INTEGRATION OF 55D1B AND RETIREMENT PLAN INTEGRATION OF SSDIB AND RETIREMENT PLAN

November 3, 2007 ated with a successful appeal of an initial denial by Social

Security for SSDIB and includes only that portion of the ~
Mr. Bob King attorney fees associated with the period of time the em-
Vice President and Director ployee received a temporary benefit or a supplement. Such /
UAW,National Ford Department attorney fees considered for this purpose may not exceed
8000 East Jefferson Avenue the lesser of $5,300.00 or 25 percent of the overpayment
Detroit, Michigan 48214 due to the Plan. Attorney fees for services prior to denial of
initial application for S8DIB will not reduce the amount of an
Dear Mr. King: overpayment due to the Plan.
Subject: Integration of SSDIE and Retirement Plan Very truly yours,
This is to confirm our understanding regarding the interre-
lationship between eligibility for and amount of temporary LEE MEZZA, Director
benefits or supplemental allowance under the Retirement Employee Benefits
Plan and Social Security Disability Insurance Benefits (S8- Human Resources
DIB). Concur: Bob King
When a retiree is awarded SSDIE, a portion of that award
generally consists of a lump sum payment attributable to a
period before the effective date of the award. The effect of
eligibility for 88DIB is to disqualify the employee for a
temporary benefit under Article V, Section 2 or 3 of the
Retirement Plan, to reduce the early retirement supplement
and to eliminate the interim supplement under Article VI. In
the case of receipt of a part of SSDIB as a lump sum for an
earlier period by a retired employee who has been receiving
a temporary benefit, early retirement supplement or interim
supplement, an overpayment obligation also accrues under
the Plan.
When an initial claim for 88DIB is denied and the employee
engages the services of an attorney to appeal such denial, if
on or after October 5, 1987 the appeal of the attorney is
successful and a portion of the lump sum payment not to
exceed 25% is awarded to the attorney, the retired employ-
ee's repayment obligation will be satisfied if he notifies the
Plan within 30 days of the receipt of a retroactive 88DIB
award and repays to the Plan within 30 days after notice
from the Board of Administration an amount equal to the
overpayment of any temporary benefit, early retirement
supplement or interim supplement less in such case the
amount of attorney fees involved on that portion of the
award. This reduction applies only to attorney fees associ-
~
658
<. 659