5 C.F.R. § 847 app A to Subpart F of Part 847

Current through September 30, 2024
Appendix A to Subpart F of Part 847 - List of Events for Which Inclusion of NAFI Service May Affect the Rate of Annuity Payable

Type of eventDate deficiency will be determined
CSRS or FERS nondisability retirementCommencing date of annuity.
CSRS disability retirementCommencing date of annuity.1
FERS disability retirementFirst day of month following 62nd birthday.2
CSRS death in serviceCommencing date of survivor annuity.3
FERS death in serviceCommencing date of survivor annuity.
FERS death of disability annuitant prior to age 62Commencing date of survivor annuity.
FERS death of separated employeeCommencing date of survivor annuity.
CSRS or FERS redetermination of annuityCommencing date of redetermined annuity benefit.

1Disability annuity with and without credit for NAFI service must be computed. If annuity payable under each computation is identical due to guaranteed minimum annuity, then deficiency is zero.

2Generally, the date the deficiency is determined will be the disability retiree's 62nd birthday. However, if an annuity benefit based on the retiree's actual years of service and salary becomes payable prior to age 62, the deficiency is computed at that time.

3Deficiency amount could be zero if survivor is eligible for the guaranteed minimum annuity amount under both computations.

5C.F.R. 847 app A to Subpart F of Part 847