Retirement & Financial Planning Report

For federal retirees, OPM handles many of the same types of transactions that agency personnel offices handle for active employees. Like personnel offices, OPM has increasingly automated those services in recent years.

To access OPM’s Services Online, go to https://www.servicesonline.opm.gov with the personal identifying information required there. 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

For other services, or if you’re having trouble with those, call (888) 767-6738.