Wife's Insurance Benefits SECTION 202(b) (1) (42 U.S.C. 402(b) (1))- WIFE'S INSURANCE BENEFITS INELIGIBILITY OF DIVORCED WIFE UNDER AGE 62 WITH CHILD IN HER CARE-CONSTITUTIONALITY 20 CFR 404.313(a) (2) Mathews v. de Castro, 97 S.Ct. 431 (1976) SSR 77-22c Section 202(b)(1) of the Social Security Act provides that a married woman under age 62 whose husband retires or becomes disabled may be paid monthly benefits if she has an entitled child in her care, but does not extend benefits to a similarly situated divorced wife on the basis of her ex-husband's retirement or disability. Held, the provisions do not arbitrarily discriminate against divorced women in violation of the Due Process Clause of the Fifth Amendment. STEWART, J., delivered the opinion of the Court, in which BURGER, C. J., and BRENNAN, WHITE, BLACKMUN, POWELL, REHNQUIST, and STEVENS, JJ., joined. MARSHALL, J., concurred in the judgment. Under the Social Security Act a married woman whose husband retires or becomes disabled is granted benefits if she has a minor or dependent child in her care. A divorced woman whose former husband retires or becomes disabled does not receive such benefits. The issue in the present case is whether this difference in the statutory treatment of married and divorced women is permissible under the Fifth Amendment to the United States Constitution.' Section 202(b) (1) of the Social Security Act, 42 U.S.C. § 402 (b) (1) (1970 ed. and Supp. V), provides for the payment of "wife's insurance benefits."2 To qualify under this section a woman must be the wife 'It is well settled that the Fifth Amendment's Due Process Clause encompasses equal protection principles. See, e. g., Weinberger v. Salfi, 422 U. S. 749, 768-770. 'Title 42 U.S.C. § 402(b) (1) (1970 ed. and Supp. V) provides in full: "(b) Wife's insurance benefits. "(1) The wife (as defined in section 416(b) of this title) and every divorced wife (as defined in section 416(d) of this title) of an individual entitled to old-age or disability insurance benefits, if such wife or such divorced wife "(A) has filed application for wife's insurance benefits, "(B) has attained age 62 or (in the case of a wife) has in her care (individually or jointly with such individual) at the time of filing such application a child entitled to a child's insurance benefit on the basis of the wages and self-employment income of such individual, "(C) in the case of a divorced wife, is not married, "(D) is not entitled to old-age or disability insurance benefits, or is entitled to old age or disability insurance benefits based on a primary insurance amount which is less than onehalf of the primary insurance amount of such individual, "shall (subject to subsection (s) of this section) be entitled to a wife's insurance benefit for " or "divorced wife" of an individual entitled to old-age or disability benefits. Then, assuming that she meets the other statutory requirements, the woman is eligible to receive a monthly payment if she "has attained age 62 or (in the case of a wife) has in her care (individually or jointly with [her husband] ) a child entitled to a child's insurance benefit... 42 U.S.C. § 402(b) (1) (B). As the italicized phrase indicates, a woman under 62 who has in her care an entitled child' must currently be married to the wage earner in order to be eligible to receive benefits. A divorced woman receives monthly payments if she is aged 62 or over and her exhusband retires or becomes disabled, but if she is under 62, she receives no benefits even if she has a young or disabled child in her care.s The appellee, Helen de Castro, was divorced from her husband in 1968, after more than 20 years of marriage. She cares for a disabled child who is eligible for and receives child's insurance benefits under the Act. In May of 1971 her former husband applied for and later was granted old-age insurance benefits. Mrs. de Castro applied for wife's insurance benefits shortly thereafter. At the time of her application she was 56 years old. Her application was denied by the Secretary of Health, Education, and Welfare because no wife's benefits are payable to a divorced wife under 62 years of age. Mrs. de Castro then filed suit in the United States District Court for the Northern District of Illinois, seeking judicial review of the Secretary's decision. Her complaint alleged that § 202(b) (1) (B) of the Social Security Act "operates to arbitrarily discriminate against divorced (Cont.) each month, beginning with the first month in which she becomes so entitled to such insurance benefits and ending with the month preceding the first month in which any of the following occurs "(E) she dies, "(F) such individual dies, "(G) in the case of a wife, they are divorced and either (i) she has not attained age 62, or (ii) she has attained age 62 but has not been married to such individual for a period of 20 years immediately before the date the divorce became effective, "(H) in the case of a divorced wife, she marries a person other than such individual, "(I) in the case of a wife who has not attained age 62, no child of such individual is entitled to a child's insurance benefit, "(J) she becomes entitled to an age-old or disability insurance benefit based on a primary insurance amount which is equal to or exceeds one-half of the primary insurance amount of such individual, or "(K) such individual is not entitled to disability insurance benefits and is not entitled to old-age insurance benefits." The Act defines "divorced wife" as "a woman divorced from an individual, but only if she had been married so such individual for a period of 20 years immediately before the date the divorce became effective." 42 U.S.C. § 416(d) (1). The term "divorce" refers to a divorce "a vinculo matrimonii." 42 U.S.C. § 416(d) (4). 'The conditions upon which a child is entitled to receive "child's insurance benefits" are set out in § 202(d) of the Act, 42 U.S.C. § 402(d) (1970 ed. and Supp. V). Generally, the child must be dependent on the wage earner and either under 18 years old (or a full-time student under 22 years old) or under a disability. 'The Act also provides for the payment of "widow's insurance benefits" and "mother's insurance benefits." 