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

This form is used to communicate life insurance and retirement information between OPM and the administrators of Federal retirement systems OTHER THAN the Civil Service Retirement System (CSRS) or Federal Employees' Retirement System (FERS) only. This form is NOT for insured employees in the CSRS or FERS retirement systems. Agencies with employees in CSRS or FERS whose FEGLI coverage terminates use the SF 2821, Agency Certification of Insurance Status. We have posted the form as a screen-fillable Adobe Acrobat PDF file at http://www.opm.gov/forms/pdf_fill/sf2820.pdf.

The following is a correct version of that chart:

Link to corrected BAL 02-316.

Because of generally lower mortality rates, OPM has decided to reduce the premium for Basic insurance and to reduce the premium for several of the Option B age bands. There are no changes to the Option A premiums or to the premiums for the existing Option C age bands.

In 1999,we announced new age bands for Option B because of the opportunity for retiring employees to elect unreduced coverage. However, we did not put the new age bands and their premiums into place at that time. Because of concerns raised at the time regarding the cost of the premiums in these new age bands, we agreed to delay the implementation and to continue studying the issue before putting any new age bands into effect. We have studied the issue and believe that we do need additional age bands because of the increasing number of individuals with unreduced Option B coverage after age 65. We are, therefore, adding the following age bands for Option B: 60-64, 65-69, 70-74, 75-79, and 80 and over.

See BAL 02-209. OPM is phasing in the premiums for these new age bands over a three-year period. This BAL reflects the first year's premiums for the new Option B age bands. Subsequent BALs will be issued in 2004 and 2005 for phases 2 and 3.

Smaller quantities of the booklets and forms can be downloaded from our web site and printed locally. For further information see our publications information pages.

We have added a new question to the Break in Service FAQs and a new explanation in the FEGLI Handbook to clarify that employees who separate from service to enter the military are considered to be in a nonpay status for FEGLI Purposes. As long as the employee has reemployment rights under USERRA, they can keep their FEGLI coverage for up to 12 months, or until 90 days after their military service ends, whichever date comes first. This information was included in item 8 in Attachment 1 of OPM's Compensation Memo 2001-09 of September 14, 2001, Rights and Benefits of Reservists Called to Active Duty.

We have updated the FEGLI Handbook in the following areas:

• We have added procedures for employees and agencies under Other Retirement Systems such as the Foreign Service Retirement System and Financial Institutions Retirement Fund System. We cover procedures for when a person retires and when a retiree dies.
• We have added agency procedures for FEGLI coverage for Compensationers. This includes procedures for those employees clearly eligible to continue FEGLI into compensation, for those that it is not so clear and for those employees that are not eligible to continue FEGLI coverage as a compensationer. This was addressed in Benefits Administration Letter 01-216.
• We have also expanded the section on what to do when a compensationer returns to duty and added what to do if a compensationer dies.

Added August 16, 2002

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Both Spouses Can Have Option C Coverage

We have added a new question to the Family Members FAQs to clarify that two married Federal employees may both be enrolled in Option C under the FEGLI Program, providing double Option C insurance coverage for their dependent children. This is a clarification of existing policy based on questions which we regularly receive.

Added August 16, 2002

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New SF 2822, Request for Insurance, Posted

The new copy of the SF 2822 is dated January 2002. There are a number of changes to the form, as described in BAL 02-207. We have posted the form as a screen-fillable Adobe Acrobat PDF form. This is an electronic form ONLY and cannot be ordered from OFEGLI or GSA Supply.

• Link to the PDF form.

Added June 5, 2002

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FEGLI Portability Provision Expired

The 3-year demonstration project of Portability expired April 24, 2002. Agencies should no longer give employees Portability information, including the "Portability Notice". The Portability Office of MetLife will notify all individuals with an active account by letter. For further information see Benefits Administration Letter 02-206.

Modified April 29, 2002

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New FE-6, Claim for Death Benefits, Posted

The new copy of this form is dated September 2001. There are a number of changes to the form, as described in Benefits Administration Letter 02-201. We have posted the form as a screen-fillable Adobe Acrobat PDF file at http://www.opm.gov/insure/archive/life/pubslist/index.htm.

Added March 21, 2002

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2002 Federal Benefits Conference Announced

Benefits Discovery 2002, which will be held the week of June 10 in the Sheraton Norfolk Waterside Hotel, will provide you the information you need about retirement, insurance, and payroll-related issues. Human resource professionals who have responsibility for benefits administration, payroll, or employee relations are encouraged to attend. Attendance at the conference or pre-conference workshops meets the requirement in 5 U.S.C. 8350(3) that "once each year, each retirement counselor of an agency shall successfully complete a training session conducted under the [U.S. Office of Personnel Management] training program." The conference registration deadline is May 3, 2002. Further information is now available on the conference web site.

Added March 1, 2002

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Revised Eligibility Frequently Asked Questions

We have made the following changes to the eligibility FAQs:

• In the question on increasing coverage by getting a physical, we added a parenthetical statement explaining that not electing coverage is the same as waiving the coverage.
• In the question on waiving or reducing coverage for employees, we added a statement explaining that the answer does not apply if you have assigned your life insurance.
• We added a new question explaining how a retiree waives or reduces life insurance coverage.

 

U.S. Office of Personnel Management 1900 E Street NW, Washington, DC 20415 | (202) 606-1800 | TTY (202) 606-2532