State of Illinois
92nd General Assembly
Legislation

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[ House Amendment 002 ][ Senate Amendment 001 ]


92_HB2367

 
                                               LRB9205287EGfg

 1        AN ACT in relation to public employee benefits.

 2        Be it enacted by the People of  the  State  of  Illinois,
 3    represented in the General Assembly:

 4        Section  5.   The  Illinois  Pension  Code  is amended by
 5    changing Sections 2-121, 14-120, 14-128, 15-145, 16-143,  and
 6    18-128 as follows:

 7        (40 ILCS 5/2-121) (from Ch. 108 1/2, par. 2-121)
 8        Sec. 2-121.  Survivor's annuity - conditions for payment.
 9        (a)  A survivor's annuity shall be payable to a surviving
10    spouse  or  eligible child (1) upon the death in service of a
11    participant with at least 2 years of service credit,  or  (2)
12    upon  the  death  of  an annuitant in receipt of a retirement
13    annuity,  or  (3)  upon  the  death  of  a  participant   who
14    terminated service with at least 4 years of service credit.
15        The change in this subsection (a) made by this amendatory
16    Act  of  1995 applies to survivors of participants who die on
17    or after December 1, 1994, without regard to whether  or  not
18    the participant was in service on or after the effective date
19    of this amendatory Act of 1995.
20        (b)  To  be  eligible  for  the  survivor's  annuity, the
21    spouse and  the  participant  or  annuitant  must  have  been
22    married  for  a  continuous  period  of  at  least  one  year
23    immediately  preceding  the  date of death, but need not have
24    been married on the day of the participant's last termination
25    of service, regardless of whether such  termination  occurred
26    prior to the effective date of this amendatory Act of 1985.
27        (c)  The  annuity  shall be payable beginning on the date
28    of a participant's death, or the first of the month following
29    an annuitant's death, if the spouse is then age 50  or  over,
30    or  beginning  at  age 50 if the spouse is then under age 50.
31    If an eligible  child  or  children  of  the  participant  or
 
                            -2-                LRB9205287EGfg
 1    annuitant  (or  a  child  or  children of the eligible spouse
 2    meeting the criteria of item (1), (2), or (3)  of  subsection
 3    (d)  of this Section) also survive, and the child or children
 4    are under the care of the eligible spouse, the annuity  shall
 5    begin  as  of the date of a participant's death, or the first
 6    of the month following an annuitant's death,  without  regard
 7    to the spouse's age.
 8        The change to this subsection made by this amendatory Act
 9    of  1998 (relating to children of an eligible spouse) applies
10    to the eligible spouse of a participant or annuitant who dies
11    on or after  the  effective  date  of  this  amendatory  Act,
12    without  regard to whether the participant or annuitant is in
13    service on or after that effective date.
14        (d)  For  the  purposes  of  this  Section  and   Section
15    2-121.1,  "eligible  child"  means  a  child  of the deceased
16    participant  or  annuitant  who  is  at  least  one  of   the
17    following:
18             (1)  unmarried and under the age of 18;
19             (2)  unmarried,  a  full-time student, and under the
20        age of 22;
21             (3)  dependent  by  reason  of  physical  or  mental
22        disability.
23        The inclusion of unmarried students under age 22  in  the
24    calculation of survivor's annuities by this amendatory Act of
25    1991  shall  apply to all eligible students beginning January
26    1, 1992, without regard to whether the  deceased  participant
27    or annuitant was in service on or after the effective date of
28    this amendatory Act of 1991.
29        Adopted  children  shall have the same status as children
30    of the participant or annuitant, but only if the  proceedings
31    for  adoption  are  commenced  at least one year prior to the
32    date of the participant's or annuitant's death.
33        (e)  Remarriage of a surviving spouse prior to attainment
34    of age 55 shall disqualify  the  surviving  spouse  from  the
 
                            -3-                LRB9205287EGfg
 1    receipt  of  a  survivor's annuity until July 6, 2000, if the
 2    remarriage  occurs  before  the  effective   date   of   this
 3    amendatory  Act  of  the  91st General Assembly.  A surviving
 4    spouse whose survivor's annuity has been  terminated  due  to
 5    remarriage  prior  to  attainment  of  age  55  may apply for
 6    reinstatement of that annuity.  The reinstated annuity  shall
 7    begin  to  accrue on July 6, 2000, except that if, on July 6,
 8    2000, the annuity is payable to an eligible surviving  child,
 9    payment  of  the annuity to the surviving spouse shall not be
10    reinstated until the annuity is  no  longer  payable  to  any
11    eligible  surviving  child.    The  reinstated  annuity shall
12    include any one-time or annual increases  received  prior  to
13    the  date of termination, as well as any increases that would
14    otherwise have accrued from the date of  termination  to  the
15    date  of  reinstatement.   An eligible surviving spouse whose
16    expectation of receiving a survivor's annuity was lost due to
17    remarriage before attainment of age 50 shall also be entitled
18    to reinstatement under this  subsection,  but  the  resulting
19    survivor's annuity shall not begin to accrue sooner than upon
20    the surviving spouse's attainment of age 50.
21        The  changes made to this subsection by Public Act 91-887
22    and this amendatory Act of the  92nd  91st  General  Assembly
23    (pertaining  to  remarriage  prior  to  age 55) apply without
24    regard to whether the deceased participant or  annuitant  was
25    in  service  on  or  after  the effective date of either this
26    amendatory Act.
27    (Source: P.A. 90-766, eff. 8-14-98; 91-887, eff. 7-6-00.)

