If you are planning on retirement and need assistance please call us. My cell number is 714 206-2931.
Attached are important documents you may need. They are what I use when assisting our members with retirement.
FERS Retirement sf3107
Life Insurance SF2818
Pre Retirement Worksheet
PS1216-Current Mailing Address
SF2801 Civil Service
W-4 Tax Withholdings
In order to have things flow easier you should send in retirement papers as soon as possible.
In order to complete the process it is important to have all of the document you need. Below is a suggestion of document you need.
Pre Retirement Worksheet
Street Address & City:________________________________________________________
Phone Number: ________________________________________________________
Date of Birth:________________________________________________________
Social Security Number:_____________________________________________
EIN Number: ________________________________________________________
Copy of Retirement Estimate: ____________________________________________
Copy of DD 214 if you are a Veteran: __________________
Copy of Marriage License if married: ___________________________
Spouse Street Address & City:________________________________________________________
Spouse Date of Birth:________________________________________________________
Spouse Social Security Number:_____________________________________________
Spouse Phone Number: _________________________________________
Divorce Court Papers if you are divorce: __________________________
Dates of all Federal Employment Time:____________________________
Dates of Military Time: ____________________________________
OWCP Case Number(s): ____________________________________________
Retirement Date: Should be last three days of month for FERS.
Retirement Date: Should be first three days of the month for CSRS employees.
Annual leave: Maximum Carry over is 440 hours.
Direct Deposit Information:
Credit Union or Bank Name _______________________
Credit Union or Bank Address _______________________
Credit Union or Bank Phone Number _______________________
Routing Number _______________________________
Account Number ______________________________
Life Insurance Decision: Life Insurance is Tern insurance and expenses as we get older. Most people take the basis which you pay for until 65 years old and then it decreases by 75%.
Do you have Option A______ Option B ______ Option C _______
Health Plan will carry over and should not be dropped.
Do you have Federal Dental and Vision Care? _______________________
Do you have Federal Long Term Care Insurance? _______________
Dates of all Federal Employment and was it covers by FERs or Civil Service? ________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________.
Service Computation Date _________________________________
Many of the Retirement Forms are on line.
HR Shared Service Center (HRSSC) – Contact Information – Be sure to download your OPF.
HRSSC Operation: Monday – Friday,
1-877-477-3273, Option 5
1-877-477-3273, option 1
Please have Employee Identification Number and USPS PIN available.
PO Box 970400
PO Box 970500