The basis in planning a vacation or retirement is where you begin the first step and know your destination. Detours and roadblocks can spoil the best laid plans.
Next to the dates, you need to know that all records and benefits are correct.
Below are forms for information, filings, and changes. To obtain any form, go to the OPM site, ask for forms. (below) You may request form there, or contact your HR.
The review of your career, Personnel changes (SF-50), in other words, are you set in pay and benefits that are supposed to be in place? Correction of a mistake after retirement is not impossible, but it isn’t as easy as correction before retirement.
If you are divorced, check with OPM regarding any QDRO’s on file. A divorce 20 years ago could have your former spouse listed as beneficiary or as spouse. If your domestic situation has changed since the divorce, are your records up to date?
The OPM site: https://www.opm.gov/forms/standard-forms/
Basic forms the employee must understand:
- Retirement Application: SF-3107
Before applying for retirement, check for the following:
- SF-50 (Notification of Personnel Action) check for all actions and income,
- Military buy back information
- chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://www.opm.gov/retirement-center/benefits-officers-center/webcast-presentations/military-deposits.pdfDD-214 (military record)If you do not have DD-214, SF 180 requests DD-214 or military records.Ri 20-97 : Estimate of military earnings.
- Request for Military buy back: OPM 1514
- Beneficiary changes: SF2823
- If Divorced, check OPM for QDRO (Qualified Domestic Relations Order) Court order to share pension, Survivor Benefit, TSP, FEGLI & health benefits.
Standard Forms (from OPM.gov)
Standard Forms are used governmentwide for various employment and benefits program purposes. Browse the listing below to download your choice of form(s).
On June 26, 2013, the Supreme Court ruled that Section 3 of the Defense of Marriage Act (DOMA) is unconstitutional. As a result of the Supreme Court’s decision, the United States Office of Personnel Management (OPM) will now be able to extend certain benefits to Federal employees and annuitants who have legally married a spouse of the same sex, regardless of the employee’s or annuitant’s state of residency. OPM is currently in the process of updating and revising the website to reflect this change and will be updating this information as soon as possible. Please check back in the coming weeks for updates.