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In some cases, a worker may not complete a contemplated adoption. Most States give the child in heritance rights in the worker's intestate personal property if certain conditions are met. If so, the child may qualify for benefits as the worker's "equitably adopted child."
Generally, the following conditions must be met:
An expressed or, in some States, implied contract for the worker to adopt the child;
A legal consideration for the worker's promise to adopt;
In some States, a promise to give the child inheritance rights in the worker's personal property;
Surrender of the child to the worker;
Performance by the child under the contract; and
Sufficient lapse of time so that the child could have been legally adopted under applicable State law.
All pertinent documents, together with complete and detailed statements of the parties and other persons having knowledge of the facts, setting forth full information about the factors listed above must be submitted. Each case must be handled on an individual basis.
Note: An equitably adopted child must have been living with or receiving contributions from the worker at the applicable time (see §337).
Last Revised: Aug. 1, 2006
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