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Retirement Forms

FormForm DescriptionForm Application
SF-2801CSRS Application for Immediate Retirement​If you are a current federal employee covered by the Civil Service Retirement System (CSRS) 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!
SF-2818Application for Continuation of Life InsuranceIf you are a current federal employee covered by FEGLI and you are retiring submit this form to apply for continuation of your life insurance coverage.
SF-3107FERS Application for Immediate RetirementIf you are a current federal employee covered by the Federal Employees Retirement System (FERS) and you wish to apply for retirement with an immediate annuity (annuity commencing within 30 days after the date of separation on which title to annuity is based), this package is for you!
SF-3112Documentation in Support of Disability Retirement ApplicationApplicants for disability retirement from civilian federal service should complete this package in addition to SF-2801 (CSRS) or SF-3107 (FERS).  
W-4PWithholding Certificate for Pension or Annuity PaymentsApplicants for disability retirement from civilian federal service should complete this package in addition Form W‐4P is for U.S. citizens, resident aliens, or their estates who are recipients of pensions, annuities (including commercial annuities), and certain other deferred compensation. Use Form W‐4P to tell payers the correct amount of federal income tax to withhold from your payment(s). You also may use Form W‐4P to choose (a) not to have any federal income tax withheld from the payment (except for eligible rollover distributions or for payments to U.S. citizens to be delivered outside the United States or its possessions) or (b) to have an additional amount of tax withheld.o SF-2801 (CSRS) or SF-3107 (FERS). 
FLTCIP BLLCHGFederal Long-Term Care Insurance (FLTCIP) Billing Change FormEmployees who are currently enrolled in the FLTCIP who would like OPM to automatically deduct the premium from their annuity payment must complete this form for billing changes and do the following: 
  • Notify the Long-Term Carrier at 1-800-582-3337 of your effective retirement date. Ask the carrier to bill you directly until you notify them of your Annuity Claim Number (CSA) from OPM.
  • When you receive your CSA, complete section "Change to Payroll/Annuity Deduction" on the form (including your CSA number) and submit the form to the provider noted on the form.

 

Last modified: 
September 14, 2020

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