Paragraph (5) shall not apply in the case of any employee as to whom subsection (g) (or, to the extent subchapter III of chapter 83 is involved, section 8332(n)) otherwise applies.
creditable service of the deceased employee or Member shall include each period of military service includable under subparagraph (A) or (B) of paragraph (1) or under paragraph (3). In carrying out this subparagraph, any amount deposited under section 8422(e)(5) shall be taken into account.
shall be treated for all purposes of this subchapter as if any service that would have been creditable under the retirement system established under section 10 of the Federal Reserve Act was service performed while subject to this subchapter if any employee and employer deductions, contributions or rights with respect to the employee's service are transferred from such retirement system to the Fund.
1See References in Text note below.
2So in original. Two subsecs.
3So in original. No subsec. (j) has been enacted.
5 U.S.C. § 8411
EDITORIAL NOTES
REFERENCES IN TEXTSection 204(a)(1) of the Federal Employees' Retirement Contribution Temporary Adjustment Act of 1983 [Pub. L. 98-168], referred to in subsec. (b)(2), is set out as a note under section 8331 of this title.Subsections (a)(4) and (b) of section 202 of the Federal Employees' Retirement System Act of 1986 [Pub. L. 99-335], referred to in subsec. (b)(3), amended section 8331(1) and (2) of this title.The Foreign Service Act of 1980, referred to in subsec. (b)(4), is Pub. L. 96-465, Oct. 17, 1980, 94 Stat. 2071. Subchapter II of chapter 8 of the Act probably means subchapter II of chapter 8 of title I of the Act which is classified generally to part II (§4071 et seq.) of subchapter VIII of chapter 52 of Title 22, Foreign Relations and Intercourse. For complete classification of this Act to the Code, see Short Title note set out under section 3901 of Title 22 and Tables. Chapter 67 of that title as in effect before the effective date of the Reserve Officer Personnel Management Act, referred to in subsec. (c)(2)(B), means chapter 67 (§1331 et seq.) of Title 10, Armed Forces, prior to its transfer to part II of subtitle E of Title 10, its renumbering as chapter 1223, and its general revision by section 1662(j)(1) of Pub. L. 103-337. A new chapter 67 (§1331) of Title 10 was added by section 1662(j)(7) of Pub. L. 103-337. For effective date of the Reserve Officer Personnel Management Act (Pub. L. 103-337 title XVI), see section 1691 of Pub. L. 103-337 set out as an Effective Date note under section 10001 of Title 10. Section 10 of the Federal Reserve Act, referred to in subsecs. (g) and (i), is section 10 of act Dec. 23, 1913, ch. 6, 38 Stat. 260. For classification of section 10 to the Code, see Codification note set out under section 241 of Title 12, Banks and Banking, and Tables. The Economic Opportunity Act of 1964, referred to in subsec. (h), is Pub. L. 88-452, Aug. 20, 1964, 73 Stat. 508. Part A of title VIII of that Act is part A of title VIII of Pub. L. 88-452 as added by Pub. L. 90-222, title I, §110, Dec. 23, 1967, 81 Stat. 722, which was classified generally to part A (§2992 et seq.) of subchapter VIII of chapter 34 of Title 42, The Public Health and Welfare, prior to its repeal by Pub. L. 93-113, title VI, §603, Oct. 1, 1973, 87 Stat. 417. See sections 4951 et seq. and 5055 of Title 42. The Domestic Volunteer Service Act of 1973, referred to in subsec. (h), is Pub. L. 93-113, Oct. 1, 1973, 87 Stat. 394. Parts A and C of title I of the Act are classified generally to parts A (§4951 et seq.) and C (§4991 et seq.), respectively, of subchapter I of chapter 66 of Title 42, The Public Health and Welfare. Part B of title I of the Act, which was classified generally to part B (§4971 et seq.) of subchapter I of chapter 66 of Title 42, was repealed by Pub. L. 111-13, title II, §21212121,, 123 Stat. 1584. For complete classification of this Act to the Code, see Short Title note set out under section 4950 of Title 42 and Tables. The Peace Corps Act, referred to in subsec. (h), is Pub. L. 87-293, Sept. 22, 1961, 75 Stat. 612, which is classified principally to chapter 34 (§2501 et seq.) of Title 22, Foreign Relations and Intercourse. For complete classification of this Act to the Code, see Short Title note set out under section 2501 of Title 22 and Tables.The date of enactment of this paragraph, referred to in subsec. (i)(1), is the date of enactment of Pub. L. 106-554 which was approved Dec. 21, 2000. The date of enactment of this subsection, referred to in subsec. (l)(2)(C), is the date of enactment of Pub. L. 110-81 which was approved Sept. 14, 2007.