28        (40 ILCS 5/14-120) (from Ch. 108 1/2, par. 14-120)
29        Sec.  14-120.   Survivors  annuities  -  Conditions   for
30    payments.  A survivors annuity is established for all members
31    of  the  System.  Upon the death of any male person who was a
32    member on July 19, 1961, however,  his  widow  may  have  the
33    option  of  receiving  the  widow's  annuity provided in this
 
                            -4-                LRB9205287EGfg
 1    Article, in lieu of the survivors annuity.
 2        (a)  A survivors annuity beneficiary, as herein  defined,
 3    is  eligible  for  a survivors annuity if the deceased member
 4    had completed at least 1 1/2 years of contributing creditable
 5    service if death occurred:
 6             (1)  while in service;
 7             (2)  while on an approved  or  authorized  leave  of
 8        absence    from   service,   not   exceeding   one   year
 9        continuously; or
10             (3)  while  in   receipt   of   a   non-occupational
11        disability or an occupational disability benefit.
12        (b)  If  death of the member occurs after withdrawal, the
13    survivors annuity beneficiary is eligible  for  such  annuity
14    only  if  the  member had fulfilled at the date of withdrawal
15    the prescribed service conditions for establishing a right in
16    a retirement annuity.
17        (c)  Payment  of  the  survivors  annuity   shall   begin
18    immediately  if  the beneficiary is 50 years or over, or upon
19    attainment of age 50 if the beneficiary is under that age  at
20    the date of the member's death. In the case of survivors of a
21    member whose death occurred between November 1, 1970 and July
22    15,  1971,  the  payment of the survivors annuity shall begin
23    upon October 1, 1977, if the beneficiary is then 50 years  of
24    age  or  older,  or  upon  the  attainment  of  age 50 if the
25    beneficiary is under that age on October 1, 1977.
26        If an eligible child or children, under the care  of  the
27    spouse  also  survive the member, the survivors annuity shall
28    begin immediately without regard to whether  the  beneficiary
29    has attained age 50.
30        Benefits  under  this Section shall accrue and be payable
31    for whole calendar months, beginning on the first day of  the
32    month  after  the  initiating  event occurs and ending on the
33    last day of the month in which the terminating event occurs.
34        (d)  A survivor annuity beneficiary means:
 
                            -5-                LRB9205287EGfg
 1             (1)  A spouse of a member or annuitant if:
 2                  (i)  in the case of a member or  annuitant  who
 3             dies  before  the  effective date of this amendatory
 4             Act  of  the  91st  General  Assembly,  the  current
 5             marriage with the member or annuitant was in  effect
 6             for  at  least  one  year  at  the  date of death or
 7             withdrawal, whichever first occurs; or
 8                  (ii)  in the case of a member or annuitant  who
 9             dies   on  or  after  the  effective  date  of  this
10             amendatory Act of the  91st  General  Assembly,  the
11             current marriage with the member or annuitant was in
12             effect  for  at  least one year immediately prior to
13             the  date  of  death,  regardless  of  the  date  of
14             withdrawal.
15             (2)  An unmarried child under age 18 (under  age  22
16        if  a  full-time  student) of the member or annuitant; an
17        unmarried stepchild under age  18  (under  age  22  if  a
18        full-time  student)  who  has  been such for at least one
19        year at the date of the member's death or  at  least  one
20        year  at  the date of withdrawal, whichever first occurs;
21        an unmarried adopted child under age 18 (under age 22  if
22        a  full-time  student)  if  the adoption proceedings were
23        initiated at  least  one  year  prior  to  the  death  or
24        withdrawal  of  the  member or annuitant, whichever first
25        occurs; and an unmarried child over age 18 if he  or  she
26        is   dependent   by   reason  of  a  physical  or  mental
27        disability, so long as the physical or mental  disability
28        continues.   For  purposes of this subsection, disability
29        means inability to  engage  in  any  substantial  gainful
30        activity by reason of any medically determinable physical
31        or  mental  impairment which can be expected to result in
32        death or which has lasted or can be expected to last  for
33        a continuous period of not less than 12 months.
34             (3)  A  dependent parent of the member or annuitant;
 
                            -6-                LRB9205287EGfg
 1        a dependent step-parent by a marriage  contracted  before
 2        the  member  or annuitant attained age 18; or a dependent
 3        adopting parent by  whom  the  member  or  annuitant  was
 4        adopted before he or she attained age 18.
 5        (e)  Payment  of  a  survivors  annuity  to a beneficiary
 6    terminates upon: (1) remarriage before age  55  (for  periods
 7    prior  to July 6, 2000) that occurs before the effective date
 8    of this amendatory Act of the 91st General Assembly or death,
 9    if the beneficiary is a spouse; (2) marriage or death, if the
10    beneficiary is a child; or (3) remarriage before  age  55  or
11    death,  if  the  beneficiary  is  a  parent.  Remarriage of a
12    prospective beneficiary prior to the  attainment  of  age  50
13    disqualifies  the  beneficiary  for  the  annuity  expectancy
14    hereunder until July 6, 2000, if the remarriage occurs before
15    the effective date of this amendatory Act of the 91st General
16    Assembly.    Termination  due  to marriage or remarriage of a
17    child or parent shall be permanent, regardless of any  future
18    changes in marital status.
19        A  surviving  spouse  whose  survivor's  annuity has been
20    terminated due to remarriage prior to attainment  of  age  55
21    may  apply for reinstatement of that annuity.  The reinstated
22    annuity shall begin to accrue on July 6,  2000,  except  that
23    if,  on  July  6, 2000, the annuity is payable to an eligible
24    surviving child or parent, payment  of  the  annuity  to  the
25    surviving spouse shall not be reinstated until the annuity is
26    no  longer payable to any eligible surviving child or parent.
27    The reinstated annuity shall include any one-time  or  annual
28    increases  received prior to the date of termination, as well
29    as any increases that would otherwise have accrued  from  the
30    date  of  termination  to  the  date  of  reinstatement.   An
31    eligible surviving spouse whose expectation  of  receiving  a
32    survivor's   annuity   was  lost  due  to  remarriage  before
33    attainment of age 50 shall also be entitled to  reinstatement
34    under  this  subsection, but the resulting survivor's annuity
 
