Retirement Forms

Retiring and need help understanding and completing your retirement forms? A trained federal employee benefit consultant can help you with the following:

  • SF2801 Application for Immediate Retirement
  • CSRS SF3107 Application for Immediate Retirement
  • FERS SF3107-1 Service History
  • SF3107 Schedule D Agency Checklist
  • SF3107-2 Spouses Consent Survivor Election
  • SF2818 Continuation of Life Insurance
  • Form 1515 Military buy Back Deposit Election
  • W-4P Withholding Certificate for Pension or Annuity