20 CFR § 217.5 - When an application is a claim for an annuity or lump sum.

---
identifier: "/us/cfr/t20/s217.5"
source: "ecfr"
legal_status: "authoritative_unofficial"
title: "20 CFR § 217.5 - When an application is a claim for an annuity or lump sum."
title_number: 20
title_name: "Employees' Benefits"
section_number: "217.5"
section_name: "When an application is a claim for an annuity or lump sum."
chapter_name: "RAILROAD RETIREMENT BOARD"
subchapter_number: "B"
subchapter_name: "REGULATIONS UNDER THE RAILROAD RETIREMENT ACT"
part_number: "217"
part_name: "APPLICATION FOR ANNUITY OR LUMP SUM"
positive_law: false
currency: "2026-03-24"
last_updated: "2026-03-24"
format_version: "1.1.0"
generator: "[email protected]"
authority: "45 U.S.C. 231d and 45 U.S.C. 231f."
regulatory_source: "47 FR 7647, Feb. 22, 1982, unless otherwise noted."
cfr_part: "217"
---


# 217.5 When an application is a claim for an annuity or lump sum.

An application is a claim for an annuity or lump sum if it meets all of the following conditions:

(a) It is on an application form completed and filed with the Board as described in § 217.6;

(b) It is signed by the claimant or by someone described in § 217.17 who can sign the application for the claimant;

(c) It is filed with the Board on or before the date of death of the claimant. (See § 217.10 for limited exceptions.)

(Approved by the Office of Management and Budget under control number 3220-0002)

[47 FR 7647, Feb. 22, 1982, as amended at 52 FR 11017, Apr. 6, 1987]