Brief Case
Pension Resource

29 C.F.R. § 4022.101

When do these rules apply?
eCFR editorial change effective 2017-01-01 · current
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Amended effective Jul 1, 2004. See what changed
(a) In general. These rules (§§ 4022.101 through 4022.104) apply only if you die—
(1) Required payments for future periods. Without having received all required payments for future periods under a form of annuity promising that, regardless of a participant's death, there will be annuity payments for a certain period of time (e.g., a certain-and-continuous annuity) or until a certain amount is paid (e.g., a cash-refund annuity or installment-refund annuity);
(2) No surviving beneficiary. Without a surviving beneficiary designated to receive the payments described in paragraph (a)(1) of this section; and
(3) Time of death.
(i) On or after the date we take over your plan (as trustee); or
(ii) Before the date we take over your plan, to the extent that, by that date, the plan administrator has not paid any required payments for future periods.
(b) Effect of plan or will. These rules apply even if there is a contrary provision in a plan or will.
(c) Payments owed at time of death. See §§ 4022.91 through 4022.95 for rules that apply to benefits we may owe you at the time of your death, such as a correction for monthly underpayments.
29 C.F.R. § 4022.101 — When do these rules apply? · eCFR editorial change effective 2017-01-01 · https://pensionresource.website/EAMain?content=EAMain.Law&id=cfr29-4022.101 · printed Oct 16, 2026
On this page
  • (a) In general.
  • (b) Effect of plan or will.
  • (c) Payments owed at time of death.
Implements
ERISA § 4022 (29 U.S.C. § 1322) Single-employer plan benefits guaranteed
Cited by (code & regs)

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EffectiveThroughSourceAmended by
Jul 1, 2002Jun 30, 2004CFR 2003 annual edition (revised as of 2003-07-01) run 127View
Jul 1, 2004currenteCFR editorial change effective 2017-01-01 run 2View · Redline (sign in)
Provision-level history (blame)