How To Fill Out Civil Service Retirement System Form

Use the standard retirement forms listed below to complete your bundle and use for retirement. Your agency may have other clearance, personal holding transfers, and security forms that must exist completed. If you don't consummate the local clearance forms your first retirement check will be withheld until yous turn it in with your keys, cell phone, and other property that was assigned to you lot including your government credit card. If you and your family were enrolled in a group health insurance programme for the last five years your enrollment will automatically continue. Helpful publications are too listed beneath.

Many agencies are now refusing to accept retirement application forms that have corrections on them where the bidder either lined or crossed out the data and annotated the correct information higher up or beside the correction. They now require you to submit a course without and corrections. Apply the pdf backup forms which are easy to better. If you do take a difficult copy and make a correction you may have to resubmit the document; only submit forms that are fault free.

Retirement Forms Card

Forms
Applying For Retirement
- Required Retirement Application Forms
Your Retirement Date (Don't misfile your retirement date with your date of Separation)
- 2021 Go out & Schedule Excel Chart
Publications
Retiree Master Contact Listing (Print a copy for your records)
Direct Deposit Enrollment & Changes (SF-1199A Instructions) (Straight eolith enrollment & grade)
- Direct Deposit Changes – Updated Procedures (1/iv/2019)
How to obtain copies of your DD-214 military service records
Helpful Guidance
- How to Avoid Retirement Processing Delays (Article past Dennis Damp)
- Could Your Survive on Interim Retirement Bank check Payments?

Your Retirement Date

Don't misfile your "Retirement Engagement" with your "Date of Final Separation" that you list in block 2, Department B of either the SF-2801 CSRS Retirement Application or SF-3107 FERS Retirement Application forms. This can have a major touch on your start COLA adjustment. If you look at either forms block 2 of Department B reads "Date of Last Separation," not "Date of Retirement." When yous think about this is makes sense. Your retirement starts the solar day after yous separate. Review our section on COLAs to come across what date would be best for you.

Applying For Retirement

To apply for federal retirement and to qualify for payments from the Civil Service Retirement Arrangement (CSRS) or the Federal Employees Retirement Organization (FERS), you must submit a retirement application, Standard Form 2801 Application for Immediate Retirement (CSRS) or Standard Form 3107 (PDF file) Application for Firsthand Retirement (FERS).

Both the personnel and payroll office in your agency, and OPM are responsible for processing your annuity claim. All three work together to provide the information needed to perform the final adjudication of their retirement.

Delays in processing can be reduced past submitting your application several months in advance of your departure date and by reviewing your Electronic Official Personnel Folder (eOPF) to ensure information technology includes all of your service fourth dimension from all sources. Some agencies may however simply have hard copies of your OPF and you will take to request they send information technology to your supervisor so that you can review information technology. Submitting your paperwork early allows the personnel and payroll offices to complete their review and actions earlier your retirement date.

Where to Ship Your Application

If you are still working, submit it to your employer, the before the better. If you lot accept been separated from federal service for more than xxx days, submit your application to:

the U.S. Function of Personnel Direction (OPM)
U.S. Role of Personnel Direction
Retirement Operations Middle
Post Office Box 45
Boyers, PA 16017

Forms

These forms are in PDF format and y'all must have the PDF reader to view them. Y'all tin can fill them out on your computer, yet, you can't save the form with the information on them unless yous have the total version of Adobe Acrobat Reader. You can impress out the blank forms and compete them by paw if you then desire. I suggest that you have all of the data you demand in forepart of you when you exercise the forms so you tin impress them out that day. You will need your spouse's social security number, military discharge information, etc. Review the form thoroughly earlier starting.

You will need the PDF ADOBE reader to view and complete these forms. Click on the Adobe Reader graphic to download a free reader. Visit https://opm.gov/forms/ for additional forms and guidance. It is of import to use the most current forms that are bachelor. Always bank check the OPM spider web site before completing these forms to verify that you have the latest version.

Apply these forms to use for retirement through the federal government's Ceremonious Service Retirement System (CSRS) & the Federal Employees Retirement System (FERS). You can also complete you FEGLI elections, and brand deposits or redeposits if necessary. The PDF forms can be filled in on your computer and printed out.

Publications

OPM Publications

CSRS & FERS Retirement System Handbook

IRS Publications

The publication links that follow will take you lot to the IRS web site where y'all can select the most electric current publication you desire from the list provided. The IRS publications listed beneath are available from this link:

IRS Publications (Click this link for the IRS master publication list)

IRS Publication 721 - Revenue enhancement Guide to U.Due south. Ceremonious Service Retirement Benefits
IRS Publication 575 - Pension and Annuity Income
Publication 590 - Individual Retirement Arrangement (IRAs)
Publication 939 - Full general Rule for Pensions and Annuities

TSP Forms & Publications

Forms & Publications Index

SF-1199A Instructions (Direct Deposit)

If y'all are already receiving your federal do good payment by directly deposit, and would like to have your payments sent to a different account use the procedures that follow to make your change.

Directly Eolith Changes – Updated Procedures

To enroll in Direct Deposit or to change your enrollment to a new account, OPM needs to know the routing number of the fiscal institution and your account number. The fiscal institution volition provide this information. Once y'all accept your business relationship and routing numbers call OPM at one-888-767-6738 or 1-202-606-0500 to make this change past phone or initiate it online through OPM'southward retirement organization. To procedure your request online you have to first found an business relationship using your Civil Service Annuity number.

How to Connect to OPM Retirement Services Online

To help y'all sign up for Directly Deposit, OPM provides the post-obit options:

Y'all can make your change on your online retirement business relationship at https://world wide web.servicesonline.opm.gov.
You can fax an SF 1199A form to 724-794-6633. This course tin be obtained from your financial institution.
Yous tin mail an SF 1199A form to OPM, Retirement Operations, PO Box 440, Boyers PA 16017-0440.
You tin can call OPM at 1-888-767-6738. Please be sure to accept your bank routing number and account number handy.

The financial institution can also submit a SF 1199A form, available from the Treasury Section, to OPM for processing your direct eolith. Utilize the new course dated Baronial 2012.

Form: Print a copy of the SF 1199A

Financial institutions must fax the form to 1-724-794-6633 or send the completed form for retirees to the address listed below, active federal employees have to provide the banking establishment with their agency'due south payroll office address.

U.S. Office of Personnel Management Federal Employees Retirement System
P.O. Box 440
Boyers, PA 16017-0440