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March 29, 2024

Federal Employee Retirement and Benefits News

Forms and Publications

Important Forms and Publications

formsFederal Retirement and Insurance Benefits 

The link to the forms below directs you to the OPM website, where you can find any form related to processing you retirement and insurance benefits.

http://www.opm.gov/forms/retirement-and-insurance-forms

Thrift Saving Plan

The link to the forms below directs you to the tsp.gov website, where you can find any forms related to processing your Thrift Saving Plan chages and submitions.

https://www.tsp.gov/forms/civilianForms.shtml

 

Civil Service Retirement System (CSRS) Publications

FORM        FEDERAL RETIREMENT PUBLICATION TITLE
RI 83-1         Retirement Facts 1 – The Civil Service Retirement System, November 1997 (PDF file) [178.24 KB]
RI 83-2 Retirement Facts 2 – Military Service Credit Under the Civil Service Retirement System, December 1997 (PDF file) [124.02 KB]
RI 83-3 Retirement Facts 3 – Deposits and Redeposits Under the Civil Service Retirement System, October 1997 (PDF file) [140.64 KB]
RI 83-4 Retirement Facts 4 – Disability Retirement Under the Civil Service Retirement System, November 1997 (PDF file) [175.3 KB]
RI 83-5 Retirement Facts 5 – Survivor Benefits Under the Civil Service Retirement System, October 1997 (PDF file) [150.08 KB]
RI 83-6 Retirement Facts 6 – Early Retirement Under the Civil Service Retirement System, November 1997 (PDF file) [139.46 KB]
RI 83-7 Retirement Facts 7 – Computing Retirement Benefits Under the Civil Service Retirement System, October 1997 (PDF file) [183.54 KB]
RI 83-8 Retirement Facts 8 – Credit for Unused Sick Leave Under the Civil Service Retirement System, November 1997 (PDF file) [166.08 KB]
RI 83-9 Retirement Facts 9 – Refunds Under the Civil Service Retirement System, October 1997 (PDF file) [175.99 KB]
RI 83-10                 Retirement Facts 10 – Voluntary Contributions Under the Civil Service Retirement System, April 1998 (PDF file) [163.84 KB]
RI 83-13            Retirement Facts 11 – Information for Separating CSRS Employees Who Are Not Eligible for an Immediate Annuity, November 1997 (PDF file) [185.55 KB]
RI 83-18 Retirement Facts 12 – Information About Reemployment in the Civil Service Retirement System, November 1997 (PDF file) [204.01 KB]
RI 83-19 Retirement Facts 13 – CSRS Offset Retirement, April 1998 (PDF file) [208.44 KB]
RI 83-20 Retirement Facts 14 – Law Enforcement and Firefighter CSRS Retirement, October 1997 (PDF file) [160.03 KB]
RI 20-59 Information for Annuitants (CSRS), August 2011 (PDF file) [1018.66 KB]
RI 20-64B                          Information on Electing a Survivor Annuity for Your Former Spouse, March 2009 (PDF file) [849.92 KB]
RI 25-26 Information for Annuitants (CSRS), August 2011 (PDF file) [1018.66 KB]
RI 25-27 Survivor Benefits for Children, June 2013 (PDF file) [461.85 KB]
RI-38-123   Alternative Annuity Election Information for Employees (CSRS), December 2005 (PDF file) [55.4 KB]
SF-2800-1                    Applying for Death Benefits under the Civil Service Retirement System (CSRS), July 2011 (PDF file) [205.91 KB]
SF-2801A      pplying for Immediate Retirement Under CSRS, June 2007 (PDF file) [645.62 KB]

