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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!
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