 427(c)

       Pub. L. 98–21, § 304(b)(1), (2), (4), inserted “or section 402(f)” after “section 402(e)”

    Source evidence

    Code amendment note
    Subsec. (c). Pub. L. 98–21, § 304(b)(1), (2), (4), substituted “surviving spouse” for “widow” wherever appearing and “surviving spouse’s” for “widow’s”, and inserted “or section 402(f)” after “section 402(e)”.

    Enacted provision · exact public law section
    (1) by striking out “widow” wherever it appears and inserting in lieu thereof “surviving spouse”;

    Effective date note
    Amendment by Pub. L. 98–21 applicable only with respect to monthly payments payable under this subchapter for months after April 1983, see section 310 of Pub. L. 98–21 set out as a note under section 402 of this title.

30 of 30 references resolved to an enrolled provision