Federal Employees Retirement System (FERS) Publications

FORM        FEDERAL RETIREMENT PUBLICATION TITLE
RI 90-1        FERS – Federal Employees Retirement System (An Overview of Your Benefits) (PDF file) [450.06 KB]
RI 90-3 FERS – Federal Employees Retirement System Transfer Handbook – A Guide to Making Your Decision (PDF file) [1.2 MB]
RI 90-8 Information for FERS Annuitants – Information for Individuals Who Have Retired Under FERS (PDF file) [781.59 KB]
RI 90-11 FERS Facts 1 – Information for Separating FERS Employees Who are Not Eligible for an Immediate Annuity (PDF file) [220.26 KB]
RI 90-12 Information for Survivor Annuitants (FERS) (PDF file) [320.77 KB]
RI 90-18 RFERS Facts 2 – Information About Reemployment for Federal Employees Retirement System Annuitants, October 1997 (PDF file) [160.25 KB]
RI 92-19A         Applying for Deferred or Postponed Retirement – Federal Employees Retirement System (FERS) (PDF file) [450.96 KB]
RI 98-2 Information for Disability Annuitants (FERS) (PDF file) [246.24 KB]
SF 3113 Applying for Immediate Retirement Under the Federal Employees Retirement System (PDF file) [301.1 KB]
SF 3114                Applying for Death Benefits Under FERS (PDF file) [644.7 KB]

 

Retirement and Insurance Publications

FORM        FEDERAL RETIREMENT PUBLICATION TITLE
RI 20-59        Information for Annuitants – Civil Service Retirement System (PDF file) [1018.66 KB]
Get Forms: RI 20-120 (PDF file) [291.17 KB]RI 20-7 (PDF file) [388.87 KB]RI 30-1 (PDF file) [357.46 KB]
RI 20-64B Information on Electing a Survivor Annuity for Your Former Spouse (PDF file) [849.92 KB]
Get Form: RI 20-64A (PDF file) [130.05 KB]
RI 25-14A Information and Instructions for Completing the Self-Certification of Full-Time School Attendance (PDF file) [49.76 KB]
Get Form: RI 25-14 (PDF file) [772.04 KB]
RI 25-27 Survivor Benefits for Children (PDF file) [461.85 KB]

Get Forms: RI 25-49 (PDF file) [60.24 KB]

RI 25-14 (PDF file) [772.04 KB]

RI 25-15 (PDF file) [153.09 KB]

RI 25-41 (PDF file) [106.88 KB]

RI 25-37 Evidence to Prove Dependency of a Child (PDF file) [48.52 KB]
RI 30-3 Information Necessary for a Competency Determination (PDF file) [49.14 KB]
RI 30-9 Reinstatement of Disability Annuity Previously Terminated Because of Restoration to Earning Capacity (PDF file) [78.11 KB]
RI 30-13 nformation for Disability Annuitants – Civil Service Retirement System (PDF file) [487.29 KB]

Get Form: RI 30-1 (PDF file) [357.46 KB]

RI 37-22 Special Tax Notice Regarding Rollovers (PDF file) [123.09 KB]

Get Forms: RI 38-122 (PDF file) [324.86 KB]

RI 38-124 (PDF file) [183.2 KB]

RI 38-12         Verification of Date of Birth (PDF file) [208.41 KB]
RI 38-47 Information and Instructions on Your Reconsideration Rights (PDF file) [65.62 KB]
RI 38-123 Alternative Annuity Election Information For Employees (PDF file) [55.4 KB]
RI 38-125 Voluntary Contributions Notice (PDF file) [85.31 KB]

Get Form: RI 38-124 (PDF file) [183.2 KB]

