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Posted 8:00 AM by

It’s February! And that means tax filing season has kicked off and you will need a copy of your 1099R, detailing annuity payments received during 2016, to start the annual fun. Retirement Services finished printing and mailing out hard copy forms last week. If you have not yet received yours, it’s probably on the way but regardless, you can access your 1099R electronically today on Services Online.

Simply go to https://www.servicesonline.opm.gov/ . If you do not remember your password, click on the “Forgot Password” link to get a new one. While in Services Online, make sure we have your correct mailing and email addresses to ensure you receive future correspondence from us. And after filing, return to Services Online to tweak your tax withholdings for FY 2017, if necessary.

If you enjoy getting your 1099R quickly and easily online, like thousands of your fellow annuitants, and have not already done so, elect to “opt in” to go green and skip the “hard copy” entirely next year! Plus with the savings from not having to mail over 2 million 1099Rs, we could help improve services.

Skip the call to Retirement Services, Services Online is available 24-7 during tax season and year-round!


NOTE: SURVEY PERIOD HAS ENDED

OPM is administering a web survey to gather information on how individuals enrolled in retiree health benefits through the Federal Employees Health Benefits Program (FEHBP) rate their experience with their health plan. The Federal Annuitant Benefits Survey is designed to assess how well your FEHBP plan is meeting your needs. We want to hear about your experience so we can continuously improve the FEHBP! The survey also includes some questions on overall health and wellness so we can better understand the needs of the annuitant population. Your responses are anonymous and your feedback will help OPM and health carriers to better serve annuitants in the future. Please click HERE to participate in the Federal Annuitant Benefits Survey today!


Retirement Services conducts various surveys throughout the year. These surveys are sent to a particular sector of the annuitant population.

One of these surveys, the Federal Employees Retirement System (FERS) Annuity Supplement Survey was recently mailed to all FERS non-disability annuitants under age 62 receiving an annuity supplement. These individuals are receiving a supplemental payment in addition to their FERS annuity benefit.

Continued receipt of the annuity supplement is subject to an earnings test every year and can be affected by wages earned by the annuitant after retirement. Retirement Services surveys these annuitants every year while they are in receipt of the annuity supplement to ask for reported earnings. The annuitant must complete the form; sign, date and include a daytime telephone number. If you are a FERS annuitant and receive one of these surveys, please complete it and return it to Retirement Services as soon as possible.

Any questions should be directed to Retirement Benefits Branch at 202-606-0249.


I do hope everyone had a happy and safe New Year. Here, we find ourselves in midst of the traditional retirement busy season, with many former federal employees joining the ranks of those who forged the way ahead into retirement. With that increase in workloads, as many of you know, the call center has become overwhelmed with calls. I recognize the level of service concerning the call center doesn’t meet your or my expectations. We continue to work within the limited resources we have to provide you the very best service we can. And please know, that I continue to fight for resources to ensure you get the service your deserve, honoring your service as we are committed to do.

Remember, the Retirement Services Online is available 24 hours a day enabling you to take charge of your account without a busy signal or long wait times. If you need to contact us for any of the following, please go to https://www.servicesonline.opm.gov/

  • View/Print 1099-R Tax Forms
  • Change Federal and State Income Tax Withholding
  • View/Print Annuity Statement/Verification of Income
  • View/Print a Year-to-Date Summary Of Payments
  • View/Print Verification of Life Insurance (FEGLI)
  • Report a Missing Annuity Payment
  • Report an Annuitant’s Death
  • Change Mailing Address
  • Change SOL Password
  • View the Status of Case while in Interim Pay
  • Establish an Allotment to an Organization
  • Request Duplicate Annuity Booklet
  • Set up a Checking or Savings Allotment
  • Sign up for Direct Deposit of Annuity Payment
  • Update Email Address/Opt-in to Receive Information Electronically
  • View/Print Retirement Services Reference Card (ID Card)

Or as always, we remain available to assist you via the call center’s toll free number, 888-767-6738. And in closing, here’s hoping for an early Spring.


Retirement Services will be holding an Open Season Virtual Town Hall on December 8, 2015, from 1:00 pm-2:30 pm EST. The event will assist you with questions you may still have about Open Season changes.

If you have a question, please send it to benefits@opm.gov.

The link to the webcast is http://web.2.c3.audiovideoweb.com/ca25web26002/7c3flslive1573.html. During the webcast we will answer as many FEHB Open Season questions as possible within the allotted timeframe. We are unable to process Open Season requests during this webcast or at the email address established for questions.


 
 
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