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Old Age Security Act

Version of section 22 from 2003-01-01 to 2005-06-28:


Marginal note:Definitions

  •  (1) In this section,

    base calendar year

    année de référence

    base calendar year has the same meaning as in section 10; (année de référence)

    current fiscal year

    current fiscal year[Repealed, 1998, c. 21, s. 116]

    current payment period

    période de paiement en cours

    current payment period means the payment period in respect of which an application for an allowance is made under this Part; (période de paiement en cours)

    income

    revenu de l’année civile

    income, for the purposes of determining the amount of benefits under this Part that may be paid for a month before July 1, 1999, means the income calculated as prescribed by section 13; (revenu de l’année civile)

    monthly income

    revenu mensuel du survivant

    monthly income of a survivor in a current payment period is the amount that equals one-twelfth of their income for the base calendar year; (revenu mensuel du survivant)

    monthly joint income

    revenu conjoint mensuel

    monthly joint income of a pensioner and the pensioner’s spouse or common-law partner in a current payment period is the amount that equals one-twelfth of the total incomes of the pensioner and the spouse or common-law partner for the base calendar year; (revenu conjoint mensuel)

    pension equivalent

    valeur de la pension

    pension equivalent means, in respect of any month in a payment quarter, the amount of the full monthly pension payable for that month under section 7; (valeur de la pension)

    residual income of the survivor

    revenu résiduel du survivant

    residual income of the survivor for a month in a current payment period means the amount determined by the formula

    A - B

    where

    A
    is the monthly income of the survivor in the current payment period, and
    B
    is the product
    • (a) obtained by multiplying four-thirds of the rounded pension equivalent by the survivor’s special qualifying factor for the month, and

    • (b) rounded, where that product is not a multiple of four dollars, to the next higher multiple of four dollars; (revenu résiduel du survivant)

    residual joint income

    revenu conjoint résiduel

    residual joint income of a pensioner and the pensioner’s spouse or common-law partner for a month in a current payment period means the amount determined by the formula

    A - B

    where

    A
    is the monthly joint income of the pensioner and the pensioner’s spouse or common-law partner in the current payment period, and
    B
    is the product
    • (a) obtained by multiplying four-thirds of the rounded pension equivalent by the spouse’s or common-law partner’s special qualifying factor for the month, and

    • (b) rounded, where that product is not a multiple of four dollars, to the next higher multiple of four dollars; (revenu conjoint résiduel)

    rounded pension equivalent

    valeur arrondie de la pension

    rounded pension equivalent means the pension equivalent rounded to the next higher multiple of three dollars when the pension equivalent is not a multiple of three dollars; (valeur arrondie de la pension)

    rounded supplement equivalent

    valeur arrondie du supplément

    rounded supplement equivalent means the supplement equivalent rounded to the next higher multiple of one dollar when the supplement equivalent is not a multiple of one dollar; (valeur arrondie du supplément)

    supplement equivalent

    valeur du supplément

    supplement equivalent means, in respect of any month in a payment quarter, the amount of the supplement that would be payable for that month under subsection 12(1) or (2), as the case may be, to a pensioner whose spouse or common-law partner is also a pensioner when both the pensioner and the spouse or common-law partner have no income in a base calendar year and both are in receipt of a full pension; (valeur du supplément)

    supplement equivalent for the survivor

    valeur du supplément pour le survivant

    supplement equivalent for the survivor means

    • (a) in respect of any month in the payment quarter commencing on January 1, 1985, an amount of two hundred sixty-two dollars and forty-six cents, and

    • (b) in respect of any month in a payment quarter commencing after March 31, 1985, the amount obtained by multiplying

      • (i) the amount of the supplement equivalent for the survivor of a deceased pensioner for any month in the three month period immediately before that payment quarter

      by

      • (ii) the ratio that the Consumer Price Index for the first adjustment quarter that relates to that payment quarter bears to the Consumer Price Index for the second adjustment quarter that relates to that payment quarter. (valeur du supplément pour le survivant)

  • Marginal note:Effect on supplement under Part II

    (2) Where, under this Part, an application has been made and approved or the requirement for an application has been waived in respect of the spouse or common-law partner of a pensioner for any month in a payment quarter, the amount of the supplement that may be paid for that month to the pensioner, in lieu of the amount of the supplement provided under Part II for that month, is the amount determined by the formula

    [(A - B) × C] - D/4

    where

    A
    is the total of the supplement equivalent in respect of that month and the amount of the full monthly pension for that month;
    B
    is the pensioner’s monthly pension for that month;
    C
    is the pensioner’s special qualifying factor for that month; and
    D
    is the residual joint income of the pensioner and the spouse or common-law partner for that month rounded, where that income is not a multiple of four dollars, to the next lower multiple of four dollars.
  • Marginal note:Allowance to spouse or common-law partner of pensioner

    (3) The amount of the allowance that may be paid under section 19 for any month in a payment quarter to the spouse or common-law partner of a pensioner is

    • (a) where there is no monthly joint income of the pensioner and spouse or common-law partner in the current payment period, the total of

      • (i) the product obtained by multiplying the pension equivalent in respect of the month by the spouse’s or common-law partner’s special qualifying factor for the month, and