                            -7-                LRB9205287EGfg
 1    shall not begin to accrue  sooner  than  upon  the  surviving
 2    spouse's attainment of age 50.
 3        The substantive changes made to this subsection by Public
 4    Act  91-887  and this amendatory Act of the 92nd 91st General
 5    Assembly (pertaining to remarriage prior to  age  55  or  50)
 6    apply  without  regard to whether the deceased participant or
 7    annuitant was in service on or after the  effective  date  of
 8    either this amendatory Act.
 9        Any  person whose survivors annuity was terminated during
10    1978 or 1979 due to remarriage at age 55  or  over  shall  be
11    eligible  to  apply,  not  later  than  July  1,  1990, for a
12    resumption of that annuity, to begin on July 1, 1990.
13        (f)  The term "dependent" relating to a survivors annuity
14    means a beneficiary of a survivors annuity who was  receiving
15    from  the  member  at the date of the member's death at least
16    1/2 of the support for maintenance including board,  lodging,
17    medical care and like living costs.
18        (g)  If there is no eligible spouse surviving the member,
19    or  if  a survivors annuity beneficiary includes a spouse who
20    dies or is disqualified by remarriage, the annuity is payable
21    to an unmarried child or children.  If at the date  of  death
22    of the member there is no spouse or unmarried child, payments
23    shall  be  made  to  a  dependent  parent  or parents.  If no
24    eligible survivors annuity beneficiary survives  the  member,
25    the  non-occupational  death benefit is payable in the manner
26    provided in this Article.
27        (h)  Survivor benefits do  not  affect  any  reversionary
28    annuity.
29        (i)  If  a survivors annuity beneficiary becomes entitled
30    to a widow's annuity or one or more  survivors  annuities  or
31    both  such  annuities, the beneficiary shall elect to receive
32    only one of such annuities.
33        (j)  Contributing  creditable  service  under  the  State
34    Universities Retirement System and the  Teachers'  Retirement
 
                            -8-                LRB9205287EGfg
 1    System  of  the  State  of  Illinois  shall  be considered in
 2    determining whether  the  member  has  met  the  contributing
 3    service requirements of this Section.
 4        (k)  In  lieu of the Survivor's Annuity described in this
 5    Section, the spouse of the member has the  option  to  select
 6    the  Nonoccupational Death Benefit described in this Article,
 7    provided the  spouse  is  the  sole  survivor  and  the  sole
 8    nominated beneficiary of the member.
 9        (l)  The  changes  made  to  this  Section  and  Sections
10    14-118,  14-119,  and  14-128 by this amendatory Act of 1997,
11    relating to benefits for certain unmarried children  who  are
12    full-time  students  under  age  22,  apply without regard to
13    whether the deceased member was in service on  or  after  the
14    effective date of this amendatory Act of 1997.  These changes
15    do  not  authorize the repayment of a refund or a re-election
16    of  benefits,  and  any  benefit  or  increase  in   benefits
17    resulting from these changes is not payable retroactively for
18    any  period  before the effective date of this amendatory Act
19    of 1997.
20    (Source: P.A. 90-448, eff.  8-16-97;  91-357,  eff.  7-29-99;
21    91-887, eff. 7-6-00.)

22        (40 ILCS 5/14-128) (from Ch. 108 1/2, par. 14-128)
23        Sec.    14-128.    Occupational   death   benefit.     An
24    occupational death benefit is provided for a  member  of  the
25    System  whose  death,  prior  to retirement, is the proximate
26    result of bodily injuries sustained  or  a  hazard  undergone
27    while in the performance and within the scope of the member's
28    duties.
29        (a)  Conditions for payment.
30        Exclusive  of  the  lump sum payment provided for herein,
31    all annuities under this Section shall accrue and be  payable
32    for  complete  calendar months, beginning on the first day of
33    the month next following the month in  which  the  initiating
 
                            -9-                LRB9205287EGfg
 1    event occurs and ending on the last day of the month in which
 2    the terminating event occurs.
 3        The  following  named  survivors  of  the  member  may be
 4    eligible for an annuity under this Section:
 5             (i)  The member's spouse.
 6             (ii)  An unmarried child of the member under age  18
 7        (under  age  22  if  a  full-time  student); an unmarried
 8        stepchild under age 18  (under  age  22  if  a  full-time
 9        student)  who  has been such for at least one year at the
10        date of the member's death; an  unmarried  adopted  child
11        under age 18 (under age 22 if a full-time student) if the
12        adoption  proceedings  were  initiated  at least one year
13        prior to the death of the member; and an unmarried  child
14        over  age  18 who is dependent by reason of a physical or
15        mental disability, for so long as such physical or mental
16        disability continues.  For the purposes of  this  Section
17        disability  means  inability to engage in any substantial
18        gainful activity by reason of any medically  determinable
19        physical  or  mental  impairment which can be expected to
20        result in death or which has lasted or can be expected to
21        last for a continuous period of not less than 12 months.
22             (iii)  If no spouse or eligible children survive:  a
23        dependent  parent  of the member; a dependent step-parent
24        by a marriage contracted before the member  attained  age
25        18; or a dependent adopting parent by whom the member was
26        adopted before he or she attained age 18.
27        The  term  "dependent"  relating to an occupational death
28    benefit means a survivor of the member who was receiving from
29    the member at the date of the member's death at least 1/2  of
30    the support for maintenance including board, lodging, medical
31    care and like living costs.
32        Payment   of   the   annuity  shall  continue  until  the
33    occurrence of the following:
34             (1)  remarriage before age 55 (for periods prior  to
 
