Chapter 2 Retirement Benefits

Index

Section 2.1 Considerations
Section 2.2 Generally
Section 2.3 Eligibility
Section 2.4 Application Procedure
Section 2.5 Primary Insurance Amount
Section 2.6 Reductions to Benefits
Section 2.7 Timing of Benefits
Section 2.8 Spousal Old-Age Benefits
Section 2.9 Survivor Benefits for Spouses
Section 2.10 Survivor Benefits for Parent of the Deceased’s Child
Section 2.11 Survivor Benefits for Parents of the Deceased
Section 2.12 Survivor Benefits for Children
Section 2.13 Multiple Applicants for Benefits
Section 2.14 Review of Determinations and Appeal
Section 2.15 Generally
Section 2.16 Eligibility
Section 2.17 Spouse Annuities
Section 2.18 Survivor’s Insurance Annuity
Section 2.19 Appeal Process
Section 2.20 Generally
Section 2.21 Eligibility
Section 2.22 Survivor Benefits
Section 2.23 Application Process
Section 2.24 Appeal Process
Section 2.25 Military/Veterans Disability
Section 2.26 Thrift Savings Plan
Section 2.27 Generally
Section 2.28 Eligibility
Section 2.29 Civil Service Retirement System
Section 2.30 Federal Employees Retirement System
Section 2.31 Survivor Benefits
Section 2.32 Former Spouse Benefits
Section 2.33 Amount of Benefits
Section 2.34 Thrift Savings Plan
Section 2.35 Qualified Plans—ERISA (Employee Retirement Income Security Act of 1974)
Section 2.36 Generally
Section 2.37 Information Provided for Qualified Plans
Section 2.38 Types of Plans
Section 2.39 Defined Benefit Plan
Section 2.40 Individual Account Plan or Defined Contribution Plan
Section 2.41 Eligibility
Section 2.42 Application for Benefits
Section 2.43 Distributions
Section 2.44 Survivor Benefits
Section 2.45 Former Spouse Benefits
Section 2.46 Distributions
Section 2.47 Survivor Benefits
Section 2.48 Simplified Employee Retirement Plans and Individual Retirement Accounts
Section 2.49 Termination of Plans
Section 2.50 Enforcing Rights
Section 2.51 Nonqualified Deferred Compensation
Section 2.52 Plans for Employees of Non-Profit Organizations and Political Subdivisions
Section 2.53 Church Plans
Section 2.54 Governmental Plans
Section 2.55 Educational Organization Plans
Section 2.56 I.R.C. § 403(b) Plans
Section 2.57 I.R.C. § 457 Plans
Section 2.58 Forms
Section 2.59 Request for Social Security Earnings Information
Section 2.60 Request for Hearing by Administrative Law Judge
Section 2.61 Request for Review of Hearing Decision/Order
Section 2.62 Appeal Under the Railroad Retirement Act or the Railroad Unemployment Insurance Act