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Retirement Forms FormForm DescriptionSF-2801CSRS Application for Immediate RetirementSF-2818Application for Continuation of Life InsuranceSF-3107FERS Application for Immediate RetirementSF-3112Documentation in Support of Disability Retirement Application2 more rows ?
(SF-3107), Application for Immediate Retirement (FERS) SF-3107-2, Spouse's Consent to Survivor Election This form is only required if you do not elect the full survivor benefit for your current spouse. It should be included with the (SF-3107) (SF-2818), Continuation of Life Insurance Coverage.
SF 3107-2. The Spouse's Consent to Survivor Election is only filled out if you are married and do not want to leave a full survivor annuity to your spouse. This is an important section to consider as a survivor annuity can support your spouse and family in the event of your passing.
Taxes on Pension Income You will owe federal income tax at your regular rate as you receive the money from pension annuities and periodic pension payments. But if you take a direct lump-sum payout from your pension instead, you must pay the total tax due when you file your return for the year you receive the money.
The Individual Retirement Record (IRR), Standard Form (SF) 2806 / SF 3100, is used by OPM as the basic record for determining the retirement benefits payable to separated employees and their survivors.