                            -10-               LRB9205287EGfg
 1        July  6,  2000)  that occurs before the effective date of
 2        this amendatory Act  of  the  91st  General  Assembly  or
 3        death, in the case of a surviving spouse;
 4             (2)  attainment   of   age   18  or  termination  of
 5        disability,  death,  or  marriage,  in  the  case  of  an
 6        eligible child;
 7             (3)  remarriage before age 55 or death, in the  case
 8        of a dependent parent.
 9        If  none of the aforementioned beneficiaries is living at
10    the date of  death  of  the  member,  no  occupational  death
11    benefit  shall  be  payable,  but  the  nonoccupational death
12    benefit shall be payable as provided in this Article.
13        A  surviving  spouse  whose  occupational  death  benefit
14    annuity has  been  terminated  due  to  remarriage  prior  to
15    attainment  of  age  55  may  apply for reinstatement of that
16    annuity.  The reinstated annuity shall  begin  to  accrue  on
17    July 6, 2000, except that if, on July 6, 2000, the annuity is
18    payable  to an eligible surviving child or parent, payment of
19    the annuity to the surviving spouse shall not  be  reinstated
20    until  the  annuity  is  no  longer  payable  to any eligible
21    surviving child or  parent.   The  reinstated  annuity  shall
22    include  any  one-time  or annual increases received prior to
23    the date of termination, as well as any increases that  would
24    otherwise  have  accrued  from the date of termination to the
25    date of reinstatement.
26        The changes change made to this subsection by Public  Act
27    91-887  and  this  amendatory  Act  of  the 92nd 91st General
28    Assembly (pertaining to remarriage prior  to  age  55)  apply
29    applies  without regard to whether the deceased member was in
30    service on  or  after  the  effective  date  of  either  this
31    amendatory Act.
32        (b)  Amount of benefit.
33        The  member's  accumulated  contributions  plus  credited
34    interest shall be payable in a lump sum to such person as the
 
                            -11-               LRB9205287EGfg
 1    member  has nominated by written direction, duly acknowledged
 2    and filed with the Board, or if no  such  nomination  to  the
 3    estate  of the member.  When an annuitant is re-employed by a
 4    Department,  the  accumulated  contributions  plus   credited
 5    interest payable on the member's account shall, if the member
 6    has not previously elected a reversionary annuity, consist of
 7    the  excess,  if  any,  of  the  member's  total  accumulated
 8    contributions  plus  credited  interest  for  all  creditable
 9    service  over  the  total  amount  of  all retirement annuity
10    payments received by the member prior to death.
11        In addition to  the  foregoing  payment,  an  annuity  is
12    provided for eligible survivors as follows:
13             (1)  If  the  survivor is a spouse only, the annuity
14        shall be 50% of the member's final average compensation.
15             (2)  If the  spouse  has  in  his  or  her  care  an
16        eligible   child   or  children,  the  annuity  shall  be
17        increased by an amount equal to 15% of the final  average
18        compensation  on account of each such child, subject to a
19        limitation on  the  combined  annuities  to  a  surviving
20        spouse and children of 75% of final average compensation.
21             (3)  If  there  is  no  surviving  spouse, or if the
22        surviving spouse dies or remarries while a child  remains
23        eligible,  then  each  such child shall be entitled to an
24        annuity of 15% of the  deceased  member's  final  average
25        compensation,  subject  to  a  limitation of 50% of final
26        average compensation to all such children.
27             (4)  If there is no  surviving  spouse  or  eligible
28        children,  then  an  annuity  shall  be  payable  to  the
29        member's dependent parents, equal to 25% of final average
30        compensation to each such beneficiary.
31        If  any  annuity  payable under this Section is less than
32    the  corresponding  survivors  annuity,  the  beneficiary  or
33    beneficiaries of the annuity under this Section may elect  to
34    receive  the  survivors annuity and the nonoccupational death
 
