U.S. Office of Personnel Management - Ensuring the Federal Government has an effective civilian workforce

Retirement and Insurance Forms

Browse and download your choice of form(s) used to process retirement and insurance benefits.

Form	Title	Format	File Size
RI 16-28	Authorization for Direct Payments		[103 KB]
RI 20-7	Representative Payee Application		[364 KB]
RI 20-59	Information for Annuitants - Civil Service Retirement System		[1.1 MB]
RI 20-64	Letter Reply to Request for Information		[43 KB]
RI 20-64A	Former Spouse Survivor Annuity Election		[64 KB]
RI 20-64B	Information on Electing a Survivor Annuity for Your Former Spouse		[1.8 MB]
RI 20-97	Estimated Earnings During Military Service		[334 KB]
RI 20-120	Request for Change to Unreduced Annuity		[279 KB]
RI 20-122	Certification for Physicians Comparability Allowances (PCA)		[225 KB]
RI 25-7	Marital Status Survey		[63 KB]
RI 25-14	Self-Certification of Full-Time School Attendance For The School Year		[638 KB]
RI 25-14A	Information and Instructions for Completing the Self-Certification of Full-Time School Attendance,		[360 KB]
RI 25-15	Notice of Change in Student's Status		[82 KB]
RI 25-27	Survivor Benefits for Children		[278 KB]
RI 25-37	Evidence to Prove Dependency of a Child		[49 KB]
RI 25-41	Initial Certification of Full-Time School Attendance		[140 KB]
RI 25-49	Verification of Full-Time School Attendance		[45 KB]
RI 30-1	Request for Information		[430 KB]
RI 30-3	Information Necessary for a Competency Determination		[28 KB]
RI 30-9	Reinstatement of Disability Annuity Previously Terminated Because of Restoration to Earning Capacity		[78 KB]
RI 30-10	Disabled Dependent Questionnaire		[194 KB]
RI 34-1	Financial Resources Questionnaire		[3.02 MB]
RI 37-22	Special Tax Notice Regarding Rollovers		[123 KB]
RI 38-31	We Need More Information About Your Missing Payment		[150 KB]
RI 38-45	We Need the Social Security Number of the Person Named Below		[106 KB]
RI 38-47	Information and Instructions on Your Reconsideration Rights		[66 KB]
RI 38-107	URGENT - Reply Required Within 30 Days to Avoid Interruption of Your Payments		[205 KB]
RI 38-115	Representative Payee Survey		[64 KB]
RI 38-122	Alternative Annuity and Rollover Election		[115 KB]
RI 38-123	Alternative Annuity Election Information For Employees		[56 KB]
RI 38-124	Voluntary Contributions Election		[198 KB]
RI 38-125	Voluntary Contributions Notice		[85 KB]
RI 38-126	Life Events and Your Retirement and Insurance Benefits (for Annuitants)		[440 KB]
RI 38-128	It's Time to Sign-up for Direct Deposit		[150 KB]
RI 38-133	Certification for Title 38 Physicians and Dentists		[148 KB]
RI 75-13	Federal Employees Health Benefits (FEHB) Facts		[289 KB]
RI 76-10	Assignment of Federal Employee's Group Life Insurance		[289 KB]
RI 79-2	Information for Retirees and Survivor Annuitants about the Federal Employees Health Benefits Program		[341 KB]
RI 79-9	Health Benefits Cancellation/Suspension Confirmation		[96 KB]
RI 83-1	Retirement Facts 1 - Civil Service Retirement System		[178 KB]
RI 83-2	Retirement Facts 2 - Military Service Credit under the Civil Service Retirement System		[124 KB]
RI 83-3	Retirement Facts 3 - Deposits and Redeposits under the Civil Service Retirement System		[141 KB]
RI 83-4	Retirement Facts 4 - Disability Retirement under the Civil Service Retirement System		[175 KB]
RI 83-5	Retirement Facts 5 - Survivor Benefits under the Civil Service Retirement System		[150 KB]
RI 83-6	Retirement Facts 6 - Early Retirement under the Civil Service Retirement System		[139 KB]
RI 83-7	Retirement Facts 7 - Computing Retirement Benefits under the Civil Service Retirement System		[184 KB]
RI 83-8	Retirement Facts 8 - Credit for Unused Sick Leave under the Civil Service Retirement System		[166 KB]
RI 83-9	Retirement Facts 9 - Refunds under the Civil Service Retirement System		[176 KB]
RI 83-10	Retirement Facts 10 - Voluntary Contributions under the Civil Service Retirement System		[164 KB]
RI 83-11	Thinking About Retirement?		[216 KB]
RI 83-13	Retirement Facts 11 - Information for Separating CSRS Employees Who Are Not Eligible for an Immediate Annuity		[186 KB]
RI 83-18	Retirement Facts 12 - Information About Reemployment for Civil Service Retirement System Annuitants		[204 KB]
RI 83-19	Retirement Facts 13 - CSRS Offset Retirement		[208 KB]
RI 83-20	Retirement Facts 14 - Law Enforcement and Firefighter CSRS Retirement		[160 KB]
RI 84-1	Court-ordered Benefits for Former Spouses		[257 KB]
RI 84-3	Life Events and Your Retirement and Insurance Benefits (for Employees)		[319 KB]
RI 90-1	FERS (An Overview of Your Benefits)		[450 KB]
RI 90-3	FERS Transfer Handbook		[235 KB]
RI 90-8	Information for FERS Annuitants		[782 KB]
RI 90-11	FERS Facts 1 - Information for Separating Federal Employees Retirement System (FERS) Employees Who Are Not Eligible for an Immediate Annuity		[220 KB]
RI 90-12	Information for Survivor Annuitants under the Federal Employees Retirement System (FERS)		[321KB]
RI 90-18	FERS Facts 2 - Information About Reemployment for Federal Employees Retirement System Annuitants		[160 KB]
RI 92-19	Application for Deferred or Postponed Retirement - Federal Employees Retirement System (FERS)		[405 KB]
RI 92-19A	Applying for Deferred or Postponed Retirement under the Federal Employees Retirement System (FERS)		[193 KB]
RI 92-22	Annuity Supplement Earnings Report		[226 KB]
RI 98-2	Information for Disability Annuitants(FERS)		[217 KB]