Complimentary live webinar

Retirement Application Process

Thursday, October 29 · 5:00–6:00 PM MDT · Online via Zoom

One focused hour on how a federal retirement actually gets finalized, step by step. We'll walk the full timeline — what to handle before you separate, the application package HR and OPM need, the permanent elections you lock in, what happens after you separate including interim pay, and when your TSP income can begin. Plain English, with benefits specialist Ann Werts and live Q&A. Spouses welcome. Can't make it live? Registrants get the recording.

  • The retirement timeline — why your retirement is finalized in stages
  • Before you separate — dates, sick leave, beneficiaries and your eOPF
  • The application package — HR, ORA and the required supporting documents
  • Permanent elections — FEGLI, the survivor benefit and W-4P withholding
  • After separation — final pay, annual leave, interim pension and adjudication
  • TSP bridge income — when access begins and your withdrawal choices in retirement
Ann Werts
Taught by Ann WertsFederal Benefits Specialist · 1,000+ federal benefits workshops delivered

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