                            -12-               LRB9205287EGfg
 1    benefit provided for in this Article in lieu of  the  annuity
 2    provided under this Section.
 3        (c)  Occupational  death  claims  pending adjudication by
 4    the  Industrial  Commission  or  a  ruling  by   the   agency
 5    responsible  for determining the liability of the State under
 6    the "Workers' Compensation  Act"  or  "Workers'  Occupational
 7    Diseases  Act"  shall  be  payable  under Sections 14-120 and
 8    14-121  until  a  ruling  or  adjudication  occurs,  if   the
 9    beneficiary  or  beneficiaries:  (1)  meet all conditions for
10    payment as prescribed in this Article;  and  (2)  execute  an
11    assignment of benefits payable as a result of adjudication by
12    the   Industrial   Commission  or  a  ruling  by  the  agency
13    responsible for determining the liability of the State  under
14    such  Acts.   The  assignment shall be made to the System and
15    shall be for an amount equal to the excess of  benefits  paid
16    under  Sections  14-120 and 14-121 over benefits payable as a
17    result of adjudication of  the  workers'  compensation  claim
18    computed from the date of death of the member.
19        (d)  Every  occupational death annuity payable under this
20    Section shall be increased on each January 1 occurring on  or
21    after  (i)  January 1, 1990, or (ii) the first anniversary of
22    the commencement of the annuity, whichever occurs  later,  by
23    an  amount  equal to 3% of the current amount of the annuity,
24    including any previous increases under this Article,  without
25    regard  to  whether the deceased member was in service on the
26    effective date of this amendatory Act of 1991.
27    (Source: P.A. 90-448, eff. 8-16-97; 91-887, eff. 7-6-00.)

28        (40 ILCS 5/15-145) (from Ch. 108 1/2, par. 15-145)
29        Sec. 15-145.  Survivors  insurance  benefits;  conditions
30    and amounts.
31        (a)  The survivors insurance benefits provided under this
32    Section  shall  be  payable  to  the  eligible survivors of a
33    participant covered under  the  traditional  benefit  package
 
                            -13-               LRB9205287EGfg
 1    upon  the death of (1) a participating employee with at least
 2    1 1/2 years of service,  (2)  a  participant  who  terminated
 3    employment  with  at  least  10  years of service, and (3) an
 4    annuitant in receipt of a retirement  annuity  or  disability
 5    retirement annuity under this Article.
 6        Service  under  the State Employees' Retirement System of
 7    Illinois, the Teachers' Retirement System  of  the  State  of
 8    Illinois   and   the  Public  School  Teachers'  Pension  and
 9    Retirement Fund of Chicago shall be considered in determining
10    eligibility for survivors benefits under this Section.
11        If by law, a function of a governmental unit, as  defined
12    by  Section  20-107, is transferred in whole or in part to an
13    employer, and an  employee  transfers  employment  from  this
14    governmental  unit to such employer within 6 months after the
15    transfer  of  this  function,  the  service  credits  in  the
16    governmental  unit's  retirement  system  which   have   been
17    validated   under  Section  20-109  shall  be  considered  in
18    determining eligibility for  survivors  benefits  under  this
19    Section.
20        (b)  A  surviving spouse of a deceased participant, or of
21    a deceased annuitant who did not take a refund or  additional
22    annuity   consisting   of   accumulated  survivors  insurance
23    contributions, shall receive a survivors annuity  of  30%  of
24    the  final rate of earnings.  Payments shall begin on the day
25    following the participant's or annuitant's death or the  date
26    the  surviving spouse attains age 50, whichever is later, and
27    continue until  the  death  of  the  surviving  spouse.   The
28    annuity  shall  be  payable  to the surviving spouse prior to
29    attainment of age 50 if the surviving spouse has  in  his  or
30    her  care  a  deceased participant's or annuitant's dependent
31    unmarried child under age 18 (under age  22  if  a  full-time
32    student) who is eligible for a survivors annuity.
33        Remarriage  of  a surviving spouse prior to attainment of
34    age  55  that  occurs  before  the  effective  date  of  this
 
                            -14-               LRB9205287EGfg
 1    amendatory Act of the 91st General Assembly shall  disqualify
 2    him  or her for the receipt of a survivors annuity until July
 3    6, 2000.
 4        A surviving  spouse  whose  survivors  annuity  has  been
 5    terminated  due  to  remarriage prior to attainment of age 55
 6    may apply for reinstatement of that annuity.  The  reinstated
 7    annuity  shall  begin  to accrue on July 6, 2000, except that
 8    if, on July 6, 2000, the annuity is payable  to  an  eligible
 9    surviving  child  or  parent,  payment  of the annuity to the
10    surviving spouse shall not be reinstated until the annuity is
11    no longer payable to any eligible surviving child or  parent.
12    The  reinstated  annuity shall include any one-time or annual
13    increases received prior to the date of termination, as  well
14    as  any  increases that would otherwise have accrued from the
15    date of  termination  to  the  date  of  reinstatement.    An
16    eligible  surviving  spouse  whose expectation of receiving a
17    survivors  annuity  was  lost  due   to   remarriage   before
18    attainment  of age 50 shall also be entitled to reinstatement
19    under this subsection, but the  resulting  survivors  annuity
20    shall  not  begin  to  accrue  sooner than upon the surviving
21    spouse's attainment of age 50.
22        The changes made to this subsection  by  this  amendatory
23    Act  of  the  92nd General Assembly (pertaining to remarriage
24    prior to age 55 or 50) apply without regard  to  whether  the
25    deceased  participant or annuitant was in service on or after
26    the effective date of this amendatory Act.
27        (c)  Each dependent unmarried child under age  18  (under
28    age  22 if a full-time student) of a deceased participant, or
29    of a  deceased  annuitant  who  did  not  take  a  refund  or
30    additional   annuity   consisting  of  accumulated  survivors
31    insurance contributions, shall receive  a  survivors  annuity
32    equal  to  the  sum of (1) 20% of the final rate of earnings,
33    and (2) 10% of the final rate  of  earnings  divided  by  the
34    number  of children entitled to this benefit.  Payments shall
 
