---
kind: "section"
citation: "29 C.F.R. § 4233.8"
title: "29"
number: "4233.8"
heading: "Participant census data."
url: "https://uscodex.org/cfr/29/4233.8"
---

# §4233.8. Participant census data.


An application for partition must include a copy of the census data used for the projections described in § [4233.7(a)(3)](/cfr/29/4233.7.md?p=a-3) and [(5)](/cfr/29/4233.7.md?p=a-5), including:

- (a) **Participant type (retiree, beneficiary, disabled, terminated vested, active, alternate payee).**
- (b) **Date of birth.**
- (c) **Gender.**
- (d) Credited service for guarantee calculation (i.e., number of years of participation).
- (e) **Vested accrued monthly benefit before benefit suspension under section 305(e)(9) of ERISA.**
- (f) **Vested accrued monthly benefit after benefit suspension under section 305(e)(9) of ERISA.**
- (g) Monthly benefit guaranteed by PBGC (determined under the terms of the original plan without respect to benefit suspensions).
- (h) Benefit commencement date (for participants in pay status and others for which the reported benefit is not payable at Normal Retirement Date).
- (i) **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 (before and after suspension) 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.**
    - (iv) For a form of payment not otherwise described in this section, the data necessary for the valuation of the form of payment, including the benefit amount before and after suspension.
- (j) If an actuarial increase for postponed retirement applies or if the form of annuity is a Social Security level income option, the monthly vested benefit payable at normal retirement age in normal form of annuity.

## Notes

### Amendments

[80 FR 79694, Dec. 23, 2015]

### Authority

Authority: 29 U.S.C. 1302(b)(3), 1413.

### Source

Source: 80 FR 35229, June 19, 2015, unless otherwise noted.

### Amendments

[80 FR 79694, Dec. 23, 2015]