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Processing Retirement Documents (RETIRE)

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Check List

To expedite retirement processing, all supporting documentation must accompany the original retirement application. Employees should throughly review and complete the Applicant's Checklist on the reverse of the SF 2801/SF 3107.

Agency personnel offices must thoroughly review and complete SF 2801/SF 3107, Schedule D, Agency Checklist of Immediate Retirement Procedures for all retirement applications. The SF 2824E/SF 3105E, Disability Retirement Application Checklist, must also be reviewed and completed for all preliminary disability cases.

The checklists are included as part of the retirement application to assure employees and personnel offices that all of the necessary documentation is completed and submitted with the retirement package.

See Also

Retirement Processing Transmittal

CSRS/FERS Retirement Processing Instructions

Cover Sheet for Retirement Package

Applicable Forms for Age (Mandatory), Optional, Early Option, and Discontinued Service

Applicable Forms for Preliminary Disability

Applicable Forms for Final Disability

Retirement Coverage Codes