Learning about ... Social Security
     led by Peter W. Martin


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Topic 4: Derivative Benefits for Spouses --
Benefits for spouses, former spouses, and surviving spouses

A. Background - At the point of application =>

  • Situating this topic in the overall scheme
    • How spouse and other secondary benefits link to the covered individual
    • How spouse and other secondary benefits interact for recipient
  • The pertinent provisions of the act and regulations

B. Background - During pre-benefit years =>

  • The circumstances under which an individual can disregard spouse entitlement rules
  • What pre-application events bear directly on entitlement
    • Marriage (including remarriage)
    • Divorce

C. Approaching the readings =>

D. Some illustrative and problem situations =>

E. Framework for discussion =>

F. Discussion =>

  • Course discussion of this topic will begin on Wednesday, February 6. You should have made your submission on this topic and be ready to join in at that point.


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