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Frequently Asked Questions Retirement

Address and Withholding Changes

  • Services Online is our online tool for annuitants.  First, you must have a CSA or CSF claim number and a password.  If you don’t know your CSA or CSF number, or you don’t know your password or you haven’t accessed your SOL account within the past 15 months*, call us at 1-888-767-6738.   Use your CSA or CSF number and password to login to Services Online.  Once online, you can:
    • start, change, or stop Federal and State income tax withholdings
    • request a duplicate 1099R; print current year and 2 previous years 1099R
    • change your password
    • change your mailing address
    • view your annuity statement
    • start direct deposit or change the account number and/or financial institution
    • establish, change or stop an allotment to an organization
     * For your protection, we lock your account after 15 months of inactivity and after failed login attempts.  Please call us to unlock your account.
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  •  The survivor benefit premium is not on the 1099R because it is not taxed by the IRS.
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  • OPM realizes this may cause a hardship to suddenly stop mailing 1099R's to those individuals who do not have a computer to access their Services on-line account.  Therefore, annuitants and survivors will still be mailed their 1099R next January for the foreseeable future.  However, for those individuals who wish to receive their 1099R’s electronically using Services On Line, they will be able to “opt-in” to receive a copy of it.  This initiative is part of OPM’s process of going “paperless” in the future while still delivering services to our annuitants and survivors. OPM will be introdcuing this new process in stages over the next several years.
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