SF-3107 Form – Fill Out and Use This PDF

The SF 3107 form, officially recognized as the Application for Immediate Retirement under the Federal Employees Retirement System (FERS), is a crucial document for federal employees embarking on the journey towards retirement. Recently updated to comply with Public Law 104-134, this revised form, dated January 1997, includes provisions for retirees to select their preferred method of receiving annuity payments, specifically via direct deposit, to align with the electronic funds transfer (EFT) requirement. For in-depth guidance and to ensure a smooth application process, applicants are advised to also review the accompanying informational pamphlet, titled "Applying for Immediate Retirement Under the Federal Employees Retirement System" (SF 3113). For those ready to take the next step towards retirement, click the button below to start filling out your SF 3107 form.

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SF-3107 PDF Details

In navigating the transition from active service to retirement, federal employees encounter a critical juncture when they complete Standard Form 3107, the Application for Immediate Retirement under the Federal Employees Retirement System (FERS). This document, overseen by the United States Office of Personnel Management (OPM), underwent significant changes as detailed in a Benefits Administration Letter dated March 2, 1998. These revisions align with mandates set forth by Public Law 104-134, which from July 26, 1996, required all federal retirees and survivors to receive payments exclusively via Electronic Funds Transfer (EFT), unless a lack of a banking account is certified. This adaptation signifies a broader shift toward digital efficiency and security in handling retirement benefits, ensuring retirees’ access to their pensions without the need for physical checks. Accompanying the updated form is a comprehensive pamphlet, "Applying for Immediate Retirement Under the Federal Employees Retirement System" (SF 3113), replacing its predecessor, to guide applicants through the retirement process with detailed information on eligibility, health benefits, life insurance coverage, and survivor benefits. This integral documentation underscores the government's commitment to facilitating a seamless transition for its retiring workforce, reflecting an evolving understanding of retirement administration’s needs and processes.

Question	Answer
Form Name	SF-3107 Form
Form Length	14 pages
Fillable?	Yes
Fillable fields	469
Avg. time to fill out	32 min 27 sec
Other names	sf3107 2, sf3107, sf 3107 pdf fillable, sf 3107 2 pdf

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		United States
		Office of Personnel Management
		Retirement and Insurance Service

		Benefits Administration Letter
	Number: 98-103	Date: March 2, 1998

Subject: Revision of Standard Form (SF) 3107, Application for Immediate Retirement, Federal Employees Retirement System

Standard Form 3107 has been revised. The new version of the form is dated January 1997. The previous editions of the form dated March 1988 and November 1995 are no longer usable.

Public Law 104-134, effective July 26, 1996, requires all Federal retirees and survivors to be paid by direct deposit through Electronic Funds Transfer (EFT), unless they certify that they do not have a checking or savings account. The revised version of the FERS Application for Immediate Retirement, provides a section for making an election to either receive annuity payments by direct deposit or to certify that the applicant does not have a checking or savings account, to comply with this requirement.

A revised information pamphlet is also available to accompany the January 1997 edition of the SF 3107. The pamphlet should be given to all individuals applying for FERS immediate retirement benefits, along with the application form. The pamphlet is called "Applying for Immediate Retirement Under the Federal Employees Retirement System" (SF 3113). It provides applicants with general information that should be helpful when they apply for immediate retirement benefits, including eligibility requirements, requirements for continuing health benefits and life insurance coverage into retirement, procedures for applying for benefits, payment information and information about survivor benefits. The previous edition of the pamphlet, "Applying for Immediate Retirement Under the Federal Employees Retirement System" (RI 92-28) is no longer usable.

The Application for Immediate Retirement (Federal Employees Retirement System), SF 3107 and Applying for Immediate Retirement Under the Federal Employees Retirement System, SF 3113 can be ordered from the General Services Administration' s (GSA) Federal Supply Service using the normal FEDSTRIP/MILSTRIP procedures. Ordering information is provided below.

*FEDSTRIP/MILSTRIP is the ordering procedure used by agencies to procure items from General Services Administration (GSA) Federal Supply Depot.

Civil Service	Federal Employees	Federal Employees	Federal Employees
Retirement	Group Life	Health Benefits	Retirement

System

Insurance

Program

System


Form	Title of Form	National Stock	Estimated Cost
Number		Number	(per 100)
SF 3107	Application for Immediate	7540-01-255-3670	$15. 10
	Retirement- Federal Employees
	Retirement System
SF 3113	Immediate Retirement Under the	7540-01-385-7440	$9. 92
	Federal Employees Retirement
	System

The pamphlet, "Applying for Immediate Retirement Under the Federal Employees Retirement System", SF 3113, can also be downloaded from OPM ONLINE or accessed from our web site at www. opm. gov.

Sidney M. Conley

Assistant Director

Office of Retirement Programs

SF-3107 Form – Fill Out and Use This PDF

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