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Retrospective Monthly Accounting -2011
Description Author: Terri Uttermohlen
Effective April 1982, SSA calculates SSI payments for a given month on the known circumstances from an earlier closed month. This process of using income data from an earlier month to calculate the benefits due in a current month is known as “Retrospective Monthly Accounting” or RMA. RMA has two distinct components:
- the eligibility test which is based on the individual’s or couple’s income, resources and other factors in the month for which the payment calculation is made; and,
- The payment computation, which is generally based on the income in the second month before the month for which payment is being computed.
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