1. APF-NAF Retirement Portability
Eligibility
Retirement-covered position
For breaks not exceeding one year
No previous election

2. APF-NAF Retirement Portability
Retirement-system comparison estimates
(APF vs NAF)
Send request approximately 45 days before appointment date
Provide New Appointment Salary
Provide Civil Service POC
Provide any prior NAF employment information

3. APF-NAF Retirement Portability
Retirement-system comparison estimates
MRG will request immediate or age 62 civil service retirement benefit from Civil Service Employer
If any prior NAF employment MRG will request Marine Corps NAF Personnel Reports from OPF for employments prior to PeopleSoft went live

4. APF-NAF Retirement Portability
Day of employment
Provide employee with comparison estimates
Provide employee with Form RI Election to Retain CSRS, CSRS Offset or FERS Retirement Coverage

5. APF-NAF Retirement Portability
Remain in the APF retirement-system
Notify Employee that election to retain APF coverage is irrevocable. APF Retirement coverage will be for lifetime.
Employees who retain CSRS or FERS coverage are eligible to continue TSP participation; they may not participate in the NAF 401(k) plan.

6. APF-NAF Retirement Portability
Validation
Most recent LES
Most recent SF-50, SF-75 or SF-52,
Whichever is available

7. APF-NAF Retirement Portability
Thrift Savings Plan (TSP)
Submit TSP-1 Form to:
Change TSP contributions
Stop TSP contributions
If not enrolled - start TSP contributions next pay period
TSP loan
Loan amortization schedule

8. APF-NAF Retirement Portability
Health and Life Benefits
Federal employees health benefits (FEHB) and federal employees group life insurance (FEGLI) coverage are not portable.
Eligible employees may enroll in the NAF Health Benefits Program or NAF employer’s life insurance program within 31 days of appointment to NAF

9. APF-NAF Retirement Portability
Continuation of Health Benefits under
Retirement Provision – Involuntary moves
The 15-year enrollment rule applies, but is waived for employees who had 5 years of continuous Federal Health Benefit (FEHB) enrollment on the day before the involuntary move, provided the break in service is not greater than 3 days.

10. APF-NAF Retirement Portability
Continuation of Health Benefits under
Retirement Provision – Voluntary moves
The 15-year enrollment rule applies. If the employee was enrolled in FEHB immediately preceding a move from an APF position to a NAF position, the FEHB coverage (MUST BE CONTINUOUS NOT CUMULATIVE) may be counted toward the 15-year enrollment requirement, provided the break in service is not greater than 3 days

11. APF-NAF Retirement Portability
Continuation of Life Insurance
under Retirement Provision
The 15-year enrollment rule always applies. If the employee was enrolled in FEGLI immediately preceding a move from an APF position to a NAF position, the FEGLI coverage may be counted toward the 15-year enrollment requirement, provided the break in service is not greater than 3 days

12. APF-NAF Retirement Portability
Annual Leave
If the break will not exceed three days, please ensure the CHRO POC is reminded to process separation as - to avoid no annual leave payout
Nature of Action Code 352 Termination – Appt In (Dept of Defense), 5 CFR
Authority Code DBM (5 CFR part 715)
If the annual leave is erroneously paid out, a correction will be requested and the employee will incure a government debt, which must be paid back

13. APF-NAF Retirement Portability
Questions?
Contact Gabi Neuner or Terry White:
Gabi’s ph#: DSN 378
Terry’s ph#: DSN 378
Fax: DSN 378