Form Ri 92 19 PDF Details

In the landscape of federal employment benefits, navigating the process of applying for retirement annuities can be a daunting task, especially for those who are former Federal employees under the Federal Employees Retirement System (FERS) and seeking to initiate their retirement benefits at a later date. The RI 92-19 form serves as a critical tool in this endeavor, facilitating applications for deferred or postponed retirement. Tailored specifically for individuals who have ended their federal service and wish to apply for annuity commencement more than a month after separation, or have transitioned to roles not covered under FERS, this form addresses those with a minimum of 5 years of creditable civilian service aiming for deferred retirement at 62, or those with at least 10 years of combined service, aligned with the eligibility for annuity at their Minimum Retirement Age (MRA). Detailed instructions guide applicants through the process of meticulously providing personal information, military service records if applicable, divorce decrees for potentially divided benefits, and decisions regarding survivor annuities. Moreover, it underscores the necessity of electing payment methods in compliance with the U.S. Department of the Treasury's directives for electronic transactions, thereby streamlining the transition into retirement. Accompanying this form, informational pamphlets and schedules further assist in making informed decisions regarding health, life, and long-term care insurances, as well as managing the nuances of enrolling in these benefits post-retirement. In recognizing the importance of timely and accurate submission, approximately 60 days in advance of the desired benefit commencement, the RI 92-19 form encapsulates a structured pathway for securing one's retirement benefits with the Office of Personnel Management (OPM), meticulously integrating various facets of post-service life planning.

QuestionAnswer
Form NameForm Ri 92 19
Form Length11 pages
Fillable?No
Fillable fields0
Avg. time to fill out2 min 45 sec
Other namesform ri 92 19, application for deferred or postponed retirement, form r1 92 19, opm retirement forms

How to Fill Out Form RI 92-19

Form RI 92-19 at a glance

What it is: Form RI 92-19 is the Application for Deferred or Postponed Retirement under the Federal Employees Retirement System.

Where and when to file: Send your completed application approximately 60 days before you want your benefits to begin. Send your completed application to Office of Personnel Management, Federal Employees Retirement System, P.O. Box 45, Boyers, PA 16017-0045.

Who signs: Be sure to sign (do not print) and date your application after reviewing the warning.

This application is for you if you are a former Federal employee who was covered by the Federal Employees Retirement System (FERS) and you wish to apply for your retirement annuity.

You should complete this application if you choose to apply for an annuity which will begin more than 1 month after your separation from Federal service and (1) you have completed at least 5 years of creditable civilian service and are eligible for a deferred retirement at age 62.

Or (2) you have completed at least 10 years of creditable service, including 5 years of civilian service, and are eligible for an annuity at the Minimum Retirement Age (MRA).

A filled-in Form RI 92-19 example: a former employee applies for deferred retirement

Form RI 92-19 example filled out, example: a former employee applies for deferred retirement
Jane Ann Sample fills out Form RI 92-19 for deferred retirement. Nothing goes in Section C - Military Service items 2 to 4 because she has no military service. The picture shows page 1 only, and its names and figures are sample values. She is a citizen of the United States, so she ticks Yes in item 8 and No in Section C - Military Service item 1. She separated from Federal service on 03/29/2024 after one period of service that began on 01/09/2012, so only the first row of item 3 is filled. Her maiden name, Example, is the other name she lists.

How to fill out Form RI 92-19, box by box

Section A - Identifying Information

Form RI 92-19 example filled out, section A - Identifying Information

Item 2: List other names under which you have been employed in the Federal government (such as a maiden name).

Item 4: Enter the address to which correspondence should be mailed. Do not enter the bank address where your payments will be deposited here; complete Section H of this application.

Section B - Federal Civilian Service

Form RI 92-19 example filled out, section B - Federal Civilian Service

Item 2: Show the agency where you performed your last Federal service. Give the bureau and/or division as well as the name of the agency and include its location (city, state).

Item 3: List all Federal civilian service that you have performed. Give the bureau and/or division as well as the name of the agency, along with the agency's location and the beginning and ending dates of the service.

Section C - Military Service

Form RI 92-19 example filled out, section C - Military Service

Item 1: Indicate whether you have performed active duty that terminated under honorable conditions in the armed services or other uniformed services of the United States.

Item 2: Persons who performed active military service after December 31, 1956, must have paid a deposit to receive credit under the Federal Employees Retirement System (FERS) for their military service. If you did not pay your deposit while you were still a Federal employee, you cannot pay it now.

