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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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Please refer to our answer about powers of attorney.
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When we approve your application for disability retirement, we may determine that based on your medical condition you will periodically have to provide us with current medical information in order to continue receiving benefits.
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Generally, you must decide which benefit is most advantageous for you
and elect to receive
that one. If you decide you want to receive Office of Workers'
Compensation Programs (OWCP) benefits, payments from the Office of
Personnel
Management will be suspended. But, if your OWCP benefits stop, you
can ask us to pay your disability benefit.
You can receive an OWCP Scheduled Award and the Office of Personnel
Management benefits at the same time.
Contact us to tell us if you are awarded workers' compensation
benefits
and see if you need to make an election between benefits.
Refer to the
Office
of Workers' Compensation Programs (OWCP) for additional information
about workers' compensation benefits.
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Please refer to our answers about payment information.
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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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To understand the concept of Phased Retirement, consider two half-time employees who fill one full-time job. Employee one retires while employee two continues working. Employee one receives an annuity based on half-time employment, and employee two continues to work half-time for half-pay. Eventually, employee two retires, and receives an annuity based upon half-time service, including credit for the time worked after employee one retired. Now assume that employee one and employee two are the same person. That is in essence how Phased Retirement operates.
While there are additional computational details, these are the basics. At entry into Phased Retirement, the employee’s annuity will be completed as if fully retired and then divided by two. That annuity would be paid while the individual worked a half time schedule receiving half pay.
When the Phased Retiree fully retires, there will be a computation of the annuity that would be payable if the employee had been employed full time and then divided by two prior to adjustment for survivor benefits. That amount would then be added to the original Phased Retirement Annuity, and that combined amount would then provide the basis for survivor annuity adjustment and benefits.
The individual’s income during partial and full retirement appropriately reflects the individual’s situation. During the partial retirement period, the income will be between full retirement and full employment, and the Phased Retiree would be increasing their lifetime retirement income. At the time of full retirement, the individual would be appropriately compensated for the value of both full-time and part-time service, with an annuity greater than if they had fully retired at the time of transition to Phased Retirement, but less than if the individual had continued employment on a full-time basis during the period of Phased Retirement.
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The period of Phased Retirement will be treated as a period of part-time service in the computation of the survivor annuity. However, the Basic Employee Death Benefit will be based upon the full-time salary of the position.
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Participation is entirely voluntary, and requires the mutual consent of both the employee and employing agency. In order to participate, an individual must have been employed on a full-time basis for the preceding three years. Under CSRS, the individual must be eligible for immediate retirement with at least 30 years of service at age 55, or with 20 years of service at age 60. Under FERS, the individual must be eligible for immediate retirement with at least 30 years of service at MRA (minimum retirement age 55-57 depending upon year of birth), or with 20 years of service at age 60.
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Phased Retirement is a new human resource management tool made possible by section 100121 of Public Law 112-141, the "Moving Ahead for Progress in the 21st Century Act," or "MAP-21," approved on July 6, 2012.
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No unused sick leave can be used in the computation of the Phased Retirement annuity. However, at full retirement the unused sick leave will be taken into account. While the computational provisions are somewhat complex, the value of the sick leave in that computation will be the same as for an individual retiring from a full-time position.
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Yes, if the employing agency agrees to the change. The Phased Retirement annuity will then terminate. Upon retirement, the individual’s retirement will be calculated under the laws then in effect, with the period of Phased Retirement treated as part-time service. Once an individual has gone back to full-time employment, they cannot elect to go back into Phased Retirement.
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Deposits and redeposits (including for military service) must be satisfied (either by payments or annuity reduction, as applicable) prior to entry into Phased Retirement status. Any reduction in annuity or loss of service credit at the time of entry into Phased Retirement will be permanent for the employee. No deposits or redeposits can be made by the employee at a later time, including at the time of full retirement.
However, in the case of a Phased Retiree’s death-in-service, the survivors can make deposits or redeposits on the same basis as if the decedent had not been a Phased Retiree.
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The law provides that employees subject to mandatory retirement (including Law Enforcement Officers, Firefighters, Nuclear Materials Couriers, Air Traffic Controllers, Customs and Border Protection Officers, or members of the Capitol Police or Supreme Court Police) may not participate. However, “grandfathered” Customs and Border Protection Officers who are not subject to mandatory retirement may participate.
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