AMENDMENTS2012-Subsec. (l)(2)(A), (B). Pub. L. 112-105 inserted ",the President, the Vice President, or an elected official of a State or local government" after "Member". 2007-Subsec. (l). Pub. L. 110-81 added subsec. (l). 2001-Subsec. (b)(6). Pub. L. 107-107, §1132(b)(1)(A), added par. (6).Subsec. (k). Pub. L. 107-107, §1132(b)(1)(B), added subsec. (k). 2000-Subsec. (i). Pub. L. 106-554 added subsec. (i) relating to credit for service as congressional employee for certain service before Dec. 31, 1990. 1999-Subsec. (b). Pub. L. 106-168, §202(a)(1), in par. (3), struck out "and" at end, in par. (4), substituted "other paragraph" for "of the preceding provisions" and ";and" for period at end, and added par. (5) and concluding provisions.Subsec. (i). Pub. L. 106-168, §202(a)(2), added subsec. (i) defining "Bank Plan" for purposes of subsec. (b)(5).1996-Subsec. (c)(1). Pub. L. 104-201, §637(b)(2), in introductory provisions, substituted "Except as provided in paragraphs (2), (3), and (5)" for "Except as provided in paragraph (2) or (3)".Subsec. (c)(5). Pub. L. 104-201, §637(b)(1), added par. (5).1994-Subsec. (c)(2)(B). Pub. L. 103-337 substituted "chapter 1223 of title 10 (or under chapter 67 of that title as in effect before the effective date of the Reserve Officer Personnel Management Act)" for "chapter 67 of title 10". 1993-Subsec. (b)(3). Pub. L. 103-82, §371(b)(1)(A), substituted "subsection (f) or (h)" for "subsection (f)". Subsec. (h). Pub. L. 103-82, §371(b)(1)(B), added subsec. (h).1991-Subsec. (c)(2)(A)(ii). Pub. L. 102-83 substituted "section 1101 of title 38" for "section 301 of title 38". Subsec. (g). Pub. L. 102-242 added subsec. (g). 1988-Subsec. (c)(4)(A). Pub. L. 100-238, §104(b), substituted "section 8422(e)(5)" for "subsection (f)(4)" in concluding provisions.Subsec. (f)(1). Pub. L. 100-238, §105(a), inserted at end "A deposit under this paragraph may be made only with respect to a refund received pursuant to an application filed with the Office before the date on which the employee or Member first becomes subject to this chapter."1986-Subsec. (b)(2). Pub. L. 99-556, §103(1), inserted "except as provided in subsection (f),". Subsec. (c)(4). Pub. L. 99-556, §502(b), added par. (4). Subsec. (f)(1). Pub. L. 99-556, §103(2), inserted "(b)(2) or".
STATUTORY NOTES AND RELATED SUBSIDIARIES
EFFECTIVE DATE OF 2001 AMENDMENT Amendment by Pub. L. 107-107 applicable only to separations from service as an employee of the United States on or after Dec. 28, 2001, see section 1132(c) of Pub. L. 107-107 set out as a note under section 8332 of this title.
EFFECTIVE DATE OF 1999 AMENDMENT Amendment by Pub. L. 106-168 effective Dec. 12, 1999, and applicable only to individuals who separate from service subject to chapter 84 of this title on or after Dec. 12, 1999, see section 202(d) of Pub. L. 106-168 set out as a note under section 8402 of this title.
EFFECTIVE DATE OF 1996 AMENDMENT Amendment by Pub. L. 104-201 effective Jan. 1, 1997, see section 637(c) of Pub. L. 104-201 set out as a note under section 8332 of this title.
EFFECTIVE DATE OF 1994 AMENDMENT Amendment by Pub. L. 103-337 effective Dec. 1, 1994, except as otherwise provided, see section 1691 of Pub. L. 103-337 set out as an Effective Date note under section 10001 of Title 10, Armed Forces.
EFFECTIVE DATE OF 1993 AMENDMENT Amendment by Pub. L. 103-82 effective Oct. 1, 1993, and applicable with respect to any individual entitled to an annuity on the basis of a separation from service occurring before, on, or after Oct. 1, 1993, subject to rule relating to annuities based on earlier separations, see sections 371(c) and 392 of Pub. L. 103-82 set out as notes under section 8332 of this title and section 4951 of Title 42, The Public Health and Welfare, respectively.
EFFECTIVE DATE OF 1991 AMENDMENT Amendment by Pub. L. 102-242 applicable with respect to any individual who transfers to a position in which he or she is subject to subchapter III of chapter 83 of this title or chapter 84 of this title, on or after Oct. 1, 1991, see section 466(c) of Pub. L. 102-242 set out as a note under section 8332 of this title.
