Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

Where can I find the UP-1984 Mortality Table that is mentioned in IRS Notice 89-25?

April 26, 2017IRS mentioned mortality Notice Table

1

Posted

Where can I find the UP-1984 Mortality Table that is mentioned in IRS Notice 89-25?

1 Answer

0

Posted

You can find the UP-1984 Mortality Table at the Society of Actuaries website. See the instructions below. Go to the Society of Actuaries website at http://www.soa.org/ There’s a graphic map in the large frame that shows up… click on “libraries.” Search for “mortality tables” and download Table Manager (tblmgr11.zip) and the annuity database (qx_ann9.zip). UP-1984 is in the annuity database, which you’ll have to load. Then click on view and you can view the mortality tables; or you can click on EXT (extract) and extract the table to either a Lotus wk1 sheet or to a text file. Once you have the UP-1984 Mortality Table you still have to convert it into an annuity factor. This is a fairly complex calculation. Retire Early has developed an Excel spreadsheet that makes this calculation. You can download it free, click here.