Life Cycle - Overview of CPP/OAS Benefits

Martha (married to Doug)
1. Age 30; Credit Split - divided earnings from 1st husband
2. Susan (natural child of Martha & Doug)
  1. Born with 301 days of father's death
  2. Not born yet
3. Patrick (natural son of Martha from 1st marriage)
  1. Surviving Child's benefits from natural father
  2. Age 14; Receiving -18 DCCB as Custody & Control child under Doug's DSB
    Annotations:
    - does he remain eligible or does he need to have been adopted by Doug?
  3. moves in with Grandma
  4. +18; Returns to school; +18 ORP
    Annotations:
    - Does he needs to be in C&C of Doug @ time of death??
4. Marilyn (mother of Martha)
  1. lived and work in Canada; current age 61; Applies for RTR; CRP child is Martha
  2. Roberto
    1. Born, lived and worked in Italy until age 50; Worked in Canada until age 60; Receiving small RTR since age 60; now Age 64; Inter. Agreement was used to qualify for WSA; Moves in with Marilyn and WSA ends
  3. returns to work @ age 63; Making mandatory PRB contributions.
  4. Becomes eligible for her OAS & GIS
  5. Assignment of CPP with Roberto
  6. becomes payee for -18 DCCB for Patrick
    1. Not in school; -18 DCCB ends @ age 18
5. Survivor's Ben @ reduced rate until Susan is born
6. SVR - Full Rate
7. mom becomes incapable; SVR reduces (loss of qualifier Susan)
8. becomes DSB/SVR recipient
Doug
2. applies for CPP DSB and DCCBs for Susan & Patrick
3. Capable of returning to work, DSB ends
4. Terminally ill; recurrence of previous DSB
5. Dies
Initial Story
1. + 6 mths
  1. + 1.5 yrs
    1. + 1 year

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Life Cycle - Overview of CPP/OAS Benefits

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	Created by donna.m.martin over 8 years ago