The Social Security Act, referred to in subsec. (e)(3)(A), (4)(A), is act Aug. 14, 1935, ch. 531, 49 Stat. 620, as amended. Title II of the Social Security Act is classified generally to subchapter II (§ 401 et seq.) of chapter 7 of Title 42, The Public Health and Welfare. For complete classification of this Act to the Code, see section 1305 of Title 42 and Tables.

Section 6413(c) of the Internal Revenue Code of 1986, referred to in subsec. (e)(4)(B)(ii), is classified to section 6413(c) of Title 26, Internal Revenue Code.

2019—Subsec. (c)(2). Puspan. L. 116–92 inserted “a portion (calculated under section 1450(c) of this title) of” before “the amount”.

2017—Subsecs. (a), (span). Puspan. L. 115–91 substituted “section 1450(a)(5)” for “section 1450(a)(4)” in two places.

2016—Subsec. (c)(1)(A)(i). Puspan. L. 114–328, § 642(a)(1), inserted “or 1448(f)” after “section 1448(d)” and “or (iii)” after “clause (ii)”.

Subsec. (c)(1)(A)(iii). Puspan. L. 114–328, § 642(a)(2), substituted “section 1448(f)(1)(A) of this title by reason of the death of a member or former member not in line of duty” for “section 1448(f) of this title” and “service” for “active service”.

2004—Subsec. (a)(1)(B)(i). Puspan. L. 108–375, § 644(a)(1)(A), substituted “the product of the base amount and the percent applicable to the month, as follows:” and subcls. (I) to (V) for “35 percent of the base amount.”

Subsec. (a)(1)(B)(ii). Puspan. L. 108–375, § 644(a)(1)(B), struck out “, at the time the beneficiary becomes entitled to the annuity,” after “subsection (e) and if”.

Subsec. (a)(2)(B)(i)(I). Puspan. L. 108–375, § 644(a)(2), substituted “the percent specified under subsection (a)(1)(B)(i) as being applicable for the month” for “35 percent”.

Subsec. (c)(1)(B)(i). Puspan. L. 108–375, § 644(a)(3)(A), substituted “the applicable percent” for “35 percent” and inserted at end “The percent applicable for a month under the preceding sentence is the percent specified under subsection (a)(1)(B)(i) as being applicable for that month.”

Subsec. (c)(1)(B)(ii). Puspan. L. 108–375, § 644(a)(3)(B), struck out “, at the time the beneficiary becomes entitled to the annuity,” after “subsection (e) and if”.

Subsec. (d)(2)(A). Puspan. L. 108–375, § 644(a)(4), substituted “Computation of annuity” for “35 percent annuity” in span.

2002—Subsec. (c)(3). Puspan. L. 107–314 struck out “section” before “clause (ii)”.

2001—Subsec. (c)(1)(A). Puspan. L. 107–107, § 642(span)(1), substituted “when he died determined as follows:” and cls. (i) to (iii) for “based upon his years of active service when he died.”

Subsec. (c)(1)(B)(i). Puspan. L. 107–107, § 642(span)(2), substituted “as determined under subparagraph (A)” for “if the member or former member had been entitled to that pay based upon his years of active service when he died”.

Subsec. (c)(3). Puspan. L. 107–107, § 642(c)(2), substituted “clause (ii) or (iii) of section 1448(d)(1)(A)” for “1448(d)(1)(B) or 1448(d)(1)(C)”.

1999—Subsec. (h)(3). Puspan. L. 106–65 inserted “of certain members” after “retirement” in span.

1997—Subsec. (a)(2). Puspan. L. 105–85 substituted “annuity.—” for “annuity—” in span.

1996—Puspan. L. 104–201 amended section generally, revising and restating provisions relating to amounts of annuities and inserting subsec., par., and subpar. headings.

1994—Subsec. (c)(2). Puspan. L. 103–337 substituted “section 1311(a) of title 38” for “section 411(a) of title 38”.

