5 CFR Appendix A to Subpart F of Part 847
List of Events for Which Inclusion of NAFI Service May Affect the Rate of Annuity Payable
November 4, 2020
Open Table
| Type of event | Date deficiency will be determined |
|---|---|
| CSRS or FERS nondisability retirement | Commencing date of annuity. |
| CSRS disability retirement | Commencing date of annuity.1 |
| FERS disability retirement | First day of month following 62nd birthday.2 |
| CSRS death in service | Commencing date of survivor annuity.3 |
| FERS death in service | Commencing date of survivor annuity. |
| FERS death of disability annuitant prior to age 62 | Commencing date of survivor annuity. |
| FERS death of separated employee | Commencing date of survivor annuity. |
| CSRS or FERS redetermination of annuity | Commencing date of redetermined annuity benefit. |
1Disability annuity with and without credit for NAFI service must be computed. If annuity payable under each computation is identical due to guaranteed minimum annuity, then deficiency is zero.
2Generally, the date the deficiency is determined will be the disability retiree's 62nd birthday. However, if an annuity benefit based on the retiree's actual years of service and salary becomes payable prior to age 62, the deficiency is computed at that time.
3Deficiency amount could be zero if survivor is eligible for the guaranteed minimum annuity amount under both computations.
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