[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: 20CFR218.9]



[Page 236-237]

 

                      TITLE 20--EMPLOYEES' BENEFITS

 

                  CHAPTER II--RAILROAD RETIREMENT BOARD

 

PART 218_ANNUITY BEGINNING AND ENDING DATES--Table of Contents

 

                    Subpart B_When an Annuity Begins

 

Sec.  218.9  When an employee annuity begins.



    (a) Full-age annuity--employee has completed 10 years but less than 

30 years of service. An employee full-age annuity begins on the later of 

either the date chosen by the applicant or the earliest date permitted 

by law. The earliest date permitted by law is the latest of--

    (1) The day after the day the claimant last worked for a railroad 

employer;

    (2) The first day of the month in which the claimant attains full 

retirement age; or

    (3) The first day of the sixth month before the month in which the 

application is filed.

    (b) Reduced-age annuity--employee has completed 10 years but less 

than 30 years of service. An employee reduced-age annuity begins on the 

later of either the date chosen by the applicant, or the earliest date 

permitted by law. The earliest date permitted by law is the latest of--

    (1) The day after the day the claimant last worked for a railroad 

employer;

    (2) The first day of the first full month in which the claimant is 

age 62; or



[[Page 237]]



    (3) The first day of the month in which the application is filed if 

the claimant does not have a spouse (or divorced spouse) who would be 

entitled to a retroactive unreduced spouse (or divorced spouse) annuity. 

If the claimant has such a spouse (or divorced spouse) the claimant's 

annuity can begin on the first day of the month in which the spouse (or 

divorced spouse) annuity begins.

    (c) Disability annuity. An employee disability annuity begins on the 

later of either the date chosen by the applicant or the earliest date 

permitted by law. The earliest date permitted by law is the latest of--

    (1) The day after the day the claimant last worked for a railroad 

employer;

    (2) The first day of the twelfth month before the month in which the 

application is filed;

    (3) The first day of the sixth month after the month of disability 

onset; or

    (4) The first day of the month of disability onset if the claimant 

was previously entitled to an employee disability annuity which ended 

within five years of the current disability onset month.

    (d) Annuity based on at least 30 years of service. An employee 

annuity based on at least 30 years of service begins on the later of 

either the date chosen by the applicant or the earliest date permitted 

by law. The earliest date permitted by law is the latest of--

    (1) The day after the day the claimant last worked for a railroad 

employer;

    (2) The first day of the first full month in which the claimant is 

age 60 and will accept a reduced annuity;

    (3) The first day of the month in which the claimant attains age 62; 

or

    (4) The first day of the sixth month before the month in which the 

application is filed.



[54 FR 30725, July 24, 1989, as amended at 68 FR 39010, July 1, 2003]