Retirement Forms
CSRS Retirement Application: SF-2801
FERS Retirement application: SF-3107
For the CERTIFIED SUMMARY OF FEDERAL SERVICE:
CSRS complete pages 17-18 only
FERS complete pages 9-10 only
Fill out sections A&E only, and don’t sign it.
Turn it into HR.
If HR pushes back, let them know you can request this because of the verbiage at the top of the form, #2.
A possible alternative is to mail it straight to OPM. This method has not been verified, however.
U.S.Office of Personnel Management
1900 E Street, NW
Washington DC 20415-1000
Beneficary Forms
Training Authorization
SF-182 Training Authorization Form
Use this form to request your agency to pay for your time in our workshop instead of taking leave to attend.
Other Useful Resources
GRB Platform
Some agencies use the GRB, an internal online system, to print off retirement reports from HR.
Social Security
Create your personal My Social Security account.
FEHB Changes
FEHB: To make changes midyear to your FEHB because of a Qualifying Life Event (QLE), use OPM form 2809, the Health Benefits Election Form.
DD214 - For Military Members
Request a copy of your DD214 for buy-back calculations
Social Security
FEHB: Update your FEHB plan (links to the left)
Survivor Benefit Program: If you chose the to pay for the Survivor Benefit Program you can stop the payment from your pension check by filling out the Request for Change to Unreduced Annuity, form RI-20-120.
FEGLI: if you have Option C coverage, complete the Statement of Claim, Option C Family Life Insurance form.
FEDVIP: You may want to make changes to your dental and vision programs. Contact them at 1-877-888-3337
Beneficiary forms: Make sure these are updated (links above).
Have Questions Or Need To Get A Hold Of Us?
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This is NOT a sales call, but simply a chance for you to get specific answers for your retirement based on your actual numbers.
At the Federal Retirement Institute, we provide education and guidance to federal employees regarding their retirement benefits. Our aim is to ensure every federal employee has a clear plan in place to prepare for retirement and optimize their available benefits.
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