[1]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 [2] 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™ [3] 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 [4]
- Master Retiree Contact List [6] (Important contact numbers and information)
- 2017 Leave and Schedule Chart [7] (Excel chart tracks all leave balances. Use this chart to set target retirement dates.)
- 2017 Annuity Calculator [8](FREE Excel chart estimates annuity growth)
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