[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: 20CFR219.64]



[Page 257]

 

                      TITLE 20--EMPLOYEES' BENEFITS

 

                  CHAPTER II--RAILROAD RETIREMENT BOARD

 

PART 219_EVIDENCE REQUIRED FOR PAYMENT--Table of Contents

 

                  Subpart D_Other Evidence Requirements

 

Sec.  219.64  When evidence may be required for other reasons.



    (a) The Board will require evidence of the appointment of a legal 

representative when--

    (1) The employee's estate is entitled to a lump-sum death payment, 

annuity unpaid at death, or residual lump sum, and an executor or 

administrator has been appointed for the estate; or

    (2) A minor child or incompetent is entitled to an annuity or lump-

sum payment and a guardian, trustee, committee, or conservator has been 

appointed to act in his or her behalf.

    (b) The Board will require evidence of an annuitant's earnings when 

the information that he or she furnished the Board does not agree with 

the earnings data furnished by the Social Security Administration or 

secured from other sources, and the annuitant maintains that the 

earnings data from the Social Security Administration or from other 

sources is not correct.

    (c) The Board will require evidence to establish the amounts paid as 

a public service pension, public disability benefit, or worker's 

compensation to an employee, spouse, widow, or widower when the pension, 

public disability benefit, or worker's compensation affects the amount 

of his or her annuity.



(Approved by the Office of Management and Budget under control numbers 

3220-0002, 3220-0136, and 3220-0154)

    (d) The Board will require evidence to reconcile discrepancies 

between the information furnished by the claimant and information 

already in the records of the Board, the Social Security Administration, 

or other public agencies. Such discrepancies may be differences in name, 

date or place of birth, periods of employment, or other identifying 

data.