Military Flashcards
What is Active Duty?
Duty in the armed forces of the U.S. performed on a full-time basis with military pay and allowances.
Individual’s time and efforts are at the disposal of the military authorities
Disassociates self from the performance of civilian employment during the period of military service.
Name 4 components Creditable military service
- Performed before separation from civilian service for a CSRS/FERS annuity
- Cannot be credited towards an annuity or pension under another retirement system
- Employee cannot receive military retired pay
- Service was a) Active Duty b) Uniformed Service c) Honorable
What is military service?
Military service is defined as service in a uniformed service of the United States Armed Forces for which an individual receives full pay
and allowances.
What makes military service creditable?
The service must have been active duty performed under honorable conditions in a uniformed service before final separation. Certain MRP and Post-56 restrictions apply.
When is military service not creditable?
Absence without leave or Lost Time is not creditable.
Non-Active Reserve service is not creditable. (Active duty for reserves includes the initial 4-month training period and the annual 2-week
period of ACDUTRA or Active Duty for Training. Activation by the President also makes the service active.)
Non-active, non-federalized National Guard service is not creditable.
Nor are any periods from which the soldier was dishonorably discharged.
What is Post-56 service?
Post-56 service is military service performed on or after 01-01-57.
What are 3 questions to ask in each Post-56 case?
Did the retiree make a Post-56 deposit?
Was the military service performed in the CSRS component? If so, was the retiree first hired before or after 10-1-82?
Is the retiree under or over age 62?
What document officially proves the deposit was paid?
A military deposit SF 3100 showing “Paid-In-Full” and the beginning and ending dates of service.
State 4 questions to consider when the deposit is not paid.
- What type of case is it - Straight FERS or CSRS Component case?
- If CSRS Component - When was the employee first employed under CSRS?
- If CSRS Component - What was the employee’s age at retirement?
- If CSRS Component - Is the retiree eligible for an OASDI benefit from Social Security?
What is the significance of the date 10-01-82 - CSRS Component Case?
The date determines if a Post-56 deposit is optional or required to receive credit.
The deposit is optional for those first employed under CSRS before that date. OASDI eligibility comes into play if the deposit wasn’t made.
The deposit is mandatory for those first hired under CSRS on or after that date.
What forms may indicate a Post-56 deposit exists?
SF 3107 Sch. A & B SF 3107-1 SF 2806 / SF 3100 DD 214 Deposit Worksheet Military Earnings Statement OPM form 1515
Only this form can verify a Post-56 deposit as paid.
SF 2806 / SF 3100. It must show paid-in-full.
What form would you send to are if annuitant waved Military retired pay?
RI 20-89
True or false. In order to be creditable for retirement, military service must be performed before final separation.
True. In order to be creditable for retirement, military service must be performed before final separation.
True or False. The crediting of military service to a retirement system other than CSRS/FERS does not affect its creditability under
CSRS/FERS.
False. The crediting of military service to a retirement system other than CSRS/FERS will usually affect its creditability under CSRS/FERS because we do not allow dual service credit.
True or false. In order to be creditable for retirement under CSRS/FERS, military service must have been active duty in a uniformed service under honorable conditions.
True. In addition, the service must have been performed before final separation, and it cannot be credited towards another retirement system. The final condition is the employee cannot be in receipt of military retired pay. (There are exceptions to this rule)
True or false. National Guard service is creditable only if the members have been activated and Federalized.
True. Because National Guard service is more like service in a state militia than in a national force, National Guard members must be both activated and Federalized before service can be creditable for CSRS/FERS retirement purposes.
If a period of otherwise honorable military service contains any lost time, only the lost time is not creditable for CSRS/FERS purposes.
True
True or false. Reserve service is creditable only if the members have been activated and Federalized.
False. Reserves are already associated with our core Federal defense organizations-the Army, Navy, Air Force, Marines–reservists are already federalized. However, They must be activated by an active duty call.
Creditable or not Creditable
Service in the Army, Navy, or Marines
CREDITABLE
Creditable or not Creditable
Weekend Reserve training
NOT CREDITABLE