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Answers are provided by Robert S. Kaufman
Continuation of Q&A 1144
(Posted July 2, 2014)
Question 1149: This is a follow-up to Q&A 1144. My spouse completed her application on July 1 and is now being told that her annuity will not begin until November 1. I thought her annuity beginning date would be October 1. Is the RRB correct?
Answer: No, the Railroad Retirement Board is not correct. Because you are a 60/30 retiree, she is entitled to an unreduced Spouse Annuity beginning on September 26, 2014, the day she attains 60. Her first payment for four days benefits for September should be made on October 1, 2014.
I suggest that you or your wife contact the Railroad Retirement Board and ask them to clarify the beginning date of her Spouse Annuity. Remind them that it is an unreduced annuity, which can begin on the day she is eligible. The toll-free number of the RRB is: (877) 772-5772.
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