The U.S. Office of Personnel Management (OPM) has Government
wide responsibility and oversight for Federal benefits
administration. These pages contain the Benefits
Administration Letters (BALs) used for program
administration. The BALs provide guidance to
agencies on various aspects of Federal benefits
administration.
BAL Number
|
Date
|
Subject
|
Format
|
100 Series
|
|
Retirement Policy and Process Issues
|
|
03-101
|
01/9/03
|
Annual Changes
|
|
![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [129 KB] |
Attachment A - Benefits Changes Chart
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [89 KB] |
03-102
|
01/22/03
|
Crediting Service with a DoD or Coast Guard Nonappropriated Fund Instrumentality
for CSRS or FERS Immediate Retirement Under Public Law 107-107, the National
Defense Authorization Act for Fiscal Year 2002
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [125 KB] |
Attachment 1 - Examples: Who Can Elect to Use NAF Service to Qualify
for CSRS or FERS Immediate Retirement under Section 1132 of Public Law
107-107 and Who Cannot
|
[53 KB] |
![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [108 KB] |
Attachment 2 - Computing Annuity Estimates When NAF Service is Used to
Qualify for Immediate Retirement under Section 1132 of Public Law 107-107
|
![Microspoft Word File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/doc.gif) [780 KB] | ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [666 KB] |
Attachment 3 - Election Form RI 38-145
|
![Microspoft Word File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/doc.gif) [62 KB] | ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [84 KB] |
Attachment 4 - Model Request for Verification of NAF Service; Names and
Addresses of NAF Employers; Verification of NAF Service Form (revised
2/11/03)
|
![Microspoft Word File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/doc.gif) [79 KB] | ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [111 KB] |
Attachment 5 - NAF Service Credit Flag
|
[34 KB] | ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [81 KB] |
Attachment 6 - Charts
|
![Microspoft Word File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/doc.gif) [234 KB] | ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [175 KB] |
03-103
|
02/26/03
|
Benefit Officers Resource Center (BORC) Emergency Customer Service
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [127 KB] |
Attachment A - BORC Emergency Operations Liaison Designations
|
[160 KB]
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [105 KB] |
03-104
|
04/15/03
|
Retirement Coverage Error Correction: Correction of Errors that do not
Provide an Election
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [172 KB] |
Attachment A - Common Retirement Plans & Corresponding Codes
|
[35 KB]
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [59 KB] |
Attachment B - Examples of Distribution of Monies Between Retirement
& Social Security
|
[423 KB]
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [89 KB] |
03-105
|
06/25/03
|
Computing the Post-1956 Military Deposit for Employees On LWOP-US Who
Receive Civilian Pay During Their Active Military Duty
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [129 KB] |
Attachment A - Sample Request for Estimated Military Earnings
|
![Microspoft Word File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/doc.gif) [65 KB] | ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [126 KB] |
03-106
|
07/30/03
|
Federal Physicians Comparability Allowance Amendments of 2000
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [49 KB] |
200 Series
|
|
Insurance Policy and Process Issues
|
|
03-201
|
01/31/03
|
Federal Employees Health Benefits (FEHB) Program: Opportunity for Certain
Former CareFirst Blue Choice and Blue Cross and Blue Shield (BCBS) Service
Benefit Plan Members to Change Enrollment
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [92 KB] |
03-202
|
02/11/03
|
Federal Employees Health Benefits (FEHB) Program: Opportunity for Affected
Blue Cross and Blue Shield (BCBS) Service Benefit Plan Members in Tennessee,
Enrollment Codes 104, 105, 111, and 112, to Change Enrollment (The HCA
Hospitals are located in the Chattanooga/Nashville area.)
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [123 KB] |
03-203
|
02/11/03
|
Federal Employees Health Benefits (FEHB) Program: Opportunity for Certain
Former Blue Cross and Blue Shield (BCBS) Service Benefit Plan Members
in Florida, Enrollment Codes 104, 105, 111, and 112, to Change Enrollment
(The BayCare Health System is located in the Tampa Bay/St. Petersburg
area.)
