BAF2020 OPM

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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:

  1. The document is directly submitted to OPM by a Payroll Office through Government email (e.g., .gov, .mil).
  2. 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.