Failed annuity reduction


Q: I have been trying to find CFR’s or other federal regulations that instruct how disability retirement annuites are to be reduced from 60 percent to 40 percent after the first year. My annuities were never reduced automatically by the Operations Retirement Center. The IRS and I noticed something wasn’t right on my 1099R, so I initiated an ivestigation to look into my account. They discovered an overpayment for the last two years, now they want it paid back. So, I am pleading my case and want to find regulation language describing that OPM is responsible or is supposed to automatically reduce my annuities and/or handle my account.

A: You’ll find everything you’re looking for at Just scroll down to Section 61B.


About Author

Reg Jones was head of retirement and insurance policy at the Office of Personnel Management. Email your retirement-related questions to

Leave A Reply