Appendix A to Subpart F of Part 847 - List of Events for Which Inclusion of NAFI Service May Affect the Rate of Annuity Payable

Appendix A to Subpart F of Part 847 - List of Events for Which Inclusion of NAFI Service May Affect the Rate of Annuity Payable

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.

¹ Disability 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.

² Generally, 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.

³ Deficiency amount could be zero if survivor is eligible for the guaranteed minimum annuity amount under both computations.