98-179. Minimum Income Annuity  

  • [Federal Register Volume 63, Number 3 (Tuesday, January 6, 1998)]
    [Rules and Regulations]
    [Pages 412-413]
    From the Federal Register Online via the Government Publishing Office [www.gpo.gov]
    [FR Doc No: 98-179]
    
    
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    DEPARTMENT OF VETERANS AFFAIRS
    
    38 CFR Part 3
    
    RIN 2900-AI83
    
    
    Minimum Income Annuity
    
    AGENCY: Department of Veterans Affairs.
    
    ACTION: Final rule.
    
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    SUMMARY: This document amends the Department of Veterans Affairs (VA) 
    adjudication regulations to provide for payment of the minimum income 
    annuity, authorized by Public Law 92-425 as amended, to certain 
    surviving spouses. This amendment is necessary to reflect statutory 
    revisions contained in the National Defense Authorization Act for 
    Fiscal Year 1997 that transfers the responsibility for paying this 
    benefit from the Department of Defense (DoD) to VA.
    
    EFFECTIVE DATE: January 6, 1998.
    
    FOR FURTHER INFORMATION CONTACT: John Bisset, Jr., Consultant, 
    Regulations Staff, Compensation and Pension Service, Veterans Benefits 
    Administration, 810 Vermont Avenue, NW, Washington, DC 20420, telephone 
    (202) 273-7230.
    
    SUPPLEMENTARY INFORMATION: Public Law 92-425, section 4, 86 Stat. 706, 
    712 (1972) (10 U.S.C. 1448 note), provides for payment of a guaranteed 
    minimum annual income (the so-called minimum-income-widow annuity, 
    hereinafter referred to as the minimum income annuity) to certain 
    surviving spouses of persons entitled to military retired or retainer 
    pay at the time of their death. To be eligible, a person must: (1) Be 
    the surviving spouse of a military retiree who died on or before March 
    20, 1974; (2) be eligible for VA nonservice-connected death pension; 
    (3) have annual income that is less than the maximum annual rate of 
    pension under 38 U.S.C. 1541(b); and (4) be ineligible to receive an 
    annuity under the Survivor Benefit Plan (10 U.S.C. 1447-1455).
        Section 638 of the National Defense Authorization Act for Fiscal 
    Year 1997, Public Law 104-201, section 638, 110 Stat. 2422, 2581, 
    transfers responsibility for the payment of the minimum income annuity 
    to the Secretary of Veterans Affairs from DoD. However, DoD remains 
    responsible for funding this benefit and determining basic eligibility. 
    This transfer was effective on July 1, 1997, and applies with respect 
    to payments of benefits for any month after June 1997.
        VA published an interim rule with a request for comments to 
    implement section 638 of Pubic Law 104-201 in the Federal Register of 
    July 3, 1997 (62 FR 35970-72). Interested persons were invited to 
    submit written comments on or before September 2, 1997. No comments 
    were received. The interim rule is now adopted with a technical change 
    noting that, as required by statute, in certain instances, the 
    Department of Transportation will determine whether an individual meets 
    the criteria of section 4(a) of Pub. L. 92-425 as amended.
        The Secretary hereby certifies that this regulatory amendment will 
    not have a significant economic impact on a substantial number of small 
    entities as they are defined in the Regulatory Flexibility Act (RFA), 5 
    U.S.C. 601-612. The reason for this certification is that these 
    amendments would not directly affect any small entities. Only VA 
    beneficiaries could be directly affected. Therefore, pursuant to 5 
    U.S.C. 605(b), these amendments are exempt from the initial and final 
    regulatory flexibility analysis requirements of sections 603 and 604.
    
        The Catalog of Federal Domestic Assistance program number is 
    64.105.
    
    List of Subjects in 38 CFR Part 3
    
        Administrative practice and procedure, Claims, Disability benefits, 
    Health care, Pensions, Veterans, Vietnam.
    
        Approved: December 23, 1997.
    Hershel W. Gober,
    Acting Secretary of Veterans Affairs.
    
