Second chance elections to provide survivor benefits.

CFR · 2024-01-01 · US · Title 5

(a) A married retiree who retired before May 7, 1985, and is not currently receiving a fully or partially reduced annuity to provide a current spouse annuity may elect a fully or partially reduced annuity to provide a current spouse annuity for a spouse acquired after retirement if the following conditions are met: (1) (i) The retiree was married at the time of retirement and did not elect a survivor annuity at that time; or (ii) The retiree failed to elect a fully or partially reduced annuity within 1 year after a post-retirement marriage that occurred before November 8, 1984, and the retiree attempted to elect a fully or partially reduced annuity after the time limit expired and that request was disallowed as untimely. (2) The retiree applies for a fully or partially reduced annuity under this section before November 9, 1985. (3) The retiree agrees to pay the amount due under paragraph (d) of this section. (b) Applications must be filed on the form prescribed by OPM, except filing the form is excused when the retiree dies before filing the required form if: (1) The retiree made a written request, after November 8, 1984, to elect a fully or partially reduced annuity under this section, and (2) The retiree was denied the opportunity to file the required form because the retiree, without fault, did not receive the form in sufficient time for the retiree to be reasonably expected to complete the form before death. (c)(1) In response to a retiree's inquiry about providing a curr

official document · source cfr-2024 · id 5:§ 831.684