CPP - Module 9

Annotations:

• - Rules - Questions to ask when Calculating Combined Benefits - Escalating and Adjusting to the Year of Combine

1. 9.1 Combined benefit Eligiblility - 4 Qs
   1. Definition of ombined Benefit
      1. Condition of eligibility
         1. Effective date
            1. Quiz - 2 Qs
2. 9.2 Screening and Applications - 5 Qs
   1. Identifying Combined benefit
      1. Finding benefit information
         1. ITRDS Client Profile screen
            1. ITRDS Notes screen
               1. Documentary evidence
                  1. Office of control /program responsiblility
                     1. Assigning OCON
                        1. How to input Information
                        2. Quiz - 3 Qs
3. 9.3 History of Combined Benefit - 6 Qs
   1. Combined benefit legislative changes
      1. Jan 1, 1966 to Dec 31 1986
      2. Jan 1,1987 to Dec 31, 1997
      3. Jan 1 1998 to Present (Bill C-2)
      4. Changes to maximum ceiling level
         1. Quiz - 5 Qs
4. 9.4 Getting ready to calculate - 38 Qs
   1. Finding the RTR-FBC
      1. ITRDS Adjudication details
      2. Contributor Account Status Report (CASR)
      3. RTR-FBC Manual Calculations
         1. From RTR pensions
         2. From DSB benefit
         3. From DTH benefit
         4. From SVR benefit
         5. CPP Benefit rate tables
            1. ITRDS Simulation
               1. CPP Calculation module (Krystal)
                  1. Quiz - 2 Qs
5. 9.5 Calculation of Combined Benefit - 46 Qs
   1. Combined beenfit calculation Pre 1987 Formula
      1. 1987 Formula
         1. 1987 over 65 formula
            1. 1987 Under 65 formula RTR / SVR
               1. 1987 Under 65 formula DSB / SVR
                  1. Identifying a grandfathered account
                     1. 1998 DSB / SVR formula
                        1. 1998 RTR / SVR formula - over 65
                           1. 1998 RTR / SVR formula Under 65
                              1. Quiz - 9 Qs
6. 9.6 Other Calculation Situations - 14 Qs
   1. Recognizing a special adjustment using 1987 legislation
      1. Recognizing a special adjustment using 1998 legislation
         1. Greater of 2 SVR benefits
            1. Conversion at 65
            2. 1998 RTR / SVR conversion at 65
            3. Special adjustment- - conversion at 65
            4. 1998 combined DSB / SVR conversion at 65 to RTR / SVR
               1. Quiz - 4 Qs
7. 9.7 System Input
   1. Combined RTR / SVR
      1. Account analysis
         1. Alternate combined - DSB / SVR
            1. Alternate combined calculation
               1. No Quiz or exercises
8. 9.8 System Output - 5 Qs
   1. ITRDS updates
      1. Notice of entitlement & Payment
         1. Combined amount
         2. Post Script
         3. Combined calculation explanation letter
            1. Review of CASR Calculation
               1. Quiz - 5 Qs
9. FINAL EXAM - 13 Qs