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Application For Immediate Retirement (CSRS) SF-2801 - Official Federal Forms
| Application For Immediate Retirement (CSRS) Form. This is a national form and can be used in Standard US Office Of Personnel Management . |
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Application for Immediate Retirement Civil Service Retirement System Introduction If you are a current Federal or postal employee covered by the Civil Service Retirement System and you wish to apply for retirement with an immediate annuity (annuity commencing within one month after the date of separation on which title to annuity is based), this package is for you! If you are covered by the Federal Employees Retirement System, you must use SF 3107 to apply for an immediate annuity. If you are applying for disability retirement, you must complete both this application and Standard Form 3112, Application for Disability Retirement. Ask your agency for this form. You, your physician, and your agency must complete the various portions of SF 3112. OPM must receive the SF 3112 within one year after the date you separate. Do not use this package or the forms it contains to apply for deferred annuity. If you want to apply for a deferred annuity (generally beginning at age 62), you should request an application from the Office of Personnel Management, Civil Service Retirement System, Retirement Operations Center, Boyers, PA 16017. Keep the information section of this package for future reference. Where to Obtain Additional Information This package presents basic retirement information about matters affecting most retiring employees. Contact the Human Resources Office at the agency where you work for retirement counseling, detailed information, and other assistance you need to prepare for retirement. Your agency must certify that you are eligible for an immediate annuity. Office of Personnel Management employees cannot advise you before you are separated and your certified records are forwarded to us. General Information This package contains the following: 1) Instructions for the completion and submission of the SF 2801, Schedules A, B, C, and SF 2801-2. 2) Additional information about retirement, including: · Important Information About Survivor Annuity Elections, page 4 · · · · · · · · 3) SF 2801, Application for Immediate Retirement, to be completed and signed by the retiring employee. 4) Schedules A, B, and C to be completed by the retiring employee if he or she has (1) active duty military service, or (2) has ever applied for military retired pay and/or pension or compensation from the Department of Veterans Affairs in lieu of military retired pay, or (3) has applied for compensation benefits from the Office of Workers' Compensation Programs, U.S. Department of Labor. 5) SF 2801-2, Spouse's Consent to Survivor Election, to be completed by the retiring employee, his or her current spouse, and a notary public (or other person authorized to administer oaths) in cases where a married applicant elects less than the maximum survivor annuity for the spouse. 6) SF 2801-1, Certified Summary of Federal Service, to be completed by the employing agency and signed by the applicant after reviewing the information the employing agency enters. 7) Agency Checklist of Immediate Retirement Procedures, to be completed by the employing agency and, to the extent possible, reviewed by the retiring employee to help assure completeness and correctness of the submission. Instructions for Completing Application for Immediate Retirement Type or print clearly. If you need more space in any section, use a plain piece of paper with your name and date of birth written at the top. If you do not know an answer write "unknown." If you are not sure (for example, if you do not know an exact date), answer to the best of your ability, followed by a question mark (?). Refer to the pamphlet SF 2801A, Applying for Immediate Retirement Under the Civil Service Retirement System, for additional information about those questions on the application which are not entirely self-explanatory. Section A - Identifying Information Item 2: List other names under which you have been employed in the Federal government (such as a maiden name). This will help us to locate and identify records maintained under these names. Item 3: Enter the address to which correspondence should be mailed. If you want your payments sent to a bank or other financial institution, do not enter the bank address here; see Section H of the application form. Item 6: List all social security numbers you have used. Post-1956 Military Service, page 4 Survivor Annuity Election Changes After Retirement, page 7 How Annuities Are Computed, page 8 Cost-of-Living Increases, page 10 Payment and Accrual of Annuity, page 10 Filing Your Application, page 10 What Happens After You File Your Retirement Application, page 11 What To Do If Your Address Changes Before Processing Is Completed, page 11 (See page 11 for the Privacy Act Statement.) U.S. Office of Personnel Management CSRS/FERS Handbook for Personnel and Payroll Offices NSN 7540-00-634-4250 Standard Form 2801 Revised June 2007 Previous editions are not usable. American LegalNet, Inc. www.FormsWorkFlow.com 2801-110 Section B - Federal Service Item 2: Enter the date of final separation for retirement. Leave blank if applying for disability retirement and not yet separated. Item 4: Indicate whether or not you have performed active duty that terminated under honorable conditions in the armed services or other uniformed services of the United States, including the following: (a) (b) (c) Army, Navy, Marine Corps, Air Force, or Coast Guard of the United States, Regular Corps or Reserve Corps of the Public Health Service after June 30, 1960, Commissioned Officer of the National Oceanic and Atmospheric Administration (formerly Coast and Geodetic Survey and Environmental Science Services Administration) after June 30, 1961. If you do not meet the enrollment requirement for continuing your FEHB coverage as a retiree, you may be eligible for temporary continuation of coverage as a separated employee. Your employing office will provide information about whether you can temporarily continue your health benefits coverage and how to enroll for it. If you appear eligible to continue your FEHB coverage, your agency will automatically transfer your enrollment to OPM. You do not need to do anything unless you want to make some change in your coverage. The FEGLI Program booklet (RI 76-21) has information about eligibility to continue your FEGLI coverage as a retiree and the cost of coverage. If you are eligible to continue your FEGLI basic coverage, you MUST complete an SF 2818, Continuation of Life Insurance Coverage as an Annuitant or Comp
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