Forms & Resources

Forms & Resources

Retirement Planning
It’s never too early to start planning for retirement in order to ensure it goes smoothly.

Service Credit – Program that allows employees to make payments into the Civil Service Retirement System (CSRS) or Federal Employees Retirement System (FERS) periods of service during which they either did not contribute to the Civil Service Retirement and Disability Fund, or for which they received a refund of their retirement contributions. In statutorily defined circumstances, employees may make service credit deposits or redeposits, which include both principal and interest, to maximize the benefits they will receive upon retirement.

TSP – Saving for your retirement is an important part of your retirement benefits in addition to your monthly annuity.   The Thrift Savings Plan Website has additional information.

Retire in Five Years – You should begin planning several years before the date you have set for retirement so that you will know what is required to continue certain benefits into retirement.

Retire in One Year – Here are specific steps you should do to get ready for retirement.

Less than One Year to Retirement – As the time gets near, ensure you are ready.

Applying for Retirement – This explains the retirement process. 

Refund of Retirement Contributions – This explains the options available to employees who leave Federal service before being eligible for retirement.

Voluntary Contributions Inquiries – Inquire about your voluntary contributions options before you retire.
Government Forms
Health Insurance
Life Insurance
TSP (Thrift Savings Plan)
Fixed Indexed Annuities
Income for Life 
What is a Fixed Indexed Annuity
Indexed Annuity Insights
The Truth About Fixed Index Annuities 
(4 min. video)

Questions? Concerns? Or just plain confused…

Contact us today and we will be happy to assist you.