This Portal is intended to make availability to our retirees, including surviving beneficiaries, relevant and up-to-date information about IDBG medical, pension and tax benefits. Additionally, this valuable resource provides tools that enable retirees to securely and efficiently access IDBG services.


Link to COVID-19 page



Click here for latest news on Pension Plans


Dear Participant in the IDB Group Retirement Plans:

Following the IDB Group’s decision that Headquarter Offices, Ashburn, and Country Offices, will be working remotely starting Monday, March 16, 2020, and until further notice, we want to remind you of all the resources that the Executive Secretariat of the Retirement Plans has available to serve our participants.

For active participants, please send any request to VPF/, contact a Pension Officer, or call (202) 623-3560; this line will remain available during business hours (Monday through Friday 9 am to 5:30 pm EST). Also, you can find valuable information in our VPF/SRP Intranet site.

For retired participants, please send any request to VPF/ or call (202) 623-3560, this line will remain available during business hours (Monday through Friday 9 am to 5:30 pm EST). Also, you can find valuable information in our Extranet and by accessing these links:

Access your RSS

Obtain your Payslip

Obtain a Pension Certificate

Obtain your Form 1099-R


For questions regarding the access or usage of the Retiree Self-Service, please send an email to PENSIONS@IADB.ORG or call our support line at (202) 312-4420 leaving a message including a phone number or email so we may contact you.


Please note that the request to submit the Certificate of Eligibility for Pension form has been postponed. We will inform you of the new date to present this Certificate in due time.


We would like to take this opportunity to provide you some details on the Plans’ assets in light of the volatility of the financial markets in recent weeks.


  • In 2019, the Plans achieved superior returns, averaging over 20% nominal and 17% real (after inflation and fees). 
  • The Plans are very well-funded from an actuarial perspective, with required contributions well below the rates that the Bank has contributed over the past five years.  As a result, the three largest plans have robust Stabilization Reserve fund investments, which are allocated to low-risk fixed income asset classes.
  • While the recent financial markets news has been dominated by equities declines, our retirement plans are invested in diversified asset classes, with total plan returns supported by many of the lower-risk, fixed income components. The asset diversification supports the Plans’ long-term ability to meet or exceed expected real returns.
    Our teams are fully prepared to continue providing a quality service.
    Executive Secretariat of the IDB Group Retirement Plans









Click here for latest news on the Medical Program

Coronavirus Briefing  - 03/02/2020

Dear retirees,


On Monday, March 2nd, Dr. James Phillips, MD, conducted a briefing on the current state of affairs of the novel coronavirus outbreak, currently known as COVID-19. During this event, Dr. Phillips explained what the coronavirus is, how it spreads, and what are the risks. Topics included the current international outbreak, precautions, and how to protect yourself and your family. 


Click here for the recording (English)




Applied Behavioral Analysis (ABA) Therapy is Now a Covered Benefit for Autism  - 12/20/2019


Dear members of the Medical Benefits Program,

After careful consideration, the IDB Administration has approved the inclusion of Applied Behavioral Analysis (ABA) therapy as a covered benefit for dependent children under 19 years of age  who have a formal diagnosis of autism, effectively immediately. This benefit will carry an annual limit of $40,000 for ABA services for each properly diagnosed child. Any costs for ABA therapy in excess of $40,000 annually will be the responsibility of the plan member. 

Plan members are strongly encouraged to contact Aetna International in advance of beginning ABA therapy to ensure that pre-treatment assessments to determine the proper treatment plan for the child and to confirm medical necessity for this type of therapy are completed. Completing these initial steps will assist in ensuring coverage of the requested services and payment of claims without delay. 

Members in the US will have access to Aetna’s specially trained Autism Advocates to assist with these pre-treatment steps. They can also assist in locating licensed in-network providers and in coordinating other resources for family support. As always, use of in-network providers is encouraged as the out-of-pocket cost of care will be less than when out-of-network providers are selected.  To connect with an Autism Advocate, members in the US should call 1-866-724-0604 (TTY: 711), Option 5.  Members desiring ABA therapy outside the US should call Aetna Member Services at 1-888-633-1055 and ask to be transferred to the IDB Care Team Manager for assistance in locating providers and establishing ABA therapy in their respective countries.  

This benefit will be covered at 90% in-network, or 80% of Reasonable & Customary charges out-of-network after the applicable deductible has been met for International Plan members; and at 50% for National Plan members.

