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Retirement Eligibility Surveys



2021 Disability Earnings Survey

Retirement Services, Retirement Surveys and Students (RSS) officially began its 2021 Disability Earnings Survey (DES) in Services Online as of February 15, 2022. RSS is surveying a population of 50,784 disability annuitants under age 60. RSS will analyze the annuitant’s responses to determine if they are eligible to continue receiving retirement benefits. We will also verify if they have earned over the 80% earnings limit during any employment in the 2021 tax year after they began receiving benefits. When this limit is met or exceeded, the annuitant is considered restored to earnings capacity and his or her benefits will cease as of June 30, 2022.

All disability annuitants under age 60 (excluding appointed representative payees, guardians, conservators, and organizational payees) were sent notifications via mail or email. The notifications announced the opening of the survey through Services Online along with further instructions on how to complete the survey:

  • On Saturday, January 15, 2022, all members of the survey population who did not have an appointed representative payee, guardian, or conservator, and who did not have an active Services Online account were sent notification by mail.
  • Email notification was sent Monday, January 24, 2022, to all members of the survey population that had an active Services Online Account.

Both notifications provided additional Services Online survey completion instructions. The 2021 DES is available within Services Online on Tuesday, February 15, 2022. Annuitants will have the opportunity to submit their reported earnings through Services Online from February 15, 2022, through June 30, 2022. We ask that all annuitants complete the survey, regardless of whether they had earned income in 2021.

All disability annuitants who have appointed representative payees, organizational payees, or court appointed guardians or conservators will be mailed a paper survey no later than March 1, 2022.

Annuitants are encouraged to call the Retirement Information Office at 1-888-767-6738 (Mon – Fri, 7:40 a.m. – 5:00 p.m. ET) for any inquiries regarding the 2021 Disability Earnings Survey.

2021 FERS Annuity Supplement Earnings Survey

Retirement Services, Retirement Surveys and Students (RSS) began mailing 95,406 Annuity Supplement Earnings Surveys (Retirement Services Internal Form [RI] 92-22) on April 29, 2022. This survey form was mailed to our retirement population of non-disability annuitants between the ages of 56 and 2 months and 62 during the 2021 tax year. In addition, the survey was mailed out to the entire survey population as of May 6, 2022.

Certain Federal Employees’ Retirement System (FERS) non-disability annuitants who retire before age 62 are entitled to an annuity supplement in addition to their basic FERS annuity benefit. This supplement provides a benefit similar to Social Security benefits that annuitants would be eligible to receive from the Social Security Administration (SSA) had the annuitants retired at age 62.

Salary and/or wages the annuitant earns after retirement can affect continued receipt of the annuity supplement. Therefore, the supplement is subject to an earnings test. OPM surveys the annuitants in this category every year while they are in receipt of an annuity supplement to ask if they have any wages and/or self-employment income to report (i.e., other than annuity benefits) for the previous tax year. This year the survey will begin in April 2022. The completed survey responses submitted from the annuitants must be signed and dated. A daytime telephone number is required. All forms must be completed and returned (if applicable) no later than June 30, 2022.

Annuitants are encouraged to call the Retirement Information Office at 1-888-767-6738 (Mon – Fri, 7:40 a.m. – 5:00 p.m. ET) for any inquiries regarding the 2021 FERS Annuity Supplement Earnings Survey.

Disability Earnings Survey FAQs

FERS Annuity Supplement Survey FAQs

Marital Survey FAQs

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