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Retirement Eligibility Surveys



The Representative Payee Survey

Retirement Services mails Representative Payee Surveys to payees receiving benefits on behalf of annuitants, surviving spouses, and disabled dependents who are not able to manage their financial affairs. To protect the annuity rolls, we send this survey to ensure that the beneficiary is still living, to confirm that the person receiving the benefits on behalf of an annuitant is still the payee of record, and that the payee is using the annuity in the best interest of the annuitant.

All Representative Payees must complete and mail the Representative Payee Survey to:

U.S. Office of Personnel Management
Retirement Surveys and Students Branch
Rep Payee Survey
1900 E Street NW, Room 2416
Washington, DC 20415

Once we receive your survey, we will screen it for completeness and compare it to our records to confirm no changes are necessary. If we find any discrepancies, we will request additional information. Representative Payees have 30 days from the date of receipt to complete and return the survey by mail. Benefits will be suspended if you do not reply to the survey.

If you have any questions or concerns, you may contact the Retirement Information Office at 1-888-767-6738, Monday through Friday, 7:40 AM EST to 5:00 PM EST.

FERS Annuity Supplement Earnings Survey

Retirement Services mails in April and May of each year the Annuity Supplement Earnings Report form (Retirement Services Internal Form [RI] 92-22). Applicable annuitants are required to use this form to report any wages they received during the immediate previous tax year. This form is mailed each year to our retirement population of non-disability annuitants between their current Minimum Retirement Age (MRA) and age 62. You can find your individual MRA at Eligibility (

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 mails out the Annuity Supplement Earnings Report form to the annuitants in this category every year while they are in receipt of an annuity supplement. Annuitants use the form to report any wages and/or self-employment income (i.e., other than annuity benefits) earned the previous tax year. Annuitants must sign and date their completed survey response and provide their daytime telephone number. All forms must be fully completed and returned (if applicable per form instructions) no later than June 30 each year.

Annuitants are encouraged to call the Retirement Information Office at 1-888-767-6738 (Monday – Friday, 7:40 a.m. – 5:00 p.m. ET) for any inquiries regarding the annual Annuity Supplement Earnings Report form.

2022 Disability Earnings Survey

The Office of Personnel Management (OPM) officially began its Retirement Services program’s 2022 Disability Earnings Survey (DES) on Services Online as of February 15, 2023. OPM is surveying its entire population of 48,033 disability annuitants under age 60. OPM will analyze annuitants’ responses to determine if they are eligible to continue receiving benefits. We will also verify if they have earned over the 80% earnings limit during any employment in the 2022 tax year after they began receiving benefits. When this limit is met or exceeded, annuitants are considered restored to earnings capacity and their benefits will cease as of June 30, 2023.

 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 Friday, January 6, 2023, all members of the survey population who did not have an active Services Online account were sent notification by mail.
  • Email notification was sent on Wednesday, February 15, 2023, to all members of the survey population who had an active Services Online Account.

 Both notifications provided additional Services Online survey completion instructions. The 2022 DES is available on Services Online as of Wednesday, February 15, 2023. Annuitants may submit their reported earnings through Services Online from February 15, 2023, through June 30, 2023. We ask that all annuitants complete the survey, regardless of whether they had earned income in 2022. 

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 April 3, 2023. 

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 2022 Disability Earnings Survey.

Disability Earnings Survey FAQs

FERS Annuity Supplement Survey FAQs

Marital Survey FAQs

Rep Payee Survey FAQs

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