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Retirement FAQs Post-Retirement

Address and Withholding Changes

  • OPM can refund Federal and/or state income tax withholding ONLY for the current year.  To request a refund, you can email us at retire@opm.gov or call us at 1-888-767-6738.  Remember to provide your CSA or CSF claim number or full SSN.  We can issue a refund of the monies withheld in the current year ONLY.  If you want a partial reimbursement, let us know the exact amount (no percentage) AND provide the exact period (for example 5/10/2011 to 12/31/2011).  Normally, the refund is issued as a separate payment. We cannot refund tax withholding for previous tax years.    To request a refund of your withholdings for previous tax years, please contact the IRS at 1-800-829-1040 for Federal tax withholding refund and your State Revenue Office for state tax withholding refund.  If we are not currently withholding State tax, you must call your State Tax office for a refund.  Find  your State Revenue Office here
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  • Services Online is our online tool for annuitants.  First, you must have a CSA or CSF claim number and a password.  If you don’t know your CSA or CSF number, or you don’t know your password or you haven’t accessed your SOL account within the past 15 months*, call us at 1-888-767-6738.   Use your CSA or CSF number and password to login to Services Online.  Once online, you can:
    • start, change, or stop Federal and State income tax withholdings
    • request a duplicate 1099R; print current year and 2 previous years 1099R
    • change your password
    • change your mailing address
    • view your annuity statement
    • start direct deposit or change the account number and/or financial institution
    • establish, change or stop an allotment to an organization
     * For your protection, we lock your account after 15 months of inactivity and after failed login attempts.  Please call us to unlock your account.
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  • The law requires us to make payments by direct deposit to a checking or savings account at a financial institution. However, if receiving your payment in this manner would cause you financial hardship or a hardship due to disability or because of a barrier caused by location or a difficulty reading, you can continue to receive your payment by check. You can use this form [312 KB] to request payment by check instead of direct deposit.
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  • We can correct or amend your 1099R.  Call us at (888) 767-6738 or send us an email at retire@opm.gov   OPM does not forward corrections or amendments to the Internal Revenue Service.  The corrected or amended form will be mailed to you at the mailing address we have on file.  It is your responsibility to forward the corrected or amended 1099R to the Internal Revenue Service with your amended tax return.  
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  • Tax tables are set into law by the United States Congress and administered by the IRS.  Each year, the new tables are posted on the IRS website in IRS Publication 15 and Notice 1036.  We are required by law to update your Federal income tax withholding based on the new monthly periodic tax tables and formulas.   OPM withholds the required federal taxes according to your marital status and exemptions (dependents) elected.  You can change your tax withholding amount at any time.  It is a good idea to check the amount of your Federal and State tax withholding each year. Select this link to view the IRS Publication 15.  If you are looking at the specific tax tables you want to search for the Single or Married Monthly Payroll Period tables.
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  •  The survivor benefit premium is not on the 1099R because it is not taxed by the IRS.
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  • You can use https://www.servicesonline.opm.gov .  You will need your claim number and Personal Identification Number (PIN) to use the self-service website. You will be asked whether your account is a savings or checking account and to provide your account number and the routing number for your financial institution (found next to your account number on the bottom of your check). You should contact your financial institution for assistance in getting the routing number if you are not sure. When you make a change, we will mail you confirmation of the change. You can also call us or write us to sign up for direct deposit or change your account or bank. If you write, your letter should include your claim number. You can also use this form to sign up for direct deposit. Or, you can submit a Standard Form 1199A, "Direct Deposit Sign Up Form," which is available at your bank.   When you change the account you use for direct deposit, keep the old account open until a payment is posted to the new account. This will prevent having the payment returned if there is a problem with the new account. If you forgot your PIN, you can request a new one by mail here:  : https://www.servicesonline.opm.gov/Security/requestpassword.aspx .Alternatively, you can call the Retirement Operations Center at 1-888-767-6738 and request a new PIN.  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.
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  • OPM realizes this may cause a hardship to suddenly stop mailing 1099R's to those individuals who do not have a computer to access their Services on-line account.  Therefore, annuitants and survivors will still be mailed their 1099R next January for the foreseeable future.  However, for those individuals who wish to receive their 1099R’s electronically using Services On Line, they will be able to “opt-in” to receive a copy of it.  This initiative is part of OPM’s process of going “paperless” in the future while still delivering services to our annuitants and survivors. OPM will be introdcuing this new process in stages over the next several years.
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