Matching Optional Forms of Payment to Payment Types

The following table shows the payment types produced by the various optional forms of payment:

Form	No Beneficiary	Spouse Beneficiary	Non-spouse Beneficiary	Two Beneficiaries
Certain Only	Retiree Amount	NA	NA	NA
Joint and Survivor	NA	Retiree Amount Plan Beneficiary Amount	Retiree Amount Non-spouse Beneficiary Amount	Retiree Amount Plan Beneficiary Amount Non-spouse Beneficiary Amount
Life Annuity	Retiree Amount	NA	NA	NA
Level Income Option	Retiree Amount	Retiree Amount Plan Beneficiary Amount	Retiree Amount Non-spouse Beneficiary Amount	Retiree Amount Plan Beneficiary Amount Non-spouse Beneficiary Amount
Last to Survive Annuity	NA	Retiree Amount Survivor Amount	Retiree Amount Survivor Amount	Retiree Amount Plan Beneficiary Amount Survivor Amount
Lump Sum	Retiree Amount	NA	NA	NA
Pop Up Annuity	NA	Retiree Amount Pop Up Amount Plan Beneficiary Amount	Retiree Amount Pop Up Amount Non-spouse Beneficiary Amount	Retiree Amount Pop Up Amount Plan Beneficiary Amount Non-spouse Beneficiary Amount
Reversionary Annuity	NA	Plan Beneficiary Amount	Non-spouse Beneficiary Amount	Plan Beneficiary Amount Non-spouse Beneficiary Amount
Spouse Demonstration Joint & Survivor	NA	Retiree Amount Plan Beneficiary Amount	Retiree Amount Plan Beneficiary Amount	Retiree Amount Plan Beneficiary Amount

There are different payment forms, depending on whether a beneficiary is a spouse. In the table above, the examples in the Two Beneficiaries column indicate that there is an automatic benefit paid to the spouse when the retiree dies, and another survivor benefit paid to a non-spouse when the retiree dies.