      • (ii) the product obtained by multiplying the supplement equivalent in respect of the month by the spouse’s or common-law partner’s special qualifying factor for the month;

    • (b) where the monthly joint income of the pensioner and spouse or common-law partner in the current payment period is equal to or less than the product

      • (i) obtained by multiplying four-thirds of the rounded pension equivalent in respect of the month by the spouse’s or common-law partner’s special qualifying factor for the month, and

      • (ii) rounded, where that product is not a multiple of four dollars, to the next higher multiple of four dollars,

      the amount determined by the formula

      (A × B) + C

      where

      A
      is the supplement equivalent in respect of the month,
      B
      is the spouse’s or common-law partner’s special qualifying factor for the month, and
      C
      is the greater of zero and the amount determined by the formula

      (D × B) - 3/4 E

      where

      B
      is the spouse’s or common-law partner’s special qualifying factor for the month,
      D
      is the pension equivalent in respect of the month, and
      E
      is the monthly joint income of the pensioner and the spouse or common-law partner in the current payment period rounded, where that income is not a multiple of four dollars, to the next lower multiple of four dollars; and
    • (c) where the monthly joint income of the pensioner and spouse or common-law partner in the current payment period is more than the product

      • (i) obtained by multiplying four-thirds of the rounded pension equivalent in respect of the month by the spouse’s or common-law partner’s special qualifying factor for the month, and

      • (ii) rounded, where that product is not a multiple of four dollars, to the next higher multiple of four dollars,

      the amount determined by the formula

      (A × B) - C/4

      where

      A
      is the supplement equivalent in respect of the month,
      B
      is the spouse’s or common-law partner’s special qualifying factor for the month, and
      C
      is the residual joint income of the pensioner and spouse or common-law partner for that month rounded, where that income is not a multiple of four dollars, to the next lower multiple of four dollars.
  • Marginal note:Allowance to survivor

    (4) The amount of the allowance that may be paid under section 21 for any month in a payment quarter to a survivor is

    • (a) where there is no monthly income of the survivor in the current payment period, the total of

      • (i) the product obtained by multiplying the pension equivalent of the survivor in respect of the month by the survivor’s special qualifying factor for the month, and

      • (ii) the product obtained by multiplying the supplement equivalent for the survivor in respect of the month by the survivor’s special qualifying factor for the month;

    • (b) where the monthly income of the survivor in the current payment period is equal to or less than the product

      • (i) obtained by multiplying four-thirds of the rounded pension equivalent in respect of the month by the survivor’s special qualifying factor for the month, and

      • (ii) rounded, where that product is not a multiple of four dollars, to the next higher multiple of four dollars,

      the amount determined by the formula

      (A × B) + C

      where

      A
      is the supplement equivalent for the survivor in respect of the month,
      B
      is the survivor’s special qualifying factor for the month, and
      C
      is the greater of zero and the amount determined by the formula

      (D × B) - 3/4 E

      where

      B
      is the survivor’s special qualifying factor for the month,
      D
      is the pension equivalent in respect of the month, and
      E
      is the monthly income of the survivor in the current payment period rounded, where that income is not a multiple of four dollars, to the next lower multiple of four dollars; and
    • (c) where the monthly income of the survivor in the current payment period is more than the product

      • (i) obtained by multiplying four-thirds of the rounded pension equivalent in respect of the month by the survivor’s special qualifying factor for the month, and

      • (ii) rounded, where that product is not a multiple of four dollars, to the next higher multiple of four dollars,

      the amount determined by the formula

      (A × B) - C/2

      where

      A
      is the supplement equivalent for the survivor in respect of the month,
      B
      is the survivor’s special qualifying factor for the month, and
      C
      is the residual income of the survivor in respect of the month rounded, where that residual income is not a multiple of two dollars, to the next lower multiple of two dollars.
  • Marginal note:Reinstatement of supplement

    (5) Where the allowance payable to the spouse or common-law partner of a pensioner under this Part is suspended or terminated for any month, the pensioner may, notwithstanding subsection (2), be paid, for that month, the amount of supplement provided under Part II.

  • Marginal note:Reinstatement of supplement

    (6) Where, by reason of the amount of the monthly joint income, the aggregate of the amount of allowance payable to a pensioner’s spouse or common-law partner for a month and the amount of supplement payable to the pensioner for that month under this Part is less than the amount of supplement that would be payable to the pensioner under Part II, the pensioner may, notwithstanding subsection (2), be paid, for that month, the amount of supplement provided under Part II minus the amount, if any, of allowance payable to that pensioner’s spouse or common-law partner for that month.

  • Marginal note:Deemed Part II application

    (7) For the purposes of subsections (5) and (6), an application made and approved under this Part shall be deemed to have been made and approved under Part II.

  • R.S., 1985, c. O-9, s. 22
  • R.S., 1985, c. 34 (1st Supp.), s. 5
  • 1995, c. 33, s. 12
  • 1996, c. 18, s. 54
  • 1998, c. 21, ss. 116, 119
  • 1999, c. 22, s. 89
  • 2000, c. 12, ss. 198, 206 to 208, 209(E)

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