1 1 See Amendment of Section note below. Measurements; reduction for special contributions; Foreign Service investigator/inspectors
Married participants
Surviving children
Recomputation for remaining children
On the death of the surviving spouse or former spouse or termination of the annuity of a child, the annuity of any other child or children shall be recomputed and paid as though the spouse, former spouse, or child had not survived the participant. If the annuity to a surviving child who has not been receiving an annuity is initiated or resumed, the annuities of any other children shall be recomputed and paid from that date as though the annuities to all currently eligible children in the family were then being initiated.
Payment period for child
The annuity payable to a child under subsection (c) or (d) shall begin on the day after the participant dies, or if the child is not then qualified, on the first day of the month in which the child becomes eligible. The annuity of a child shall terminate on the last day of the month which precedes the month in which eligibility ceases.
Unmarried participants
At the time of retirement an unmarried participant who does not have a former spouse for whose benefit a reduction is made under subsection (b) may elect to receive a reduced annuity and to provide for an annuity equal to 55 percent of the reduced annuity payable after his or her death to a beneficiary whose name is designated in writing to the Secretary of State. The annuity payable to a participant making such election shall be reduced by 10 percent of an annuity computed under subsection (a) and by 5 percent of an annuity so computed for each full 5 years the designated beneficiary is younger than the retiring participant, but such total reduction shall not exceed 40 percent. No such election of a reduced annuity payable to a beneficiary shall be valid until the participant has satisfactorily passed a physical examination as prescribed by the Secretary of State. The annuity payable to a beneficiary under this subsection shall begin on the day after the annuitant dies and shall terminate on the last day of the month preceding the death of the beneficiary. An annuity which is reduced under this subsection (or any similar prior provision of law) shall, effective the first day of the month following the death of the beneficiary named under this subsection, be recomputed and paid as if the annuity had not been so reduced.
Marriage after retirement
section 4044(13) of this titleA participant or former participant who was unmarried at retirement and who later marries may, within one year after such marriage, irrevocably elect in writing to receive a reduced annuity and to provide a survivor annuity for the spouse (if such spouse qualifies as a surviving spouse under ). Receipt by the Secretary of State of notice of an election under this subsection voids prospectively any election previously made under subsection (f). The reduction in annuity required by an election under this subsection shall be computed and the amount of the survivor annuity shall be determined in accordance with subsections (b)(2) and (3). The annuity reduction or recomputation shall be effective the first day of the month beginning one year after the date of marriage.
Election of benefits
A surviving spouse or surviving former spouse of any participant or former participant shall not become entitled to a survivor annuity or to the restoration of a survivor annuity payable from the Fund under this part unless the survivor elects to receive it instead of any other survivor annuity to which he or she may be entitled under this or any other retirement system for Government employees on the basis of a marriage to someone other than that participant.
Reversion to retired status
Recomputation upon dissolution of marriage; election after remarriage
section 4054(b)(5) of this titleAn annuity which is reduced under this section or any similar prior provision of law to provide a survivor benefit for a spouse shall, if the marriage of the participant to such spouse is dissolved, be recomputed and paid for each full month during which an annuitant is not married (or is remarried if there is no election in effect under the following sentence) as if the annuity had not been so reduced, subject to any reduction required to provide a survivor benefit under section 4054(b) or (c) of this title. Upon remarriage the retired participant may irrevocably elect, by means of a signed writing received by the Secretary within one year after such remarriage, to receive during such marriage a reduction in annuity for the purpose of allowing an annuity for the new spouse of the annuitant in the event such spouse survives the annuitant. Such reduction shall be equal to the reduction in effect immediately before the dissolution of the previous marriage (unless such reduction is adjusted under ), and shall be effective the first day of the first month beginning one year after the date of remarriage. A survivor annuity elected under this subsection shall be treated in all respects as a survivor annuity under subsection (b).
Informing of rights by Secretary
Pub. L. 100–238, title II, § 217(c)(1)101 Stat. 1775 Repealed. , ,
Offset of Social Security benefits
18-month period to elect survivor annuity
Pub. L. 96–465, title I, § 80694 Stat. 2106 Pub. L. 99–335, title IV100 Stat. 609–611 Pub. L. 99–556, title IV, § 402100 Stat. 3136 Pub. L. 100–238, title II101 Stat. 1774 Pub. L. 101–513, title V, § 587(a)104 Stat. 2055 Pub. L. 102–499, § 4(d)106 Stat. 3266 Pub. L. 105–382, § 2(d)(1)112 Stat. 3407 Pub. L. 107–228, div. A, title III, § 322(a)(1)116 Stat. 1383 Pub. L. 112–96, title V, § 5001(c)(2)(E)126 Stat. 200 Pub. L. 117–225, § 3(d)136 Stat. 2297 (, , ; , §§ 402(a)(2), (3), 406, 407, , ; , , ; , §§ 213, 214(a), 217(c)(1), , , 1775; , , ; , , ; –(3)(A), , , 3408; , , ; , , ; , , .)
Amendment of Section
section 4067 of this titlesection 4055(h) of this titlesection 4065(a) of this titlesection 4056(a) of this titlesection 4045(d) of this titleSection 1(b) and (c) of Ex. Ord. No. 12446, , 48 F.R. 48443, set out as a note under , provided that subsection (a) of this section, applicable (i) to contributions for civilian service performed on or after the first day of Nov. 1983, (ii) to contributions for prior refunds to participants for which application is received by the employing agency on and after such first day of Nov. 1983, and (iii) to excess contributions under and voluntary contributions under from the first day of Nov. 1983, is deemed to be amended to exclude from the computation of creditable civilian service under any period of civilian service for which retirement deductions or contributions have not been made under unless—
section 4045(d) of this title(1) the participant makes a contribution for such period as provided in such ; or
section 4045(f) of this title(2) no contribution is required for such service as provided under as deemed to be amended by this Order, or under any other statute.
