OPM Revives Forms to Track Retiree Wallets and Annuity Debts
Published Date: 3/27/2025
Notice
Summary
The Office of Personnel Management is bringing back some important forms that help check your financial info and let you know if you owe money because of annuity overpayments. If you’re a federal retiree or someone handling these benefits, this affects you! They’re asking for feedback now before making it official, so keep an eye out and be ready to respond.
Analyzed Economic Effects
1 provisions identified: 0 benefits, 1 costs, 0 mixed.
OPM Reinstates Annuity Overpayment Forms
If you are a federal retiree or someone who manages federal annuity benefits, OPM is bringing back the Financial Resources Questionnaire and the Notice of Amount Due Because of Annuity Overpayment. You may be asked to provide financial information and could receive a notice if OPM determines you owe money; OPM is currently asking for public comments on this reinstatement.
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Previous: 2025-05160 — Submission for Review: 3206-0179, Disabled Dependent Questionnaire, RI 30-10
The Office of Personnel Management is bringing back the Disabled Dependent Questionnaire to help federal employees prove their dependents need special care. This form affects federal workers with disabled family members and helps keep benefits accurate. No big changes in cost or timing, just making sure the right info is collected again!
Next: 2025-05162 — Submission for Review: Verification of Who Is Getting Payments, RI 38-107 and RI 38-147
The Office of Personnel Management is bringing back a form that helps double-check who’s actually getting federal retirement payments. This affects retirees and federal agencies, making sure payments go to the right people without delays or mistakes. If you’re involved, keep an eye out for the chance to comment and help improve the process soon!