Posted on Friday, 27th January 2017 by

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OPM issued a “Benefits Administration Letter,” number 16-102, announcing that “effective immediately, we will not accept corrections (scratch-outs, white-outs, line-outs, or any other type of correction actions) in the named Sections on the following forms. New forms must be completed in lieu of any alterations to previously entered information.”

A manually corrected retirement application could delay disbursement of the applicant’s annuity and lump sum payments. Most of the new forms are PDF and the information can be reentered on your desk or laptop computers. Unfortunately, in many cases,  you can’t save completed fill-in forms.  Don’t manually line out or correct the noted sections on the following list of forms:

Civil Service Retirement System (CSRS) Forms

  • CSRS Immediate Retirement Application, SF 2801: Section F- Annuity Election
  • CSRS Immediate Retirement Application, SF 2801-2: Spouse’s Consent to Survivor Election
  • CSRS Deferred Application OPM Form 1496A: Section C- Annuity Election
  • CSRS Deferred Application OPM Form 1496A: Schedule A- Election of Former Spouse Survivor Annuity or Combination Current/Former Spouse Annuity
  • CSRS Deferred Application OPM Form 1496A: Schedule B- Spouse’s Consent to Survivor Election
  • Designation of Beneficiary SF 2808 (CSRS) Sections B and C

Federal Employees Retirement System (FERS) Forms

  • FERS Immediate Retirement Application, SF 3107: Section D- Annuity Election;
  • FERS Immediate Retirement Application, SF 3107-2: Spouse’s Consent to Survivor Election
  • Application for Deferred/Postponed Retirement FERS, RI 92-19: Section F-Annuity Election
  • Application for Deferred/Postponed Retirement FERS, RI 92-19: Schedule A-Spouse’s Consent to Survivor Election
  • Designation of Beneficiary SF 3102 (FERS): Sections B and C

Federal Employees Group Life Insurance Forms

  • Continuation of Life Insurance Coverage (SF 2818): Items 7-14
  • Designation of Beneficiary for FEGLI (SF 2823): Sections B, C, and D

Helpful Retirement Planning Tools

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Last 5 posts by Dennis Damp

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    Posted in ANNUITIES / ELIGIBILITY, BENEFITS / INSURANCE, RETIREMENT CONCERNS, SURVIVOR INFORMATION | Comments (0)


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