Standard Form 2806 (SF 2806): Individual Retirement Record (CSRS)

Standard Form 2806 (SF 2806), Individual Retirement Record (Civil Service Retirement System), is a U.S. Office of Personnel Management (OPM) form, Rev. 2/1980, that names F.P.M. Supplement 831-1. GSA hosts a copy in its forms library. The footer says the previous edition is usable and gives NSN 7540-00-926-4735.

The one-page record has a header for the person's name, with lines to record each name change, date of birth, Social Security number, agency, payroll office, location and payroll office number. Below it, a Service History table records effective dates, actions, base pay and remarks, and a Fiscal Record table records each year's salary deductions and the accumulative total.

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Top of page 1 of Standard Form 2806 (SF 2806): Individual Retirement Record (CSRS), as printed by GSA

What's on SF 2806

Name block

Last, first and middle name on line 1, with lines 2 to 4 to record each name change. The form says to strike out the previous name.

Identifying and payroll details

Date of birth by month, day and year, Social Security number, agency, payroll office, location and payroll office number. One area under the date of birth is marked DO NOT USE.

Service History, columns 1 to 4

Effective date, action, base pay and remarks for each entry, with a column marked DO NOT USE between base pay and remarks.

Fiscal Record, columns 5 to 8

Year, calendar year salary deductions, accumulative total salary deductions and remarks.

How to complete SF 2806

1
Enter the name and identifiers
Fill in the last, first and middle name, the date of birth and the Social Security number at the top.
2
Add the payroll office details
Enter the agency, payroll office, location and payroll office number. The areas marked DO NOT USE stay blank.
3
Record each personnel action
In the Service History table, enter the effective date, action, base pay and any remarks on each line.
4
Record deductions by year
In the Fiscal Record table, enter the year, the calendar year salary deductions, the accumulative total salary deductions and any remarks.
5
Record name changes
Write a new name on the next numbered name line and strike out the previous name, as the form says.

The PDF has no instructions. These steps follow the blocks it prints.

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Ordering and what the form says

Where it goes

The PDF gives no filing address and prints no instructions on where the record is sent or kept.

Ordering printed copies

GSA's page gives the Stock Number 7540-00-926-4735 for orders at www.gsaglobalsupply.gsa.gov or www.gsaadvantage.gov, and says government contractors need a government sponsor for their request.

Edition

The footer prints Rev. 2-80 and says the previous edition is usable. GSA's page gives the current revision date as 02/1980.

Who uses SF 2806?

Agency payroll offices
The header has blocks for the agency, payroll office, location and payroll office number, next to the person's identifying details.
One record per person
Each record is titled Individual Retirement Record (Civil Service Retirement System) and identifies one person by name, date of birth and Social Security number.
Federal offices ordering copies
GSA's page says U.S. Government departments, agencies and offices can order this form at www.gsaglobalsupply.gsa.gov or www.gsaadvantage.gov with either a government purchase card or AAC (Activity Address Code).
Government contractors
GSA's page says government contractors need their government department, agency or office to sponsor their request before placing an order.

The PDF prints no instructions on who completes it. Its blocks and GSA's page point to these uses.

Official sources and the blank

Official GSA form page
The agency’s own page for Form SF2806.
Blank PDF
The official blank form, to print or fill by hand.

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Questions about Form SF2806

Who issues SF 2806?

The form is printed as a U.S. Office of Personnel Management form, Rev. 2-80, naming F.P.M. Supplement 831-1. GSA hosts a copy in its forms library.

What does SF 2806 record?

A person's name, date of birth, Social Security number and payroll office, a service history of effective dates, actions and base pay, and a fiscal record of yearly and accumulated salary deductions.

Does SF 2806 come with instructions?

No. The PDF is a single page with no instructions, Privacy Act statement or burden estimate.

How do federal offices order printed copies?

GSA's page says U.S. Government departments, agencies and offices can order it at www.gsaglobalsupply.gsa.gov or www.gsaadvantage.gov with a government purchase card or AAC, using Stock Number 7540-00-926-4735.

Standard Form 2806 (SF 2806): Individual Retirement Record (CSRS)