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Step 1 of 10 - Before You Begin

10%

Please complete this questionnaire and return with copies of your most recent Leave and Earnings Statement, TSP Statement, and Social Security Statement. There is an option to securely upload these documents at the end.

Personal Information

Name*
Date of Birth*
Marital Status*
Spouse's Name*
Spouse Date of Birth*
Home Address*
Retirement System*
Employee Type*
Retirement Type*
FERS Transfer Date*
CSRS Offset Date*

Retirement Eligibility & Creditable Service

What is your Retirement Service Computation Date (RSCD)?
The RSCD is used for retirement credit purposes and may be different than the Leave SCD on your pay stub. Provide both, if known.
LSCD?
When are you planning to retire?*
Have there been any breaks in service?*
What are those dates?*
Start Date
End Date*
End Date
Are there any more breaks in service to enter?*
What are those dates?*
Start Date
End Date*
End Date
Does your SCD reflect the break(s) in service?*

Military Service

Do you have any military service?*
What are those dates?*
Start Date
End Date*
End Date
Is there any more military service to enter?*
What are those dates?*
Start Date
End Date*
End Date
Have you bought back your time?*
Are you planning on buying back your time?*
Does your SCD reflect the time bought back?*

Deposit

Have there been any periods of work when retirement contributions were not made?*
What service dates when no contributions were made?*
Start Date
End Date*
End Date
When was or will the deposit be paid?*

Redeposit

Do any contributions need to be redeposited?*
What are the dates of service the refund is for?*
Start Date
End Date*
End Date
When was or will the redeposit be paid?*

CSRS Offset

Is this a CSRS Offset Retirement?*
What is the date the Offset Employment started?*

FEHB / FEGLI

Do you plan to keep FEHB in retirement?*
Is anyone in your household reliant on your medical benefits?*
Do you currently have FEGLI coverage?*
Do you plan to carry FEGLI into retirement?*

Social Security

Please enter a number from 62 to 70.

Federal Long Term Care Insurance

Do you have Federal Long Term Care Insurance?*
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