OPM | Essential Forms for Retirees Relating to Beneficiaries for FEGLI, CSRS, FERS, TSP

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Title: OPM | Essential Forms for Retirees Relating to Beneficiaries for FEGLI, CSRS, FERS, TSP

As we retire, we should update our beneficiaries. While you are in the retirement process you are given the opportunity to make these updates. Although some do not do so for many reasons and as we retire and get caught up in adjusting to a new life, we sometimes either procrastinate in taking these important actions ...or simply forget. If you are reading this, you are already exhibiting the intelligence and interest to take these actions. As you read this, it is the perfect time to take action and/or download the forms necessary to do so.

Here are the forms:
• CSRS Retirement System: Use SF 2808 (Designation of Beneficiary).
• FERS Retirement System: Use SF 3102 (Designation of Beneficiary) to designate who receives your retirement contributions if no survivor annuity is payable.
• FEGLI Life Insurance: Use SF 2823 (Designation of Beneficiary).
• Thrift Savings Plan (TSP): Use Form TSP-3. ... Read OPM Thrift Savings Plan Order of Precedence

Reference: The Federal Retirement News
OPM,Beneficiary Designation,FEGLI,CSRS,FERS,TSP,

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Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) Update

Title: Postal Retirees Deserve Better: Urge Congress to Pass H.R. 82, the Social Security Fairness Act

Article Snip: "...The Social Security Fairness Act would repeal the WEP, which penalizes many APWU retirees who receive a civil service pension but paid into Social Security in previous employment. It also repeals the GPO, which unfairly penalizes many spouses and widows with prior employment pensions. This vote means that we are closer than ever to removing the GPO and WEP. ..."

Reference: apwu.org
Windfall Elimination Provision (WEP), Government Pension Offset (GPO), WEP Update,CSRS,Age-Based Discrimination in COLA application (FERS vs CSRS),

Postponed or Deferred Federal Retirement

Title: Postponed or deferred

Article Snip: "...Most employees retire when they’ve reached the standard age and service requirements to receive an immediate unreduced annuity. If you are a CSRS employee, those are age 62 with 5 years of service, 60 with 20 or 55 with 30. If you are a FERS employee, they are..."

Reference: www.federaltimes.com
Deferred Federal Retirement, Postponed Federal Retirement, CSRS, FERS,

FERS and CSRS COLAS

Title: COLAS Now and Maybe Then

Article Snip: "...There’s one big difference between CSRS and FERS when it comes to the payment of COLAs. CSRS retirees receive COLAs regardless of the age at which they retire. With one exception, FERS retirees only begin receiving them when they reach age 62..."

Reference: www.fedweek.com
COLA, Federal Employees Retirement System (FERS), CSRS,

Federal Disability Retirement

Title: Ten Dos and Don'ts in filing for Federal Disability Retirement Benefits
Article Snip: "...Once a medical condition or disability impedes, prevents, or otherwise impacts a career goal, the perspective changes. The laws which govern the attempt to file for, and obtain, Federal Disability Retirement benefits under FERS or CSRS..."
Reference: www.fedsmith.com

Federal Retirement Calculator

Title: Federal Retirement Calculator
Article Snip: "...You Can Use this Calculator to:

* Calculate the basic annuity for employees in the FERS, CSRS, or CSRS-offset retirement system, including credit for sick leave if applicable.
* Confirm retirement eligibility. The calculator lets you know whether you are eligible to retire on the date you want, and what sort of restrictions (if any) apply.
* Calculate survivor benefits. ..."
Reference: usgs.gov