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Federal Erroneous Retirement Coverage Corrections Act (FERCCA)

Benefits Administration Letters


Benefits Administration Letters (BAL) provide guidance to agencies on various aspects of Federal benefits administration. The following list of BALs are specific to the processing of FERCCA cases. Click here to view additional BALs.

BAL Number

Date

Subject

Format

05-103

03/17/2005

Retirement Coverage Error Correction: Correction of Errors that Provide an Election

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PDF File
[217 KB]
Attachment 1 - COMMON RETIREMENT PLANS AND CORRESPONDING CODE

 

PDF File
[20 KB]
Attachment 2 - EXAMPLES OF DISTRIBUTION OF EMPLOYEE CONTRIBUTIONS BETWEEN RETIREMENT AND SOCIAL SECURITY

 

PDF File
[100 KB]
Attachment 3 - MONIES PAID TO THE CIVIL SERVICE RETIREMENT & DISABILITY FUND

 

PDF File
[87 KB]
Attachment 4 - Examples of the amounts agencies must pay for TSP for employees who are erroneously in CSRS or CSRS Offset but belong in FERS and who elect FERS coverage.

 

PDF File
[23 KB]
Attachment 5 - SAMPLE LETTER NOTIFYING FORMER AGENCY OF SOCIAL SECURITY EARNINGS CORRECTION NEEDED

 

PDF File
[12 KB]
Attachment 6 - SAMPLE LETTER NOTIFYING EMPLOYEE OF TIME LIMIT WAIVER

 

PDF File
[11 KB]
Attachment 7 - SAMPLE LETTER DENYING WAIVER OF TIME LIMIT

 

PDF File
[12 KB]
Attachment 8 - ANNUAL ELECTIVE DEFERRAL LIMITS (1987 THROUGH 2005)

 

PDF File
[14 KB]

05-102

02/28/2005

Revised Present Value FActors and Discount Factors

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04-108

12/22/2004

Making FERCCA Eligibility Determinations

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[112 KB]

Attachment 1 - FERCCA Eligibility Determination Worksheet

 

Pdf File Icon
[289 KB]

Attachment 2 - Sample Letters

 

Pdf File Icon

[41 KB]

Attachment 3 - OOP Guidelines

 

Pdf File Icon

[152 KB]

04-107

12/22/2004

Required Agency Actions for Retirement Coverage Error Corrections

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[96 KB]

Attachment 1

 

Pdf File Icon
[16 KB]

04-106

12/22/2004

Federal Erroneous Retirement Coverage Corrections Act (FERCCA): Agency Administrative Issues - Frequently Asked Questions

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[229 KB]

Attachment 1

 

Pdf File Icon
[12 KB]

Attachment 2

 

Pdf File Icon
[11 KB]

03-104

04/15/2003

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

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[172 KB]

Attachment A - Common Retirement Plans & Corresponding Codes

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[35 KB]
Pdf File Icon
[59 KB]

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

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[423 KB]
Pdf File Icon
[89 KB]

02-310

05/14/2002

FERCCA - Corrections of Erroneous FERS Coverage Lasting Less Than 3 Years

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[161 KB]

Attachment

Word File Icon
[167 KB]

 

02-304

02/06/2002

CSRS Withholdings for CSRS-Offset Employees Who Are HB-PC Participants

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[155 KB]

02-103

05/07/2002

Retirement Coverage Error Correction: Erroneous FERS Coverage in Effect for Less than 3 Years

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[27 KB]

Attachment 1 - Correcting Erroneous FERS Coverage

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[103 KB]
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[153 KB]

Attachment 2 - Model Notice of Error Subject to Correction under FERCCA

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[22 KB]
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[8 KB]

Attachment 3 - Model Notice of the Opportunity to Decline FERS Coverage

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[33 KB]

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[21 KB]

Attachment 4 - Thrift Savings Plan Correction Instructions

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[29 KB]
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[29 KB]

Attachment 5 - Employee Decision Guide - Should be CSRS instead of FERS

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[292 KB]
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[246 KB]

Attachment 6 - Employee Decision Guide - Should be CSRS Offset instead of FERS

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[299 KB]
Pdf File Icon
[363 KB]

01-107

06/19/2001

Firefighter Pay Reform Act, PL 105-277, Attachment C - Correcting Retirement Records for Previous Employees

   

Attachment

 

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[11 KB]

00-114

12/13/2000

FERCCA Implementation

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[22 KB]

Attachment

 

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[19 KB]

00-113

11/03/2000

Correcting Retirement Coverage Errors

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[15 KB]

Attachment

 

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[11 KB]

00-111

09/29/2000

Status on Retirement Coverage Error Corrections Legislation

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[11 KB]

Attachment

 

Pdf File Icon
[43 KB]

00-110

07/28/2000

Status on Retirement Coverage Error Corrections Legislation

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[21 KB]

Attachment

  Pdf File Icon
[13 KB]

00-108

06/02/2000

Change in Procedures for Retirement Coverage Errors Resulting from the Conner v. Office of Personnel Management Decision

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