If you have performed active, honorable service in the Armed Forces or other uniformed services of the United States (see instructions for definition), complete 3a-d and attach a copy of your discharge certificate or other certificate of active military service (if available).

Section D - Other Claim Information

Item 3: If you have applied for or have ever received workers' compensation from the Office of Workers' Compensation Programs (OWCP), U.S. Department of Labor, because of a job-related illness or injury, check the “Yes” box and furnish your claim number(s), type(s) of benefits, and date(s) of benefits in 3a, 3b and 3c.

Section E - Marital Information

Are you married? If separated from your spouse, but the marriage has not ended by divorce or annulment, answer "Yes."

Section F - Annuity Election

Read the attached instructions before making this election. Make your election by initialing the box beside the type of annuity you want to receive and give any other information requested.

Consider your election carefully. No change will be permitted after your annuity is granted except as explained in the pamphlet Applying for Deferred or Postponed Retirement Under the Federal Employees Retirement System, RI 92-19A.

If you are currently married and you do not elect maximum survivor benefits the law requires that your spouse consent to your election; therefore, you must complete Schedule A and attach it to this application.

1. I choose a reduced annuity with maximum survivor annuity for my spouse named in Section E. If you are married at retirement you will automatically receive this type of annuity unless your spouse consents to your election not to provide maximum survivor benefits. If you receive this annuity, your annuity will be reduced by 10%. The survivor's annuity upon your death will be 50% of your unreduced annuity.

2. I choose a reduced annuity with a partial survivor annuity for my spouse named in Section E. If you choose this option, your annuity will be reduced by 5%. Upon your death, your spouse's annuity will be 25% of your unreduced annuity.

3. I choose an annuity payable only during my lifetime.

4. I choose a reduced annuity with survivor annuity for the person who has an insurable interest in me. You must be healthy and willing to provide medical evidence if you choose this type of annuity.

5. I choose a reduced annuity with survivor annuity for my former spouse(s) as follows: You must attach: 1. Certified copies of divorce decrees for all former spouses for whom you elect to provide survivor annuity. 2. If you are married, attach a completed Schedule A (Spouse's Consent to Survivor Election).

Section G - Information About Your Unmarried Dependent Children

Complete Section G by providing the names and dates of birth of your unmarried dependent children under the age of 22. Also list any child over the age of 22 who is incapable of self-support because of mental or physical disability incurred before the age of 18. Check the box headed “disabled” by the name of each child to whom this applies.

Section H - Payment Instructions

Complete in all cases.

Item 2: You may obtain your Financial Institution Routing Number by calling your bank, credit union, or savings institution. This number is very important.

If you prefer, you may attach a cancelled personal check that shows the information requested instead of filling in the requested financial institution information.

Section I - Applicant's Certification

By signing you certify that all statements made in this application are true to the best of your knowledge and that no evidence necessary to the settlement of this claim is withheld.

Any intentionally false statement or willfully misleading statement or response you provide in this application is a violation of the law punishable by a fine of not more than $10,000 or imprisonment of not more than 5 years or both (18 U.S.C. 1001) (checked November 2, 2026).

Schedules B and C - For Applicants Who Have At Least 10 Years of Creditable Service

If you have at least 10 years of creditable service (5 of which must be civilian) which will be used to compute your benefit, then you must complete one of Schedules B and C.

Do not complete either of these schedules if you have less than 10 years of service.

Complete Schedule B if you had attained the Minimum Retirement Age (MRA) when you left Federal service and had at least 10 years of creditable service.

Complete Schedule C if you had not yet attained the MRA when you left Federal service, but you did have at least 10 years of creditable service.

More rules for Form RI 92-19

Type or print clearly. If you need more space in any section, use a plain piece of paper with your name, date of birth, and Social Security Number written at the top. If you do not know an answer write “unknown.” If you are uncertain of any information you provide, answer to the best of your ability, followed by a question mark (?).

Common questions about Form RI 92-19

Is there a deadline?

Send your completed application approximately 60 days before you want your benefits to begin.

Where do I file it?

Send your completed application to Office of Personnel Management, Federal Employees Retirement System, P.O. Box 45, Boyers, PA 16017-0045.

Sources

[1] Form RI 92-19 (Revised May 2012), Application for Deferred or Postponed Retirement, U.S. Office of Personnel Management (the Official source link on this page).

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