Get Application For Immediate Retirement - Office Of Personnel ...

Navigating the retirement application process can be challenging. This guide will provide a comprehensive walkthrough for filling out the Application For Immediate Retirement to ensure a smooth transition into retirement.

Follow the steps to complete the application efficiently.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Begin by filling out Section A - Identifying Information. Provide your full name, any other names used, contact information, date of birth, and Social Security numbers. Ensure accuracy in this section as it is crucial for identification.
3. Proceed to Section B - Federal Service. Indicate the department you are retiring from, your final separation date, and whether you have served in the military. If yes, complete Schedule A and attach it.
4. Complete Section C - Other Claim Information. Answer questions regarding past applications for retirement or workers' compensation and provide details if applicable.
5. Move to Section D - Insurance Information. State your eligibility for continuing health benefits and life insurance coverage, marking any applicable options.
6. Fill out Section E - Marital Information. Disclose your current marital status, and if applicable, attach necessary documentation concerning any former spouses who may have survivor annuities.
7. In Section F - Annuity Election, choose your preferred annuity type by initialing the appropriate boxes and providing necessary details. Ensure that spousal consent is obtained if applicable.
8. Optional Section G allows for the provision of information about dependent children. Fill this out if applicable.
9. Proceed to Section H - Direct Deposit and Tax Withholding Information. Select your direct deposit preference and specify any federal tax withholding preferences.
10. Finally, sign and date Section I - Applicant's Certification, affirming that all information is true to the best of your knowledge.
11. After completing all sections, review the application for accuracy and completeness. Save your changes, and then you can download, print, or share the form as needed.

Don't wait—complete your Application For Immediate Retirement online today for a smoother transition into retirement.