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Filing an Application

• File up to 3 months prior to annuity beginning date
• Contact Board office for appointment
• Can file in person, by mail, or over the phone
• Need proof of age, marriage, divorce, military service, death
• Need information regarding checking/savings account for direct deposit enrollment

Notes:

• Employees are encouraged to submit proof of age and military service well in advance of retirement in order to expedite the application process. Proof of age is needed before application can be processed.
• All proofs must be originals, certified copies, or faxes sent directly to the Board from the official custodian of the document.
• Medical evidence of disability is required.
• The first payment an annuitant receives from the Board may be a partial payment. Annuitant will continue to receive this amount until the final rate is awarded. Once final rate certified, annuitant will receive all back payments due.
• Beneficiaries are automatically enrolled in Direct Deposit. Waivers are available if Direct Deposit would cause a hardship or if an individual doesn’t have a bank account.
• Participants in the U.S. Treasury’s Direct Deposit program don’t have to worry about the mail being late or a check being lost or stolen. Payments are available in the beneficiary’s account the morning of the payment date.