Retirement Package

This topic has been updated to remove a note.

The retirement package consists of a Retirement Processing Transmittal (AD-1102) cover sheet and all applicable forms/documents pertaining to the specific type of retirement that is required to process the retirement action. Each retirement package should have all the pertinent information needed to help the payroll office expedite the employee's retirement application. For more information, see the Retirement Processing Transmittal section.

The Agency personnel office must enter the employee's retirement application data into RETM before sending the retirement package to the payroll office.

Retirement packages must be submitted in ServiceNow and received by the Retirement Processing Section no later than the Friday following the pay period of separation.

Agencies must submit the following documents separately from the retirement package:

• Final T&A
• AD-581, Lump Sum Leave or Compensatory Time Payments
• AD-343, Payroll Action Request

  Note: Submission of these forms with the retirement package will delay processing of the retirement application.

Final T&As and separation actions generate the SF 2806/SF 3100 automatically on a biweekly basis. If a T&A is not being processed for a separated employee who is in an LWOP status, the Agency must use a Master File Change document in either EPIC Web, EmpowHR, or FESI to indicate a separation and the receipt of a final T&A.

Note: Strict compliance with these procedures will enhance the interim and annuity payment procedures.

All retirement packages must be submitted via ServiceNow.