Chartered 1889, Serving the Bronx and Manhattan




Denis Rhoden


Assistant to Director of Retirees


Applying for Benefits from FERS


Q: Where do you get the form to apply for FERS Immediate Retirement?
A: Use form SF 3107 FERS Application for Immediate Retirement to apply for immediate retirement. You can obtain the form from your employing agency by calling HRSSC at 877-477-3273. Submit the completed application to your employing agency. Give your agency at least 60 days notice before the date you intend to retire. Your agency will then complete the Schedule D, Agency Checklist of Immediate Retirement Procedures, and the SF 3107-1, Certified Summary of Federal Service, which are included in the SF 3107, FERS Application for Im- mediate Retirement.
When calling HRSSC to request your retirement application, also request a Certified Summary of Federal Service. Your agency will complete the SF3107-1, Certified Summary of Federal Service, and forward it to you for your review and signature. You should review it carefully before signing it. Any errors, omissions, or discrepancies will delay the processing of your application, and may result in incomplete credit for your service in the initial computation of your annuity.
If you are applying for disability retirement, ask your employing agency for a copy of the forms package SF 3112, Documentation in Support of Disability Retirement Application. Your agency will forward the application to OPM.
If you are applying for disability retirement, ask your employing agency for a copy of the forms package SF3112, Documentation in Support of Disability Retirement Application. Your agency will forward the application to OPM.
To apply for a Deferred Annuity, use form RI 92-19. Forms will be provided by, and submitted directly to OPM. Call OPM or visit https://www.opm.gov/retirement-services/fers-information/types-of-retirement/#url=Deferred-Retirement.
What happens after you file your Retirement Application?
Your employing office will close out your records, using the Agency Checklist to assure that all necessary steps are taken. When this process (which includes paying you an unpaid compensation, such as for unpaid annual leave) has been completed, the agency will forward your application and records to the Office of Personnel Management (OPM). You should receive a notice from your former employing agency when your application and records have been forwarded to OPM. In most cases, the agency will forward your application and records to OPM. In most cases, the agency should forward the retirement package to OPM so it is received within 30 days after your separation. Until OPM has received the application and supporting documents, OPM does not know that you have retired.
Note: Applications for disability retirement are processed differently. Your agency normally will forward your application, evidence supporting your claim of disability and preliminary records to OPM for a disability determination based on reviews of both medical and non medical evidence.
After it receives your application, OPM will assign your claim number, which will begin with the letters CSA. This number will be very important to you as a retiree because you will need to refer to it any time you contact OPM in connection with your annuity.
When OPM finishes processing your application, they will send you a booklet explaining your benefits.
Payments Beginning Date of Annuity:
The beginning date of most annuities is the first day of the month after separation. If one retires on the last day of the month, the annuity begins to accrue the following day.
Disability annuities, however, begin the day after pay stops and all other requirements for title to annuity are met. Annuities based on involuntary separations begin on the day after separation.
Payments and Accrual of Annuity:
All annuities are payable in monthly installments on the first business day of the month following the one for which the annuity has accrued. For example, payments for the month of June will be paid in your check dated July 1st.
What recourse does an applicant for FERS benefits have if his or her application is denied by the U.S. Office of Personnel Management?
The applicant may appeal to the Merit Systems Protection Board.

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JULY 2021


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