Resources for Federal Employees

We are pleased to provide these helpful resources for our clients and prospective clients. Please contact our office with any questions concerning the forms provided below.

CSRS Retirement Forms and Pamphlets

SF-2801 Application for Retirement (Must be Completed)

CSRS logoIf you are a current Federal or Postal Service employee covered by the Civil Service Retirement System and you wish to apply for retirement with an immediate annuity (annuity commencing within one month after the date of separation on which title to the annuity is based), this package is for you! If you are covered by the Federal Employees Retirement System, you must use SF 3107 to apply for an immediate annuity retirement. VIEW OR PRINT SF-2801

W-4P Withholding Certificate for Pension or Annuity Payments

document icon

Form W-4P is for U.S. citizens, resident aliens, or their estates who are recipients of pensions, annuities (including commercial annuities),
and certain other deferred compensation. Use Form W-4P to tell payers the correct amount of federal income tax to withhold from your payment(s). You also may use Form W-4P to choose (a) not to have any federal income tax withheld from the payment (except for eligible rollover distributions or for payments to U.S. citizens to be delivered outside the United States or in possessions) or (b) to have an additional amount of tax withheld. VIEW OR PRINT W-4P

SF-2817 Life Insurance Election

FEGLI logo

Complete this form :

When you first become eligible for FEGLI you may (1) elect Basic and any or all of the options,
(2) elect Basic but waive all of the options, or (3) waive all life insurance coverage. If you are changing
a previous election, see the back of Part 3 – Employee Copy.

REVIEW AND PRINT SF-2817

SF-2818 Continuation of Life Insurance (complete if you have Life Insurance)

FEGLI logo

Complete this form :

  • When you retire, or
  • When you are receiving compensation payments from the (Office of Workers’ Compensation Programs Department of Labor) and your FEGLI coverage as employee ends.

REVIEW AND PRINT SF-2818

FERS Retirement Forms and Pamphlets

SF-3107 Application for Retirement (Must be Completed)

fers logo

This application is for you if you are a Federal employee covered by the Federal Employees Retirement System (FERS) and you wish
to apply for retirement with an immediate annuity. You should use this application if you want to apply for an annuity which will
begin within 30 days of your separation from Federal service. VIEW AND PRINT FORM

W-4P Withholding Certificate for Pension or Annuity Payments

document icon

Form W-4P is for U.S. citizens, resident aliens, or their estates who are recipients of pensions, annuities (including commercial annuities),
and certain other deferred compensation. Use Form W-4P to tell payers the correct amount of federal income tax to withhold from your payment(s). VIEW OR PRINT W-4P

SF-2818 Continuation of Life Insurance (complete if you have Life Insurance)

fers logo

Complete this form :

  • When you retire, or
  • When you are receiving compensation payments from the Office of Workers’ Compensation Programs Department of Labor) and your FEGLI coverage as employee ends.

REVIEW AND PRINT SF-2818

Pamphlets for Retirees and Annuitants

Information for Retirees and Survivor Annuitants

US office of personnel management

This pamphlet contains information about the Federal Employees Health Benefits Program. Refer to it when you or your family have questions about this program. VIEW AND PRINT

Information for FERS Annuitants

US office of personnel management

The Federal Employees Retirement System (FERS) retirement package is made up of benefits from three sources. You may be entitled to benefits from Social Security, Thrift Savings Plan, or Federal Employees Retirement Basic Benefits. VIEW AND PRINT

Life Events & Your Retirement and Insurance Benefits for Annuitants

US office of personnel management

Instructions for contacting CSRS and FERS in the event of any life events.

VIEW AND PRINT

Information for Retirees and Their Families, Federal Employees’ Group Life Insurance

US office of personnel management

This pamphlet contains important information for retired Federal employees about rights and benefits as an annuitant under the Federal Employees’ Group Life Insurance Program. VIEW AND PRINT

Tip:  Once your forms are received by OPM, your assigned Retirement Counselor will review your application for completeness, contact you to confirm receipt, and discuss any issues or questions you may have.

OPM issues monthly interim payments of approximately 60 to 80 percent of the annuity computation within 6 to 8 weeks of retirement.  These payments continue until final adjudication is complete.  Because OPM is backlogged in the processing of retirement cases for all of their customers – you may remain in interim pay status from 4 to 6 months.  Once your annuity has been finalized your annuity payments will be set to 100% and OPM will reimburse you for any funds that are due you.  If you do not receive an interim payment within 8 weeks, call OPM toll-free 1-888-767-6738.  After your retirement date, OPM will be able to provide you guidance on any additional retirement questions you might have.

To contact OPM, you can call 1-88 US OPM RET (1-888-767-6738) or for hearing impaired customers 1-800-878-5707 (TDD).