Annuity

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Q. As I understand it, when a retiree’s spouse dies, the retiree needs to notify the Office of Personnel Management. Is the increase in the retiree’s annuity effective at the time of that notice, or is it back-dated to the date of death?

A. The retiree’s annuity is prospectively increased from the date on which the death occurred.

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

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