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Subject:
Common Problems Encountered in Documentation for Retirements Under
the Federal Employees Retirement System (FERS)
This Benefits Administration Letter (BAL) shares information on
some of the problems The Office of Personnel Management (OPM) has
encountered with FERS applications for retirement and survivor
benefits, and supporting documentation, and suggests ways to avoid
these problems. When we do not receive the correct application or
all of the documentation needed to process a retirement claim, we
must obtain the missing information. In each instance where this
occurs, the primary result is a delay in authorizing payments to
the applicant. We believe the attached information will eliminate
any confusion that may still exist concerning the proper application
to use and the documentation required in support of an application
for retirement or survivor benefits.
Sections 1 to 13 outline specific problems we have encountered,
as well as suggestions on how to avoid the problem. Each section also
provides the appropriate CSRS/FERS Handbook reference(s).
The Attachment contains two handouts that should be shared
with employees contemplating disability retirement. They are
"FERS Disability Facts" and "FERS Disability
Computation Facts". The handouts provide important information
on FERS disability retirement. We have learned over time that there
is still quite a bit of confusion surrounding certain aspects of FERS
disability retirement. We believe the two handouts will help
potential disability retirees better understand all aspects of FERS
disability retirement.
We hope that by working together, we can eliminate many of
the problems that cause delays in processing and improve the
timeliness of service provided retirees and survivors.
Sidney M. Conley
Assistant Director for
Retirement Programs
The sections cover the following subjects:
Attachment
Download PDF File (90K)
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