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Fers retirement estimate request form - OnlyOneSearch Results 2025

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The document is a request form for retirement estimates from federal employees, detailing various retirement systems (CSRS, FERS, CSRS-Offset) and types of annuity computations. It includes sections for personal information, sick leave hours, survivor benefits, health and life insurance coverage, part-time service history, military service details, and tax deductions. The form guides employees through providing necessary information to calculate their estimated retirement benefits.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your name, date of request, office symbol, and phone number in the designated fields.
Select your retirement system: Civil Service Retirement System (CSRS), Federal Employees Retirement System (FERS), or CSRS-Offset.
Indicate the type of retirement annuity computation you are requesting by checking the appropriate box.
Fill in the projected retirement dates and estimated sick leave hours for each date as required.
Answer questions regarding any transfers from CSRS or CSRS-Offset to FERS, including relevant dates and sick leave balances.
Provide information about survivor annuity benefits for your spouse if applicable, selecting full benefits or another option.
Complete sections regarding health plans, life insurance, and any part-time federal service since April 1986 as necessary.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How far in advance should I apply for federal retirement?

Most retirees will receive their first full annuity check within 3-5 months of retiring. During processing, you will receive: Interim payments, typically 6080% of your estimated net annuity to help cover your expenses. Any health insurance coverage you elected to take into retirement.

What is the immediate annuity for OPM?

All of this paperwork, Pierce and Campbell said, should be submitted to the agency as early as allowed, usually 90 days before retirement.

How do you apply for immediate retirement under the federal employees retirement system?

Use form SF 3107, FERS Application for Immediate Retirement, to apply for immediate retirement. You can obtain the form from your employing agency. Submit the completed application to your employing agency. Give your agency at least 60 days notice before the date you intend to retire.

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