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Title 5, Government Organization and EmployeesRelease 119-110

§8464a Relationship Between Annuity and Workers’ Compensation

Title 5 › PART III — EMPLOYEES › Subpart G — Insurance and Annuities › CHAPTER 84 — FEDERAL EMPLOYEES’ RETIREMENT SYSTEM › SUBCHAPTER VI — GENERAL AND ADMINISTRATIVE PROVISIONS › § 8464a

Last updated Sep 22, 2026|Official source

Summary

You cannot get an annuity under subchapter II or V and also get workers’ compensation under subchapter I of chapter 81 (except payments under section 8107) for the same time period. You also cannot get an annuity under subchapter IV and a workers’ compensation death benefit under subchapter I for the same person’s death. If both payments would apply, the person gets whichever benefit is larger. If you are entitled to an annuity under subchapter II, IV, or V but already received a lump-sum payment under section 8135 for the same disability or death, any part of that lump sum that pays for time after the annuity starts must be returned to the Department of Labor for the Employees’ Compensation Fund. Before you get the annuity you must either repay that amount or let it be taken out of your annuity. Deductions can come from past or future annuity payments. The Department of Labor can spread out or delay repayments if your finances need it, and all taken amounts are sent to the Department for the Employees’ Compensation Fund.

Full Legal Text

Title 5, §8464a

Government Organization and Employees, Source: USLM XML via OLRC

(a)(1)An individual is not entitled to receive—
(A)an annuity under subchapter II or V, and
(B)compensation for injury to, or disability of, such individual under subchapter I of chapter 81, other than compensation payable under section 8107,
covering the same period of time.
(2)An individual is not entitled to receive an annuity under subchapter IV and a concurrent benefit under subchapter I of chapter 81 on account of the death of the same person.
(3)Paragraphs (1) and (2) do not bar the right of a claimant to the greater benefit conferred by either this chapter or subchapter I of chapter 81.
(b)If an individual is entitled to an annuity under subchapter II, IV, or V, and the individual receives a lump-sum payment for compensation under section 8135 based on the disability or death of the same person, so much of the compensation as has been paid for a period extended beyond the date payment of the annuity commences, as determined by the Department of Labor, shall be refunded to that Department for credit to the Employees’ Compensation Fund. Before the individual may receive the annuity, the individual shall—
(1)refund to the Department of Labor the amount representing the commuted compensation payments for the extended period; or
(2)authorize the deduction of the amount from the annuity.
Deductions from the annuity may be made from accrued or accruing payments. The amounts deducted and withheld from the annuity shall be transmitted to the Department of Labor for reimbursement to the Employees’ Compensation Fund. When the Department of Labor finds that the financial circumstances of an individual entitled to an annuity under subchapter II, IV, or V warrant deferred refunding, deductions from the annuity may be prorated against and paid from accruing payments in such manner as the Department determines appropriate.

Legislative History

Notes & Related Subsidiaries

Editorial Notes

Prior Provisions

Provisions similar to this section were contained in section 8456 of this title prior to repeal by Pub. L. 100–238.

Statutory Notes and Related Subsidiaries

Effective Date

Section effective Jan. 1, 1987, and applicable with respect to benefits payable based on a death or disability occurring on or after that date, see section 124(c) of Pub. L. 100–238 set out as an

Effective Date

of 1988 Amendment note under section 8337 of this title.

Reference

Citations & Metadata

Citation

5 U.S.C. § 8464a

Title 5, Government Organization and Employees

Last Updated

Sep 22, 2026

Release point: 119-110