Social Security Disability Insurance (SSDI)

changelog_entry.yaml

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+- bump: minor
+  changes:
+    added:
+    - Social Security Disability Insurance (SSDI).

policyengine_us/parameters/gov/ssa/ssdi/family_maximum/max_percentage.yaml

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+description: The Social Security Administration sets this maximum percentage of Primary Insurance Amount as the ceiling for family maximum benefits under Social Security Disability Insurance.
+
+values:
+  1975-01-01: 1.5
+
+metadata:
+  rate_unit: /1
+  label: SSA SSDI family maximum maximum percentage of PIA
+  reference:
+    - title: Social Security Administration - Formula for Family Maximum Benefit
+      href: https://www.ssa.gov/oact/cola/familymax.html
+    - title: 42 U.S. Code § 403(a)(2)(A) - Family maximum benefit formula
+      href: https://www.law.cornell.edu/uscode/text/42/403#a_2_A

policyengine_us/parameters/gov/ssa/ssdi/family_maximum/min_percentage.yaml

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+description: The Social Security Administration sets this minimum percentage of Primary Insurance Amount as the floor for family maximum benefits under Social Security Disability Insurance.
+
+values:
+  1975-01-01: 1.0
+
+metadata:
+  rate_unit: /1
+  label: SSA SSDI family maximum minimum percentage of PIA
+  reference:
+    - title: Social Security Administration - Formula for Family Maximum Benefit
+      href: https://www.ssa.gov/oact/cola/familymax.html
+    - title: 42 U.S. Code § 403(a)(2)(A) - Family maximum benefit formula
+      href: https://www.law.cornell.edu/uscode/text/42/403#a_2_A

policyengine_us/parameters/gov/ssa/ssdi/family_maximum/percentage.yaml

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+description: The Social Security Administration calculates the family maximum benefit as this percentage of Average Indexed Monthly Earnings for Social Security Disability Insurance cases.
+
+values:
+  1975-01-01: 0.85
+
+metadata:
+  rate_unit: /1
+  label: SSA SSDI family maximum percentage of AIME
+  reference:
+    - title: Social Security Administration - Formula for Family Maximum Benefit
+      href: https://www.ssa.gov/oact/cola/familymax.html
+    - title: 42 U.S. Code § 403(a)(2)(A) - Family maximum benefit formula
+      href: https://www.law.cornell.edu/uscode/text/42/403#a_2_A

policyengine_us/parameters/gov/ssa/ssdi/pia/bend_points/first.yaml

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+description: The Social Security Administration uses this first bend point in the Primary Insurance Amount calculation formula for Social Security Disability Insurance benefits.
+
+values:
+  2024-01-01: 1_174
+
+metadata:
+  unit: USD
+  period: month
+  label: SSA SSDI PIA first bend point
+  reference:
+    - title: Social Security Administration - Benefit Formula Bend Points
+      href: https://www.ssa.gov/oact/cola/bendpoints.html
+    - title: 42 U.S. Code § 415(a)(1)(A) - Primary insurance amount formula
+      href: https://www.law.cornell.edu/uscode/text/42/415#a_1_A

policyengine_us/parameters/gov/ssa/ssdi/pia/bend_points/second.yaml

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+description: The Social Security Administration uses this second bend point in the Primary Insurance Amount calculation formula for Social Security Disability Insurance benefits.
+
+values:
+  2024-01-01: 7_078
+
+metadata:
+  unit: USD
+  period: month
+  label: SSA SSDI PIA second bend point
+  reference:
+    - title: Social Security Administration - Benefit Formula Bend Points
+      href: https://www.ssa.gov/oact/cola/bendpoints.html
+    - title: 42 U.S. Code § 415(a)(1)(A) - Primary insurance amount formula
+      href: https://www.law.cornell.edu/uscode/text/42/415#a_1_A

policyengine_us/parameters/gov/ssa/ssdi/pia/percentages/first.yaml

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+description: The Social Security Administration applies this percentage to Average Indexed Monthly Earnings up to the first bend point in the Primary Insurance Amount calculation for Social Security Disability Insurance benefits.
+
+values:
+  1979-01-01: 0.9
+
+metadata:
+  rate_unit: /1
+  label: SSA SSDI PIA first percentage
+  reference:
+    - title: Social Security Administration - Primary Insurance Amount
+      href: https://www.ssa.gov/oact/cola/piaformula.html
+    - title: 42 U.S. Code § 415(a)(1)(A)(i) - Primary insurance amount formula
+      href: https://www.law.cornell.edu/uscode/text/42/415#a_1_A_i

