SF2802
Application for Refund of Retirement Deductions - CSRS
Standard Form 2802 (SF 2802), Application for Refund of Retirement Deductions, Civil Service Retirement System, is a U.S. Office of Personnel Management (OPM) form, Revised September 2013, under the CSRS/FERS Handbook for Personnel and Payroll Offices, with OMB Number 3206-0128. GSA hosts a copy in its forms library. It is the application for a refund of the retirement deductions withheld from salary under the Civil Service Retirement System (CSRS).
The package holds the two-page application, a page for former spouses with the rollover election and financial institution certifications, the Notice to Applicant, a Special Tax Notice Regarding Rollovers, and SF 2802A, Current/Former Spouse's Notification of Application for Refund of Retirement Deductions.
The form says anyone now or ever covered by the Federal Employees Retirement System cannot use it, even for a refund of Civil Service Retirement deductions, and uses Standard Form 3106 instead. You can fill it out free in your browser on this page and download the result without an account.
Name, date of birth, Social Security Number, citizenship, other names used, earlier applications filed, and every period of civilian and military service for the U.S. Government or District of Columbia, with whether deductions were withheld and any deposit or redeposit paid.
Whether federal or District of Columbia employment starts within 31 days of the last period of service, details of any new appointment, current marriage, and any divorce on or after May 7, 1985, after a marriage of at least 9 months.
Page 2 covers payment by Direct Deposit or a waiver to be paid by check, the routing and account numbers, and the applicant's certification, signature, address, email and telephone number.
Page 3 lists living former spouses with marriage and divorce dates, then the rollover election for the interest portion and the contribution portion of the refund, and the certifications from receiving institutions or plans.
Pages 4 to 6 hold the Notice to Applicant, where to file, the Privacy Act and burden statements, and the Special Tax Notice Regarding Rollovers. The form says to retain page 4 for your records.
Parts 1 to 3 for the applicant, the current or former spouse and two witnesses, information on sending court orders to OPM, and the ways OPM may waive the notification requirement.
To avoid delay in payment, the form says to carefully read and comply with all instructions, complete the application in full, and typewrite or print in ink.
Item 7 lists every period of civilian and military service for the U.S. Government or District of Columbia, with the department, location, position title and beginning and ending dates.
Items 13 and 14 ask about a current spouse and former spouses. The form says to attach SF 2802A or other information explained on it, and that OPM cannot pay the refund without this information.
Choose Direct Deposit or the check waiver on page 2. On page 3, choose how the interest and contribution portions are paid. The form says a refund of less than $200 cannot be rolled over and is paid directly to the applicant.
Sign and date the applicant certification on page 2. In it, the applicant agrees to notify OPM if employed again within 31 days of separating and to return or repay any refund paid in those circumstances.
The form says to forward it to the office of last employment if separated 30 days or less, or to OPM's Retirement Operations Center if separated more than 30 days.
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Separated 30 days or less: the office in which you were last employed. Separated more than 30 days: U.S. Office of Personnel Management, Retirement Operations Center, P.O. Box 45, Boyers, PA 16017-0045.
The Notice to Applicant says the refund is not payable until at least 31 days have passed since separation, and is prohibited for someone employed, or to be employed within 31 days, in a position subject to CSRS or FERS deductions.
The form says the refund of contributions is not subject to Federal income tax, while any interest paid is taxable in the year it is paid unless the interest portion is rolled over to a traditional IRA or another eligible retirement plan.
OPM estimates an average 45 minutes for SF 2802 and an average 15 minutes per response for SF 2802A.
Title 5, U.S. Code, Chapter 83 authorizes the collection. The form says that without a Social Security Number, OPM may be unable to determine eligibility to receive a refund.
Any intentionally false or misleading statement, certification or response is described as 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).
The application and SF 2802A name these people. The Notice to Applicant says a former employee applies for a refund personally.
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The form is printed as a U.S. Office of Personnel Management form, OMB Number 3206-0128, Revised September 2013, under the CSRS/FERS Handbook for Personnel and Payroll Offices. GSA hosts a copy in its forms library.
The form says anyone now or ever covered by the Federal Employees Retirement System cannot use it, even to request a refund of Civil Service Retirement deductions, and uses Standard Form 3106 instead.
The Notice to Applicant says someone with more than five years of service may be entitled to annuity rights that are forfeited by receiving the refund, unless later reemployed under CSRS or FERS. It also says payment of the refund ends any eligibility a former spouse may have to coverage under the Federal Employees Health Benefits Program.
SF 2802A says the Civil Service Retirement law allows a refund only if the applicant notifies any current spouse and any former spouse divorced on or after May 7, 1985. It says a former spouse need not be notified if the marriage lasted less than 9 months in total or the applicant has less than 18 months of creditable civilian service.
SF 2802A says OPM may waive the notification if the applicant submits a determination by a court or administrative agency that the person is missing, or notarized statements from the applicant and two other persons, one not related to the applicant, saying the whereabouts are unknown and detailing efforts to locate the person.
The rollover election on page 3 applies to a refund of $200 or more. The form says the Thrift Savings Plan accepts only the interest portion, using form TSP-60, and that when less than 100% of the refund is rolled over, the total rolled over to any one organization is at least $500.
OPM estimates an average 45 minutes, including time for reviewing instructions, getting the needed data and reviewing the completed form.