If you have questions about this benefit, you may contact the Well-Being and Health Benefits Team at (202) 623-3090 or by e-mail at HRD/ 


Well-Being and Health Benefits Team 


News on the Medical Benefit Plan - 11/01/2019


Dear retirees,

The Administration of the Bank, under Policy OR-318 (“Medical Insurance Program Committee”), has revised the governance structure of the medical and life insurance programs to enhance its strategic management focus, as well as its collaborative efficiency on substantive medical insurance matters. As a result of this revision, as of November 1st, 2019, the former Review Committee of the Life and Medical Insurance Programs has been superseded by the new Medical Insurance Program Committee (MIPC) as an advisory committee of the IDB. This new governance structure involves the Presidents of the Staff and Retirees Associations, the Chief of the Social Protection & Health Division of the Social Sector, the Executive Secretary of the Staff Retirement Plans, the Division Chief of Accounting of the Finance Department, the Division Chief of the Controllership of the Inter-American Investment Corporation; and the Division Chief of the Compensation, Benefits, and HR Services of the Human Resources Department.  This constitutes a revision which enhances the governance process, and which does not affect the Program, access to its benefits, or its current administrators.

The MIPC will advise the HRD General Manager on proposals that could have a material impact on the medical insurance program in the areas of premiums, plan design, and eligibility. The existing procedures for escalating individual medical issues through the Employees Well-Being and Health Benefits Team will continue to be in effect. 

If you have any questions or concerns, please contact the Retirees Association.




Medicare Reimbursement Announcement


Dear IADB retirees,

Please note that in accordance with Article 12 of PE-333, if you are a Medicare Part B participant, you must submit your premium reimbursement claims to the P&A Group within 24 months of the date of the invoice with proof of payment attached; otherwise, unreimbursed Medicare Part B premium claims older than two (2) years will lapse and become ineligible for reimbursement.

If you have any questions about this policy or the P&A Group reimbursement program in general, please contact Carmen Sanabria for assistance at or calling (202) 623-3137.




Resource Guide for US Members - 02/08/2019


Aetna International Resource Guide (for USA)




New handbooks available - 2/7/2019


The Medical Benefits Handbooks provide detailed information about the medical, dental and vision plans. 



Implementation Update - 12/27/2018


Aetna International Resource Guide (for COF)




Information Session Updates - 07/24/2018






Information Session Updates - 06/28/2018


Aetna International Presentation

Express-Scripts Presentation

Quick Guide of How To for Portals and Apps




Aetna Welcome Packet


Please find the link below to Aetna Welcome kits for different countries:


Aetna Welcome Packet - US

Aetna Welcome Packet - Argentina

Aetna Welcome Packet - Brazil

Aetna Welcome Packet - Chile

Aetna Welcome Packet - Colombia

Aetna Welcome Packet - Guatemala

Aetna Welcome Packet - Mexico

Aetna Welcome Packet - Peru

Aetna Welcome Packet - Venezuela

Aetna Welcome Packet - Other Countries




Information Sessions for Retirees on the Transition of Administrators of the IDB Group’s Medical Benefits Program


Here is the presentation used for the information sessions.




New Medical Benefits Program Administrators

As announced to all IDB Group staff and retirees by e-mail, beginning July 1, 2018, the IDB Group will replace Cigna and Cigna IGO, the current administrators of our Medical Benefits Program, with new administrators. Aetna International will be the new administrator of the medical, dental, and vision program for all members residing in the U.S. and outside the U.S.  Members residing outside the U.S. will have access to Aetna network dentists and vision providers when in the U.S.


Express Scripts will be the new administrator for prescription drugs received in the U.S. and Puerto Rico. For prescriptions received outside the U.S. and Puerto Rico, Aetna International will be the new administrator. Members residing outside of the U.S. and Puerto Rico will have access to prescription drugs through Express Scripts when in the U.S. or Puerto Rico.


We’re committed to making this transition as smooth as possible for everyone. Please explore the sections below to learn more about the transition. If you have any questions, contact the IDB Group Health and Life Insurance Group at hrd/ or at +1 (202) 623-3090.


Please CLICK HERE  for following information:

  2. FAQs



Medicare Part D Announcement                                                                                         

Dear Retiree:

This letter serves as notice to all Medicare-eligible and Medicare participating retirees about your option NOT to participate in Medicare Part D coverage because the IDB health plan already provides pharmacy benefits for you and your eligible dependents.   


Please read this notice carefully and keep it where you can find it.  This notice has information about your current prescription drug coverage with the Inter-American Development Bank through Cigna and prescription drug coverage available for people with Medicare.  It also explains the options you have under Medicare prescription drug coverage and can help you decide whether or not you want to enroll.  At the end of this notice is information about where you can get help to make decisions about your prescription drug coverage.

