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

Answers are provided by Robert S. Kaufman

Spouse Turned 60 In July, But Did Not Receive First Payment on August 1

(Posted August 5, 2014)

Question 1160: I am 60, and had 30 years of service prior to retiring. My wife filed for a Spouse Annuity in April. Her birthday is July 11, when she will turn 60. The RRB letter she got says her benefit has a due date of August 1, 2014, but she did not get it. We called RRB and they said it would be September 1 because they pay in arrears. Is that right?

Answer: The way I calculate it, the Railroad Retirement Board (RRB) should have sent her first annuity payment on August 1, covering 20 days of her benefit for July. She should contact the RRB and ask that they review her case and that they expedite her August payment. Their toll-free number is: (877) 772-5772.

Railroad Retirement payments are for the preceding month, so in that sense they are paid in arrears.

Also, remind the RRB that she is entitled to a 60/30 Spouse Annuity that is not reduced for age.

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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