Information annuitants 2025

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  1. Click ‘Get Form’ to open the information annuitants document in the editor.
  2. Begin by reviewing the introduction section, which outlines the benefits available under the Federal Employees Retirement System (FERS). This will help you understand what information you need to provide.
  3. Proceed to fill out your personal details in the designated fields. Ensure that your name, contact information, and claim number are accurately entered.
  4. In sections regarding computation of benefits, carefully input your service years and high-3 average salary as these are crucial for calculating your annuity.
  5. If applicable, complete any sections related to alternative annuities or survivor benefits. Make sure to read each option thoroughly before making selections.
  6. Review all filled sections for accuracy. Utilize our platform's editing tools to make any necessary adjustments before finalizing your form.

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An annuitant is someone whose life determines an annuitys payouts. In some cases an annuitys owner, the person who receives the payments, is the same as the annuitant. A retiree can be an annuitant if they buy a retirement annuity or another annuity and name themselves the annuitant.
The supplement ends when the recipient turns 62. After reaching the minimum retirement age until the supplement ends at 62, an earnings test is applied by the Office of Personnel Management that can cause a reduction or elimination of the supplement.
FERS Supplement and the Earnings Test Warning About FERS Supplement! The Special Supplement is subject to the Social Security Earning Test. If you decide to work after retirement, your work income may affect your FERS SRS amount. In 2024, for every $2 earned above $22,320 the FERS supplement will be reduced by $1.
An annuitant is someone who is entitled to collect the regular payments of a pension or an annuity investment. The annuitant may be the contract holder or another person, such as a surviving spouse. Annuities are generally seen as retirement income supplements.
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