Social Security Retirement Benefits

Benefits
Monthly cash benefits based on years of employment and amount withheld from earnings.

Eligibility
Full Retirement Age (FRA): 65 IF born before 1938; IF born 1938 and later, gradually rises from 65 to
67. In 2009, FRA for a person born in 1943 is when he/she reaches 66.

Income Limits
Earning limit for persons under 65 - $14,160
Individuals FRA - no limit
For persons under 65, for every $2 earned over the limit, $1 withheld from benefits.
A person who attains 66 in 2009 can earn up to $37,680 with no loss of benefits.
For the year persons obtain FRA, for every $3 earned over the limit, $1 withheld from benefits,
but only counting earnings before the month you reach the full benefit retirement age.

Resources Limits
None.

Government Agency
Social Security Administration: 1(800)772-1213
www.socialsecurity.gov
Survivor Benefits

Benefits
Payments based upon work record of deceased.

Eligibility
Widow/Widower age 60+ or 50+ and disabled.

Income Limits

Resources Limits

Government Agency
Same as SS Retirement Benefits.
Home Energy Assistance Program (HEAP)

Benefits
Grant or energy credit, depending upon income, household size and type of fuel used.
Renters - $40-50 depending if heat is included.
Homeowners up to $685.

Eligibility
Low income homeowners and renters.

Income Limits
Monthly income:
Individuals: $2,454;
Couples: $3,209.

Resources Limits
None.

Government Agency
311 in NYC
Reduced Fare

Benefits
Reduced Fare privileges on NYC owned local route buses and subways 24 hours a day, 7 days a week.
MTA express buses are available at all times except during morning inbound peak hours (6 AM to 10 AM)
and evening outbound peak hours (3 PM to 7 PM). All passengers can ride NYC DOT Staten Island Ferry
for free. Available to customers with one of the following forms of identification: NYC Dept. for the
Aging ID card, Access-a-Ride card, Reduced Fare ID card (pre 1995), Medicare card. Reduced Fare Metro
Card automatically deducts correct reduced fare, and allows you to transfer free between NYC Transit
subways and buses.

Eligibility
Persons 65+ and disabled riders.

Income Limits

Resources Limits
None.

Government Agency
NYC Transit: 1(718)243-4999
or 311 in NYC •
www.mta.info
Access-A-Ride (AAR)

Benefits
Provides transportation for people with disabilities who are unable to use public bus or subway service
for some or all of their trips. It offers shared ride, door-to-door paratransit service. MTA New York
City Transit administers AAR; private carriers under contract to NYC Transit provide service.

Eligibility
Disabled riders.

Income Limits

Resources Limits
None.

Government Agency
NYC Transit: 1(877)337-2017
Elderly Pharmaceutical Insurance Coverage (EPIC)

Benefits
Cuts prescription drug costs.

Eligibility
NYS residents 65 or older; must meet income guidelines.
Not eligible if receiving full Medicaid benefits.

Income Limits
Fee Plan: Single: $20,000 or less;
Married: joint income $26,000 or less.
Deductible Plan: Single: $20,001 to $35,000
Married: joint income $26,001 to $50,000

Resources Limits
None.

Government Agency
EPIC Helpline: 1(800)332-3742

Benefits
Web site created by the NYS Dept. of Health which provides information on practicing physicians. To
perform a general search, please type the full name of the doctor where indicated. You may access
information on educational background, legal actions, health plans, hospital affiliation, and more.
If you prefer to speak to a customer service representative, a toll-free phone number is available
below.

Eligibility

Income Limits

Resources Limits
None.

Government Agency
NYS Department of Health: 1-888-338-6999
www.nydoctorprofile.com
School Tax Relief (STAR) Exemption

Benefits
Exemption from school property taxes for owner occupied primary residences. All New York City
homeowners qualify for a basic exemption and senior citizen homeowners can qualify for an enhanced
exemption if they meet the below qualifications.

Eligibility
Enhanced: Seniors 65 years of age or older who own and live in a one, two or three family home,
condominium or cooperative apartment, whose income is less than $73,000. The benefit reduces property
tax approximately $350 a year.
Basic: All residential property owners who live in a one, two or three family home, condominium or
cooperative apartment, regardless of age and income. The benefit reduces property tax approximately
$200 a year.

Income Limits
See eligibility.

Resources Limits
None.

Government Agency
311 in NYC or
New York City Department of Finance Customer Assistance Line: 1(212) 504-4080
www.nyc.gov/finance