CSRS overpayment


Q. What form would I use to get a refund or a CSRS overpayment. I am retiring as a LEO with 36 1/2 years service, 20 of which are under a covered position. And who do I send it to?

A. Because you will have reached the 80 percent limit on your earned CSRS annuity, when your application for retirement is processed, OPM will send you a statement showing the amount of your excess contributions, and they will offer you a choice. You can either accept the excess contributions or use them to buy additional annuity, which is not subject to the 80 percent limit.


About Author

Reg Jones was head of retirement and insurance policy at the Office of Personnel Management. Email your retirement-related questions to fedexperts@federaltimes.com.

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