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Financial resources questionnaire 2026

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The document is a Financial Resources Questionnaire from the U.S. Office of Personnel Management, designed to assess an individual's eligibility for financial relief options related to retirement system overpayments. It outlines the process for requesting waivers, compromises, lower repayment installments, or voluntary repayment agreements due to financial hardship. The questionnaire requires detailed personal and financial information, including income, expenses, assets, and liabilities, and must be submitted within 30 days of notification of overpayment.

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Click ‘Get Form’ to open the financial resources questionnaire in the editor.
Begin with Section I, Personal Data. Enter the name of the former Federal employee and your details, including claim number and contact information.
Proceed to Section IV, Average Monthly Income. Fill in your gross salary and any other income sources, ensuring you provide accurate monthly averages.
In Section V, Average Monthly Expenses, detail your expenses such as rent, utilities, and insurance. Be thorough to avoid leaving any fields blank; if a question does not apply, answer 'No' or 'None'.
Complete Section VIII on Assets by listing all relevant assets like cash accounts and vehicles. Provide their current values accurately.
Finally, sign and date the form in Section XI before submitting it to the Office of Personnel Management as instructed.

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2012	4.9 Satisfied (410 Votes)

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