Smoothing the Road for Your Retirement Application – FEDweek


Reg Jones

OPM regularly sends out notices to agency retirement benefit specialists. They usually involve the mechanics of retirement processing. However, I just received one that I’d like to share with those of you who are thinking about retiring.

Why should you care about it? Because processing of retirement applications takes long enough—often, far too long—as it is. It’s in your best interest to do what you can to make it go as smoothly as possible.

Remember, hangups = more steps = delays = a longer time you will receive only partial monthly benefits before full benefits begin.

With that in mind, I’ve paraphrased it as if the message was being directly sent to you. Here goes.

Dear Soon-to-be Retiree:

This message is to remind you about the importance of putting down your personal email address and personal phone numbers when you submit your “Application for Immediate Retirement” SF 2108/SF 3107. Block 4a on the application specifically asks for your daytime telephone number after retirement. Block 4c asks for your personal email address. It is very important for this information to reflect the correct email address and phone numbers you will have access to after your selected retirement date.

Your work contact information changes directly after you have detached from your agency. Those email and phone numbers you had generally are canceled once you retire and neither you nor we will have access to them.

Often times OPM processors will need to make direct contact with you to obtain further information during the processing of your application or after final adjudication of your retirement application. Those calls and emails are often rejected due to the contact information on your retirement application being outdated.

If you have any questions, please reach out to your Agency Benefit Officer.


Benefit Officers Liaison & Development

U.S. Office of Personnel Management

Even if you aren’t planning to retire right away, this bit of advice is one that’s worth filing away for future reference.

OPF: Tweak Your Personnel Folder for Maximum Benefits

Credit for Unused Sick Leave at Retirement

The FERS-Only “Minimum Retirement Age”

Other Uses of Federal Sick Leave

Basics of Sick Leave for Federal Workers

Annual Leave, One of Top Benefits to Federal Employees

Benefits Upon Passing of a Federal Employee or Retiree

FERS Retirement Guide 2022