Human Resources and Security Specialists should use this tool to determine the correct investigation level for any covered position within the U.S. Federal Government.
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Your personnel office must take the following actions to process your
Complete the "Agency Check List of Immediate Retirement Procedures," Standard
Form 2801, Schedule D (CSRS) or 3701, Schedule D (FERS);
Prepare and obtain your signature on the "Certified Summary of Federal
Service," Standard Form 2801-1 (CSRS) or 3701-1 (FERS);
Verify any service not fully documented in your OPF; [Note:If documentation
is missing, verification may be obtained by contacting federal record centers.
If the personnel office is unable to obtain verification, we will complete
verification upon receipt of your retirement application and records. This
process will cause a delay in processing of your claim.]
Certify and transfer your coverage under the Federal Employees' Group Life
Insurance (FEGLI) program to OPM;
Transfer your enrollment under the Federal Employees' Health Benefits (FEHB)
program to OPM;
Prepare Standard Form (SF) 50, "Notification of Personnel Action."; and
Send all of your retirement materials to your payroll office.
If you are a federal retiree, contact OPM’s Retirement Office at 1-888-767-6738 or firstname.lastname@example.org to check the status of your request. The phone lines are open from 7:30 am to 7:45 pm (Eastern Standard Time). It is a busy phone number so we encourage you to call early in the morning or after 5:00 pm when the phone lines are less busy.
OPM takes the following steps to process your claim for retirement benefits.
If you are still working, submit it to your employer.
If you have been separated from federal service for more than 30 days, submit your application to the U.S. Office of
Personnel Management (OPM).
Both the personnel and payroll office in your agency and OPM are responsible
for processing your annuity claim.
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