Retirement Data Guides

Guide to Retirement Data Reporting, Version 5.0 dated February, 2012	The data standard Federal agencies should rely on to prepare retirement-related data files for submission to OPM.
Guide to Retirement Data Validations, Version 2.0 dated February, 2012 [2.3MB]	The data validations that are applied to retirement data submissions based on the GRDR standard.
Guide to Technical Compliance for Retirement Data, Version 2.0 dated February, 2012 [1.0MB]	The process for sending electronic retirement data to OPM.

The Office of Personnel Management (OPM) is responsible for the administration of the Federal Retirement Program - covering more than 2.9 million active employees and 2.4 million annuitants who are eligible for retirement benefits under the Civil Service Retirement System (CSRS) or Federal Employee Retirement System (FERS). OPM initiated the Retirement Data (RD) initiative to migrate from a paper-based environment to an electronic system of retirement data management and improve retirement processing and post-retirement processing efficiency.

OPM has collaborated with internal Subject Matter Experts (SMEs), external Shared Service Centers (SSCs), and Agency representatives to develop the content for the Retirement Data guides.

Guide to Retirement Data Reporting

The Guide to Retirement Data Reporting (GRDR) addresses a key component of the EHRI Retirement Data effort to provide an electronic exchange of standardized retirement data needed to process retirements for Federal employees in a timely and accurate manner. OPM has worked with internal Subject Matter Experts (SMEs), external Shared Service Centers (SSCs), and Agency representatives to identify the most appropriate data to support the GRDR standard.

Version 5.0 dated February 2012

• Guide to Retirement Data Reporting (GRDR)
• Appendix A - ERR Example for Separation
  • Appendix A - Excel Example File
  • Appendix A - XML Example File
• Appendix B - ERR Example for Transfer
  • Appendix B - Excel Example File
  • Appendix B - XML Example File
• Appendix C - ERR Example for FERS Elections
  • Appendix C - Excel Example File
  • Appendix C - XML Example File
• Appendix D - ERR Examples for Reemployed Annuitant Separations
  • Appendix D - Excel Example File
  • Appendix D - XML Example File
  • Appendix D - Pay Period Breakdown
• Appendix E - ERR and SSR Example for Retirement
  • Appendix E - Excel Example File
  • Appendix E - XML Example File
• Appendix F - ERR and SSR Example for Death-In-Service
  • Appendix F - Excel Example File
  • Appendix F - XML Example File
• Appendix G - ERR and SSR Examples for Preliminary Disability Retirement
  • Appendix G - Excel Example 1 File
  • Appendix G - Excel Example 2 File
  • Appendix G - XML Example 1 File
  • Appendix G - XML Example 2 File
• Appendix H - Retirement Data Valid Values
• Appendix I - Data Transfer Package Example
• Appendix J - XML Schemas for the EHRI Retirement Data Feeds
  • Appendix J - Data Transfer Package XSD File
  • Appendix J - Managed Record Metadata XSD File
  • Appendix J - Electronic Retirement Record XSD File
  • Appendix J - Certified Summary of Service Record XSD File
  • Appendix J - Retirement Repository Instruction XSD File
  • Appendix J - RSM Common Types XSD File
• Appendix K -CSRS and FERS Retirement Provisions

Version 4.0 dated June 30th, 2010