Processing Retirement Documents (RETIRE)

Processing a Final Disability, Mandatory, or Immediate Retirement

To Process a Final Disability, Mandatory, or Immediate Retirement:

1. Enter the retirement personnel action in EPIC Web, EmpowHR, or FESI. Special attention should be given to the entry of the appropriate remarks codes, FEHB coverage code, and the last day in pay status.
2. Complete the last Date in Pay Status field. Enter the projected final date that the employee will be in pay status.
3. If the employee is currently enrolled in FEHB and will be eligible to continue FEHB coverage, enter 389, Transfer FEHB Enrollment to OPM, in the Remarks Code field.
4. For those employees with retirement coverage code Y or Z who are currently enrolled in FEHB and who will be eligible to continue FEHB coverage, enter 390, Transfer FEHB to DC Retirement System, in the Remarks Code field.
5. If the employee is currently enrolled in FEHB and will not be eligible to continue FEHB coverage, enter 388, Terminate FEHB Enrollment, in the Remarks Code field.

   Note: Whenever Remarks Code 388 is entered, 564, 565, or 566 must also be entered in the Remarks Code field.

6. If the employee is currently participating in FEGLI, enter 567 and, if applicable, 560-562 or 568-573 in Remarks Code field.
   • 560, Standard Optional Insurance: Declined
   • 561, Standard Optional Insurance: Not Eligible to Continue
   • 562, Standard Optional Insurance: Eligible to Continue: Coverage Began
   • 564, Terminate FEHB - Not Enrolled Since First Opportunity
   • 565, Terminate FEHB - Not Enrolled Five Years
   • 566, Terminate FEHB - No Survivor Eligible to Continue Health Benefits
   • 567, Basic Life Insurance: Elected Reduction
   • 568, Additional Optional Insurance: Declined
   • 569, Additional Optional Insurance: Eligible to Continue: Coverage Began; Lowest Multiple During Last Five Years - Elected Reduction
   • 570, Additional Optional Insurance: Not Eligible to Continue
   • 571, Family Optional Insurance: Declined
   • 572, Family Optional Insurance: Eligible to Continue: Coverage Began Lowest Multiple During Last 5 Years - Elected Reduction
   • 573, Family Optional Insurance: Not Eligible to Continue
7. Code the Time and Attendance (T&A) report as final, and transmit the final T&A in the processing pay period.
8. If the employee is eligible to receive a final annual leave or compensatory time payment, enter Form AD-581, Lump Sum Leave or Compensatory Time Payments.
9. Enter data in RETM to track the employee's application before sending the retirement package to NFC. For detailed information on the retirement package, see the RETM procedure.
10. If the employee has incurred a debt, enter the indebtedness record in SPPS Web.
11. After the retirement package is processed, the SF 2807/3103, Register of Separations and Transfers, is submitted to OPM. System-generated letters are sent to the Agency personnel offices and employees as notification that the retirement package was sent to OPM. To obtain the register number and date of submission of the retirement package to OPM, access RETM.