policyengine_us/parameters/gov/ssa/ssdi/pia/percentages/second.yaml

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+description: The Social Security Administration applies this percentage to Average Indexed Monthly Earnings between the first and second bend points in the Primary Insurance Amount calculation for Social Security Disability Insurance benefits.
+
+values:
+  1979-01-01: 0.32
+
+metadata:
+  rate_unit: /1
+  label: SSA SSDI PIA second percentage
+  reference:
+    - title: Social Security Administration - Primary Insurance Amount
+      href: https://www.ssa.gov/oact/cola/piaformula.html
+    - title: 42 U.S. Code § 415(a)(1)(A)(ii) - Primary insurance amount formula
+      href: https://www.law.cornell.edu/uscode/text/42/415#a_1_A_ii

policyengine_us/parameters/gov/ssa/ssdi/pia/percentages/third.yaml

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+description: The Social Security Administration applies this percentage to Average Indexed Monthly Earnings above the second bend point in the Primary Insurance Amount calculation for Social Security Disability Insurance benefits.
+
+values:
+  1979-01-01: 0.15
+
+metadata:
+  rate_unit: /1
+  label: SSA SSDI PIA third percentage
+  reference:
+    - title: Social Security Administration - Primary Insurance Amount
+      href: https://www.ssa.gov/oact/cola/piaformula.html
+    - title: 42 U.S. Code § 415(a)(1)(A)(iii) - Primary insurance amount formula
+      href: https://www.law.cornell.edu/uscode/text/42/415#a_1_A_iii

policyengine_us/parameters/gov/ssa/ssdi/sga/blind.yaml

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+description: The Social Security Administration considers blind individuals earning more than this amount to be engaged in Substantial Gainful Activity for Social Security Disability Insurance purposes.
+
+values:
+  2024-01-01: 2_590
+  2025-01-01: 2_700
+
+metadata:
+  unit: USD
+  period: month
+  label: SSA SSDI blind SGA threshold
+  reference:
+    - title: Social Security Administration - Substantial Gainful Activity
+      href: https://www.ssa.gov/oact/cola/sga.html
+    - title: 42 U.S. Code § 423(d)(4) - Substantial gainful activity framework
+      href: https://www.law.cornell.edu/uscode/text/42/423#d_4

policyengine_us/parameters/gov/ssa/ssdi/sga/non_blind.yaml

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+description: The Social Security Administration considers non-blind individuals earning more than this amount to be engaged in Substantial Gainful Activity for Social Security Disability Insurance purposes.
+
+values:
+  2024-01-01: 1_550
+  2025-01-01: 1_620
+
+metadata:
+  unit: USD
+  period: month
+  label: SSA SSDI non-blind SGA threshold
+  reference:
+    - title: Social Security Administration - Substantial Gainful Activity
+      href: https://www.ssa.gov/oact/cola/sga.html
+    - title: 42 U.S. Code § 423(d)(4) - Substantial gainful activity framework
+      href: https://www.law.cornell.edu/uscode/text/42/423#d_4

policyengine_us/parameters/gov/ssa/ssdi/waiting_period.yaml

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+description: The Social Security Administration requires a waiting period of this many months after disability onset before Social Security Disability Insurance benefits begin.
+
+values:
+  1975-01-01: 5
+
+metadata:
+  unit: month
+  period: month
+  label: SSDI waiting period
+  reference:
+    - title: 42 U.S. Code § 423(c)(2) - Waiting period for disability benefits
+      href: https://www.law.cornell.edu/uscode/text/42/423#c_2

policyengine_us/parameters/gov/ssa/ssdi/work_credits/duration_of_work/standard_requirement.yaml

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+description: Standard total work credits required for SSDI eligibility (40 quarters of coverage)
+
+values:
+  1975-01-01: 40
+
+metadata:
+  unit: credit
+  label: SSDI standard work credit requirement
+  reference:
+    - title: Social Security Administration - How You Earn Credits
+      href: https://www.ssa.gov/benefits/retirement/planner/credits.html
+    - title: 42 U.S. Code § 423(c)(1)(B)(i) - Definition of insured status
+      href: https://www.law.cornell.edu/uscode/text/42/423#c_1_B_i

policyengine_us/parameters/gov/ssa/ssdi/work_credits/duration_of_work/young_worker_requirements/age_24_to_31/age_threshold.yaml

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+description: Upper age threshold for young worker graduated credit requirement (31 years old)
+
+values:
+  1975-01-01: 31
+
+metadata:
+  unit: year
+  label: SSDI young worker upper age threshold
+  reference:
+    - title: 42 U.S. Code § 423(c)(1)(B)(ii) - Young worker exception
+      href: https://www.law.cornell.edu/uscode/text/42/423#c_1_B_ii

policyengine_us/parameters/gov/ssa/ssdi/work_credits/duration_of_work/young_worker_requirements/age_24_to_31/base_age.yaml

