OPM
U.S. Office of Personnel Management[edit]
Disability Retirement[edit]
Source Document[edit]
Check off list
Information About Disability Retirement (FERS)
Certification of Medical Examination[edit]
Optional File 178
Benefits Administration Letters[edit]
2020 Benefits Administration Letter[edit]
BAF 2020
From page 3 and 4 of 6:
Evidence of Chain of Custody:
Agencies must ensure the retirement application package chain of custody stays intact by adhering to the following:
- The document is directly submitted to OPM by a Payroll Office through Government email (e.g., .gov, .mil).
- In accordance with BAL 12-102, documents contained within a retirement or death in service application package must include an agency checklist that clearly shows that the application package includes the document/s in question. For example, the agency checklist (Schedule D) indicates the following forms (for which OPM would normally require an original signature) are included in the package: SF 3107, SF 2801, SF 2801-2, SF 3107-2, SF 3106, SF 2803, SF 3112, SF 2823, SF 3104, SF 3104B, SF 2800 and SF 2800A. The agency checklist must be signed by the agency personnel official handling the documents and there must be a telephone contact and email address for this agency official.
1997 Benefits Administration Letter[edit]
BAF
From page 7 of 11:
| FERS Applications | Special Requirements |
|---|---|
| SF 3112 | Documentation In Support of Disability Retirement Application. Sections of the form with no printing on the backs must be printed that way. The instructions must be on the reverse of the form to which they apply, or attached to it. |
| SF 3112-2 | Information About Disability Retirement. None, but booklet must accompany SF 3112 used by FERS Employees. |
Annuity[edit]
Source Document[edit]
OPM Applying for Immediate Retirement Under the Civil Service Retirement System SF2801a
Applying for Immediate Retirement Under the Civil Service Retirement System
Guaranteed Minimum Disability Annuity[edit]
From page 16 of 33 of SF2801a:
An employee retiring before age 60 because of disability is guaranteed a minimum basic annuity which amounts to the lesser of (a) 40% of the “high-3” average pay, or (b) the sum obtained by using the basic formula, but increasing the length of actual service by the period between the date of the employee’s separation for retirement and the date age 60 is reached.
If the “earned” annuity computed using the basic formula is greater than the guaranteed minimum, this “earned” annuity is the amount payable. Persons receiving military retired pay or pension or compensation from the Department of Veterans Affairs in lieu of military retired pay are generally not eligible for the guaranteed minimum annuity computation.
Beginning Date of Annuity[edit]
From page 11 of 33 of SF2801a:
The beginning date of most annuities is the first day of the month after pay ceases and all other requirements for title to annuity are met. There are three exceptions to this: (1) disability annuities, (2) annuities based on involuntary separations, and (3) annuities based on voluntary retirement of employees who are in pay status for three days or less in the month of retirement. In these three instances, annuities begin no later than the day after pay ceases and all other requirements for title to annuity are met.
Payment and Accrual of Annuity[edit]
From page 11 of 33 of SF2801a:
All annuities are payable on the first business day of the month following the one for which the annuity has accrued. For example, your payment dated July 1 is for the month of June.
How to Receive Annuity Payments[edit]
From page 11 and 12 of 33 of SF2801a:
The U.S. Department of the Treasury will pay all federal benefits electronically. Your payments should be made by Direct Deposit into your checking or savings account or you need to arrange for a Direct Express debit card provided by the Department of the Treasury. This does not apply to you if you live outside the United States where Direct Deposit/Direct Express is not available.
To enroll in the Direct Deposit program, contact your agency or complete File:SF-1199A-2012.pdf [1], Direct Deposit Sign-Up Form, which you can get at your financial institution. To obtain a Direct Express debit card, go to https://www.godirect.org. If your payments are not electronically deposited to your account and you do not have a Direct Express debit card, you must contact the Department of the Treasury at 1-800-333-1795 to discuss your options.
Direct Deposit/Direct Express is a win-win situation all around. You avoid the bother of traveling to a bank or other financial institution to cash or deposit your check. Both you and the Office of Personnel Management are saved the worry that checks will be lost in the mail. It also assures that payments are available for your use, even when you are away from home.
When you elect Direct Deposit or Direct Express, you will continue to receive other information at your mailing address. Complete Section H of SF 2801, Application for Immediate Retirement, to indicate your payment instructions. If you change accounts after your payments begin, you should call us at 1-888-767-6738. If you use TTY equipment, call 1-855-887-4957. It’s a good idea to leave your old account open until you have verified that a payment has been deposited in your new account or to your Direct Express card.
Applying for Retirement Benefits Q & A[edit]
Learn more about disability benefits and retirement
FAQs and answers about disability benefits and federal retirement.
OPM Links[edit]
Types of Retirement - Disability
Pamplets: Retirement Insurance
Scroll down table to SF3112-1 and SF3112-2.