                            -15-               LRB9205287EGfg
 1    begin on the day following the participant's  or  annuitant's
 2    death  and continue until the child marries, dies, or attains
 3    age 18 (age 22 if a full-time student).  If the child  is  in
 4    the  care of a surviving spouse who is eligible for survivors
 5    insurance benefits, the child's benefit shall be paid to  the
 6    surviving spouse.
 7        Each   unmarried   child   over  age  18  of  a  deceased
 8    participant or of a deceased annuitant who had  a  survivor's
 9    insurance  beneficiary  at the time of his or her retirement,
10    and who was dependent upon the participant  or  annuitant  by
11    reason  of  a physical or mental disability which began prior
12    to the date the child attained age 18 (age 22 if a  full-time
13    student), shall receive a survivor's annuity equal to the sum
14    of  (1) 20% of the final rate of earnings, and (2) 10% of the
15    final rate of earnings divided  by  the  number  of  children
16    entitled  to survivors benefits.  Payments shall begin on the
17    day following the  participant's  or  annuitant's  death  and
18    continue  until  the  child  marries,  dies,  or is no longer
19    disabled.  If the child is in the care of a surviving  spouse
20    who is eligible for survivors insurance benefits, the child's
21    benefit  may  be  paid  to  the  surviving  spouse.   For the
22    purposes of  this  Section,  disability  means  inability  to
23    engage  in  any substantial gainful activity by reason of any
24    medically determinable physical or mental impairment that can
25    be expected to result in death or that has lasted or  can  be
26    expected  to  last  for  a  continuous period of at least one
27    year.
28        (d)  Each dependent parent of a deceased participant,  or
29    of  a  deceased  annuitant  who  did  not  take  a  refund or
30    additional  annuity  consisting  of   accumulated   survivors
31    insurance  contributions,  shall  receive a survivors annuity
32    equal to the sum of (1) 20% of final rate  of  earnings,  and
33    (2)  10%  of  final rate of earnings divided by the number of
34    parents who qualify for the benefit.   Payments  shall  begin
 
                            -16-               LRB9205287EGfg
 1    when  the  parent  reaches  age  55  or the day following the
 2    participant's or annuitant's death, whichever is  later,  and
 3    continue until the parent dies.  Remarriage of a parent prior
 4    to  attainment  of age 55 shall disqualify the parent for the
 5    receipt of a survivors annuity.
 6        (e)  In addition to the survivors annuity provided above,
 7    each survivors insurance beneficiary shall, upon death of the
 8    participant or annuitant,  receive  a  lump  sum  payment  of
 9    $1,000 divided by the number of such beneficiaries.
10        (f)  The  changes  made  in  this  Section  by Public Act
11    81-712  pertaining  to  survivors  annuities  in   cases   of
12    remarriage  prior  to  age  55  shall apply to each survivors
13    insurance beneficiary who  remarries  after  June  30,  1979,
14    regardless  of  the  date  that  the participant or annuitant
15    terminated his employment or died.
16        The change made to this Section by this amendatory Act of
17    the 91st General Assembly, pertaining to remarriage prior  to
18    age  55,  applies  without  regard  to  whether  the deceased
19    participant or annuitant was  in  service  on  or  after  the
20    effective  date  of  this  amendatory Act of the 91st General
21    Assembly.
22        (g)  On January 1, 1981, any person who was  receiving  a
23    survivors annuity on or before January 1, 1971 shall have the
24    survivors  annuity  then  being paid increased by 1% for each
25    full year which has elapsed from the date the annuity  began.
26    On  January  1,  1982, any survivor whose annuity began after
27    January 1, 1971, but before January 1, 1981, shall  have  the
28    survivor's  annuity  then being paid increased by 1% for each
29    year which has elapsed from the date the  survivor's  annuity
30    began. On January 1, 1987, any survivor who began receiving a
31    survivor's  annuity  on or before January 1, 1977, shall have
32    the monthly survivor's annuity increased by $1 for each  full
33    year  which has elapsed since the date the survivor's annuity
34    began.
 
                            -17-               LRB9205287EGfg
 1        (h)  If the  sum  of  the  lump  sum  and  total  monthly
 2    survivor  benefits  payable under this Section upon the death
 3    of a participant amounts to less than the sum  of  the  death
 4    benefits  payable  under items (2) and (3) of Section 15-141,
 5    the difference shall be paid in a lump sum to the beneficiary
 6    of the participant who  is  living  on  the  date  that  this
 7    additional amount becomes payable.
 8        (i)  If  the  sum  of  the  lump  sum  and  total monthly
 9    survivor benefits payable under this Section upon  the  death
10    of  an annuitant receiving a retirement annuity or disability
11    retirement annuity amounts to less  than  the  death  benefit
12    payable under Section 15-142, the difference shall be paid to
13    the  beneficiary  of  the annuitant who is living on the date
14    that this additional amount becomes payable.
15        (j)  Effective on the later of (1) January  1,  1990,  or
16    (2)  the  January  1  on  or next after the date on which the
17    survivor annuity begins, if the deceased  member  died  while
18    receiving  a  retirement  annuity,  or in all other cases the
19    January 1 nearest the  first  anniversary  of  the  date  the
20    survivor  annuity  payments  begin, every survivors insurance
21    beneficiary shall receive an increase in his or  her  monthly
22    survivors annuity of 3%.  On each January 1 after the initial
23    increase, the monthly survivors annuity shall be increased by
24    3%  of  the  total  survivors  annuity  provided  under  this
25    Article,   including  previous  increases  provided  by  this
26    subsection.  Such increases  shall  apply  to  the  survivors
27    insurance  beneficiaries  of  each participant and annuitant,
28    whether or not the employment status of  the  participant  or
29    annuitant  terminates  before  the  effective  date  of  this
30    amendatory  Act of 1990.  This subsection (j) also applies to
31    persons receiving  a  survivor  annuity  under  the  portable
32    benefit package.
33        (k)  If  the  Internal  Revenue Code of 1986, as amended,
34    requires that the survivors benefits be  payable  at  an  age
 
