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1 ARMY BENEFITS CENTER-CIVILIAN FORT RILEY, KANSAS COMPLETING THE CIVIL SERVICE RETIREMENT SYSTEM (CSRS) RETIREMENT APPLICATION.

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Presentation on theme: "1 ARMY BENEFITS CENTER-CIVILIAN FORT RILEY, KANSAS COMPLETING THE CIVIL SERVICE RETIREMENT SYSTEM (CSRS) RETIREMENT APPLICATION."— Presentation transcript:

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2 1 ARMY BENEFITS CENTER-CIVILIAN FORT RILEY, KANSAS COMPLETING THE CIVIL SERVICE RETIREMENT SYSTEM (CSRS) RETIREMENT APPLICATION

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 Call a counselor ( ) WHERE DO I FIND THE FORMS ?

4 3 SF 2801 Application for Immediate Retirement CSRS Schedules A, B, C (if applicable) SF 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

5 4 SF 2801 – SECTION A IDENTIFYING INFORMATION

6 5 SF 2801 – SECTION B FEDERAL SERVICE

7 6 SF 2801 – SECTION C OTHER CLAIM INFORMATION

8 7 SF 2801 – SECTION D INSURANCE INFORMATION

9 8 SF 2801 – SECTION E MARITAL INFORMATION

10 9 SF 2801 – SECTION F ANNUITY ELECTION

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

12 11 SF 2801 – SECTION F ANNUITY ELECTION

13 12 SF 2801 – SECTION G INFORMATION ABOUT YOUR UNMARRIED DEPENDENT CHILDREN

14 13 SF 2801 – SECTION H DIRECT DEPOSIT AND TAX WITHHOLDING INFORMATION

15 14 SF 2801 – SECTION I APPLICANTS CERTIFICATION AND CHECKLIST

16 15 SF 2801 SCHEDULES A, B & C SCHEDULE A – MILITARY SERVICE INFORMATION

17 16 SF 2801 SCHEDULES A, B & C SCHEDULE B – MILITARY RETIRED PAY

18 17 SF 2801 SCHEDULES A, B & C SCHEDULE C – FEDERAL EMPLOYEES COMPENSATION INFORMATION AND APPLICANTS CERTIFICATION

19 18 SF SPOUSES CONSENT TO SURVIVOR ELECTION

20 19 OPM 1515 – MILITARY SERVICE DEPOSIT ELECTION

21 20 SF 2818 – CONTINUATION OF LIFE INSURANCE COVERAGE

22 21 W-4P- WITHHOLDING CERTIFICATE FOR PENSION OR ANNUITY PAYMENTS

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

24 23 WHERE DO I SEND THE FORMS ? All forms should be submitted at least days before the date of retirement to: ARMY BENEFITS CENTER-CIVILIAN 301 MARSHALL AVE FORT RILEY, KS REMEMBER: We must have original forms!


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