What happens to an annuity upon death

    • [PDF File]When Divorce Happens

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      Use this form only for lump-sum benefits, such as the Retired Death Benefit, the Option 1 Return of Contributions, or the balance of temporary annuity payments. Changing Your Monthly Benefit. If you want to request a pop-up increase to your retirement allowance following the death of your lifetime option beneficiary, please complete the form ...

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    • What Happens to My Annuity After I Die?

      Death Benefit Payments After Request for Annuity If the participant dies after requesting but before receiving a: The funds will be paid: single life annuity with no cash refund or 10-year certain feature, according to TSP-3 or order of precedence, as applicable. single life annuity with a …

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    • [PDF File]Annuity beneficiary claim - MetLife

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      Death Benefits Under the Civil Service Retirement System Type of Death Benefits Payable: Two types of benefits may be payable under the Civil Service Retirement System. Monthly payments to eligible survivors Lump-sum payments The type of benefit(s) payable depends in part on whether the deceased was an employee, a former

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    • [PDF File]PSERS Death

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      Annuity beneficiary claim This form is used to request death benefit proceeds when a contract Owner or Annuitant passes away. Claim instructions and requirements checklist • Please print all information in black or blue ink, and then sign and date on the signature page of this form.

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    • [PDF File]Death Benefits Information for Participants and Beneficiaries

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      Benefits Payable Upon the Death of a Civil Service Employee .....2 Benefits Payable Upon the Death ... Death of a Retiree Survivor Annuity To a Spouse/Former Spouse/Insurable Interest: ... What Happens After You File Your Application If the deceased was an employee at the time

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    • [PDF File]CSRS Civil Service Retirement System Applying for Death ...

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      of the member’s death, the beneficiary(ies) will re-ceive the life insurance and either a return of the con-tributions made to the retirement system (Public Em-ployees’ Retirement System (PERS)* and Teachers’ Pension and Annuity Fund (TPAF)), or a survivor’s pension payable to a surviving spouse, civil union

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    • [PDF File]Death Beneits Under the Civil Service Retirement System

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      after my death? No. Interest ceases to accrue upon your death. Naming Beneficiary(ies) How and when do I name my beneficiary(ies)? All members should name a beneficiary(ies). A beneficiary is the person(s) or entity(ies) you wish to receive your retirement benefits upon your death. You may name one or more primary beneficiaries and one

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    • [PDF File]Retired Member Death Benefits

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      Joint-and-survivor annuity plus portion of retiree's pension . . 24 3 lAn annuity that provides income during the lifetime of both the retiree and the surviving spouse. The accrued pension will be reduced at retirement because of the longer time that payments are expected to be made. Upon the retiree's death…

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    • [PDF File]Death o a Member

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      Benefits Payable Upon the Death of a Retiree Survivor Annuity: To a Spouse/Former Spouse/Insurable Interest: If a retiree dies who, at retirement, elected to provide a survivor annuity for­ • his/her surviving spouse and/or former spouse, or • a person having an insurable interest in him/her, or • a spouse acquired after retirement, or

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    • [PDF File]Applying for Death Benefits Under the Federal Employees ...

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      If approved because the court order provided an apportionment of the retiree annuity, upon the retiree’s death, the former spouse entitlement to FEHB ends. If approved because the court order provided for a survivor annuity, FEHB ends if the former spouse loses entitlement to the survivor annuity (such as, marriage before age 55).

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