  1. Medicare prescription drug coverage became available in 2006 to everyone with Medicare through Medicare prescription drug plans and Medicare Advantage Plans (like an HMO or PPO) that offer prescription drug coverage. All Medicare prescription drug plans provide at least a standard level of coverage set by Medicare. Some plans may also offer more coverage for a higher monthly premium. 
  2. The Bank’s Benefit Consultants have determined that the prescription drug coverage offered by the Inter-American Development Bank is, on average for all plan participants, expected to pay out as much as the standard Medicare prescription drug coverage will pay and is considered Creditable Coverage.



Because your existing coverage is on average at least as good as standard Medicare prescription drug coverage, you can keep this coverage and not pay extra if you later decide to enroll in Medicare prescription drug coverage.


The IDB Plan includes a prescription drug benefit for all participants. Benefits are provided for brand name and generic prescription drugs. The Plan pays 100% of the charges less the corresponding co-pays per the table below.



In the USA


Co-pay Retail

Co-pay Mail-order*


30-day supply

90-day supply




Formulary (preferred) Brand



Non-Formulary Brand






Outside the USA




Lifestyle drugs (e.g. erectile dysfunction, impotence) • Limit of 4 pills per month

* $0 mail order co-pay for generic and preferred brands, for preventive conditions only such as high blood pressure, high cholesterol, diabetes, asthma, osteoporosis, heart attack and stroke, and prenatal nutrient deficiency

Prescription drugs and medicines covered under the IDB Plan are those that are medically necessary and can be obtained only when prescribed by a Provider who is a physician or a dentist. (More information about the prescription drug benefit is available in the Insurable Benefits Handbook.)

Since the IDB Plan is, on average for all participants, expected to pay out at least as much as the standard Medicare prescription drug coverage will pay, current participants in the IDB Plan would not gain any additional prescription coverage by participating in a Medicare plan.

You may enroll for Medicare prescription drug coverage when you are first eligible for Medicare and each year from October 15th through December 7thHowever, if you lose your current creditable prescription drug coverage through no fault of your own, or if you decide to terminate your IDB coverage, you will be eligible for a two (2) month special enrollment period to enroll in a Part D plan.


Because your IDB plan is considered Creditable Coverage, if you decide to continue to participate in the IDB plan without enrolling in Medicare Part D at this time, you will not be subject to a late enrollment penalty if you enroll in Part D at a later date. 

If you decide to join a Medicare drug plan, your current IDB coverage will not be affected, but will pay secondary to Medicare.  If you drop your IDB coverage, you will not be able to get it back.

Keep in mind that if you drop your IDB coverage and go 63 days or longer without prescription drug coverage that’s at least as good as Medicare’s prescription drug coverage, your monthly premium will go up by at least 1% of the Medicare base beneficiary premium per month for every month that you did not have that coverage. For example, if you go nineteen months without creditable coverage, your premium will always be at least 19% higher than the Medicare base beneficiary premium. You may have to pay this higher premium as long as you have Medicare prescription drug coverage.  In addition, you may have to wait until the following October to enroll.

You will receive this notice annually and at other times in the future such as before the next period you can enroll in Medicare prescription drug coverage, and if this coverage through Cigna changes.  You also may request a copy.


More detailed information about Medicare plans that offer prescription drug coverage is in the “Medicare & You” handbook. You’ll get a copy of the handbook in the mail every year from Medicare.  You may also be contacted directly by Medicare prescription drug plans. For more information about Medicare prescription drug plans:


  • Visit
  • Call your State Health Insurance Assistance Program (see the inside back cover of the Medicare & You handbook for their telephone number) for personalized help,
  • Call 1-800-MEDICARE (1-800-633-4227). TTY users should call 1-877-486-2048.


For people with limited income and resources, extra help paying for Medicare prescription drug coverage is available.  Information about this extra help is available from the Social Security Administration (SSA) online at, or you can call them at 1-800-772-1213 (TTY 1-800-325-0778).



Remember:  Keep this Creditable Coverage notice handy.  If you enroll in one of the Medicare drug plans, you may be required to provide a copy of this notice when you join to show that whether or not you are required to pay a higher premium (a penalty). 




Best Doctors Renewal Announcement                                                                                          04/09/2018

Dear IDB Retirees,

After a successful pilot year, please be advised that IDB has decided to extend its contract with Best Doctors for another year.  As such, their services and resources will be available through the end of 2018. 

At the end of this year, the Bank will reassess the utilization and service value of this program to determine if it will be offered again in 2019.



Annual Meeting of the Review Committee of the IDB Group Life and Medical Insurance Programs


The Review Committee of the IDB Group’s Life and Medical Insurance Programs is pleased to announce its annual meeting to present and discuss its annual report for the year 2016. The report was distributed to members on December 29, 2017, and may be accessed and downloaded again via the following links: English | Spanish

 Committee members and representatives of the Human Resources Department will also be available to discuss the current status of the Medical Benefits Program.

