Fed Employees Get Easier Rollover Form Tweaks
Published Date: 4/3/2025
Notice
Summary
If you’re a federal employee thinking about moving your retirement money, OPM updated some forms to make rollover choices clearer and easier. These changes help you understand your options and any tax rules, so you can make smart moves with your savings. Keep an eye out for deadlines to submit your rollover info and avoid any money mix-ups!
Analyzed Economic Effects
1 provisions identified: 1 benefits, 0 costs, 0 mixed.
OPM updates federal rollover forms
If you are a federal employee thinking about moving retirement money, the Office of Personnel Management updated three forms (Rollover Election RI 38-117, Rollover Information RI 38-118, and Special Tax Notice RI 37-22) so rollover choices and tax rules are clearer. The changes are aimed at helping you understand your options, meet submission deadlines, and avoid mistakes when transferring retirement savings.
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