Copies of your most recent “Personal
Action Form ” (i.e., SF-50, AO-250, etc.).
If applicable, your “Personal
Benefits Statement” (CSRS - PBA 10) (FERS - PBC 10).
If applicable, if you owe
a Deposit/Redeposits,
please process SF-2803 (CSRS) or SF-3108 (FERS)
and advise upon receipt of the above. This
information is vital in the final preparation
and the ultimate accuracy in your personal
analysis.
Social Security Estimate & Earnings
Statement:
- If you are CSRS-Offset, FERS or TransFERS employee, you MUST provide a copy.
- If you do not have a current copy, please click here to find out how to obtain
your
current
statement
.
If you have any questions with the questionnaire
or requested information, please call our office
at (904)
398-1001 for immediate assistance.