Text Version:

Widow(er)'s Initial Minimum Amount

• This amount equals combined tier I and tier II employee would have received at time widow(er)’s annuity awarded
  • Determined by adding additional amount to
    widow(er)’s tier II
  • Calculated before any applicable reductions, such as for age, earnings, social security

Notes:

• Does not include employee’s supplemental annuity or vested dual benefit, if paid to employee.
• Widow(er)s’ age reductions may apply if annuity payable before full retirement age, even if widow(er) received unreduced annuity as a spouse.
• Each time the regular widow(er)’s tier I and tier II amounts change due to a cost-of-living increase, they are compared to the initial minimum amount. As long as the initial minimum amount is still higher, it will be paid. When regular widow(er)’s annuity amounts exceed initial minimum amount due to subsequent tier I and tier II cost-of-living increases, initial minimum amount will no longer apply.
• Paid benefit could decrease if tax withholding and/or Medicare premiums increase.