Editorial Notes
References in Text
act Aug. 14, 1935, ch. 531 49 Stat. 620 section 1305 of Title 42The Social Security Act, referred to in subsec. (m)(2), is , . Title II of the Social Security Act is classified generally to subchapter II (§ 401 et seq.) of chapter 7 of Title 42, The Public Health and Welfare. For complete classification of this Act to the Code, see and Tables.
Amendments
Pub. L. 117–2252022—Subsec. (a)(6)(D). added subpar. (D).
Pub. L. 112–962012—Subsec. (a)(2)(B), (3). substituted “section 8415(e)” for “section 8415(d)”.
Pub. L. 107–2282002—Subsec. (a)(9). added par. (9).
Pub. L. 105–382, § 2(d)(1)1998—Subsec. (a)(6). , added par. (6). Former par. (6) redesignated (7).
Pub. L. 105–382, § 2(d)(2)(B)Subsec. (a)(7). , added par. (7). Former par. (7) redesignated (8).
Pub. L. 105–382, § 2(d)(2)(A)Subsec. (a)(8). , (3)(A), redesignated par. (7) as (8) and substituted “(4), and (6)” for “and (4)”.
Pub. L. 102–4991992—Subsec. (a)(6). substituted “section 5545(c)(2)” for “section 5545(a)(2)”.
Pub. L. 101–5131990—Subsec. (a). designated existing provisions as par. (1) and added pars. (2) to (6).
Pub. L. 100–238, § 213(a)1988—Subsec. (b)(1)(C). , substituted “24-month” for “12-month”.
Pub. L. 100–238, § 214(a)(1)Subsec. (c)(1), (2). , inserted “or a former spouse who is the natural or adoptive parent of a surviving child of the annuitant” after “survived by a spouse”.
Pub. L. 100–238, § 214(a)(2)Subsec. (d). , amended first sentence generally. Prior to amendment, first sentence read as follows: “If a surviving spouse dies or the annuity of a child is terminated, the annuities of any remaining children shall be recomputed and paid as though such spouse or child had not survived the participant.”
Pub. L. 100–238, § 213(b)section 4054(b) of this titleSubsec. (i)(2). , substituted “this part” for “”.
lPub. L. 100–238, § 217(c)(1)lSubsec. (). , struck out subsec. () which set minimum rates for annuities paid under this part.
Pub. L. 99–335, § 402(a)(3)1986—Subsecs. (b)(3)(C), (h). , inserted “under this part” after “payable from the Fund”.
lPub. L. 99–335, § 402(a)(2)Subsec. ()(1), (2). , substituted “part” for “subchapter”.
Pub. L. 99–556, § 402section 4045(h) of this titleSubsec. (m). , amended subsec. (m) generally. Prior to amendment, subsec. (m) read as follows: “The annuity or survivor annuity payable to any individual subject to beginning with the first month for which such individual both—
“(1) attains the minimum age for old-age benefits under title II of the Social Security Act, and
“(2) first becomes entitled, or would upon proper application become entitled, for disability or survivor benefits under title II of the Social Security Act based on the service of any individual under this part,
section 8349 of title 5shall be computed as if were applicable.”
Pub. L. 99–335, § 406, added subsec. (m).
Pub. L. 99–335, § 407Subsec. (n). , added subsec. (n).
Statutory Notes and Related Subsidiaries
Effective Date of 2022 Amendment
Pub. L. 117–225section 3(f) of Pub. L. 117–225section 8336 of Title 5Amendment by effective , and applicable to an individual who suffers an illness or injury described in certain Code provisions on or after the date that is 2 years after , see , set out as a note under , Government Organization and Employees.
Effective Date of 2002 Amendment
Pub. L. 107–228, div. A, title III, § 322(c)(1)116 Stat. 1385
Effective Date of 1998 Amendment
Pub. L. 105–382section 4 of Pub. L. 105–382section 4044 of this titleAmendment by effective , with provisions relating to applicability with respect to certain individuals, see , as amended, set out as a note under .
Effective Date of 1988 Amendment
Pub. L. 100–238section 261(a) of Pub. L. 100–238section 4054 of this titleAmendment by effective 90 days after , see , set out as a note under .
Effective Date of 1986 Amendments
Pub. L. 99–556, title IV, § 408100 Stat. 3139
Pub. L. 99–335section 702(a) of Pub. L. 99–335section 8401 of Title 5Amendment by effective , see , set out as an Effective Date note under , Government Organization and Employees.
Pub. L. 99–335, title IV, § 417100 Stat. 622
Regulations .—
Month Period to Elect Survivor Annuity 18-.—
Regulations
Pub. L. 117–225section 3(e) of Pub. L. 117–225section 8336 of Title 5For provisions relating to promulgation of regulations to carry out the amendments made by , see , set out as a note under , Government Organization and Employees.
Election To Provide Survivor Annuity for Certain Spouses Acquired before Effective Date of Foreign Service Act of 1980
Pub. L. 100–238, title II, § 203101 Stat. 1769