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2015 COLA Update

Federal retirees in the CSRS and FERS retirement systems may receive a COLA increase of 2% or more in 2015. Complete COLA information is available on this site. Active federal employee's pay may increase 3% in 2015 if administration's request is accepted by Congress.  

Retiree JOB Opportunities

Many job opportunities are available for federal retirees − and those planning to retire soon − to earn additional income in retirement. Our Jobs Board has updated listings targeted to federal retirees. Many companies seek out retired federal employees due to their government experience and contacts. You can also explore high paying opportunities for those that hold current Security Clearances.  

   

 

RETIREMENT FORMS

 
 

Federal Employee's CSRS & FERS Federal Civil Service Retirement
& Financial Planning Resources

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Updated 7/19/2014

 

  Use the standard retirement forms listed below to complete your package. Your agency may have other clearance, personal property transfers, and security forms that must be completed. If you don't complete the local clearance forms your first retirement check will be withheld until they are turned in. 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 listed below.

CAUTION: If you have a SF 2801 CSRS retirement form that is older than the current June 2007 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 2007, Previous editions are not usable. 
Retirement Forms Menu

 

 

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.

Forms

 

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.

Annuity Assistance

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.  

  • IRS Change of Address Form 8822
  • R1 92-19 Application for Deferred or Postponed FERS Retirement (May 2012)
  • OMB No. 3206-0194 FERS Annuity Supplement Report
  • RI20-97 (Estimated Earnings During Military Service)
  • SF-1152 (Beneficiary Designation for Unpaid Compensation)
  • SF-1199A Revsied Form SF 1199A (Instructions, Mailing Address & Form - August 2012)
  • OPM Form 1496 A Revised May 20121496A OPM Form - Application for Deferred or Postponed CSRS Retirement (May 2012)
  • SF 2800 (Application for Death Benefits) CSRS
  • SF 2801 (CSRS Retirement Application) June 2007, Previous editions aren't usable.
  • SF-2802 (Application for Refund of Retirement Deductions CSRS)
  • SF 2803 (Application to Make Deposit or Redeposit) CSRS
  • SF-2808 (Designation of Beneficiary CSRS)
  • SF 2817 (Federal employees use this form to sign up for or cancel life insurance coverage)
  • SF 2818 (FEGLI Federal employees who are retiring or receiving compensation payments use this form to indicate their choices for continuing their life insurance coverage)
  • SF 2823 (FEGLI Beneficiary Election Form)
  • SF-3102 (Designation of Beneficiary, Federal Employees Retirement System)
  • SF 3104 (Application for Death Benefits) FERS
  • SF-3107 Form Update SF 3107 (FERS Retirement Application) Revised May 2012 - fill in form
  • SF 3108 (Application to Make Service Credit Payment) FERS
  • SF 3112 (CSRS) Disability Retirement From
  • SS-5 (Social Security Card Application Form) Replacement or original
  • Medicare Income Adjustment SS-44 Form SS-44 (Medicare Income-Related Monthly Adjustment Amount - Life-Changing Event)
  • TSP-1 (Use this form to start, stop, or change the amount of your contributions to the TSP)
  • TSP-1-C (TSP Catch-Up Contribution Election)
  • TSP-3 (Designation of Beneficiary)
  • TSP-9 (Change in Address for Separated Participant)
  • TSP-15 (Change in Name for Separated Participants)
  • TSP-17 (Information Relating to Deceased Participant)
  • TSP-70 (Request for Full Withdrawal)

 

Publications

 
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

SF-1199A Instructions (Direct Deposit)

 

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. Use the new form dated August 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 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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