RI 38-126 Life Events and Your Retirement and Insurance Benefits (for Annuitants) (PDF file) [1.74 MB]
RI 75-13 Federal Employees Health Benefits (FEHB) Facts (PDF file) [4.46 MB]
RI 76-12                        Information for Retirees and Their Families, Federal Employees’ Group Life Insurance (PDF file) [994.68 KB]
Get Form: RI 76-10 (PDF file) [1.14 MB]
RI 79-2 Information for Retirees and Survivor Annuitants about the Federal Employees Health Benefits Program (PDF file) [733.46 KB]
Get Form: RI 79-9 (PDF file) [155.33 KB]
RI 83-1 Retirement Facts 1 – Civil Service Retirement System (PDF file) [178.24 KB]
RI 83-2 Retirement Facts 2 – Military Service Credit under the Civil Service Retirement System (PDF file) [124.02 KB]
Get Form: RI 20-97 (PDF file) [321.84 KB]
RI 83-3                   Retirement Facts 3 – Deposits and Redeposits under the Civil Service Retirement System (PDF file) [140.64 KB]
RI 83-4 Retirement Facts 4 – Disability Retirement under the Civil Service Retirement System (PDF file) [175.3 KB]
RI 83-5 Retirement Facts 5 – Survivor Benefits under the Civil Service Retirement System (PDF file) [150.08 KB]
RI 83-6 Retirement Facts 6 – Early Retirement under the Civil Service Retirement System (PDF file) [139.46 KB]
RI 83-7 Retirement Facts 7 – Computing Retirement Benefits under the Civil Service Retirement System (PDF file) [183.54 KB]
RI 83-8 Retirement Facts 8 – Credit for Unused Sick Leave under the Civil Service Retirement System (PDF file) [166.08 KB]
RI 83-9 Retirement Facts 9 – Refunds under the Civil Service Retirement System (PDF file) [175.99 KB]
RI 83-10 Retirement Facts 10 – Voluntary Contributions under the Civil Service Retirement System (PDF file) [163.84 KB]

Get Form: RI 38-124 (PDF file) [183.2 KB]

RI 83-11 Thinking About Retirement? (PDF file) [215.64 KB]
RI 83-13 Retirement Facts 11 – Information for Separating CSRS Employees Who Are Not Eligible for an Immediate Annuity (PDF file) [185.55 KB]
RI 83-18 Retirement Facts 12 – Information About Reemployment for Civil Service Retirement System Annuitants (PDF file) [204.01 KB]
RI 83-19  Retirement Facts 13 – CSRS Offset Retirement (PDF file) [208.44 KB]
RI 83-20bg Retirement Facts 14 – Law Enforcement and Firefighter CSRS Retirement (PDF file) [160.03 KB]
RI 83-21 Retirement Services Online, RIO, Take Control of Your Retirement, June 2011 (PDF file) [666.61 KB]
RI 83-116 Handbook for Attorneys on Court-ordered Retirement, Health Benefits and Life Insurance (PDF file) [944.05 KB]

Under the–

  • Civil Service Retirement Benefits,
  • Federal Employees Retirement Benefits,
  • Federal Employees Health Benefits and
  • Federal Employees’ Group Life Insurance Program, July 1997

Effective July 22, 1998, Public Law 105-205 permits valid court orders to be recognized for the payment of FEGLI proceeds. Find out more about FEGLI and the requirements for court orders. ßlink

RI 84-1 Court-ordered Benefits for Former Spouses (PDF file) [6.98 MB]
RI 84-2 Work Related Injuries and Fatalities – What You and Your Family Need to Know About Your Benefits (PDF file) [1.04 MB]
Get Form: RI 20-64A (PDF file) [130.05 KB]
RI 84-3                                    Life Events and Your Retirement and Insurance Benefits (for Employees) (PDF file) [318.96 KB]
RI 90-1 FERS (An Overview of Your Benefits) (PDF file) [450.06 KB]
RI 90-3 FERS Transfer Handbook (PDF file) [1.2 MB]
RI 90-8 Information for FERS Annuitants (PDF file) [781.59 KB]  Get Forms: RI 30-1 (PDF file) [357.46 KB]

RI 20-120 (PDF file) [291.17 KB]

RI 30-10 (PDF file) [143.67 KB]

RI 90-11               FERS Facts 1 – Information for Separating Federal Employees Retirement System (FERS) Employees Who Are Not Eligible for an Immediate Annuity (PDF file) [220.26 KB]
RI 90-12  

Information for Survivor Annuitants under the Federal Employees Retirement System (FERS) (PDF file) [320.77 KB] Get Forms: RI 25-49 (PDF file) [60.24 KB]

