---
kind: "section"
citation: "29 C.F.R. § 4231.16"
title: "29"
number: "4231.16"
heading: "Participant census data for financial assistance merger."
url: "https://uscodex.org/cfr/29/4231.16"
---

# §4231.16. Participant census data for financial assistance merger.


A request for a financial assistance merger must include a copy of the census data used for the projections described in [§ 4231.15(c) through (e)](/cfr/29/4231.15.md?p=c..e), including:

- (a) **Participant type (retiree, beneficiary, disabled, terminated vested, active, alternate payee).**
- (b) **Gender.**
- (c) **Date of birth.**
- (d) Credited service for guarantee calculation (i.e., number of years of participation).
- (e) **Vested accrued monthly benefit.**
- (f) **Monthly benefit guaranteed by PBGC.**
- (g) Benefit commencement date (for participants in pay status and others for which the reported benefit will not be payable at normal retirement age).
- (h) **For each participant in pay status—**
  - (1) Form of payment, and
  - (2) **Data relevant to the form of payment, including—**
    - (i) For a joint-and-survivor benefit, the beneficiary's benefit amount and the beneficiary's date of birth;
    - (ii) For a Social Security level income benefit, the date of any change in the benefit amount, and the benefit amount after such change;
    - (iii) For a 5-year certain or 10-year certain benefit (or similar benefit), the relevant defined period; or
    - (iv) For a form of payment not otherwise described in this section, the data necessary for the valuation of the form of payment.
- (i) If an actuarial increase for postponed retirement applies, or if the form of annuity is a Social Security level income benefit, the monthly vested benefit payable at normal retirement age in normal form of annuity.

## Notes

### Authority

Authority: 29 U.S.C. 1302(b)(3)

### Source

Source: 83 FR 46653, Sept. 14, 2018, unless otherwise noted.