Federal Employee's CSRS & FERS Federal Civil Service Retirement Forms & Resources
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 you turn it in with your keys, cell phone, and other property that was assigned to you including your government credit card. 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.
Many agencies are now refusing to accept retirement application forms that have corrections on them where the applicant either lined or crossed out the information and annotated the correct information above or beside the correction. They now require you to submit a form without and corrections. Use the pdf fill-in forms which are easy to amend. If you do have a hard copy and make a correction you may have to resubmit the document; only submit forms that are error free.
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.
CAUTION: If you have a SF 2801 CSRS retirement form that is older than the current June 2013 edition it can't be used. 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 2013, Previous editions are not usable. The SF-3107 for FERS employees was updated May 2014, use the newest version available when you submit you Application For Immediate Retirement.
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)
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. Use the new form dated August 2012.
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