                            -18-               LRB9205287EGfg
 1    earlier  than  that  specified  in  this Section the benefits
 2    shall  begin  at  the  earlier  age,  in  which  event,   the
 3    survivor's  beneficiary shall be entitled only to that amount
 4    which is equal to the actuarial equivalent  of  the  benefits
 5    provided by this Section.
 6        (l)  The  changes made to this Section and Section 15-131
 7    by this amendatory Act of  1997,  relating  to  benefits  for
 8    certain  unmarried  children who are full-time students under
 9    age 22, apply without regard to whether the  deceased  member
10    was  in  service  on  or  after  the  effective  date of this
11    amendatory Act of 1997.  These changes do not  authorize  the
12    repayment  of  a refund or a re-election of benefits, and any
13    benefit or increase in benefits resulting from these  changes
14    is  not  payable  retroactively  for  any  period  before the
15    effective date of this amendatory Act of 1997.
16    (Source: P.A. 90-448, eff.  8-16-97;  90-766,  eff.  8-14-98;
17    91-887, eff. 7-6-00.)

18        (40 ILCS 5/16-143) (from Ch. 108 1/2, par. 16-143)
19        Sec.  16-143.  Survivors' benefits - other conditions and
20    limitations. The benefits provided under Sections 16-141  and
21    16-142,  shall be subject to the following further conditions
22    and limitations:
23        (1)  The period during which a member was in receipt of a
24    disability  or  occupational  disability  benefit  shall   be
25    considered as creditable service at the annual salary rate on
26    which the member last made contributions.
27        (2)  All  service  prior  to  July  24,  1959,  for which
28    creditable service is granted towards  a  retirement  annuity
29    shall be considered as creditable service.
30        (3)  No  benefits  shall be payable unless a member, or a
31    disabled member, returning to service, has made contributions
32    to the system for at least one month  after  July  24,  1959,
33    except  that an annuitant must have contributed to the system
 
                            -19-               LRB9205287EGfg
 1    for at least 1 year of  creditable  service  after  July  24,
 2    1959.
 3        (4)  Creditable   service   under  the  State  Employees'
 4    Retirement  System  of  Illinois,  the   State   Universities
 5    Retirement System and the Public School Teachers' Pension and
 6    Retirement Fund of Chicago shall be considered in determining
 7    whether   the   member   has   met   the  creditable  service
 8    requirement.
 9        (5)  If  an  eligible   beneficiary   qualifies   for   a
10    survivors'  benefit because of pension credits established by
11    the participant or annuitant in  another  system  covered  by
12    Article  20,  and the combined survivors' benefits exceed the
13    highest survivors' benefit payable  by  either  system  based
14    upon  the  combined  pension  credits, the survivors' benefit
15    payable by this system shall be reduced to that amount  which
16    when  added  to  the  survivors' benefit payable by the other
17    system would equal this highest survivors'  benefit.  If  the
18    other  system  has  a similar provision for adjustment of the
19    survivors' benefit, the  respective  proportional  survivors'
20    benefits  shall  be  reduced proportionately according to the
21    ratio  which  the  amount  of  each  proportional  survivors'
22    benefit bears to the aggregate of all proportional survivors'
23    benefits. If a  survivors'  benefit  is  payable  by  another
24    system  covered  by  Article  20,  and the survivor elects to
25    waive the monthly survivors' benefit and accept  a  lump  sum
26    payment  or  death  benefit in lieu of the monthly survivors'
27    benefit, this system shall, for the purpose of adjusting  the
28    monthly  survivors' benefit under this paragraph, assume that
29    the survivor  had  been  entitled  to  a  monthly  survivors'
30    benefit  which,  in  accordance with actuarial tables of this
31    system, is the actuarial equivalent of the amount of the lump
32    sum payment or death benefit.
33        (6)  Remarriage of a surviving spouse prior to attainment
34    of age 55 that occurs  before  the  effective  date  of  this
 
                            -20-               LRB9205287EGfg
 1    amendatory  Act  of the 91st General Assembly shall terminate
 2    his or her survivors' benefits until July 6, 2000.
 3        A surviving spouse  whose  survivors'  benefit  has  been
 4    terminated  due  to  remarriage prior to attainment of age 55
 5    may apply for reinstatement of that benefit.  The  reinstated
 6    benefit  shall  begin  to accrue on July 6, 2000, except that
 7    if, on July 6, 2000, the benefit is payable  to  an  eligible
 8    surviving  child  or  parent,  payment  of the benefit to the
 9    surviving spouse shall not be reinstated until the benefit is
10    no longer payable to any eligible surviving child or  parent.
11    The  reinstated  benefit shall include any one-time or annual
12    increases received prior to the date of termination, as  well
13    as  any  increases that would otherwise have accrued from the
14    date of  termination  to  the  date  of  reinstatement.    An
15    eligible  surviving  spouse  whose expectation of receiving a
16    survivors'  benefit  was  lost  due  to   remarriage   before
17    attainment  of age 50 shall also be entitled to reinstatement
18    under this subsection, but the resulting  survivors'  benefit
19    shall  not  begin  to  accrue  sooner than upon the surviving
20    spouse's attainment of age 50.
21        The changes change made to this item (6)  by  Public  Act
22    91-887  and  this  amendatory  Act  of  the 92nd 91st General
23    Assembly apply applies without regard to whether the deceased
24    member or annuitant was in service on or after the  effective
25    date  of  either  this  amendatory  Act  of  the 91st General
26    Assembly.
27        (7)  The benefits payable  to  an  eligible  child  shall
28    terminate  when  the eligible child marries, dies, or attains
29    age 18 (age 22 if a full-time student); except that  benefits
30    payable   to   a  dependent  disabled  eligible  child  shall
31    terminate only when the eligible child dies or ceases  to  be
32    disabled.
33    (Source: P.A. 90-448, eff. 8-16-97; 91-887, eff. 7-6-00.)
 
