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Frequently Asked Questions Retirement

Applying for Retirement

  • If you are a federal retiree, contact OPM’s Retirement Office at 1-888-767-6738 or retire@opm.gov to check the status of your request.  The phone lines are open from 7:30 am to 7:45 pm (Eastern Standard Time). It is a busy phone number so we encourage you to call early in the morning or after 5:00 pm when the phone lines are less busy.
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  • Your personnel office must take the following actions to process your retirement application:
    • Complete the "Agency Check List of Immediate Retirement Procedures," Standard Form 2801, Schedule D (CSRS) or 3701, Schedule D (FERS);
    • Prepare and obtain your signature on the "Certified Summary of Federal Service," Standard Form 2801-1 (CSRS) or 3701-1 (FERS);
    • Verify any service not fully documented in your OPF; [Note:If documentation is missing, verification may be obtained by contacting federal record centers. If the personnel office is unable to obtain verification, we will complete verification upon receipt of your retirement application and records. This process will cause a delay in processing of your claim.]
    • Certify and transfer your coverage under the Federal Employees' Group Life Insurance (FEGLI) program to OPM;
    • Transfer your enrollment under the Federal Employees' Health Benefits (FEHB) program to OPM;
    • Prepare Standard Form (SF) 50, "Notification of Personnel Action."; and
    • Send all of your retirement materials to your payroll office.
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  • OPM takes the following steps to process your claim for retirement benefits.
    • Obtains missing information from your retirement documents;
    • Determines your eligibility for an annuity and continued health and life insurance coverages;
    • Computes the amount of your annuity;
    • Sends you materials concerning:
    • Authorizes your annuity payment by the Department of the Treasury; and
    • Sends you an annuity statement.
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  • If you are still working, submit it to your employer. If you have been separated from federal service for more than 30 days, submit your application to the U.S. Office of Personnel Management (OPM).
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  • If you need to contact us before you receive your claim number, first contact your former payroll office to find the date your records were transferred to OPM. Your payroll office should provide you with the number and date of the Register of Separations and Transfers. You will also need your Payroll Identification Number.
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  • Both the personnel and payroll office in your agency and OPM are responsible for processing your annuity claim.
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