Date: Tuesday, February 27, 2018

Time: 12:30 – 2:00 pm

Location: CR-2, 2nd Floor, IDBG Headquarters

Webex: Annual Report of the Review Committee of the Life and Medical Insurance Programs
Meeting number: 735 949 558 
Meeting link


Highlights of Benefits Updates

Effective Date 

Medical Insurance Program (International and National Staff)

· Institute criteria under which staff, and/or staff and spouse and/or children, that are under a waiver can enroll back in the program.

· Waiver for dependents- alternative coverage no longer needs to be comparable to the Bank’s plan.

Optional coverage after termination of service set at a maximum period of 5 months.

Please click following links for Staff Rule  PE-375  and  PN-8.03

August 1, 2017




click here for latest news on Tax Reimbursement

      2019 Tax Seminar for Retirees                                                                           10/10/2019

The Tax Administration Office held information sessions for Retirees on Thursday October 3rd, 2019. The sessions focused on the tax reimbursement process, highlights of the changes in the tax reimbursement policy and frequently asked questions. 
The presentation and video of the event are available on the links below.

•    Presentation link
•    Video link

IDB Tax Administration Office


     2018 Settlement Process Instructions and Forms                                            03/15/2019


The 2018 settlement process is now open. Instructions and forms for US Tax Residents and Non-US tax filers have been sent by email and regular postal service. The instructions and forms are also available here

The deadline for submitting the applicable required documents for the 2018 tax year is July 8, 2019

If you have any questions about this process, please contact

IDB Tax Administration Office


     2018 Forms 1099-R                                                                                              01/24/2019


Your 1099-R forms reporting the taxable IDB Group retirement income paid to you in 2018 has been mailed to your home address recorded in IDB Group systems, via the U.S. postal service.

Your 2018 Form 1099-R is also available electronically, and you may download it from Retiree Self Services by following the instructions in the Retirees IRS Form 1099-R Job Aid.  If you need instructions on how to use Retiree Self Services or if you would like to activate your account, please refer to these resources.  

If you choose to download your Form 1099-R, please review the “Retiree 1099R Instr with FATCA notice”, which includes instructions for reporting your IDB Group retirement income on your federal tax return and the annual notice concerning FATCA requirements for U.S. tax residents receiving Staff Retirement Plan benefits.  You are encouraged to forward these instructions to your tax return preparer (if you engage one) along with the form 1099-R  These instructions were also provided in hard copy along with the 1099-R that was mailed to you, via U.S. postal service.

If you do not receive your Form 1099-R in the mail in the next few days, or if you have questions about the form, please contact

IDB Tax Administration Office


Update on U.S Tax Reform and Changes to IDB Tax Reimbursement Policy       12/21/2018


Recent changes to the Bank regulation on “Reimbursement of Income Tax on Pensions” are effective beginning with the 2018 tax year.  You may download the text of the revised regulation from the Important Links Section or by clicking here.   The regulation change will not affect you if you are not paying taxes on your pension.

The revised regulation takes into consideration changes brought about by the recent U.S. tax reform legislation, and they more closely align the retiree and staff tax reimbursement processes.  Here are some highlights of the changes:

  • The standard deduction will be applied in calculating U.S. tax reimbursements regardless of the actual deductions claimed.  The standard deduction is the lowest possible deduction.   Previously, tax reimbursements were calculated based on the retiree’s actual deductions. 
  • Reimbursements of U.S income taxes will be calculated by applying any applicable expanded child tax credit for dependent children under age 17.  The expanded child tax credit was introduced by U.S. tax reform to replace federal exemptions.  Formerly, the calculation of U.S. tax reimbursements took into account the federal exemptions that staff could claim for themselves, a spouse, and any dependent children.    
  • In lieu of the current settlement process, retirees who are subject to U.S. taxes will annually need to provide certain data from their tax return, including information about spouse income, that will be used to finalize the tax reimbursement calculations for the preceding year.  They will also need to update this data as circumstances change, to ensure the accuracy of ongoing quarterly payments. 
  • For reimbursement of taxes imposed by countries other than the U.S., the regulation provide that reimbursements will be calculated by applying a methodology determined by the Bank that is consistent with the general principles that apply to U.S. tax reimbursements, while taking into account the particular rules and requirements of the applicable national tax system.

Recipients of U.S. tax reimbursements should keep in mind that U.S. tax reform may decrease or increase their income tax liability on their IDB Group retirement income, and this will in turn be reflected in the amount of tax reimbursement they receive for 2018 and subsequent tax years.

During the first quarter of 2019, the Tax Administration Office will provide those who receive tax reimbursements with more information about the process for the coming year as well as details about an upcoming informational session regarding the changes. 

IDB Tax Administration Office