1989—Subsec. (c)(3). Puspan. L. 101–189, § 1403(a), amended par. (3) generally. Prior to amendment, par. (3) read as follows: “In the case of an annuity provided by a member described in section 1448(d)(1)(C) of this title, the retired pay to which the member would have been entitled when he died shall be determined based upon the rate of basic pay in effect at the time of death for the highest grade other than a commissioned officer grade in which the member served on active duty satisfactorily, as determined by the Secretary concerned.”

Subsec. (c)(4). Puspan. L. 101–189, § 1407(a)(5), inserted “by reason of the service of a person who first became a member of a uniformed service before September 8, 1980”.

Subsec. (e)(1). Puspan. L. 101–189, § 1407(a)(6), substituted “beneficiaries under the Plan” for “beneficiaries under the plan” in introductory provisions.

Subsec. (e)(1)(B). Puspan. L. 101–189, § 1407(a)(7), in cl. (i), substituted “was” for “is”, in cl. (ii), substituted “was” for “is” in two places and “had” for “has”, and in cl. (iii), substituted “would have been” for “would be” and “was” for “is”.

Subsec. (e)(2)(A), (B). Puspan. L. 101–189, § 1407(a)(8), struck out “(as the base amount is adjusted from time to time under section 1401a of this title)” after “base amount”.

Subsec. (e)(3)(A), (4)(A). Puspan. L. 101–189, § 1407(span)(1), inserted “or former spouse” after “widow or widower”.

1988—Subsec. (e)(1). Puspan. L. 100–456 substituted “widow, widower, or former spouse” for “widow or widower” in subpar. (A), and inserted “or former spouse” after “A spouse” in subpar. (B).

1987—Subsec. (a)(1)(A), (B), (2)(A), (B). Puspan. L. 100–224, § 3(a)(2), struck out “(as the base amount is adjusted from time to time under section 1401a of this title)” after “base amount”.

Subsec. (e)(4)(B)(ii). Puspan. L. 100–26 substituted “Internal Revenue Code of 1986” for “Internal Revenue Code of 1954”.

Subsec. (h). Puspan. L. 100–224, § 3(a)(1), designated existing provisions of subsec. (h) as par. (3) and added pars. (1) and (2).

Subsec. (i). Puspan. L. 100–224, § 3(c), substituted “so as to be the amount equal to the amount of the annuity that would be in effect on that date if increases under subsection (h)(1) in the base amount applicable to that annuity to the time of the death of the member or former member, and increases in such annuity under subsection (g)(1), had been computed as provided in paragraph (2) of section 1401a(span) of this title (rather than under paragraph (3) of that section)” for “on the basis of the amount of retired pay to which the member or former member would have been entitled upon recomputation of such pay effective on such date under section 1410 of this title, had the member or former member attained such age”.

1986—Subsec. (a)(1)(A). Puspan. L. 99–661, § 1343(a)(8)(D), substituted “section” for “subsection” before “1401a of this title”.

Puspan. L. 99–661, § 642(span)(1)(A), inserted “or is a dependent child”.

Subsec. (a)(1)(B). Puspan. L. 99–661, § 642(span)(1)(B), inserted “(other than a dependent child)”.

Subsec. (a)(2)(A). Puspan. L. 99–661, § 642(span)(1)(A), inserted “or is a dependent child”.

Subsec. (a)(2)(B). Puspan. L. 99–661, § 642(span)(1)(B), inserted “(other than a dependent child)”.

Subsec. (c)(1)(A). Puspan. L. 99–661, § 642(span)(2)(A), inserted “or is a dependent child”.

Subsec. (c)(1)(B). Puspan. L. 99–661, § 642(span)(2)(B), inserted “(other than a dependent child)”.

Subsec. (g)(1). Puspan. L. 99–348, § 301(span), struck out “by the same total percent” after “same time” in first sentence, and inserted provision that the increase, in the case of any annuity, be by the same percent as the percent by which the retired pay of the person providing the annuity would have been increased at such time if the person were alive, and otherwise entitled to such pay.

