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This page can be found on the web at the following url:
http://www.opm.gov/retire/pubs/handbook/hod.htm

Retirement Information & Services

CSRS and FERS Handbook for Personnel and Payroll Offices

The U.S. Office of Personnel Management (OPM) has Governmentwide responsibility and oversight for the Civil Service Retirement System (CSRS) and Federal Employees Retirement System (FERS) and related Federal benefits administration functions. These pages contain the CSRS and FERS Handbook for Personnel and Payroll Offices used to advise Federal agencies about various aspects of benefits administration.

This is the April 1998 version of this handbook, which was made available for downloading from this site on May 15, 1998.

Chapter Administrative Format

C001

Administration and General Provisions

PDF Document
[254 KB]

C002

Cost-of-Living Adjustments

PDF Document
[325 KB]

C003

Reconsideration and Appeal

PDF Document
[74 KB]

C004

Debt Collection

PDF Document
[247 KB]

C005

Court Orders

PDF Document
[445 KB]

Chapter Coverage Top of Page

C010

Coverage

PDF Document
[1.2 MB]

C011

Elections of FERS Coverage

PDF Document
[181 KB]

C012

Special Coverage Rules

PDF Document
[310 KB]
Chapter Service Credit Top of Page

C020

Creditable Civilian Service

PDF Document
[xxx KB]

C021

Service Credit Payments for Civilian Service

PDF Document
[465 KB]

C022

Creditable Military Service

PDF Document
[218 KB]

C023

Service Credit Payments for Post-56 Military Service

PDF Document
[216 KB]

Chapter Contributions Top of Page

C030

Employee Deductions and Agency Contributions

PDF Document
[333 KB]

C031

Voluntary Contributions

PDF Document
[48 KB]

C032

Refunds

PDF Document
[401 KB]

C033

Return of Excess Contributions

PDF Document
[195 KB]

C034

Designation of Beneficiary

PDF Document
[225 KB]

Chapter Retirement Eligibility Top of Page

C040

Planning and Applying for Retirement

PDF Document
[993 KB]

C041

Voluntary Retirement Based on Age and Service

PDF Document
[184 KB]

C042

MRA + 10 Retirement

PDF Document
[49 KB]

C043

Early Voluntary Retirement

PDF Document
[140 KB]

C044

Discontinued Service Retirement

WordPerfect 5.1 Document
[478 KB]

C045

Deferred Retirement

PDF Document
[321 KB]

C046

Special Retirement Provisions for Law Enforcement Officers, Firefighters, Air Traffic Controllers, and Military Reserve Technicians

PDF Document
[655 KB]

Chapter Computation of Benefits Top of Page

C050

Computation of Annuity Under the General Formula

PDF Document
[2.7 MB]

C051

Retiree Annuity Supplement

PDF Document
[1.2 MB]

C052

Survivor Elections

PDF Document
[365 KB]

C053

Alternative Annuity Elections

PDF Document
[602 KB]

C054

Special Computation Formulas for Law Enforcement Officers, Firefighters, and Air Traffic Controllers

PDF Document
[683 KB]

C055

Computation for Part-Time Employees

PDF Document
[2.8 MB]

Chapter Disability Benefits Top of Page

C060

Disability Retirement

PDF Document
[726 KB]

C061

Computation of Disability Retirement Benefits

PDF Document
[2.3 MB]

Chapter Death Benefits Top of Page

C070

Spouse Benefits - Death of an Employee

PDF Document
[879 KB]

C071

Spouse Benefits - Death of an Annuitant

PDF Document
[474 KB]

C072

Spouse Benefits - Death of a Former Employee

PDF Document
[277 KB]

C073

Children's Benefits

PDF Document
[393 KB]

C074

Former Spouse Survivor Benefits

PDF Document
[157 KB]

C075

Lump Sum Benefits

PDF Document
[339 KB]

Chapter Record Keeping Top of Page

C080

Payroll Office Reporting of Deductions and Contributions

PDF Document
[426 KB]

C081

Individual Retirement Records and Registers of Separations and Transfers

PDF Document
[1.5 MB]

C082

(Reserved)

PDF Document
[5 KB]

C083

Self-Evaluation Guide for Agency Administration of Employee Benefit Programs

PDF Document
[1.3 MB]

C084

Correction of Retirement Records

PDF Document
[52 KB]

C085

Headcounts

PDF Document
[402 KB]

Chapter Miscellaneous Top of Page

C100

Reemployed Annuitants

PDF Document
[1.2 MB]

C101

Special Retirement Provisions for Senior Officials

PDF Document
[232 KB]

C102

Relationship Between Retirement Annuity and Compensation for Work-Related Injuries and Diseases

PDF Document
[200 KB]