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How to fill out the OPM 1496A online
This guide provides comprehensive, step-by-step instructions on how to complete the OPM 1496A, the Application for Deferred Retirement. Designed for use by separated Federal employees, this form is crucial for applying for a deferred annuity. Careful attention to the details in each section will help ensure a smooth application process.
Follow the steps to complete the OPM 1496A form effectively.
- Click ‘Get Form’ button to obtain the form and open it in the online editor.
- In Section A - Identifying Information, type or print your full name clearly. Indicate any other names you have used during your Federal employment. Enter your mailing address where correspondence should be directed. Provide a reachable telephone number, your date of birth, social security number, and confirm your citizenship status.
- In Section B - Marital Information, indicate your current marital status. If married, complete additional items regarding your spouse’s information, including their name, date of birth, social security number, place of marriage, and the date of marriage. If you have a former spouse entitled to a survivor annuity, indicate this in the appropriate section.
- Proceed to Section C - Annuity Election. Make your election by initialing the box next to your selected type of annuity, carefully considering your choice, as changes cannot be made after your annuity is granted.
- In Section D - Federal Service, detail any additional Federal service not accounted for in your eligibility notification letter. Include dates, department or agency information, and location. Attach any documentation that validates your additional service claims.
- Complete Section E - Military Service, if applicable, by providing information about your active duty military service, including branch, serial number, dates of service, rank, and organization at discharge. Attach any relevant military discharge documentation.
- Answer questions in Section F - Other Claims Information regarding any previous retirement claims or employment under a different retirement system.
- In Section G - Certification of Applicant, review your application, sign, and date it to certify that all statements are true to the best of your knowledge.
- Once completed, ensure to submit your application along with any required attachments to the Office of Personnel Management.
- After submitting, await acknowledgment from the Office of Personnel Management, which will include your claim number. Keep this number for future references concerning your annuity.
Complete your OPM 1496A online today for an efficient retirement application process.
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The 80 percent rule is an important guideline for employees applying for OPM disability retirement. This rule indicates that if your disability benefits plus your salary exceed 80% of your high-3 average salary, your benefits may be reduced. Understanding this rule is crucial when considering your financial future on an OPM 1496A filing.
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