        For the reasons set forth in the preamble, the amendment to 38 CFR 
    part 3 published July 3, 1997 (62 FR 35970) is adopted as final with 
    the following changes:
    
    PART 3--ADJUDICATION
    
    Subpart A--Pension, Compensation, and Dependency and Indemnity 
    Compensation
    
        1. The authority citation for part 3, subpart A continues to read 
    as follows:
    
        Authority: 38 U.S.C. 501(a), unless otherwise noted.
    
        2. Section 3.811 is revised to read as follows:
    
    
    Sec. 3.811  Minimum income annuity.
    
        (a) Eligibility. The minimum income annuity authorized by Public 
    Law 92-425 as amended is payable to a person:
        (1) Whom the Department of Defense or the Department of 
    Transportation has determined meets the eligibility criteria of section 
    4(a) of Pub. L. 92-425 as amended other than section 4(a)(1) and (2); 
    and
        (2) Who is eligible for pension under subchapter III of chapter 15 
    of title 38, United States Code, or section 306 of the Veterans' and 
    Survivors' Pension Improvement Act of 1978; and
        (3) Whose annual income, as determined in establishing pension 
    eligibility, is less than the maximum annual rate of pension in effect 
    under 38 U.S.C. 1541(b).
        (b) Computation of the minimum income annuity payment--(1) Annual 
    income. VA will determine a beneficiary's annual income for minimum 
    income annuity purposes under the provisions of Secs. 3.271 and 3.272 
    of this part for beneficiaries receiving improved pension, or under 
    Secs. 3.260 through 3.262 of this part for beneficiaries receiving old 
    law or section 306 pensions, except that the amount of the minimum 
    income annuity will be excluded from the calculation.
        (2) VA will determine the minimum income annuity payment for 
    beneficiaries entitled to improved pension by subtracting the annual 
    income for minimum income annuity purposes from the maximum annual 
    pension rate under 38 U.S.C. 1541(b).
        (3) VA will determine the minimum income annuity payment for 
    beneficiaries receiving old law and section 306 pensions by reducing 
    the maximum annual pension rate under 38 U.S.C. 1541(b) by the amount 
    of the Retired Servicemen's Family Protection Plan benefit, if any, 
    that the beneficiary receives and subtracting from that amount the 
    annual income for minimum income annuity purposes.
        (4) VA will recompute the monthly minimum income annuity payment 
    whenever there is a change to the maximum annual rate of pension in 
    effect under 38 U.S.C. 1541(b), and whenever there is a change in the 
    beneficiary's income.
        (c) An individual otherwise eligible for pension under subchapter 
    III of chapter 15 of title 38, United States Code, or section 306 of 
    the Veterans' and Survivors' Pension Improvement Act of 1978 shall be 
    considered eligible for pension for purposes of determining eligibility 
    for the minimum income annuity even though as a result of adding the 
    amount of the minimum
    
    [[Page 413]]
    
    income annuity authorized under Public Law 92-425 as amended to any 
    other countable income, no amount of pension is due.
        (d) Termination. Other than as provided in paragraph (c) of this 
    section, if a beneficiary receiving the minimum income annuity becomes 
    ineligible for pension, VA will terminate the minimum income annuity 
    effective the same date.
    
    (Authority: Pub. L. 92-425 as amended (10 U.S.C. 1448 note); Sec. 
    638, Pub. L. 104-201, 110 Stat. 2581)
    
    [FR Doc. 98-179 Filed 1-5-98; 8:45 am]
    BILLING CODE 8320-01-P
    
    
    

Document Information

Effective Date:
1/6/1998
Published:
01/06/1998
Department:
Veterans Affairs Department
Entry Type:
Rule
Action:
Final rule.
Document Number:
98-179
Dates:
January 6, 1998.
Pages:
412-413 (2 pages)
RINs:
2900-AI83: Survivor Benefit Plan Minimum Income Annuity
RIN Links:
https://www.federalregister.gov/regulations/2900-AI83/survivor-benefit-plan-minimum-income-annuity
PDF File:
98-179.pdf
CFR: (1)
38 CFR 3.811