There are many forms that employees, retirees, and survivors need to fill out to deal with retirement, health and life insurance, and Thrift Savings Plan issues. Those forms used to be available from your current or former agency. And in some agencies and in some parts of the country that’s still true. However, they can be downloaded from websites operated by OPM and the TSP and printed at your convenience. I’ve listed some of the most sought after forms below.
Leave
OPM 1637, Application to Become a Leave Recipient Under the Emergency Leave Transfer Program
OPM 1638, Request to Donate Leave Under the Emergency Leave Transfer Program
Life Insurance
FE-6, Claim for Death Benefits
FE-7, Claim for Dismemberment Benefits
RI 76-10, Assignment of Federal Employee Group Life Insurance
SF 2823, Designation of Beneficiary
Retirement
OPM 1496A, Application for Deferred Retirement (CSRS)
OPM 1514, Military Deposit Worksheet
OPM 1515, Military Service Deposit election
RI 20-97, Estimated Earnings During Military Service
RI 25-27, Survivor Benefits for Children
RI 92-19, Application for Deferred Retirement (FERS)
SF 2800, Application for Death Benefits (CSRS)
SF 2801, Application for Immediate Retirement (CSRS)
SF 2802, Application for Refund of Retirement Deductions (CSRS)
SF 2803, Application to Make Deposit or Redeposit (CSRS)
SF 2804, Application to Make Voluntary Contributions (CSRS)
SF 2808, Designation of Beneficiary (CSRS)
SF 3102, Designation of Beneficiary (FERS)
SF 3104, Application for Death Benefits (FERS)
SF 3106, Application for Refund of Retirement Deductions (FERS)
SF 3107, Application for Immediate Retirement (FERS)
SF 3108, Application to Make Deposit of Redeposit (FERS)
SF 3112, Documentation in Support of Disability Retirement (CSRS and FERS)
Thrift Savings Plan
TSP-1, Election Form
TSP-1-C, Catch-Up Contributions Election
TSP-3, Designation of Beneficiary
TSP-20, Loan Application
TSP-60, Request for Transfer Into the TSP
To download Thrift Savings Plan forms, go to http://tsp.gov/forms/index-forms-html. For any of the others, go to www.opm.gov/forms and click on the category of form you want, for example, Standard, OPM, etc. Then scroll down and click on the specific number. FYI: On each of these sites you’ll find a lot of other forms that may prove useful to you. Have a ball.
