Part II

Contributory Benefits

Preliminary

Contribution conditions.
21
1
Entitlement to any benefit specified in section 20(1) above, other than short-term incapacity benefit under subsection (1)(b) of section 30A below, long-term incapacity benefit under section subsection (5) of that section, maternity allowance under section 35 below or short-term or long-term incapacity benefit under section 40 or 41 below or a shared additional pension under section 55A below, depends on contribution conditions being satisfied (either by the claimant or by some other person, according to the particular benefit).
2
The class or classes of contribution which, for the purposes of subsection (1) above, are relevant in relation to each of those benefits are as follows—
Short-term benefit
. . . | . . .
Short-term incapacity benefit under section 30A(1)(a) below | Class 1 or 2
Maternity allowance | Class 1 or 2
Other benefits
Bereavement payment | Class 1, 2 or 3
Widowed mother’s allowance | Class 1, 2 or 3
Widowed parent’s allowance | Class 1, 2 or 3
Bereavement allowance | Class 1, 2 or 3
Widow’s pension | Class 1, 2 or 3
Category A retirement pension | Class 1, 2 or 3
Category B retirement pension | Class 1, 2 or 3
Child’s special allowance | Class 1, 2 or 3
3
The relevant contribution conditions in relation to the benefits specified in subsection (2) above are those specified in Part I of Schedule 3 to this Act.
4
Part II of Schedule 3 to this Act shall have effect as to the satisfaction of contribution conditions for benefit , other than maternity allowance, in certain cases where a claim for short-term benefit or a bereavement payment is, or has on a previous occasion been, made in the first or second year after that in which the contributor concerned first became liable for primary Class 1 or Class 2 contributions.
5
In subsection (4) above and Schedule 3 to this Act—
a
“the contributor concerned”, for the purposes of any contribution condition, means the person by whom the condition is to be satisfied;
b
“a relevant class”, in relation to any benefit, means a class of contributions specified in relation to that benefit in subsection (2) above;
c
“the earnings factor”—
i
where the year in question is 1987-88 or any subsequent tax year, means, in relation to a person, the aggregate of his earnings factors derived from all his earnings upon which primary Class 1 contributions have been paid or treated as paid and from his Class 2 and Class 3 contributions; and
ii
where the year in question is any earlier tax year, means, in relation to a person’s contributions of any class or classes, the aggregate of his earnings factors derived from all those contributions;
d
except in the expression “benefit year”, “year” means a tax year.
5A
Where primary Class 1 contributions have been paid or treated as paid on any part of a person’s earnings, the following provisions, namely—
a
subsection (5)(c) above;
b
sections 22(1)(a) and (3)(a), 23(3)(a), 24(2)(a), 44(6)(a) and 45A(1)(a) below; and
c
paragraphs 2(4)(a) and (5)(a), 4(2)(a), 5(2)(b) and (4)(a) and 7(4)(a) of Schedule 3 to this Act,
shall have effect as if such contributions had been paid or treated as paid on so much of the earnings as did not exceed the upper earnings limit.
6
In this Part of this Act “benefit year” means a period—
a
beginning with the first Sunday in January in any calendar year, and
