6/14/12 Version 1 

Attachment B – Annotated CSRS and FERS Development Checklist 

FERS Development Checklist 

Misc: Yes No NA 

FERS Deferred? If 10 or more years of service – refer to LAS – Does not track to agency

Checked ARPS Service Credit AQS (OWCP) NATS DCCS – Does not track to agency

Close out U#s, indicate with red ‘C’ on the U # – Does not track to agency

Discontinued service 1510 and notice - HR

Early out authority number - HR

Agency certification for ATC, LEO, firefighter, nuclear material courier, CBPO 535 - HR

ATC: retirement SF50 - HR

VA nurse code VN 0610, 0605 and all VA physician: USL expiration date - Payroll

Unused Sick Leave - Payroll

Frozen CSRS Sick Leave – Does not track to agency

Service: Yes No NA

Complete IRRs for covered service – Does not track to agency

FICA earnings or pay rates including EO adjustments - HR

FICA earnings when required (all postal 3 months or more) – USPS, only if PS 316 not sent

Intermittent/WAE hours or days worked – HR if on Summary of Service, Payroll on IRR

Part-time tour or hours worked - HR if on Summary of Service, Payroll on IRR

5 years congressional service or court ordered award (to DC) - Does not track to agency

 

HBs & FEGLI: Yes No NA 

Proof of 5 years – HB - HR

HB waiver of 5 years for DSR or Early Out - HR

Correct HB code on label – Does not track to agency

Print G mat if HB change done – Does not track to agency

Proof of 5 years – LI - HR

Required ink signatures on 2821, 2818, non-scanned desis – HR or Payroll (2821)

2821, 2818, completed accurately - HR

 

Application: Yes No NA 

Required ink signatures on 3107, 3107-2 - HR

Annuitant election and spousal consent agree - HR

Spousal consent signed & notarized on the same date - HR

Former spouse with court awarded benefit - Does not track to agency

 

Military: Yes No NA 

DD214s noting character of service or military orders - HR

P56 deposit IRR paid in full – only if in the agency package - Payroll

MRP clarified – HR (waiver initiated or proof of combat incurred disability or reserve 

retirement submitted)

 

Screener Signature: Date:
6/14/12 Version 1 

CSRS Development Checklist 

Misc: Yes No NA

Checked ARPS Service Credit AQS (OWCP) NATS DCCS – Does not track to agency

Close out U#s, indicate with red ‘C’ on the U # – Does not track to agency

Discontinued service 1510 and notice - HR

Early out authority number - HR

Agency certification for ATC, LEO, firefighter, nuclear material courier, CBPO 535 - HR

VA nurse code VN 0610, 0605 and all VA physician: USL expiration date - Payroll

Unused Sick Leave - Payroll

Service: Yes No NA

Complete IRRs for covered service – Does not track to agency

FICA earnings or pay rates including EO adjustments - HR

FICA earnings when required (all sub rural carrier service, postal service 5 yrs or more) -

USPS, only if PS 316 not sent

Intermittent/WAE hours or days worked - HR if on Summary of Service, Payroll on IRR

Part-time tour or hours worked - HR if on Summary of Service, Payroll on IRR

5 years congressional service or court ordered award (to DC) – Does not track to agency

Offset cases: Yes No NA 

HBPC breakdown for offset service beginning with cy 2004 - Payroll

2.H entered - Does not track to agency

Offset amount received for offset cases age 62 or older – Does not track to agency

HBs & FEGLI: Yes No NA 

Proof of 5 years – HB - HR

HB waiver of 5 years for DSR or Early Out - HR

Correct HB code on label – Does not track to agency

Print G mat if HB change done – Does not track to agency

Proof of 5 years – LI - HR

Required ink signatures on 2821, 2818, non-scanned desis – HR or Payroll (2821)

2821, 2818, completed accurately - HR

Application: Yes No NA

Required ink signatures on 2801, 2801-2 - HR

Annuitant election and spousal consent agree - HR

Spousal consent signed & notarized on the same date - HR

Former spouse with court awarded benefit – Does not track to agency

Military: Yes No NA

DD214s noting character of service or military orders - HR

P56 deposit IRR paid in full – only if in the agency package - Payroll

SSA verification if P56 not paid and within 3 months of age 62 or older – Does not track to 

agency

MRP clarified HR (waiver initiated, proof of combat incurred disability or reserve 

retirement submitted)

 

Screener Signature: Date: