Immediate retirement fund 2801 Form

Immediate retirement fund 2801 Form: What You Should Know

You can obtain copies of these forms from the General Services Administration You can also download the complete form to save on paper. This also works from computer and has the advantage of a print-friendly PDF. You can obtain complete forms for all DC governmental units from the Federal Services Administration, The Federal  Appendix to the Annual Retirement Information Statement (PDF) You must complete Part 1, except that Part 2 does not apply. Part 3 (which is the final part) describes: Where to place an immediate annuity The date the annuity begins The eligibility requirements of the retirement system The amount of annuity to be paid to the retired executive officer (officers) when retired from the Service, and The procedure to be followed to determine the date of death of the eligible officers. Applying for an Immediate Annuity from the DC Retirement System You can apply for this annuity from the DC Retirement System by completing CARS forms for officers of the Senior Executive Service. A copy of a DC retirement information statement (PDF), a statement that attests to you being retired, and a copy of your valid DC retirement number.  The statement must be completed and signed by you or your authorized representative. This form must accompany your application. You can obtain copies of this form for all DC governmental units from the General Services Administration. (PDF) You can also download the complete form to save on paper.  2nd-tier retiree who retired before 12/31/2014 3rd-tier retiree who retired before 03/01/2023 You'll be issued a paper copy of the DC Retirement Information Statement (PDF) You can complete the form using the same standard forms, in duplicate, to apply for this annuity. The forms are not required.   You must complete the forms and bring them with you as they are returned to you by the DC Retirement System. Applying for the Second-Tier Retirement Pension from the DC Retirement System Use the same application (SF 2801, or CARS Form SF- 2801, SF- 2803, and/or FM 21-1401) to apply for your pension. You can complete the forms using the same standard forms, in duplicate, to apply for this pension. The forms are not required.

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