• Federal Benefits Data Collection Form

    Please fill out this form and upload your documents and we will get in touch with you shortly.
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  • Regular= Traditional retirement (most people fall into this category, including LEO/FF/ATC leaving federal service prior to their respective mandatory retirement age (57/56), and those FERS retiring under “Minimum Retirement Age (MRA + 10”).

    Optional= Offered an “Early out” because of reductions-in-force (RIF), or agency reorganization.

    Mandatory= Special Provisions (LEO/FF/ATC) who wish to stay until forced to retire. Law Enforcement Officers & Firefighters must retire by age 57, and Air Traffic Controllers must retire by age 56.

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  • The SCD is the date used to determine retirement eligibility and used in the computation of the basic retirement annuity. This is not the same as the “SCD for Leave” typically found on the LES. The SCD only includes periods of service which someone contributed to the CSRS or FERS retirement system (i.e. a regular career appointment, military time which a deposit was made, non-deduction service for which a deposit was made, etc).

  • Annuity Creditable Service

    Civilian Service (only use this column if there have been breaks in service) List any breaks in service, if applicable

  • Annuity       High Three Average

    Typically, the salary on the LES includes base pay and locality pay for General Schedule employees in the 48 continuous states; You must also include Night differential and environmental pay for Wage Grade employees; Administrative Uncontrollable Overtime (AUO) and Law Enforcement Availability Pay (LEAP) for Law Enforcement; and Special Pay for Physicians and Dentists under Title 38 at the VA

     

  • Annuity        Military Service (if applicable)

  • Annuity      Deposit (Temporary  Civilian Service)

  • Annuity      Redeposit (Breaks in Civilian  Service)

     

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  • Annuity      Annuity Calculation

  • Annuity      Social Security – FERS Supplement

  • Thrift Savings Plan ⇒⇒ Contributions

  • Percent to invest in each fund: Where do future contributions go? (must total 100%)

  • Insurance ⇒⇒ FEGLI

  • FEGLI ELIGIBLITY 

    FEGLI coverage in retirement is only available if enrolled for either:

    a)  5 full years prior to retirement date

    b)  the full period if employed less than 5 yrs, or

    c)  the full time equiv. of 5 yrs if some service was part time

  • Insurance ⇒⇒ FEHB

  • FEHB coverage in retirement is available when:

    1)     Must retire on an immediate annuity (can not defer annuity payments), and

    2)     Must be continuously enrolled under FEHB for 5 years of service immediately preceding retirement

  • Insurance ⇒⇒ Long Term Care

  • Other

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