This briefing is designed as a review and final check to assure that everything is in order for retirement. Emphasis is placed on completion of the forms, the process by which the retirement papers are handled from the personnel office, the payroll office, the Department through OPM.
Additionally, any items which have changed in recent years legislatively or regulatorily are discussed, as well as any pending changes which Congress is considering that would affect retirees.
Subjects Covered:
- Review of Retirement Program
- Eligibility
- Benefit Computation
- Deposits, Redeposits & Military Service Deposit Rules
- Survivor Benefit Options
- Taxation of Benefits
- The Retirement Package Forms
- Verification of Designation of Beneficiary Forms
- Health Insurance Coverage
- Life Insurance Coverage and Forms
- Withdrawal Options and Forms for the Thrift Savings Plan