Retirement Personnel Actions

A retirement action is processed when an employee who has contributed monies to a retirement system is eligible to retire and collect an immediate annuity.

The employee's retirement coverage code is usually initiated and established in the database at the time of hire. An official change action must be processed in EPIC Web, EmpowHR, or FESI to change or correct an employee's retirement coverage code. Personnel Offices should also review the employee's official personnel file (OPF) for creditable service to determine the proper code before entering the personnel action in EPIC Web, EmpowHR, or FESI.

Note: The change/correction to the retirement coverage code should be processed in EPIC Web, EmpowHR, or FESI as soon as possible if the employee is eligible for retirement; otherwise, the retirement record could be delayed.

When an employee elects to retire, a retirement package must be completed. This package consists of all documentation required by NFC and OPM to process the retirement. All documents must be completed and reviewed for accuracy before submitting to NFC.

The Agency personnel offices must enter data into RETM to track the employee's application before sending the retirement package to NFC. For detailed information about RETM, see the Retirement Processing System (RETM) Retirement Processing System procedure manual located under the Retirement Processing publication category on the Publications page of the NFC National Finance Center Web site.

See the Retirement Processing Transmittal section for detailed information on the types of documents that must be included in the retirement package.