42 U.S.C. §§ 402(e), (g) (1970 ed. and Supp. V). Divorced and married women, with or without dependent children, are eligible to receive monthly payments under the sections in certain circumstances not pertinent here. wives," and prayed for an order directing the Secretary to pay benefits to her, a declaration that § 202(b)(1)(B) is unconstitutional, and an injunction against the section's application. A three-judge court was convened pursuant to 28 U.S.C. §§ 2281, 2282. The court considered the parties' cross-motions for summary judgment and granted the relief prayed for in the complaint, holding that the wife's benefits provision "invidiously discriminates against divorced wives. . . in violation of the Fifth Amendment." 403 F. Supp. 23, 30. Central to the court's ruling was its determination that "there is no rational basis for concluding that a married wife having a dependent child in her care has a greater economic need than a divorced wife caring for such a child." 403 F. Supp., at 28. The Secretary appealed directly to this Court under 28 U. S. C. § 1252, and we noted probable jurisdiction, U. S. ___. The basic principle that must govern an assessment of any constitutional challenge to a law providing for governmental payments of monetary benefits is well established. Governmental decisions to spend money to improve the general public welfare in one way and not another are "not confided to the courts. The discretion belongs to Congress, unless the choice is clearly wrong, a display of arbitrary power, not an exercise of judgment." Helvering v. Davis, 301 U. S. 619, 640. In enacting legislation of this kind a government does not deny equal protection "merely because the classifications made by its laws are imperfect. If the classification has some 'reasonable basis,' it does not offend the Constitution simply because the classification 'is not made with mathematical nicety or because in practice it results in some inequality.' Dandridge v. Williams, 397 U. S. 471, 485. To be sure, the standard by which legislation such as this must be judged "is not a toothless one," Mathews v. Lucas, U. S. ——, ——— But the challenged statute is entitled to a strong presumption of constitutionality. "So long as its judgments are rational, and not invidious, the legislature's efforts to tackle the problems of the poor and the needy are not subject to a constitutional straitjacket." Jefferson v. Hackney, 406 U. S. 535, 546-547. It is with this principle in mind that we consider the specific constitutional issue presented by this litigation. The old-age and disability insurance aspects of the Social Security system do not purport to be general public assistance laws that simply pay money to those who need it most. That was not the predominant purpose of these benefit provisions when they were enacted or when they were amended. Rather, the primary objective was to provide workers and their families with basic protection against hardships created by the loss of earnings due to illness or old age." 'The old-age and disability insurance programs are distinct from the provisions for public assistance to the aged and disabled also contained in the Social Security Act. 42 U.S.C. §§ 301-306, 1351-1355, partially repealed by Pub. L. No. 92-603, § 303(a), (b), 86 Stat. 1484 (1972); 42 U.S.C. §§ 1381-1383c (1970 ed., Supp. V). The insurance programs are contributory in nature and are designed to prevent public dependency by protecting workers and The wife's insurance benefit at issue here is consistent with this overriding legislative aim: It enables a married woman already burdened with dependent children to meet the additional need created when her husband reaches old-age or becomes disabled. Accordingly, the District Court's observation that many divorced women receive inadequate child support payments, while undoubtedly true, is hardly in point. The same can be said of the District Court's statement that "there is no rational basis for concluding that a married wife having a dependent child in her care has a greater economic need than a divorced wife caring for such a child." For whatever relevance these observations might have in a case involving a constitutional attack on a statute that gave monetary benefits to women based on their general overall need, that is not this case. Section 202(b) (1) (B) of the Act addresses the particular consequences for his family of a wage earner's old age or disability. Congress could rationally have decided that the resultant loss of family income, the extra expense that often attends illness and old age, and the consequent disruption in the family's economic well being that may occur when the husband stops working justify monthly payments to a wife who together with her husband must still care for a dependent child. Indeed, Congress took note of exactly these kinds of factors when it amended the Social Security Act in 1958. Between 1950 and 1958 wives under retirement age with dependent children received benefits only when their husbands became entitled to old-age insurance payments. Social Security Amendments of 1950, § 101(a), 64 Stat. 483. Congress then amended the Act to provide the same benefits when the wage (Cont.) their families against common economic hazards. Congress in 1935 contemplated that the old-age insurance benefits would be "payable wholly regardless of the need of the recipient." H. R. Rep. No. 615, 74th Cong., 1st Sess., 1 (1935). The public assistance for the aged program, on the other hand, was designed "to provide for old people who are dependent upon the public for support ...," id., at 4, and the statute specifically referred to "aged needy individuals." Social Security Act of 1935, § 1, 49 Stat. 620. See also H. R. Rep. No. 615, supra, at 3-6; S. Rep. No. 628, 74th Cong., 1st Sess., 4-7 (1935); Message of the President Recommending Legislation on Economic Security, H. R. Doc. No. 81, 74th Cong., 1st Sess., 20-28 (1935). In 1950 the Act was amended to provide for grants-in-aid to the States so that assistance could be furnished "to needy individuals eighteen years of age or older who are permanently and totally disabled." Social Security Amendments of 1950, § 351, 64 Stat. 555. In 1956 Congress created a program for disability insurance benefits. Social Security Amendments of 1956, § 103(a), 70 Stat. 815. Again, the insurance program, unlike the public assistance provisions, was not need based and instead was designed to protect against the specific economic hardships created by involuntary, premature retirement. See H. R. Rep. No 1300, 81st Cong., 1st Sess., 27-28, 53-54 (1949); Recommendations for Social Security Legislation. Reports of the Advisory Council on Social Security, S. Doc. No. 208, 80th Cong., 2d Sess., 69-70, 95-97 (1949); S. Rep. No. 2133, 84th Cong., 2d Sess., 3-4 (1956); H. R. Rep. No. 1189, 84th Cong., 1st Sess., 3-6 (1955). |