Retirement Resources

By Tammy Flanagan

March 1, 2013

If you are planning to retire between today and June 30 (which is one of the best dates to retire if you’re under the Federal Employees Retirement System) or July 3 (an optimum day for those under the Civil Service Retirement System), then it is time to begin to figure out the forms you need to fill out, gather and sign.

I’ve written plenty of columns in the past on how to get ready to retire. Here are some of my favorites:

Forms

The Office of Personnel Management provides a set of forms online that you’ll need to fill out. Your agency retirement specialist would love to have you turn these in at least 30 days prior to your retirement date -- or better yet, 60 to 90 days.

Here are the key forms:

The standard retirement application:

Forms documenting your service, to be filled out by your agency and signed by you:

Spouse’s consent to survivor election (if you are providing your spouse less than the maximum survivor benefit):

Post-retirement coverage for Federal Employees Group Life Insurance:

Notice of change in health benefits enrollment:

Application to make voluntary contributions to your retirement (CSRS only):

Documents

Here are some documents you may need to gather before you retire:

Contacts

You may wish to contact the following organizations to let them know you are retiring:


By Tammy Flanagan

March 1, 2013

http://www.govexec.com/pay-benefits/retirement-planning/2013/03/retirement-resources/61601/