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [92 KB] |
03-204
|
03/18/03
|
Federal Employees Health Benefits (FEHB) Program: Level Orange Alert
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [140 KB] |
03-205
|
03/25/03
|
Federal Employees' Group Life Insurance: Effect of the Retroactive Pay
Raise on the Amount of FEGLI Coverage and on Life Insurance Certifications
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [149 KB] |
03-206
|
06/06/03
|
FEHB Program: Opportunity for Enrollees of PrimeHealth of Alabama, Inc.,
Enrollment Code AA, to Change Enrollment
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [47 KB] |
03-207
|
06/10/03
|
Federal Employees Health Benefits (FEHB) Program: Table of Permissible
Changes for Employees Electing Premium Conversion
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [80 KB] |
Attachment A - Permissible Changes Table
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [45 KB] |
03-208
|
10/21/03
|
Federal Employees' Group Life Insurance: New Option B Premiums
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [41 KB] |
03-209
|
10/29/03
|
Federal Employees Health Benefits (FEHB): The FEHB Clearinghouse
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [64 KB] |
300 Series
|
|
Payroll and Financial Management Guidance
|
|
03-301
|
01/9/03
|
Preliminary Information about Flexible Spending Accounts
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [162 KB] |
03-302
|
01/15/03
|
Cost Factors for First Quarter of FY 2003
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [179 KB] |
03-303
|
02/10/03
|
March 2003 Headcount
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [94 KB] |
03-304
|
03/18/03
|
FEHB Imputed Cost Factor for the Second Quarter of FY 2003
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [25 KB] |
03-305
|
03/26/03
|
2003 Retroactive Pay Raise - Effect on CSRS/FERS and FEGLI
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [152 KB] |
03-306
|
03/31/03
|
Flexible Spending Account (FSA) Program: Payroll Specifications
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [160 KB] |
03-307
|
06/13/03
|
Disposition of Individual Retirement Records when Discontinuing Payroll
Services
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [47 KB] |
03-308
|
06/17/03
|
Imputed Cost Factor Related to the FEHB for the Third Quarter of FY 2003
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [123 KB] |
03-309
|
9/15/03
|
Fiscal Year 2003 Factors for Calculating Imputed Costs
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [95 KB] |
03-310
|
10/15/03
|
2004 FEHB Withholdings and Contribution Rates
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [38 KB] |
03-311
|
11/21/03
|
Calendar Year 2004 Interest Rate
|
Letter
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [50 KB] |
Attachment
|
![Microspoft Excel File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/xls.gif) [38 KB]
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [87 KB]
|
03-312
|
12/1/03
|
New Option B Withholding Rates
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [36 KB] |
03-313
|
12/18/03
|
Imputed Cost Factors for First Quarter of FY 2004
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [51 KB] |
400 Series
|
|
Federal Employees Health Benefits (FEHB) Open Season Guidance
|
|
03-402
|
09/17/03
|
Federal Employees Health Benefits (FEHB) Open Season 2003 Rider Information
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [56 KB] |
03-403
|
11/3/03
|
2003 Federal Employees Health Benefits (FEHB) Program Open Season: Significant
Plan Changes
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [56 KB] |
Attachment - Changes
|
[247 KB]
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [161 KB] |
03-404
|
09/04/03
|
2003 Federal Employees Health Benefits (FEHB) Program Open Season: Ordering
and Distribution of Material
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [60 KB] |
500 Series
|
|
Reserved for Future Use on Retirement and Insurance Handbook Issues
|
|
600 Series
|
|
Reserved for Future Use on Retirement and Insurance Regulations
|
|
700 Series
|
|
Miscellaneous Issues
|
|
800 Series
|
|
Flexible Spending Account (FSA) Issues
|
|
03-801
|
04/25/03
|
Federal FSA Program: Information for Agency Human Resources Staff
Corrected copy posted 5/20/03
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [154 KB] |
03-802
|
05/19/03
|
The Federal FSA Program Open Season
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [92 KB] |
03-803
|
06/03/03
|
Dependent Care Flexible Spending Accounts and other Child Care Subsidies
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [34 KB] |
03-804
|
06/16/03
|
Enrollments Begin for the Federal FSA Program
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [52 KB] |
03-805
|
06/19/03
|
Billing Process for FSA Fees Paid By Agencies
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [52 KB] |
Attachment 1 - FAX Response Form
|
[28 KB]
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [14 KB] |
Attachment 2 - Invoicing Procedural Process
|
[226 KB]
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [1.8 MB] |
900 Series
|
|
Long Term Care Insurance Issues
|
|
03-901
|
11/10/03
|
Federal Long Term Care Insurance Program: Payroll/Annuity Deduction Information
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [62 KB] |
03-902
|
11/12/03
|
Federal Long Term Care Insurance Program: Participation in Agency Retirement
Seminars
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [40 KB] |
Attachment - Memorandum from Director James
|
|
![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [107 KB] |
1000 Series
|
|
Federal Work Life Programs Issues
|
|
03-1001
|
06/13/03
|
Federal Work Life Programs
|
| ![PDF File](https://webarchive.library.unt.edu/eot2008/20080921102511im_/http://opm.gov/img/standardicons/pdf.gif) [68 KB] |