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
Beneficiary Forms
SF-3102 (CSRS & FERS) Designation of Beneficiary
SF-1152 Unpaid Compensation Designation of Beneficiary
SF-2823 FEGLI Designation of Beneficiary
TSP:Thrift Savings Plan Designation of Beneficiary (now completed online at tsp.gov)
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 References
GRB Platform
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.
If Your Spouse Passes
Survivor Benefit Program: If you chose the to pay for the Survivor Benefit Programyou 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).