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Retirement Services My Annuity and Benefits

 

Overview

2020 Disability Earnings Survey

Retirement Services, Retirement Surveys and Students (RSS) officially began its 2020 Disability Earnings Survey in Services Online as of February 15, 2021. RSS is surveying a population of 54,588 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 2020 tax year after they began receiving benefits. When this limit is met or exceeded, the annuitant is considered restored to earnings capacity and their benefits will cease as of June 30, 2021.

All disability annuitants under age 60 (excluding appointed Rep Payees, Guardians, Conservators, and Organizational Payees) had notifications sent to them via mail or email. The notifications announced the opening of the survey through Services Online along with further instructions how to complete the survey:

  • Mailed notification was sent between Tuesday, February 9, 2021 and Friday, February 12, 2021, to all members of the survey population that did not have an appointed Representative Payee, Guardian, or Conservator, and did not have an active Services Online account.
  • Email notification was sent between Tuesday, February 16, 2021 and Thursday, February 18, 2021, to all members of the survey population that had an active Services Online Account.

Both notifications provided additional Services Online survey completion instructions. If the annuitant receives a paper survey in the mail but had already completed the survey through Services Online, they SHOULD NOT complete the paper survey. The 2020 DES was formally available within Services Online as of Monday, February 15, 2021. However, annuitants have the ability to submit their reported earnings through Services Online from February 10, 2021, through June 30, 2021.

Beginning April 15, 2021, Disability Annuitants under age 60 who do not have access to Services Online will have a paper survey form "Annuitant's Report of Earned Income for 2020" (RI 30-2) mailed to them. The paper survey will be mailed to the address shown on the annuity record. We are asking all annuitants to complete the survey regardless of whether they had earned income in 2020.

Annuitants are encouraged to call the Retirement Information Office at 1-888-767-6738 for any inquiries regarding the 2020 Disability Earnings Survey.

The Representative Payee Survey

As of December 9, 2020, the Retirement Surveys and Students Branch mailed 11,852 Representative Payee Surveys to payees receiving benefits on behalf of annuitants, surviving spouses, and disabled dependents that were not able to manage their financial affairs. In an effort 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 respond, complete, and mail the Representative Payee Survey back to:

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

Once the survey is returned, it will be screened for completeness and compared to our records to ensure no changes are necessary. If any discrepancies are detected, additional information will be requested. The Representative Payee has 30 days from the date of receipt to complete and return the form by mail. Benefits will be suspended if a reply is not received.

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

FERS Annuity Supplement Survey

Retirement Services began mailing 77,193 Annuity Supplement Earnings Surveys (RI 92-22) to our retirement population of non-disability annuitants under the age of 62. The survey will be mailed by April 29, 2019.

Certain Federal Employees’ Retirement System (FERS) non-disability annuitants are entitled to a supplemental payment in addition to their FERS annuity benefits. This supplement represents what the annuitant would receive for their FERS civilian service from the Social Security Administration (SSA) and is calculated as if they were eligible to receive SSA benefits on the day they retired.  

Salary and/or wages the annuitant had earned 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 reported earnings (other than annuity benefits) for the previous year. This year the survey was conducted in April.  The responses submitted from the annuitants should be signed and dated. A daytime telephone number is required. All forms must be completed and returned by June 3, 2019.

Katina Smith is the Project Leader (Katina.Smith@opm.gov) being assisted by Maria Evans (Maria.Evans@opm.gov). 

Any inquires that cannot be addressed should be forwarded to RSS at (202) 606-0249.

Marital Survey

Retirement Eligibility and Services performs an annual mailing of Marital Surveys to widows and widowers who currently receive a benefit from a deceased federal employee. The Civil Service Retirement law establishes that surviving spouses are not permitted to remarry prior to age 55 (unless they were married to the deceased for at least 30 years prior to his or her death) and continue to receive a benefit. The Marital Survey is sent out in response to this law. The survey requires a response from all survivors receiving a benefit. The form must be signed, dated, and a daytime telephone number is required. All forms must be completed and returned within 30 days of the date of the form. If the survey is not received, then the annuity will be placed in suspense. The survey may be faxed to (202) 606-0022 Attn: Pamela Johnson or returned via mail to:

Office of Personnel Management
Retirement Surveys & Students Branch
Marital Survey Enclosed
1900 E Street, NW Room 2416
Washington DC 20415

Disability Earnings Survey FAQs

FERS Annuity Supplement Survey FAQs

Marital Survey FAQs

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