Get Summary Of Benefits Booklet - Federal Employee Services

Completing the Summary Of Benefits Booklet - Federal Employee Services online can streamline your access to important information about your benefits. This guide provides clear, step-by-step instructions to help you fill out the form correctly and efficiently.

Follow the steps to complete the Summary Of Benefits Booklet online.

1. Use the ‘Get Form’ button to obtain the form, ensuring that you can access it in an editable format.
2. Review the table of contents to familiarize yourself with the main sections: Civil Service Retirement System (CSRS), Federal Employees Retirement System (FERS), Thrift Savings Plan (TSP), Social Security Benefits, Federal Employees Group Life Insurance (FEGLI), and Forms for Collecting Benefits.
3. Start with the CSRS section. Note the eligibility requirements and benefits outlined. Fill in the blanks on the worksheet provided within this section to calculate your CSRS benefit based on your years of service and 'high-3' average salary.
4. Proceed to the FERS section and identify your eligibility category (Immediate, Early, Deferred, or Disability). Calculate your potential retirement benefits similarly by using the worksheet available.
5. Explore the TSP section, ensuring you understand your contribution options and the different investment funds. If applicable, select your preferred contribution percentage.
6. In the Social Security Benefits section, assess your entitlements and ensure your earnings records are accurate. Consider how social security may impact your retirement income.
7. Review the FEGLI options available and fill in your desired coverage levels. Ensure accuracy with the amounts and the associated costs based on your age group.
8. Conclude by examining the sections regarding forms for collecting benefits. Identify any forms required based on your situation and ensure all relevant information is noted.
9. After completing all sections, review your entries for accuracy. Finally, save your changes, download or print your completed form for your records, and share it if needed.

Complete your Summary Of Benefits Booklet online today and ensure your benefits are accurately recorded!