[Code of Federal Regulations]

[Title 20, Volume 1]

[Revised as of April 1, 2005]

From the U.S. Government Printing Office via GPO Access

[CITE: 20CFR217.21]



[Page 233]

 

                      TITLE 20--EMPLOYEES' BENEFITS

 

                  CHAPTER II--RAILROAD RETIREMENT BOARD

 

PART 217_APPLICATION FOR ANNUITY OR LUMP SUM--Table of Contents

 

                     Subpart C_Filing An Application

 

Sec.  217.21  Deterred from filing.



    A person who telephones or visits a Board office stating that he or 

she wishes to file for an annuity or lump sum, but puts off filing 

because of an action or lack of action by an employee of the Board, can 

establish a filing date based on that oral notice if the following 

conditions are met:

    (a) There is evidence which establishes that the employee of the 

Board failed to--

    (1) Tell the person that it was necessary to file an application on 

the proper form; or

    (2) Tell the person that a written statement could protect the 

filing date; or

    (3) Give the person the proper application form; or

    (4) Correctly inform the person of his or her eligibility.

    (b) The person files an application on one of the forms described in 

part 200 of this chapter within 90 days after the date a notice is sent 

advising the person of the need to file an application.

    (c) The claimant is alive when the application is filed except as 

provided in Sec.  217.10.



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