Posted on Friday, 27th January 2017 by Dennis Damp

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

Request a  Federal Retirement Report™  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

• Retirement Planning Guide
  • Federal Retiree Job Opportunities
• Master Retiree Contact List (Important contact numbers and information)
• 2017 Leave and Schedule Chart (Excel chart tracks all leave balances. Use this chart to set target retirement dates.)
• 2017 Annuity Calculator (FREE Excel chart estimates annuity growth)

Last 5 posts by Dennis Damp

• Savings Bonds 2.0 – Tax Consequences & Recovering Lost Bonds - March 17th, 2023
• I and EE Savings Bonds – Safe, Simple, and Affordable - March 10th, 2023
• Federal Employee's Group Life Insurance - FEGLI Considerations - February 24th, 2023
• Thrift Savings Plan (TSP) Changes - Secure Act 2.0 + Updates - February 17th, 2023
• Debt Ceiling Impact on TSP Investments + Updates - February 10th, 2023
• No Time Like the Present - Updates & Blue Book Availability - February 3rd, 2023
• Annuity Statements and 1099 R Tax Form Availability - January 20th, 2023
• The December CPI and Fixed Income Updates - January 14th, 2023
• The Current State of Affairs and Reflections 2022 - January 6th, 2023
• RMDs, Annuity Statements and 1099Rs Are on Their Way - December 16th, 2022
• FEHB Medicare Advantage Plans - What You Need to Know - December 2nd, 2022
• The FEHB Open Season Conundrum, Selecting the Best Plan - November 25th, 2022

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