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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.
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