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BenefitsLink > Q&A Columns >

Stop, Look & Listen: Railroad Retirement Benefits Q&A

Answers are provided by Robert S. Kaufman

Does Three Days Matter?

(Posted June 25, 2014)

Question 1144: I am receiving a 60/30 annuity. My wife will turn 60 on September 27. The RRB said she could file for her annuity in July (90 days prior to her annuity beginning date) but not on June 27, which is 90 days prior to her 60th birthday. Please clarify.

Answer: You are correct. Your wife should be permitted to file for a Spouse Annuity on June 27, exactly 90 days before her annuity begins. But I wouldn't make an issue of it, if the Railroad Retirement Board personnel said that she can't file until July 1. The three days delay would not delay her first payment.

By the way, she and I share the same birthday!

Important notice:

Answers are provided as general guidance on the subjects covered in the question and are not provided as legal advice to the questioner or to readers. Any legal issues should be reviewed by your legal counsel to apply the law to the particular facts of this and similar situations.

The law in this area changes frequently. Answers are believed to be correct as of the posting dates shown. The completeness or accuracy of a particular answer may be affected by changes in the law (statutes, regulations, rulings, court decisions, etc.) that occur after the date on which a particular Q&A is posted.

Copyright 1997-2017 Robert S. Kaufman
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