EFFECTIVE DATE OF 1986 AMENDMENT Amendment by section 502(b) of Pub. L. 99-556 applicable to a survivor of an employee or member who dies on or after the 180th day after Oct. 27, 1986, and to other survivors upon application, see section 502(c) of Pub. L. 99-556 set out as a note under section 8332 of this title.
TRANSFER OF FUNCTIONSFor transfer of authorities, functions, personnel, and assets of the Coast Guard, including the authorities and functions of the Secretary of Transportation relating thereto, to the Department of Homeland Security, and for treatment of related references, see sections 468(b), 551(d), 552(d), and 557 of Title 6, Domestic Security, and the Department of Homeland Security Reorganization Plan of November 25, 2002, as modified, set out as a note under section 542 of Title 6.
RETIREMENT CREDIT FOR CERTAIN GOVERNMENT SERVICE PERFORMED ABROAD Pub. L. 107-228, div. A, title III, §321, Sept. 30, 2002, 116 Stat. 1380, provided that:"(a) RETIREMENT CREDIT FOR CERTAIN GOVERNMENT SERVICE PERFORMED ABROAD.-Subject to subsection (b)(1), credit under chapter 84 of title 5, United States Code, shall be allowed for any service performed by an individual if or to the extent that-"(1) it was performed by such individual- "(A) after December 31, 1988, and before May 24, 1998; "(B) at a United States diplomatic mission, consular post (other than a consular agency), or other Foreign Service post abroad; and "(C) under a temporary appointment pursuant to sections 309 and 311 of the Foreign Service Act of 1980 (22 U.S.C. 3949 and 3951); "(2) at the time of performing such service, such individual would have satisfied all eligibility requirements under regulations of the Department (as in effect on the date of the enactment of this Act [Sept. 30, 2002]) for a family member limited noncareer appointment (within the meaning of such regulations, as in effect on such date of enactment), except that, in applying this paragraph, an individual not employed by the Department while performing such service shall be treated as if then so employed;"(3) such service would have been creditable under section 8411(b)(3) of such title 5 if-"(A) the service had been performed before January 1, 1989; and"(B) the deposit requirements of section 8411(f) of such title 5 had been met with respect to such service;"(4) such service would not otherwise be creditable under the Federal Employees' Retirement System or any other retirement system for employees of the United States Government (disregarding title II of the Social Security Act [42 U.S.C. 401 et seq.]); and"(5) the total amount of service performed by such individual (satisfying paragraphs (1) through (4)) is not less than 90 days."(b) REQUIREMENTS.-"(1) REQUIREMENTS OF THE INDIVIDUAL.-In order to receive credit under chapter 84 of title 5, United States Code, for any service described in subsection (a), the individual who performed such service (or, if deceased, any person who is or would be eligible for a survivor annuity under the Federal Employees' Retirement System based on the service of such individual)-"(A) shall file a written application with the Office of Personnel Management not later than 36 months after the effective date of the regulations prescribed to carry out this section (as specified in those regulations); and"(B) shall remit to the Office (for deposit in the Treasury of the United States to the credit of the Civil Service Retirement and Disability Fund) the total amount that, under section 8422 of such title 5, should have been deducted from the basic pay of such individual for such service if such service had then been creditable under such chapter 84."(2) GOVERNMENT CONTRIBUTIONS.-"(A) IN GENERAL.-In addition to any other payment that it is required to make under chapter 84 of title 5, United States Code, a department, agency, or other instrumentality of the United States shall remit to the Office of Personnel Management (for deposit in the Treasury of the United States to the credit of the Fund) the amount described in subparagraph (B)."(B) AMOUNT DESCRIBED.-The amount described in this subparagraph is, with respect to a remittance under paragraph (1), the total amount of Government contributions that would, under section 8423 of title 5, United States Code, have been required of the instrumentality involved (to the extent that it was the employing entity during the period of service to which such remittance relates) in connection with such service. "(C) SPECIAL RULE.-If an amount cannot be remitted under this paragraph because an instrumentality has ceased to exist, such amount shall instead be treated as part of the supplemental liability referred to in section 8423(b)(1)(A) or (B) of title 5, United States Code (whichever would be appropriate)."(3) RELATED REQUIREMENTS.-Any remittance under paragraph (1) or (2)-"(A) shall be made in such time, form, and manner as the Office of Personnel Management may by regulation require; and"(B) shall be computed with interest (in accordance with section 8334(e) of title 5, United States Code, and such requirements as the Office may by regulation prescribe)."(4) NOTIFICATION AND ASSISTANCE REQUIREMENTS.-"(A) IN GENERAL.