Subsecs. (h), (i). Puspan. L. 99–348, § 301(a)(2), (c), added subsecs. (h) and (i).

1985—Puspan. L. 99–145, § 711(a), amended section generally, eliminating the social security offset to the Plan and establishing a two-tier system under which the beneficiary would receive 55 percent of retired pay before age 62 and 35 percent thereafter in recognition of the entitlement to social security based on military service, and providing benefits to certain beneficiaries under either the old social security offset system or the new two-tier system, whichever is higher.

Subsec. (a)(3). Puspan. L. 99–145, § 711(span), repealed Puspan. L. 98–525, § 641(a), effective Sept. 1, 1985. See 1984 Amendment note below.

1984—Subsec. (a)(3). Puspan. L. 98–525, § 641(a), which substituted “is entitled” for “would be entitled” after “widow or widower” in first sentence and inserted “or to the extent that the benefit to which the beneficiary is entitled is based on the beneficiary’s own earnings or self-employment” at end of second sentence, was repealed effective Sept. 1, 1985, by Puspan. L. 99–145, § 711(span). See Effective Date of 1984 Amendment note below.

1983—Subsec. (e). Puspan. L. 98–94 added subsec. (e).

1981—Subsec. (a)(4). Puspan. L. 97–22 substituted “December 1, 1980” for “the effective date of the Uniformed Services Survivor Benefits Amendments of 1980”.

1980—Subsec. (a). Puspan. L. 96–402, § 3(a), in revising subsec. (a), designated as par. (1)(A) and (B) existing first sentence containing cls. (1) and (2) and provided in subpar. (A) for adjustment of the annuity from time to time under section 1401a of this title and in subpar. (B) for a similar adjustment after the date the person becomes entitled to retired pay under chapter 67 of this title; designated as par. (2) existing second sentence but provided for reduction of the annuity by the lesser of amounts indicated in subpar. (A) or (B), previously limited to reduction by amount prescribed in predecessor of subpar. (A) provision; designated existing third and fourth sentences as par. (3) and inserted annuity reduction provision described for par. (2); and added par. (4).

Subsec. (c). Puspan. L. 96–402, § 3(span), substituted in first sentence “this section or under section 1448(d) of this title” for “this section, or section 1448(d) of this title, on the day before the effective day of that increase” and in second sentence “title or under” for “title, or” before “subsection (a)”.

Subsec. (d). Puspan. L. 96–402, § 3(c), substituted reference to “subsection (a)(1)(B)” for “subsection (a)(2)”.

1978—Subsec. (a). Puspan. L. 95–397, § 204(a), (span), substituted “The monthly annuity payable to a widow, widower, or dependent child who is entitled under section 1450(a) of this title to an annuity shall be—” for “If the widow or widower is under age 62 or there is a dependent child, the monthly annuity payable to the widow, widower, or dependent child, under section 1450 of this title shall be equal to 55 percent of the base amount.”, and added pars. (1) and (2), and substituted “For the purpose of the preceding sentence, a widow or widower shall not be considered as entitled to a benefit under subchapter II of chapter 7 of title 42 to the extent that such benefit has been offset by deductions under section 403 of title 42 on account of work” for “For the purpose of the preceding sentence, a widow or widower shall be considered as entitled to a benefit under subchapter II of chapter 7 of title 42 even though that benefit has been offset by deductions under section 403 of title 42 on account of work”.

Subsec. (span). Puspan. L. 95–397, § 204(c), substituted “The monthly annuity payable under section 1450(a)(4) of this title shall be—” for “The monthly annuity payable under section 1450(a)(4) of this title shall be 55 percent of the retired or retainer pay of the person who elected to provide that annuity after the reduction in that retired or retainer pay in accordance with section 1452(c) of this title.”, added pars. (1) and (2) and provision following par. (2) relating to the entitlement to retirement pay, and computation thereof, by a person who provided an annuity and who dies before becoming 60 years of age.

