Taxation of Death Benefit Dues Calculator

This calculator determines the imputed income, if any, that must be reported on members' W-2 forms for death benefits coverage through the Benefits Plan.

This calculator is for members enrolled in the Death and Disability Plan. To calculate the taxation of death benefits for members not enrolled in the Death and Disability Plan contact the Board of Pensions at 800-PREPLAN (800-773-7752) (TTY: 711).

Is the member enrolled in the Death and Disability Plan? *

Tax Year *

Employment Classification *

Employment Status *

Hours Worked Per Week *

Did the member work a full calendar year? *

First day member worked in the tax year selected *

Last day member worked in the tax year selected *

Did the member’s total annual effective salary change during the year? *

Total Annual Effective Salary *

Total Annual Effective Salary at beginning of tax year *

Total Annual Effective Salary after change *

Effective date of Current Annual Effective Salary *

Does the member have eligible dependents? *

Date of Birth *

Additional Employer-Paid Death Benefits

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Fields with an * are required
Click the ? for an explanation of the field

If a member married or divorced during the year, and this resulted in a change in eligibility for the lump-sum death benefit, you will need to do two separate calculations for this member based on the number of months eligible for the benefit.