Utah Code § 49-23-502

Current through the 2024 Third Special Session
Section 49-23-502 - Death of married members - Service retirement benefits to surviving spouse
(1) As used in this section, "member's full allowance" means an Option Three allowance calculated under Section 49-23-304 without an actuarial reduction.
(2) Upon the request of a deceased member's surviving spouse at the time of the member's death, the deceased member is considered to have retired under Option Three on the first day of the month following the month in which the member died if the following requirements are met:
(a) the member has:
(i) 15 or more years of service credit;
(ii) attained age 62 with 10 or more years of service credit; or
(iii) attained age 65 with four or more years of service credit; and
(b) the member dies leaving a surviving spouse.
(3) The surviving spouse who requests a benefit under this section shall apply in writing to the office. The allowance shall begin on the first day of the month:
(a) following the month in which the member died, if the application is received by the office within 90 days of the member's death; or
(b) following the month in which the application is received by the office, if the application is received by the office more than 90 days after the member's death.
(4) The allowance payable to a surviving spouse under Subsection (2) is:
(a) if the member has 25 or more years of service credit at the time of death, the surviving spouse shall receive the member's full allowance;
(b) if the member has between 20-24 years of service credit and is not age 60 or older at the time of death, the surviving spouse shall receive two-thirds of the member's full allowance;
(c) if the member has between 15-19 years of service credit and is not age 62 or older at the time of death, the surviving spouse shall receive one-third of the member's full allowance; or
(d) if the member is age 60 or older with 20 or more years of service credit, age 62 or older with 10 or more years of service credit, or age 65 or older with four or more years of service credit at the time of death, the surviving spouse shall receive an Option Three benefit with actuarial reductions.
(5) The benefit calculation for a surviving spouse with a valid domestic relations order benefits on file with the office before the member's death date in accordance with Section 49-11-612 is calculated according to the manner in which the court order specified benefits to be partitioned, whether as a fixed amount or as a percentage of the benefit.
(6)
(a) Except for a return of member contributions, benefits payable under this section are retirement benefits and shall be paid in addition to any other payments made under Section 49-23-501 .
(b) Payments made under this section and Section 49-23-501 shall constitute a full and final settlement of the claim of the surviving spouse or any other beneficiary.
(7) If the death benefits under this section or Section 49-23-503 are partitioned among more than one surviving spouse due to domestic relations order benefits on file with the office before the member's death date in accordance with Section 49-11-612, the total amount received by the surviving spouses may not exceed the death benefits normally provided to one surviving spouse under this section.

Utah Code § 49-23-502

Amended by Chapter TBD, 2024 General Session ,§ 8, eff. 5/1/2024.
Amended by Chapter 84, 2016 General Session ,§ 36, eff. 5/10/2016.
Amended by Chapter 439, 2011 General Session