[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: 20CFR217.8]



[Page 228-229]

 

                      TITLE 20--EMPLOYEES' BENEFITS

 

                  CHAPTER II--RAILROAD RETIREMENT BOARD

 

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

 

                         Subpart B_Applications

 

Sec.  217.8  When one application satisfies the filing requirement for 

other benefits.



    An annuity application filed with the Board is generally considered 

as an application for other benefits to which a person is or may be 

eligible. Therefore a claimant does not need to file another application 

to be entitled to any of the following types of benefits:

    (a) An employee age annuity if--

    (1) The employee's application for a disability annuity is denied 

and the employee is eligible for the age annuity on the date the 

application is filed; or

    (2) The employee is entitled to a disability annuity in the month 

before the month he or she is 65 years old.

    (b) An employee disability annuity if an application for an age 

annuity is denied and the employee is eligible for the disability 

annuity on the date the application is filed.

    (c) An accrued employee or supplemental annuity, or a residual lump 

sum, if a claimant is eligible for one of these payments when he or she 

files an



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application for a survivor annuity or lump-sum payment under this 

chapter.

    (d) A widow(er)'s annuity if the widow(er) was entitled to a spouse 

annuity in the month before the month the employee died.

    (e) A widow(er)'s annuity if the widow(er) was included in the 

computation of the employee's annuity under the social security overall 

minimum provision of the Railroad Retirement Act in the month before the 

month the employee died.

    (f) A child's annuity if the spouse of the employee had the child 

``in care'' and was entitled to a spouse annuity in the month before the 

month the employee died.

    (g) A child's annuity or child's full-time student annuity if the 

child of the employee was included in the computation of the employee's 

annuity under the social security overall minimum provision of the 

Railroad Retirement Act in the month before the month the employee died.

    (h) A widow(er)'s annuity based on age if the widow(er) was entitled 

to a widow(er)'s annuity based on disability in the month before the 

month in which he or she attains age 60.

    (i) A widow(er)'s annuity based on age or disability if a widow(er), 

who was receiving an annuity because he or she had the employee's child 

``in care'', is eligible for an age or disability annuity when he or she 

no longer has an eligible child ``in care''.

    (j) A spouse annuity based on age if a spouse, who was receiving an 

annuity because he or she had the employee's child ``in care'', is 

eligible for an unreduced age annuity when he or she no longer has an 

eligible child ``in care''.

    (k) A widow(er)'s annuity based upon having the employee's child 

``in care'' if during the time the widow(er) is entitled to an annuity 

based on disability, he or she has ``in care'' a child of the deceased 

employee.

    (l) A divorced spouse annuity if the divorced spouse was entitled to 

a spouse annuity reduced for age in the month before the month of the 

effective date of the final decree of divorce.

    (m) A divorced spouse annuity if the spouse claimant has remarried 

the employee during the six-month retroactive period of the spouse 

annuity application.

    (n) A divorced spouse annuity if the divorced spouse was entitled to 

a spouse annuity not reduced for age in the month before the month of 

the effective date of the final decree of divorce and would also be 

entitled to a divorced spouse annuity not reduced for age.

    (o) A surviving divorced spouse annuity if the surviving divorced 

spouse was entitled to a divorced spouse annuity in the month before the 

month the employee died.

    (p) A remarried widow(er)'s annuity if the remarried widow(er) was 

entitled to a widow(er)'s annuity in the month before the month of 

remarriage.

    (q) A remarried widow(er)'s annuity or a surviving divorced spouse 

annuity based on age or disability if the remarried widow(er) or 

surviving divorced spouse, who was receiving an annuity because he or 

she had the employee's child ``in care'', is eligible for an age or 

disability annuity when he or she no longer has an eligible child ``in 

care''.

    (r) A remarried widow(er)'s annuity or a surviving divorced spouse 

annuity based on age if the remarried widow(er) or the surviving 

divorced spouse was entitled to an annuity based on the disability in 

the month before the month in which he or she attains age 65.

    (s) A remarried widow(er)'s annuity or a surviving divorced spouse 

annuity based on age if the remarried widow(er) or surviving divorced 

spouse, who was receiving an annuity based on disability, is 60 years 

old or older when he or she recovers from the disability.

    (t) A benefit under title II of the Social Security Act unless the 

applicant restricts the application only to an annuity payable under the 

Railroad Retirement Act.

    (u) An accrued annuity due at the death of a spouse or divorced 

spouse if the claimant is entitled to an employee annuity on the same 

claim number.

    (v) A full-time student's annuity if the student was entitled to a 

child's annuity in the month before the month the child attained age 18.



[47 FR 7647, Feb. 22, 1982, as amended at 54 FR 13363, Apr. 3, 1989; 60 

FR 21982, May 4, 1995; 66 FR 27454, May 17, 2001]



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