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+description: Base age for calculating graduated credit requirements (age 21)
+
+values:
+  1975-01-01: 21
+
+metadata:
+  unit: year
+  label: SSDI young worker base age for credit calculation
+  reference:
+    - title: 42 U.S. Code § 423(c)(1)(B)(ii) - Young worker exception
+      href: https://www.law.cornell.edu/uscode/text/42/423#c_1_B_ii
+    - title: SSA - Disability Benefits
+      href: https://www.ssa.gov/benefits/disability/qualify.html

policyengine_us/parameters/gov/ssa/ssdi/work_credits/duration_of_work/young_worker_requirements/age_24_to_31/credits_multiplier.yaml

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+description: Multiplier for calculating credits required (2 credits per year after age 21)
+
+values:
+  1975-01-01: 2
+
+metadata:
+  unit: credit/year
+  label: SSDI young worker credit multiplier
+  reference:
+    - title: 42 U.S. Code § 423(c)(1)(B)(ii) - Young worker exception
+      href: https://www.law.cornell.edu/uscode/text/42/423#c_1_B_ii
+    - title: SSA - Disability Benefits
+      href: https://www.ssa.gov/benefits/disability/qualify.html

policyengine_us/parameters/gov/ssa/ssdi/work_credits/duration_of_work/young_worker_requirements/under_24/age_threshold.yaml

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+description: Age threshold for young worker exception (under 24 years old)
+
+values:
+  1975-01-01: 24
+
+metadata:
+  unit: year
+  label: SSDI young worker age threshold (under 24)
+  reference:
+    - title: 42 U.S. Code § 423(c)(1)(B)(ii) - Young worker exception
+      href: https://www.law.cornell.edu/uscode/text/42/423#c_1_B_ii

policyengine_us/parameters/gov/ssa/ssdi/work_credits/duration_of_work/young_worker_requirements/under_24/credits_required.yaml

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+description: Work credits required for workers under age 24 (6 credits in 3-year period)
+
+values:
+  1975-01-01: 6
+
+metadata:
+  unit: credit
+  label: SSDI credits required for workers under 24
+  reference:
+    - title: 42 U.S. Code § 423(c)(1)(B)(ii) - Young worker exception
+      href: https://www.law.cornell.edu/uscode/text/42/423#c_1_B_ii
+    - title: SSA - Disability Benefits
+      href: https://www.ssa.gov/benefits/disability/qualify.html

policyengine_us/parameters/gov/ssa/ssdi/work_credits/duration_of_work/young_worker_requirements/under_24/years_period.yaml

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+description: Period in years for which credits must be earned for workers under 24
+
+values:
+  1975-01-01: 3
+
+metadata:
+  unit: year
+  label: SSDI credit period for workers under 24
+  reference:
+    - title: 42 U.S. Code § 423(c)(1)(B)(ii) - Young worker exception
+      href: https://www.law.cornell.edu/uscode/text/42/423#c_1_B_ii

policyengine_us/parameters/gov/ssa/ssdi/work_credits/recent_credits_standard.yaml

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+description: The Social Security Administration requires this many work credits to be earned in the recent work period for standard Social Security Disability Insurance eligibility.
+
+values:
+  1975-01-01: 20
+
+metadata:
+  unit: credit
+  label: SSA SSDI recent credits requirement
+  reference:
+    - title: Social Security Administration - How You Earn Credits
+      href: https://www.ssa.gov/benefits/retirement/planner/credits.html
+    - title: 42 U.S. Code § 423(c)(1)(B)(i) - Recent work requirement
+      href: https://www.law.cornell.edu/uscode/text/42/423#c_1_B_i

policyengine_us/parameters/gov/ssa/ssdi/work_credits/recent_work/standard_requirement.yaml

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+description: Standard recent work credits required for SSDI (20 credits in last 10 years)
+
+values:
+  1975-01-01: 20
+
+metadata:
+  unit: credit
+  label: SSDI standard recent work requirement
+  reference:
+    - title: 42 U.S. Code § 423(c)(1)(B)(i) - Recent work test
+      href: https://www.law.cornell.edu/uscode/text/42/423#c_1_B_i
+    - title: SSA - Disability Benefits
+      href: https://www.ssa.gov/benefits/disability/qualify.html

policyengine_us/parameters/gov/ssa/ssdi/work_credits/recent_work/years_considered.yaml

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+description: Number of years considered for recent work test
+
+values:
+  1975-01-01: 10
+
+metadata:
+  unit: year
+  label: SSDI recent work period
+  reference:
+    - title: 42 U.S. Code § 423(c)(1)(B)(i) - Recent work test
+      href: https://www.law.cornell.edu/uscode/text/42/423#c_1_B_i

policyengine_us/parameters/gov/ssa/ssdi/work_credits/recent_work/young_worker_requirements/half_of_years_since_21.yaml

