Well, welcome to the Benefits Officers Network meeting. I'm Sharon Appel, the manager of the Benefits Officers Training and Development. I took over after Raker left us, unfortunately. However, I will most likely only be here until the end of this year because I plan on joining Ray on the other side. So, once again, welcome. The one thing I wanted to say up front is that if anyone has any questions, don't hesitate to raise your hand if you're in the audience. If you're on the webcast, please just email us at our benefits@opm.gov. We will be looking at the questions and will be able to answer some of them during the meeting. Any questions we don't get to will be written down with the answer and sent out through our listserv, so that everybody has access to the questions and answers. Now, the first thing I wanted to mention is that the open season dates are out. I'm sure you've all seen them. The open season dates are from November 10, 2014, through December 8, 2014. We are planning a webcast closer to open season for the Health Insurance Group to present information on open season. The health benefit rates will most likely be available in early October, so you'll have those premium increases by then. Our disability unit asked me to emphasize one important piece of information while we're here at the meeting. When you send in the Individual Retirement Record (IRR) to OPM, please make sure to include the last day of pay. This information is crucial for their work. Yes, it's on the card. It's on the card. Mm-hmm. Someone asked whether or not it was on the IRR or whenever they call in, but it's on the IRR, and it needs to be shown...
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Opm Sf 2809 Fillable Form: What You Should Know
Annuitants are required to complete two Forms, SF2809 and SF2809P. Annuitants and former spouses must complete the SF2809 in addition to any applicable Forms (e.g., Form 1095-A, 1099-R, 1099-MISC, 1099-PATI, and any other applicable Form used for a spouse's health benefits) required for their current coverage from the federal government. SF2809 must include the Social Security number and date of birth of the annuitant or, if the annuitant is the only eligible family member, the name and title of the survivor annuitant and the relationship of the survivor to the annuitant. Annuitants and former spouses that choose to terminate their former spouse's coverage under the federal government must complete the Form 2810 (formerly the Special Form 260). Annuitants and former spouses should consult their own health plan's enrollment procedures prior to completing these forms. Annuity termination and enrollment procedures by the employer or spouse can change from year to year and plan year to year. It is advisable to review the policy (or contract) of the annuity and/or annuity termination or enrollment procedures to ensure they are consistent with the federal regulations. Annual Annuity Termination/Enrollment Forms and Brochures: OPM Form 2810, Special Form 260, Annual Annuity Termination: A Social Security Withdrawal from the Retirement System. Annuitants that elect to terminate their annuity must complete Form 2810 and provide the employer's or spouse's Social Security number (SSN) or date of birth (birthdate) (as applicable to individual annuities) as proof that they are eligible to terminate the annuity. On Form 2810, if the annuitant is the only eligible family member, they may select to terminate their annuity prior to open season.
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