Processing Retirement Documents (RETIRE)

Responsibilities

Responsibilities of the Agency Personnel Office

The Agency personnel office is responsible for the following:

• Ensuring that age and service requirements are met according to:
  • Title 5 of the United States Code, Chapters 83 and 84
  • The CSRS and FERS Handbook for Personnel and Payroll Offices
  • Title 5 of the Code of Federal Regulations
• Processing retirement applications according to:
  • The Retirement Processing System (RETM) procedure
  • Department and/or Agency procedures
• Submitting a Standard Form (SF) 2801(CSRS)/SF 3107 (FERS), Application for Immediate Retirement, and an SF 2801-1/SF 3107-1, Certified Summary of Federal Service, when a reemployed annuitant separates from reemployment and is eligible for a supplemental annuity.
• Entering data immediately into RETM and the Web-based Entry, Processing, Inquiry and Correction System (EPIC Web), EmpowHR, or your Agency's Front-End Systems Interface (FESI) to ensure that the SF 2806/SF 3100, Individual Retirement Record, is submitted timely to OPM and the interim annuity begins as soon as possible.
• Receiving the SF 2803, Application to Make Deposit or Redeposit (CSRS)/SF 3108, Application to Make Service Credit Payment (FERS), from the employee; certifying; and submitting it to OPM.
• Ensuring that creditable service and retirement codes are correct.
• Submitting requests through the Web-based Special Payroll Processing System (SPPS Web) for adjustments to retirement, Thrift Savings Plan, and deposits for military and civilian service credit.

Responsibilities of the Payroll Office

The payroll office is responsible for the following:

• Establishing the SF 2806/SF 3100 for employees and maintaining their service history (including post-1956 military deposits) and fiscal data.
• Withholding retirement deductions and matching Agency contributions for transmittal to the Agency responsible for administering retirement system benefits.
• Closing out the SF 2806/SF 3100 for employees who are separated, retired, or deceased, and transmitting their retirement records to the Agency responsible for administering retirement system benefits.
• Transferring to OPM the SF 2806/SF 3100 for employees who transfer to another Agency or Department not payrolled by the Office of the Chief Financial Officer (OCFO)/National Finance Center (NFC) Payroll/Personnel System.
• Processing a separate SF 2806/SF 3100 to OPM to cover post-1956 military service may be released before retirement and at the time of separation, transmitting the deposits with the (1) SF 2803/SF 3108 and (2) OPM 1514, Military Deposit Worksheet.
• Recording current employees' retirement deductions and maintaining the general ledger control accounts and detailed reports. Preparing reconciliations and accounting reports for (1) OPM 1525, Annual Summary, Retirement Fund Transactions, CSRS and (2) OPM 1564, Annual Summary.