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+description: Young workers need credits in half the years since turning 21
+
+values:
+  1975-01-01: 0.5
+
+metadata:
+  unit: /1
+  label: SSDI young worker recent work fraction
+  reference:
+    - title: 42 U.S. Code § 423(c)(1)(B)(ii) - Young worker recent work test
+      href: https://www.law.cornell.edu/uscode/text/42/423#c_1_B_ii
+    - title: SSA - Disability Benefits for Young Workers
+      href: https://www.ssa.gov/benefits/disability/qualify.html

policyengine_us/parameters/gov/ssa/ssdi/work_credits/recent_work_years.yaml

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+description: The Social Security Administration requires half of work credits to be earned within this many recent years for Social Security Disability Insurance eligibility.
+
+values:
+  1975-01-01: 10
+
+metadata:
+  unit: year
+  period: year
+  label: SSA SSDI recent work years requirement
+  reference:
+    - title: Social Security Administration - How You Earn Credits
+      href: https://www.ssa.gov/benefits/retirement/planner/credits.html
+    - title: 42 U.S. Code § 423(c)(1)(B) - Recent work requirements
+      href: https://www.law.cornell.edu/uscode/text/42/423#c_1_B

policyengine_us/parameters/gov/ssa/ssdi/work_credits/required_credits.yaml

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+description: The Social Security Administration requires this many total work credits for full Social Security Disability Insurance eligibility.
+
+values:
+  1975-01-01: 40
+
+metadata:
+  unit: credit
+  label: SSA SSDI required work credits
+  reference:
+    - title: Social Security Administration - How You Earn Credits
+      href: https://www.ssa.gov/benefits/retirement/planner/credits.html
+    - title: 42 U.S. Code § 423(c)(1) - Work credit requirements
+      href: https://www.law.cornell.edu/uscode/text/42/423#c_1

policyengine_us/parameters/gov/ssa/ssdi/work_credits/young_worker/age_24_to_31_base_age.yaml

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+description: The Social Security Administration subtracts this age from the worker's current age to calculate required work credits for workers aged 24 to 31 for Social Security Disability Insurance eligibility.
+
+values:
+  1975-01-01: 21
+
+metadata:
+  unit: year
+  period: year
+  label: SSA SSDI young worker age 24 to 31 base age
+  reference:
+    - title: Social Security Administration - Young Worker Credits
+      href: https://www.ssa.gov/benefits/retirement/planner/credits.html#h3
+    - title: 42 U.S. Code § 423(c)(1)(B)(ii) - Young worker exception
+      href: https://www.law.cornell.edu/uscode/text/42/423#c_1_B_ii

policyengine_us/parameters/gov/ssa/ssdi/work_credits/young_worker/age_24_to_31_multiplier.yaml

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+description: The Social Security Administration multiplies the years since age 21 by this factor to determine required work credits for workers aged 24 to 31 for Social Security Disability Insurance eligibility.
+
+values:
+  1975-01-01: 2
+
+metadata:
+  unit: credit
+  label: SSA SSDI young worker age 24 to 31 multiplier
+  reference:
+    - title: Social Security Administration - Young Worker Credits
+      href: https://www.ssa.gov/benefits/retirement/planner/credits.html#h3
+    - title: 42 U.S. Code § 423(c)(1)(B)(ii) - Young worker exception
+      href: https://www.law.cornell.edu/uscode/text/42/423#c_1_B_ii

policyengine_us/parameters/gov/ssa/ssdi/work_credits/young_worker/age_24_to_31_threshold.yaml

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+description: The Social Security Administration applies special work credit calculation for disabled workers between age 24 and this age for Social Security Disability Insurance eligibility.
+
+values:
+  1975-01-01: 31
+
+metadata:
+  unit: year
+  period: year
+  label: SSA SSDI young worker age 24 to 31 threshold
+  reference:
+    - title: Social Security Administration - Young Worker Credits
+      href: https://www.ssa.gov/benefits/retirement/planner/credits.html#h3
+    - title: 42 U.S. Code § 423(c)(1)(B)(ii) - Young worker exception
+      href: https://www.law.cornell.edu/uscode/text/42/423#c_1_B_ii

policyengine_us/parameters/gov/ssa/ssdi/work_credits/young_worker/under_24_age_threshold.yaml

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+description: The Social Security Administration applies special work credit requirements for disabled workers under this age for Social Security Disability Insurance eligibility.
+
+values:
+  1975-01-01: 24
+
+metadata:
+  unit: year
+  period: year
+  label: SSA SSDI young worker under 24 age threshold
+  reference:
+    - title: Social Security Administration - Young Worker Credits
+      href: https://www.ssa.gov/benefits/retirement/planner/credits.html#h3
+    - title: 42 U.S. Code § 423(c)(1)(B)(ii) - Young worker exception
+      href: https://www.law.cornell.edu/uscode/text/42/423#c_1_B_ii