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Retirement Moves – Take These Steps Now!

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Moving is always stressful no matter if you are working or retired. My wife and I moved 11 times since we first married 47 years ago! Each move had its own unique issues that we had to handle at different times in our lives.  If you are retired there are a number of actions that you must take to maintain your federal retirement benefits and it helps to have a checklist to walk you through the process. Registering for OPM’s Online services [2] can assist you with this process. You can take care of a number of key issues there including changing your mailing address and direct deposit information, and change your state tax withholding if applicable. It only takes a few minutes online.

If you are planning a move keep a copy of the following checklist to help you along the way.  Forward this article to others that you know are planning a move.

Moving Checklist

Prior to Moving

After Moving

(OPM) Office of Personnel Management (Retirement Support Site)

Retirees can call toll free 1-888-767-6738, TTY: 855-887-4957 weekdays between 7:40 a.m. to 5:00 p.m. (Eastern Time) Monday through Thursday and 8:30 a.m. to 3:00 p.m. (Eastern Time) Friday or email questions to retire@opm.gov [13] anytime to ask questions or request assistance with their personal retirement issues.

NOTE: There line is frequently busy, call early or late in the day to get through and you must have your retirement claim number or Social Security number available. When I get a busy signal I hang up and immediately click on speed dial to call again. I keep doing this until I get connected. I often have a 20 to 40 minute or longer wait when I call. OPM advises that “the internet is not a secure environment for transmitting personal information via email.” Replies via email typically take 15 days or more.

Web Address: http://www.opm.gov/retirement-services/ [14]

Mailing Address:

U.S. Office of Personnel Management
Retirement Operations Center
Post Office Box 45
Boyers, PA 16017

Download our FREE Retiree’s Master Contact List [10] and keep a copy with your retirement paperwork.

Helpful Retirement Planning Tools

Request a  Federal Retirement Report™ [15]  today if you would like to review your projected annuity payments, income verses expenses, FEGLI, and TSP projections.

Distribute these FREE tools to others that are planning their retirement

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Disclaimer: Opinions expressed herein by the author are not an investment or benefit recommendation and are not meant to be relied upon in investment or benefit decisions. The author is not acting in an investment, tax, legal, benefit, or any other advisory capacity. This is not an investment or benefit research report. The author’s opinions expressed herein address only select aspects of various federal benefits and potential investment in securities of the TSP and companies mentioned and cannot be a substitute for comprehensive investment analysis. Any analysis presented herein is illustrative in nature, limited in scope, based on an incomplete set of information, and has limitations to its accuracy. The author recommends that retirees, potential and existing investors conduct thorough investment and benefit research of their own, including detailed review of OPM guidance for benefit issues and for investments the companies’ SEC filings, and consult a qualified investment advisor. The information upon which this material is based was obtained from sources believed to be reliable, but has not been independently verified. Therefore, the author cannot guarantee its accuracy. Any opinions or estimates constitute the author’s best judgment as of the date of publication, and are subject to change without notice. The author explicitly disclaims any liability that may arise from the use of this material.

Last 5 posts by Dennis Damp