RI 25-14 (PDF file) [772.04 KB]

RI 25-15 (PDF file) [153.09 KB]

RI 25-41 (PDF file) [106.88 KB]

RI 30-10 (PDF file)[143.67 KB]

 

RI 90-18 FERS Facts 2 – Information About Reemployment for Federal Employees Retirement System Annuitants (PDF file) [160.25 KB]
RI 92-19A Applying for Deferred or Postponed Retirement under the Federal Employees Retirement System (FERS) (PDF file) [193.13 KB]
Get Form: RI 92-19 (PDF file) [1020.79 KB]
SF-2800-1 Applying for Death Benefits Under the Civil Service Retirement System (PDF file) [205.91 KB]
Get Form: SF 2800 (PDF file) [667.22 KB]
SF-2801A Applying for Immediate Retirement Under the Civil Service Retirement System (PDF file) [645.62 KB]

Get Form: SF 2801 (PDF file) [1.26 MB]

SF 2804A       Information Regarding Voluntary Contributions, CSRS (PDF file) [67.89 KB]

Get Form: SF 2804 (PDF file) [651.88 KB]

SF-3112-1 Information About Disability Retirement (CSRS)  (PDF file) [66.52 KB]

Get Form: SF 3112 (PDF file) [747.53 KB]

SF-3112-2                           Information About Disability Retirement (FERS) (PDF file) [58.33 KB]

Get Form: SF 3112 (PDF file) [747.53 KB]

SF-3113 Applying for Immediate Retirement Under FERS  (PDF file) [301.1 KB]

Get Form: SF 3107 (PDF file) [754.87 KB]

SF-3114 Applying for Death Benefits Under FERS (PDF file) [644.7 KB]

Get Form: SF 3104 (PDF file) [757.62 KB]

Other Federal Employee Retirement Publications

FORM        FEDERAL RETIREMENT PUBLICATION TITLE
RI 38-   126        Life Events and Your Retirement and Insurance Benefits (for Annuitants) (PDF file) [1.74 MB]
RI 75-13 Federal Employees Health Benefits (FEHB) Facts (PDF file) [4.46 MB]
RI 76-12 Information for Retirees and Their Families, Federal Employees’ Group Life Insurance (FEGLI) (PDF file) [717.05 KB]
RI 79-027 Temporary Continuation of Coverage (TCC) under the Federal Employees Health Benefits Program (FEHBP) (PDF file) [902.05 KB
RI 79-2 Information for Retirees and Survivor Annuitants (FEHB) (PDF file) [733.46 KB]
RI 83-11 Thinking About Retirement? (PDF file) [215.64 KB]
RI 83-116 Handbook for Attorneys (PDF file) [944.05 KB]

on Court-ordered Retirement, Health Benefits and Life Insurance Under the:

  • Civil Service Retirement Benefits,
  • Federal Employees Retirement Benefits,
  • Federal Employees Health Benefits and
  • Federal Employees’ Group Life Insurance Program, July 1997

Effective July 22, 1998, Public Law 105-205 permits valid court orders to be recognized for the payment of FEGLI proceeds. Find out more about FEGLI and the requirements for court orders.

RI 84-1              Court Ordered Benefits for Former Spouses – Benefits That Can Be Affected by a Court Order (PDF file) [6.98 MB]
RI 84-2 Work-Related Injuries and Fatalities – What You and Your Family Need to Know About Your Benefits (PDF file) [1.04 MB]
              

 

PostalEASE / LiteBlue

 

PostalEASE / LiteBlue FEHB Worksheet

 

Publicaciones en español

Form Title
RI 25-26SP Información para los sobrevivientes pensionados (PDF file) [131.5 KB]
RI 25-27SP Beneficios de sobreviviente para los hijos (PDF file) [99.1 KB]
RI 38-126SP Eventualidades de la vida y sus beneficios de retiro y seguro (para pensionados) (PDF file) [124.89 KB]
RI 83-11SP ¿Está pensando en su retiro? (PDF file) [119.92 KB]

 

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