Form 14035 - Pilot Questionnaire For Governmental Plans Initiative Page 15
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24Pilot Questionnaire for Governmental Plans Initiative
ii. What are the conditions that must be met in order to receive such a benefit?
f. Survivor Benefits:
i. What is the basic benefit formula used?
ii. What are the conditions that must be met in order to receive such a benefit?
g. Lump Sum Death Benefits:
i. What is the basic benefit formula used?
ii. What are the conditions that must be met in order to receive such a benefit?
28. Does the Plan provide for post-retirement benefit adjustments such as an automatic cost-of-living
adjustment (COLA) to retired Plan participants?
Yes
No
29. If you answered “Yes,” to question 28, is it:
Guaranteed
Ad-Hoc
14035
Form
(Rev. 02-2009)
Catalog Number 52098A
Page 15
Department of the Treasury - Internal Revenue Service
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