-The Office of Personnel Management shall take such action as may be necessary and appropriate to inform individuals entitled to have any service credited under this section, or to have any annuity computed or recomputed under this section, of their entitlement to such credit, computation, or recomputation. "(B) ASSISTANCE TO INDIVIDUALS.-The Office shall, on request, assist any individual referred to in subparagraph (A) in obtaining from any department, agency, or other instrumentality of the United States such information in the possession of such instrumentality as may be necessary to verify the entitlement of such individual to have any service credited, or to have any annuity computed or recomputed, pursuant to this section. "(C) ASSISTANCE FROM INSTRUMENTALITIES.-Any department, agency, or other instrumentality of the United States that possesses any information with respect to any service described in subsection (a) shall, at the request of the Office, furnish such information to the Office."(c) DEFINITIONS.-In this section:"(1) ABROAD.-The term 'abroad' has the meaning given such term under section 102 of the Foreign Service Act of 1980 (22 U.S.C. 3902)."(2) BASIC PAY.-The term 'basic pay' has the meaning given such term under section 8401 of title 5, United States Code."(3) CIVIL SERVICE RETIREMENT AND DISABILITY FUND.-The term 'Civil Service Retirement and Disability Fund' or 'Fund' means the Civil Service Retirement and Disability Fund under section 8348 of title 5, United States Code."(4) TEMPORARY APPOINTMENT.-The term 'temporary appointment' means an appointment that is limited by its terms to a period of one year or less."(d) RULE OF CONSTRUCTION.-Nothing in this section shall be considered to permit or require the making of any contributions to the Thrift Savings Fund that would not otherwise have been permitted or required had this section not been enacted."(e) APPLICABILITY.-"(1) ANNUITIES COMMENCING ON OR AFTER EFFECTIVE DATE OF IMPLEMENTING REGULATIONS.-An annuity or survivor annuity-"(A) which is based on the service of an individual who performed service described in subsection (a), and"(B) which commences on or after the effective date of the regulations prescribed to carry out this section (as determined under subsection (b)(1)(A)), shall (subject to subsection (b)(1)) be computed taking into account all service described in subsection (a) that was performed by such individual."(2) ANNUITIES WITH COMMENCEMENT DATE PRECEDING EFFECTIVE DATE OF IMPLEMENTING REGULATIONS.-"(A) RECOMPUTATION CASES.-An annuity or survivor annuity-"(i) which is based on the service of an individual who performed service described in subsection (a), and"(ii) which commences before the effective date referred to in paragraph (1)(B), shall (subject to subsection (b)(1)) be recomputed taking into account all service described in subsection (a) that was performed by such individual. "(B) OTHER CASES.-An annuity or survivor annuity- "(i) which is based on the service of an individual who performed service described in subsection (a),"(ii) the requirements for entitlement which could not be met without taking into account service described in subsection (a), and"(iii) which (if service described in subsection (a) had been taken into account, and an appropriate application been submitted) would have commenced before the effective date referred to in paragraph (1)(B), shall (subject to subsection (b)(1)) be computed taking into account all service described in subsection (a) that was performed by such individual."(C) RETROACTIVE EFFECT.-Any computation or recomputation of an annuity or survivor annuity pursuant to this paragraph shall-"(i) if pursuant to subparagraph (A), be effective as of the commencement date of the annuity or survivor annuity involved; and"(ii) if pursuant to subparagraph (B), be effective as of the commencement date that would have applied if application for the annuity or survivor annuity involved had been submitted on the earliest date possible in order for it to have been approved."(D) LUMP-SUM PAYMENT.-Any amounts which by virtue of subparagraph (C) are payable for any months preceding the first month (on or after the effective date referred to in paragraph (1)(B)) as of which annuity or survivor annuity payments become payable fully reflecting the computation or recomputation under subparagraph (A) or (B) (as the case may be) shall be payable in the form of a lump-sum payment."(E) ORDER OF PRECEDENCE.-Section 8424(d) of title 5, United States Code, shall apply in the case of any payment under subparagraph (D) payable to an individual who has died."(f) IMPLEMENTATION.-The Office of Personnel Management, in consultation with the Secretary, shall prescribe such regulations and take such action as may be necessary and appropriate to implement this section."[For definitions of "Department" and "Secretary" as used in section 321 of Pub. L. 107-228 set out above, see section 3 of Pub. L. 107-228 set out as a note under section 2651 of Title 22, Foreign Relations and Intercourse.]
- Member
- The term "Member" means a Senator in, a Representative in, or a Delegate or Resident Commissioner to, the Congress.