b
ending with the Saturday immediately preceding the first Sunday in January in the following calendar year;
but for any prescribed purposes of this Part of this Act “benefit year” may by regulations be made to mean such other period (whether or not a period of 12 months) as may be specified in the regulations.
Pt. II (ss. 20-62) excluded (13.1.1993) by S.R. 1979/242, reg. 4(1) (as substituted (13.1.1993) by S.R. 1992/557, reg. 3).
Pt. II (ss. 20-62): power to apply conferred (1.7.1992) by Social Security Administration (Northern Ireland) Act 1992 (c. 8), ss. 161, 168(4), Sch. 6 para. 1(3)(a).
Pt. II: power to amend or modify conferred (1.12.1999) by S.I. 1999/3147 (N.I. 11), art. 49(2)(3)
Pt. II modified (temp. from 1.12.1999 to 5.10.2002) by S.I. 1999/3147 (N.I. 11), art. 49(7)(a) (the temp. modification lapsing on the coming into operation of S.R. 2001/441, which modifies specified provisions of Pt. II, on 6.10.2002)
Words in s. 21(1) substituted (13.4.1995) by S.I. 1994/1898 (N.I. 12), art. 13(1), Sch. 1 Pt. I para. 3(2); S.R. 1994/450, art. 2(d), Sch. Pt. IV
Words in s. 21(1) inserted (3.11.2000 for specified purposes and 6.4.2001 otherwise) by S.I. 1999/3147 (N.I. 11), art. 67, Sch. 8 para. 20(a); S.R. 2000/332, art. 2(3)(e)(4)(5)
S. 21(1): it is provided (3.11.2000 for specified purposes and 6.4.2001 otherwise) that, for the words “30A below”, there are substituted the words “subsection (5) of that section”: by S.I. 1999/3147 (N.I. 11), art. 67, Sch. 8 para. 20(a); S.R. 2000/332, art. 2(3)(e)(4)(5)
Words in s. 21(1) inserted (12.1.2000 and 2.4.2000 for specified purposes and otherwiseprosp.) by S.I. 1999/3147 (N.I. 11), art. 67, Sch. 8 Pt. VI para. 29(2); S.R. 1999/494, art. 2(1)(b)
Words in s. 21(1) inserted (1.12.2000) by S.I. 1999/3147 (N.I. 11), art. 74, Sch. 9 para. 6; S.R. 2000/133, art. 2(3)(d), Sch. Pt. IV
Entry in s. 21(2) repealed (7.10.1996) by S.I. 1995/2705 (N.I. 15), art. 40(2), Sch. 3; S.R. 1996/401, art. 2
Words in s. 21(2) substituted (13.4.1995) by S.I. 1994/1898 (N.I. 12), art. 13(1), Sch. 1 Pt. I para. 3(3); S.R. 1994/450, art. 2(d), Sch. Pt. IV
Words in s. 21(2) substituted (3.11.2000 for specified purposes and 6.4.2001 otherwise) by S.I. 1999/3147 (N.I. 11), art. 67, Sch. 8 para. 20(b); S.R. 2000/332, art. 2(3)(e)(4)(5)
Entry in s. 21(2) repealed (12.1.2000 and 2.4.2000 for specified purposes and otherwiseprosp.) by S.I. 1999/3147 (N.I. 11), arts. 67, 76, Sch. 8 Pt. VI para. 29(3), Sch. 10 Pt. V; S.R. 1999/494, art. 2(1)(b)(c)(i)
Words in s. 21(2) substituted (24.4.2000 for specified purposes and 9.4.2001 otherwise) by S.I. 1999/3147 (N.I. 11), art. 67, Sch. 8 para. 3(2)(a); S.R. 2000/133, art. 2(3)(a), Sch. Pt. I
Entries in s. 21(2) inserted (24.4.2000 for specified purposes and 9.4.2001 otherwise) by S.I. 1999/3147 (N.I. 11), art. 67, Sch. 8 para. 3(2)(b); S.R. 2000/133, art. 2(3)(a), Sch. Pt. I
Words in s. 21(4) repealed (12.1.2000 and 2.4.2000 for specified purposes and otherwiseprosp.) by S.I. 1999/3147 (N.I. 11), arts. 67, 76, Sch. 8 Pt. VI para. 29(4), Sch. 10 Pt. V; S.R. 1999/494, art. 2(1)(b)(c)(i)
Words in s. 21(4) substituted (24.4.2000 for specified purposes and 9.4.2001 otherwise) by S.I. 1999/3147 (N.I. 11), art. 67, Sch. 8 para. 3(3); S.R. 2000/133, art. 2(3)(a), Sch. Pt. I
S. 21(5A) inserted (6.4.1999) by S.I. 1998/1506 (N.I. 10), art. 78(1), Sch. 6 para. 42; S.R. 1999/72, art. 2(b), Sch.