                            -21-               LRB9205287EGfg
 1        (40 ILCS 5/18-128) (from Ch. 108 1/2, par. 18-128)
 2        Sec.   18-128.    Survivor's  annuities;  Conditions  for
 3    payment.
 4        (a)  A survivor's annuity shall be payable upon the death
 5    of a participant while in service after June 30, 1967 if  the
 6    participant  had  at least 1 1/2 years of service credit as a
 7    judge, or upon death  of  an  inactive  participant  who  had
 8    terminated  service as a judge on or after June 30, 1967 with
 9    at least 10 years of service credit, or upon the death of  an
10    annuitant  whose  retirement becomes effective after June 30,
11    1967.
12        (b)  The surviving spouse of a  deceased  participant  or
13    annuitant  is  entitled  to a survivor's annuity beginning at
14    the date of death  if  the  surviving  spouse  (1)  has  been
15    married  to  the  participant  or  annuitant for a continuous
16    period of at least one year immediately preceding the date of
17    death, and (2) has attained age 50, or,  regardless  of  age,
18    has  in  his or her care an eligible child or children of the
19    decedent as provided under subsections (c) and  (d)  of  this
20    Section.  If the surviving spouse has no such child in his or
21    her  care and has not attained age 50, the survivor's annuity
22    shall begin  upon  attainment  of  age  50.   When  all  such
23    children of the deceased who are in the care of the surviving
24    spouse  no  longer  qualify  for  benefits  and the surviving
25    spouse is under 50  years  of  age,  the  surviving  spouse's
26    annuity shall be suspended until he or she attains age 50.
27        (c)  A  child's annuity is payable for an unmarried child
28    of an annuitant or participant so long as the  child  is  (i)
29    under  age  18, (ii) under age 22 and a full time student, or
30    (iii) age 18 or over if dependent by reason  of  physical  or
31    mental  disability.   Disability means inability to engage in
32    any substantial gainful activity by reason of  any  medically
33    determinable physical or mental impairment which can expected
34    to  result in death or which has lasted or can be expected to
 
                            -22-               LRB9205287EGfg
 1    last for a continuous period of not less than 12 months.
 2        (d)  Adopted children  shall  have  the  same  status  as
 3    natural  children,  but  only if the proceedings for adoption
 4    were commenced at least 6 months prior to the  death  of  the
 5    annuitant or participant.
 6        (e)  Remarriage prior to attainment of age 50 that occurs
 7    before  the effective date of this amendatory Act of the 91st
 8    General Assembly shall disqualify a surviving spouse for  the
 9    receipt of a survivor's annuity until July 6, 2000.
10        A  surviving  spouse  whose  survivor's  annuity has been
11    terminated due to remarriage prior to attainment  of  age  50
12    may  apply for reinstatement of that annuity.  The reinstated
13    annuity shall begin to accrue on July 6,  2000,  except  that
14    if,  on  July  6, 2000, the annuity is payable to an eligible
15    surviving child, payment of  the  annuity  to  the  surviving
16    spouse shall not be reinstated until the annuity is no longer
17    payable  to  any  eligible  surviving  child.  The reinstated
18    annuity  shall  include  any  one-time  or  annual  increases
19    received prior to the date of termination,  as  well  as  any
20    increases  that would otherwise have accrued from the date of
21    termination to  the  date  of  reinstatement.    An  eligible
22    surviving  spouse whose expectation of receiving a survivor's
23    annuity was lost due to remarriage before attainment  of  age
24    50  shall  also  be  entitled  to  reinstatement  under  this
25    subsection,  but  the  resulting survivor's annuity shall not
26    begin to accrue  sooner  than  upon  the  surviving  spouse's
27    attainment of age 50.
28        The  changes change made to this subsection by Public Act
29    91-887 and this amendatory  Act  of  the  92nd  91st  General
30    Assembly apply applies without regard to whether the deceased
31    judge was in service on or after the effective date of either
32    this amendatory Act of the 91st General Assembly.
33        (f)  The changes made in survivor's annuity provisions by
34    Public  Act 82-306 shall apply to the survivors of a deceased
 
                            -23-               LRB9205287EGfg
 1    participant or annuitant  whose  death  occurs  on  or  after
 2    August 21, 1981 and whose service as a judge terminates on or
 3    after July 1, 1967.
 4        The provision of child's annuities for dependent students
 5    under  age  22  by this amendatory Act of 1991 shall apply to
 6    all eligible students  beginning  January  1,  1992,  without
 7    regard  to  whether  the  deceased judge was in service on or
 8    after the effective date of this amendatory Act.
 9    (Source: P.A. 91-887, eff. 7-6-00.)

10        Section 99. Effective date.  This Act takes  effect  upon
11    becoming law.

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