Slide 1

Slide 2 1 ARMY BENEFITS CENTER-CIVILIAN FORT RILEY, KANSAS COMPLETING THE CIVIL SERVICE RETIREMENT SYSTEM (CSRS) RETIREMENT APPLICATION Slide 3 2 Army Benefits Center-Civilian website at https://www.abc.army.milhttps://www.abc.army.mil Employee Benefits Information System (EBIS) The Office of Personnel Management (OPM) at http://www.opm.gov/forms http://www.opm.gov/forms Call a counselor (1-877-276-9287) WHERE DO I FIND THE FORMS ? Slide 4 3 SF 2801 Application for Immediate Retirement CSRS Schedules A, B, C (if applicable) SF 2801-2 Spouses Consent to Survivor Election (if applicable) SF 2818 Continuation of Life Insurance Coverage W-4P Federal Tax Withholding DD 214 (if applicable) OPM 1515 Military Service Deposit Election Form or proof of military deposit i.e. OPM 1514 Military Deposit Worksheet Marriage Certificate (if applicable) CSRS IMMEDIATE RETIREMENT FORMS Slide 5 4 SF 2801 SECTION A IDENTIFYING INFORMATION Slide 6 5 SF 2801 SECTION B FEDERAL SERVICE Slide 7 6 SF 2801 SECTION C OTHER CLAIM INFORMATION Slide 8 7 SF 2801 SECTION D INSURANCE INFORMATION Slide 9 8 SF 2801 SECTION E MARITAL INFORMATION Slide 10 9 SF 2801 SECTION F ANNUITY ELECTION Slide 11 10 SF 2801 SECTION F ANNUITY ELECTION Formula for the Partial Survivor Annuity Desired monthly amount x 12 /.55 = Amount (Section F, question #2) Example: Desired Monthly Amount for Spouse: $500 $500 x 12 = $6,000 $6,000 /.55 = $10,909 $10,909 is the amount to be placed in the blank for Section F, question #2 Slide 12 11 SF 2801 SECTION F ANNUITY ELECTION Slide 13 12 SF 2801 SECTION G INFORMATION ABOUT YOUR UNMARRIED DEPENDENT CHILDREN Slide 14 13 SF 2801 SECTION H DIRECT DEPOSIT AND TAX WITHHOLDING INFORMATION Slide 15 14 SF 2801 SECTION I APPLICANTS CERTIFICATION AND CHECKLIST Slide 16 15 SF 2801 SCHEDULES A, B & C SCHEDULE A MILITARY SERVICE INFORMATION Slide 17 16 SF 2801 SCHEDULES A, B & C SCHEDULE B MILITARY RETIRED PAY Slide 18 17 SF 2801 SCHEDULES A, B & C SCHEDULE C FEDERAL EMPLOYEES COMPENSATION INFORMATION AND APPLICANTS CERTIFICATION Slide 19 18 SF 2801-2 SPOUSES CONSENT TO SURVIVOR ELECTION Slide 20 19 OPM 1515 MILITARY SERVICE DEPOSIT ELECTION Slide 21 20 SF 2818 CONTINUATION OF LIFE INSURANCE COVERAGE Slide 22 21 W-4P- WITHHOLDING CERTIFICATE FOR PENSION OR ANNUITY PAYMENTS Slide 23 22 BENEFICIARY FORMS SF 2823 Designation of Beneficiary- Federal Employees Group Life Insurance Program SF 2808 Designation of Beneficiary- Civil Service Retirement System TSP-3 Thrift Savings Plan-Designation of Beneficiary Slide 24 23 WHERE DO I SEND THE FORMS ? All forms should be submitted at least 90-120 days before the date of retirement to: ARMY BENEFITS CENTER-CIVILIAN 301 MARSHALL AVE FORT RILEY, KS 66442-5004 1-877-276-9287 REMEMBER: We must have original forms!