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

Answers are provided by Robert S. Kaufman

When Does a Disability Annuity Convert to an Age and Service Annuity?

(Posted October 26, 2012)

Question 921: I am receiving an Occupational Disability Annuity. I had 34 years of service with my railroad, and I just turned 62. At what age am I no longer subject to the work and/or earnings provisions? Am I still considered to be on a Disability Annuity or a Age/Service Annuity?

Answer: You are still receiving a Disability Annuity.

Your annuity will convert to an Age and Service Annuity when you reach 66, which is your full retirement age. This means you still have to report any new work activity to the Railroad Retirement Board. regardless of the amount of pay that you receive.

You are in a very good position. You also are eligible for a 60/30 annuity if you are found to be recovered from your disability before you reach 66.

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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