OPM Seeks Feedback on Rollover Tax Forms—Zzz
Published Date: 4/3/2025
Notice
Summary
If you’re getting money from the federal government’s retirement plan, you’ll want to know about some updated forms that help you decide how to handle your rollover funds and taxes. The Office of Personnel Management is asking for your feedback on these forms by June 2, 2025, to make sure they’re clear and easy to use. This could affect how quickly and smoothly you get your money and understand your tax options.
Analyzed Economic Effects
2 provisions identified: 1 benefits, 1 costs, 0 mixed.
Updated Federal Rollover Forms Explain Tax Choices
If you receive a distribution from the Office of Personnel Management retirement program, OPM is revising three forms — RI 38-117 (Rollover Election), RI 38-118 (Rollover Information), and RI 37-22 (Special Tax Notice Regarding Rollovers) — that collect your payment election and explain tax implications. The forms are used so OPM can make payment in accordance with your wishes and to explain the varying tax implications allowed under the Internal Revenue Code.
Time Burden to Complete Rollover Forms
OPM estimates each respondent will spend about 40 minutes completing the revised forms. OPM estimates 1,500 respondents for a total burden of 1,000 hours.
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Key Dates
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