Retirement & Financial Planning Report

For years retirees and survivors have been advised to call OPM if they have a question or a problem. While you can still call OPM at (888) 767-6738, the online system can handle many of your requests on demand, 24-hours a day. For example, you can:

  • Change your federal and state income tax withholding
  • Change your mailing address
  • Change your password
  • Establish an allotment to an organization
  • Request a duplicate annuity booklet
  • Set up a checking or savings allotment
  • Sign up for direct deposit of your annuity payment
  • Update your email address
  • Opt-in to receive information electronically
  • View/print your annuity statement
  • View/print your 1099-R tax forms
  • View/print your retirement services reference card (ID card)
  • View/print your verification of your life insurance (FEGLI) coverage
  • View the status of your case while you are in interim pay

To access Services Online, go to https://www.servicesonline.opm.gov. When logging in, you’ll have to enter nine characters for your claim number, with both a prefix and a suffix.

If you are a representative payee, guardian or conservator (or any other third party representing an annuitant), you’ll have to call.