Federal Employee's CSRS & FERS Federal Civil Service Retirement
& Financial Planning Resources
Use the standard retirement forms that are provided here to complete your
package. You will need a number of forms including the SF 2801
(New June 2007 edition) for
CSRS or the SF 3107 (Revised June 2006) 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.
CAUTION: If you have a SF 2801 CSRS retirement form that is
older than the June 2006 edition you cannot use it. Check the form you have
on your computer and make sure it is listed in the lower right hand corner
of the page "Revised June 2006." You can print and save this new pdf fill
inform on your any computer that has Adobe PDF reader installed. Both of the
retirement forms are updated versions on this web site.
Retirement Forms Menu
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.
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.
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.
- RI20-97 (Estimated Earnings During
Military Service)
- SF 1199A (Instructions, Mailing
Address & Form)
-
SF 2800 (Application for Death Benefits) CSRS
- SF 2801 (CSRS Retirement
Application) June 2007, Previous editions aren't usable.
- SF 3107 (FERS Retirement
Application) Revised June 2006 - fill in form
- SF 2818 (FEGLI Life Insurance
election)
-
SF 3104 (Application for Death Benefits) FERS
- SF 3108 (Application to Make
Service Credit Payment) FERS
- SF 2803 (Application to Make
Deposit or Redeposit) CSRS
OPM Publications
IRS 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. The
IRS publications listed below are available from this link:
IRS Publications (Click this link for the IRS master publication list)
- IRS
Publication 721 - Tax Guide to U.S. Civil Service Retirement Benefits
- IRS
Publication 575 - Pension and Annuity Income
- Publication 590 - Individual Retirement Arrangement (IRAs)
- Publication 939 - General Rule for Pensions and Annuities
TSP Forms & Publications
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 or
1-202-606-0500 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
from the Treasury Department, to OPM for processing your direct deposit.
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 institution with their agency's payroll office address.
U.S. Office of Personnel Management Federal Employees Retirement System
P.O. Box 45
Boyers, PA 16017-0045
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