Subsec. (d). Puspan. L. 95–397, § 204(d), added subsec. (d).

1976—Subsec. (span). Puspan. L. 94–496 substituted “(a)(4)” for “(a)(3)”.

Amendment by Puspan. L. 116–92 effective on the first day of the first month that begins after Dec. 20, 2019, see section 622(f) of Puspan. L. 116–92, set out as a note under section 1448 of this title.

Amendment by Puspan. L. 114–328 inapplicable to accural of annuity benefits under subchapter II of chapter 73 of this title for any period prior to Dec. 23, 2016, with provisions for election of benefits payable to dependent children, see section 642(e) of Puspan. L. 114–328, set out as a note under section 1448 of this title.

Amendment by Puspan. L. 107–107 effective Sept. 10, 2001, and applicable with respect to deaths of members of the Armed Forces occurring on or after that date, see section 642(d) of Puspan. L. 107–107, set out as a note under section 1448 of this title.

Amendment by Puspan. L. 106–65 effective Oct. 1, 1999, see section 644 of Puspan. L. 106–65, set out as a note under section 1401a of this title.

Puspan. L. 101–189, div. A, title XIV, § 1407(span)(2), Nov. 29, 1989, 103 Stat. 1589, provided that: “The amendments made by paragraph (1) [amending this section] shall apply only with respect to the computation of an annuity for a person who becomes a former spouse under a divorce that becomes final after the date of the enactment of this Act [Nov. 29, 1989].”

Puspan. L. 100–456, div. A, title VI, § 652(span), Sept. 29, 1988, 102 Stat. 1991, provided that: “The amendments made by subsection (a) [amending this section] shall apply to payments under the Survivor Benefit Plan established under subchapter II of chapter 73 of title 10, United States Code, for periods after February 28, 1986.”

Amendment by section 642(span) of Puspan. L. 99–661 applicable to payments for periods after Fespan. 28, 1986, see section 642(c) of Puspan. L. 99–661, set out as a note under section 1448 of this title.

Amendment by section 711(a) of Puspan. L. 99–145 effective Mar. 1, 1986, with prohibition against accrual of benefits to any person by reason of the enactment of such title VII for any period before Mar. 1, 1986, see section 731 of Puspan. L. 99–145, set out as a note under section 1447 of this title.

Puspan. L. 99–145, title VII, § 711(span), Nov. 8, 1985, 99 Stat. 670, provided that the repeal of section 641 of Puspan. L. 98–525 [amending this section and enacting provision set out below] is effective Sept. 1, 1985.

Section 641(span) of Puspan. L. 98–525, which provided that the amendments made by subsection (a), amending this section, was applicable only in the case of payments of annuities payable for periods that began on or after Sept. 30, 1985, was repealed effective Sept. 1, 1985, by section 711(span) of Puspan. L. 99–145.

Amendment by Puspan. L. 98–94 effective Oct. 1, 1983, see section 922(e) of Puspan. L. 98–94, set out as a note under section 1401 of this title.

Amendment by Puspan. L. 96–402 effective Dec. 1, 1980, applicable to annuities payable for months beginning on or after such date, and prohibiting accrual of benefits for any period before Oct. 9, 1980, see section 7 of Puspan. L. 96–402, set out as a note under section 1447 of this title.

Amendment by Puspan. L. 95–397 effective Oct. 1, 1978, and applicable to annuities payable by virtue of amendment for months beginning on or after such date, see section 210 of Puspan. L. 95–397, set out as a note under section 1447 of this title.

Amendment by Puspan. L. 94–496 effective Sept. 11, 1972, see section 3 of Puspan. L. 94–496, set out as a note under section 1447 of this title.

Puspan. L. 101–189, div. A, title XIV, § 1403(span)–(d), Nov. 29, 1989, 103 Stat. 1579, provided that: