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2003 Benefits Administration Letters



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

HTML file PDF File
[129 KB]

Attachment A - Benefits Changes Chart

HTML file PDF File
[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

HTML file PDF File
[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

Microspoft Word File
[53 KB]
PDF File
[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
[780 KB]
PDF File
[666 KB]

Attachment 3 - Election Form RI 38-145

Microspoft Word File
[62 KB]
PDF File
[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
[79 KB]
PDF File
[111 KB]

Attachment 5 - NAF Service Credit Flag

Microspoft Word File
[34 KB]
PDF File
[81 KB]

Attachment 6 - Charts

Microspoft Word File
[234 KB]
PDF File
[175 KB]

03-103

02/26/03

Benefit Officers Resource Center (BORC) Emergency Customer Service

HTML file PDF File
[127 KB]

Attachment A - BORC Emergency Operations Liaison Designations

Microspoft Word File
[160 KB]
PDF File
[105 KB]

03-104

04/15/03

Retirement Coverage Error Correction: Correction of Errors that do not Provide an Election

HTML file PDF File
[172 KB]

Attachment A - Common Retirement Plans & Corresponding Codes

Microspoft Word File
[35 KB]
PDF File
[59 KB]

Attachment B - Examples of Distribution of Monies Between Retirement & Social Security

Microspoft Word File
[423 KB]
PDF File
[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

HTML file PDF File
[129 KB]

Attachment A - Sample Request for Estimated Military Earnings

Microspoft Word File
[65 KB]
PDF File
[126 KB]

03-106

07/30/03

Federal Physicians Comparability Allowance Amendments of 2000

HTML file PDF File
[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

HTML file PDF File
[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.)

HTML file PDF File
[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.)

HTML file PDF File
[92 KB]

03-204

03/18/03

Federal Employees Health Benefits (FEHB) Program: Level Orange Alert

HTML file PDF File
[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

HTML file PDF File
[149 KB]

03-206

06/06/03

FEHB Program: Opportunity for Enrollees of PrimeHealth of Alabama, Inc., Enrollment Code AA, to Change Enrollment

HTML file PDF File
[47 KB]

03-207

06/10/03

Federal Employees Health Benefits (FEHB) Program: Table of Permissible Changes for Employees Electing Premium Conversion

HTML file PDF File
[80 KB]

Attachment A - Permissible Changes Table

HTML file PDF File
[45 KB]

03-208

10/21/03

Federal Employees' Group Life Insurance: New Option B Premiums

HTML file PDF File
[41 KB]

03-209

10/29/03

Federal Employees Health Benefits (FEHB): The FEHB Clearinghouse

HTML file PDF File
[64 KB]

300 Series

 

Payroll and Financial Management Guidance

 

03-301

01/9/03

Preliminary Information about Flexible Spending Accounts

HTML file PDF File
[162 KB]

03-302

01/15/03

Cost Factors for First Quarter of FY 2003

HTML file PDF File
[179 KB]

03-303

02/10/03

March 2003 Headcount

HTML file PDF File
[94 KB]

03-304

03/18/03

FEHB Imputed Cost Factor for the Second Quarter of FY 2003

HTML file PDF File
[25 KB]

03-305

03/26/03

2003 Retroactive Pay Raise - Effect on CSRS/FERS and FEGLI

HTML file PDF File
[152 KB]

03-306

03/31/03

Flexible Spending Account (FSA) Program: Payroll Specifications

HTML file PDF File
[160 KB]

03-307

06/13/03

Disposition of Individual Retirement Records when Discontinuing Payroll Services

HTML file PDF File
[47 KB]

03-308

06/17/03

Imputed Cost Factor Related to the FEHB for the Third Quarter of FY 2003

HTML file PDF File
[123 KB]

03-309

9/15/03

Fiscal Year 2003 Factors for Calculating Imputed Costs

HTML file PDF File
[95 KB]

03-310

10/15/03

2004 FEHB Withholdings and Contribution Rates

HTML file PDF File
[38 KB]

03-311

11/21/03

Calendar Year 2004 Interest Rate

Letter

HTML file PDF File
[50 KB]

Attachment

Microspoft Excel File
[38 KB]
PDF File
[87 KB]

03-312

12/1/03

New Option B Withholding Rates

HTML file PDF File
[36 KB]

03-313

12/18/03

Imputed Cost Factors for First Quarter of FY 2004

HTML file PDF File
[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

HTML file PDF File
[56 KB]

03-403

11/3/03

2003 Federal Employees Health Benefits (FEHB) Program Open Season: Significant Plan Changes

HTML file PDF File
[56 KB]

Attachment - Changes

Microspoft Word File
[247 KB]
PDF File
[161 KB]

03-404

09/04/03

2003 Federal Employees Health Benefits (FEHB) Program Open Season: Ordering and Distribution of Material

HTML file PDF File
[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

HTML file PDF File
[154 KB]

03-802

05/19/03

The Federal FSA Program Open Season

HTML file PDF File
[92 KB]

03-803

06/03/03

Dependent Care Flexible Spending Accounts and other Child Care Subsidies

HTML file PDF File
[34 KB]

03-804

06/16/03

Enrollments Begin for the Federal FSA Program

HTML file PDF File
[52 KB]

03-805

06/19/03

Billing Process for FSA Fees Paid By Agencies

HTML file PDF File
[52 KB]

Attachment 1 - FAX Response Form

Microspoft Word File
[28 KB]
PDF File
[14 KB]

Attachment 2 - Invoicing Procedural Process

Microspoft Word File
[226 KB]
PDF File
[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

HTML file PDF File
[62 KB]

03-902

11/12/03

Federal Long Term Care Insurance Program: Participation in Agency Retirement Seminars

HTML file PDF File
[40 KB]

Attachment - Memorandum from Director James

HTML file PDF File
[107 KB]

1000 Series

 

Federal Work Life Programs Issues

 

03-1001

06/13/03

Federal Work Life Programs

HTML file PDF File
[68 KB]

The Office of Personnel Management program office responsible for the maintenance of this page is the Benefits Officers Resource Center in the Retirement and Insurance Service. Questions or feedback regarding the contents of this page should be forwarded to: benefits@opm.gov.

 
Updated December 22, 2003