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REQUEST FOR RETIREMENT ANNUITY ESTIMATE

The purpose of this form is to gather information that pertains specifically to you. A Benefits Specialist needs this in order to provide you with the best estimate possible. It is important that these questions be answered to the best of your ability. Some can be verified in your Official Personnel File, while others cannot. The information you provide can have significant impact on your benefit entitlements. Our CSO-C goal is to complete your estimate within 3 to 5 business days. Requests are processed in the order received.

Please provide the following information:


Last Name:  

First Name: 

Middle Name: 

Last Four (4) Digits of Your Social Security Number: 

Retirement System: 

Home Street Address: 

City:   

State/Country:    

Zip Code/Postal Code: 

Activity:

Activity City: 

Activity State: 

Telephone Numbers with Area Code:
Work:     Home:      Fax: 

How would you like your estimate returned:   FAX         Mail

E-Mail Address (If available): 

Position Title:       

Pay Plan/Series/Grade:     

Projected Retirement Date:  ( MM DD YYYY  ex: 02 10 2002)

Hours of sick leave you expect to have at retirement (CSRS and CSRS-Offset Only):
 

Type of retirement benefit for which applying? 

If your activity is currently offering VSIP do you want a VSIP computation?  Yes     No

 

INSURANCE INFORMATION:

Will you elect to take Health Insurance into retirement?   

Will you elect to take Life Insurance into retirement?    

If you elect to continue FEGLI coverage into retirement, please select from the following options:   
Basic:        Yes    No             Reduction 

Option A:   Yes    No

Option B:  Yes    No
Number of multiples you want to continue?  and

Option C:   Yes    No
Number of multiples you want to continue?  and

 

MARITAL STATUS and SURVIVOR ELECTIONS

Are you married?: 

If yes, do you want to provide a survivor annuity for your current spouse? 

Do you have a court order awarding a survivor annuity to a former spouse, from whom you were
divorced on or after May 7, 1985? 

Do you want to provide a survivor annuity for a former spouse?  Yes      No

Do you want to elect an Alternative form of Annuity (AFA)?   Yes      No

Do you want Federal Tax Withholding deducted?

    Filing status:
    Number of  exemptions

 

 

MILITARY SERVICE:

Were you in the military? 

Did you serve on active duty after 1956? 

If yes, have you made the deposit for this service? 

If yes, do you have a copy of the receipt?  Yes      No

If no, do you plan to make the deposit? 

If you are a military retiree, do you plan to waive your military retired pay in order to combine
this service with your civilian service? 

Is there a copy of your Military Discharge (DD 214) in your official personnel folder (OPF)? 

 

OTHER TYPES OF SERVICE AND BASIC PAY INFORMATION

Have you performed part-time service after April 6, 1986? 

Have you worked on an intermittent appointment

Have you worked under a temporary appointment 

If yes, have you paid the deposit for that service? 

Have you worked as a NAF (nonappropriated fund) employee? 

Have you had more than 6 months of Leave Without Pay (LWOP) in a calendar year during any part of the past three years? 

Have you worked continuously on second or third shift during the last three years?   
If yes, what shift: 

Have you ever resigned from a federal job, applied for and received a refund of your
retirement contributions? 

If yes, please provide the amount you withdrew and the date you received the money:

Amount:   

Date:  (mm dd yyyy - ex: 02 10 2002)

Have you ever received severance pay?   

If Yes, please provide the starting date and ending date you received the money.
starting date:        ending date:    (mm dd yyyy - ex: 02 10 2002)

Have you ever received Voluntary Separation Incentive Pay?  Yes      No

If Yes, how much? 

when?  (mm dd yyyy - ex: 02 10 2002)

Additional Comments: