SF2801
Application for Immediate Retirement CSRS
Standard Form 2801 (SF 2801), Application for Immediate Retirement, Civil Service Retirement System (CSRS), is a U.S. Office of Personnel Management (OPM) form, Revised June 2013, under the CSRS/FERS Handbook for Personnel and Payroll Offices. GSA hosts a copy in its forms library. The form says it is for a current Federal or Postal Service employee covered by CSRS who wishes to apply for retirement with an immediate annuity, one commencing within one month after the date of separation on which title to annuity is based.
The package holds instructions and retirement information, the application (Sections A to I and an applicant's checklist), Schedules A, B and C, SF 2801-2 Spouse's Consent to Survivor Election, SF 2801-1 Certified Summary of Federal Service, and Schedule D, the agency checklist. It refers to the pamphlet SF 2801A for more information.
The form says not to use it to apply for a deferred annuity, and that employees covered by the Federal Employees Retirement System use SF 3107. You can fill it out free in your browser on this page and download the result without an account.
Name, other names, address, contact details, date of birth, Social Security numbers and citizenship, the agency and position you are retiring from, military service and retired pay, workers' compensation, and earlier CSRS or FERS applications.
Whether you can continue health benefits and life insurance, any court order on children's health coverage, FEDVIP and long term care enrollment, your current marriage, and any former spouse with a court-ordered survivor annuity or share of benefits.
You initial one of five boxes: maximum survivor annuity for a spouse, partial survivor annuity, an annuity for your lifetime only, an insurable interest survivor annuity, or a survivor annuity for former and current spouses.
Optional details on unmarried dependent children, Direct Deposit or Direct Express and Federal tax withholding, your signed certification and the applicant's checklist.
Military service with branch, dates and post-1956 deposit, military retired pay and any waiver, and Federal employees' compensation information from the Office of Workers' Compensation Programs.
The spouse's consent with a notary certification, the agency's certified summary of Federal service with your certification, and the personnel and payroll office checklists.
Type or print clearly. For more space, use plain paper with your name and date of birth at the top. Write unknown if you do not know an answer, or add a question mark if you are not sure.
Read pages 2 to 5 and initial one box in Section F. The form says that if you are married at retirement, the law provides an annuity with full survivor benefits for your spouse unless your spouse consents to another election.
The applicant's checklist covers Schedules A, B and C, discharge certificates, award notices, a waiver request, SF 2801-2, SF 2818 for continuing life insurance, a W-4 and any court or administrative orders.
Sign (do not print) and date the application after reviewing the warning. Schedules A, B and C carry their own applicant's certification.
The form says to submit the completed application to your agency, which completes Schedule D and SF 2801-1 from your records.
The agency returns SF 2801-1 to you for review and signature. The form says you and your agency are jointly responsible for its completeness and correctness, and errors may delay processing.
You get the real form, filled in a browser tab, with nothing standing between you and the finished PDF.
To your employing agency. The agency closes out your records using the Agency Checklist and forwards your application and records to OPM.
The form says OPM sends an acknowledgment within a few days showing your claim number, which begins with the letters CSA, and may authorize interim annuity payments while it processes the application.
Call OPM at 1-888-767-6738 (TTY 1-855-887-4957), email [email protected], or write to U. S. Office of Personnel Management, Attn: Change of Address, P. O. Box 440, Boyers, PA 16017-0440.
The form says annuities are payable in monthly installments on the first business day of the month following the one for which the annuity has accrued, and are adjusted to the next lower dollar.
Information is collected under Chapters 83, 87 and 89 of title 5, U.S. Code. An intentionally false statement is punishable by a fine of not more than $10,000 or imprisonment of not more than 5 years, or both (18 U.S.C. 1001).
SF2801A
1 field, 33 pages
SF3107
470 fields, 14 pages
SF3112
213 fields, 10 pages
SF2818
30 fields, 5 pages
SF2823
64 fields, 3 pages
SF2806
242 fields, 1 page
The General Information page lists who completes each part of the package.
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The form is printed as a U.S. Office of Personnel Management form, Revised June 2013, under the CSRS/FERS Handbook for Personnel and Payroll Offices. GSA hosts a copy in its forms library.
No. The form says employees covered by the Federal Employees Retirement System use SF 3107 to apply for an immediate annuity retirement.
The form says to attach a completed SF 2801-2, Spouse's Consent to Survivor Election. Your spouse completes Part 2 in the presence of a notary public or other person authorized to administer oaths, who completes Part 3.
Your employing office completes and certifies the Certified Summary of Federal Service. You review it, complete Section E, Employee's Certification, and return it to your employing office.
It says you may pay a deposit of 7% of your military basic pay (plus interest, if applicable) for military service on or after January 1, 1957, and that the deposit is paid to your agency while you are still employed.
The form says the Internal Revenue Service has instructed OPM to withhold at the rate for a married person with three exemptions. Section H, item 4 lets you give other instructions.
The form says to contact your former payroll office first, which can tell you if your application and records were sent to OPM, and not to contact OPM unless your retirement package has been sent.
