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FEDERAL EMPLOYEE'S
CSRS / FERS
RETIREMENT FORMS
Practical Issues,
Planning and Guidance for Federal Employees.
Use the standard retirement forms that
are provided here to complete your package. You will need a number of forms
including the SF 2801 for CSRS or the
SF 3107 for
FERS. The FEGLI insurance
election form SF 2818 is also included. Other forms
such as the SF 1199A are used by financial
institutions to direct deposit your annuity into your checking account. Your local agency may have other
clearance, personal property transfers, and security forms that you must
complete. If you don't complete the local clearance forms your first
retirement check will be with held until they are properly completed. If you
and your family were enrolled in a group health insurance program for the
last five years your enrollment will automatically continue. Helpful
publications are also provided.
Your
Retirement Date
Don’t confuse your “Retirement Date” with your “Date of Final
Separation” that you list in block 2, Section B of either the SF-2801
CSRS Retirement Application or SF-3107 FERS Retirement Application forms.
This can have a major impact on your first COLA adjustment. If you look at
either forms block 2 of Section B reads “Date of Final Separation,” not
"Date of Retirement." When you think about this is makes sense. Your
retirement starts the day after you separate. Review our section on
COLAs to see what date would be best for
you.
These forms are in PDF format and you
must have the PDF reader to view them. You can fill them out on your
computer, however, you can't save the form with the data on them unless you
have the full version of Adobe Acrobat Reader. You can print out the blank
forms and compete them by hand if you so desire. I suggest that you have all
of the data you need in front of you when you do the forms so you can print
them out that day. You will need your spouse's social security number,
military discharge information, etc. Review the form thoroughly before
starting.
These forms are in PDF format. 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
http://opm.gov/forms/ for additional forms and guidance.
It is important to use the most current forms that are available. always check
the OPM web site before completing these forms to verify that you have the
latest version.
Forms
Use these forms to apply for retirement through the
federal government's Civil Service Retirement System (CSRS) & the Federal
Employees Retirement System (FERS). You can also complete you FEGLI
elections, and make deposits or redeposits if necessary. The PDF forms can
be filled in on your computer and printed out.
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RI20-97
(Estimated Earnings During Military Service)
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SF
1199A (Instructions and Mailing Address)
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SF 2801
(CSRS
Retirement Application)
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SF 3107
(FERS
Retirement Application)
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SF 2818
(FEGLI
Life Insurance election)
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SF 3108
(Application to Make Service Credit Payment) FERS
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SF 2803 (Application to Make
Deposit or Redeposit) CSRS
Publications
The publication links that follow will take you to the
IRS web site where you can select the most current publication you desire
from the list provided. All IRS publications are available from these links.
SF-1199A Instructions
To enroll in Direct Deposit or to change
your enrollment to a new account, OPM needs to know the routing number of
the financial institution and your account number. The financial institution
will provide this information. Once you have your account and routing
numbers call OPM at 1-888-767-6738 to make this change by phone or initiate
it online through OPM's retirement system at
http://www.servicesonline.opm.gov. To process your request online you
have to first establish an account using your Civil Service Annuity number.
The financial institution can also submit
a SF 1199A form, available at the financial institution, to OPM for
processing your direct deposit. Financial institutions must send the
completed form to:
U.S. Office of Personnel Management
Federal Employees Retirement System
P.O. Box 45
Boyers, PA 16017-0045
Visit
http://federaljobs.net for other helpful forms.
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