OPM.gov / Retirement / How-to / Getting started with OPM Retirement Services Online

# Getting started with OPM Retirement Services Online

Annuitants (federal retirees, their survivors, or their spouses, ex-spouses, and children) can manage their annuity account online using our tools. Learn how to get started today using OPM Retirement Services Online.

## How to get started

You'll receive a welcome letter in the mail from OPM Retirement Services when we approve your application to start receiving your recurring monthly payment. Your welcome letter includes your claim number. Within a few days of receiving your welcome letter, you'll also get a letter with a one-time password to access OPM Services Online if you have been approved to receive interim pay. If not, you will receive your password when you have been approved to start receiving your regular recurring monthly payment.

You'll have 30 days to sign in to your online account with your temporary password before it expires. Visit the Services Online sign-in page, follow the steps to create a login.gov account, and link the account to your Services Online account using your claim number and password. Future logins will only require your login.gov credentials and two-factor authentication option.

If your temporary password has expired, you should use our self-service password reset tool or contact us to send you a new one so you can start using your online account.

### Can I create an online account myself?

No. To protect annuitants' security, OPM manages all online account creation. Contact us if you need help accessing your online account.

## What you can do with an account

Go to OPM Retirement Services Online.
              - Get your monthly annuity payment statement
              - Get your annual summary of payment
              - Verify life insurance enrollment (FEGLI)
              - Get your 1099-R tax form
              - Change your federal and state income tax withholdings
              - View or print your retirement card
              - Check your interim retirement pay status
              - Start or change direct deposit
              - Start or change a checking or savings account allotment
              - Start or change allotment to an organization
              - Request a copy of your annuity booklet
              - Update your profile and contact information
              - Change your mailing address

## What you can do without an account

              - Report a missing annuity payment
              - Report an annuitant death
              - Report a federal employee death
              - Self-certify student enrollment

### Was this helpful?

## Related information

                  - How to login to Services Online
                  - Where to Find a Claim Number
                  - Reset your password for OPM Retirement Services Online

##                                         A claim number is required to make a help submission.                                    

                                            If you are an annuitant, you can find your CSA or CSF claim number on your 1099-R, your annual COLA notice or your Benefits Booklet.                                        

                                            If you are unable to locate your CSA or CSF claim number, or you are not a retiree, former spouse of a retiree or a survivor of a retiree, or you are inquiring about the status of a refund application, please contact us on                                        

                                            1-888-767-6738 and one of our representatives will be able to assist you.                                        

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## Contact us for more support

### Report a Death

To report a death of a Retired Federal Employee or Current Federal Employee, please click the link below that applies:
              - Report Death of a Federal Retiree
              - Report Death of a Current Federal Employee

### **Submit a help request                                    

Submit your information below and one of our Customer Service Specialists will begin working on your request. All fields are required. We usually respond within 3 to 5 business days.

Please be advised that the information submitted must be entered by the annuitant or on behalf of the annuitant by the Representative Payee.
                                                    Formatting requirements**

Your claim number will start with "CSA" or "CSF". Enter A or F below, followed by your 7-digit claim number and your 1-character suffix (For Example: 0 or W)

CS

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#### Request successfully submitted

                                                We will email you in 3 to 5 business days with a response. Please do                                                not call us for an update before you receive this email.                                            

### **                                        Call us                                    

Call us if you can't find an answer to your question on OPM.gov or if you can't sign in to OPM Retirement Services Online to manage your annuity account. You may also need to call us for special or complex cases, or because we directed you to.

**Phone:**1-888-767-6738TTY: 711

**Hours:** Monday thru Friday, 7:40 a.m. to 5:00 p.m. ETClosed on federal holidays

Our busiest time is between 10:30 a.m. and 1:30 p.m. ET.

### **Write to us                                    

Please make sure your first and last name, phone number, email address, claim number, and signature are included in any inquiries or documents you mail to us. We usually respond within 1 to 3 weeks after we receive your mail.

**Retirement Operations Center**                                        U.S. Office of Personnel Management                                        Post Office Box 45                                        Boyers, PA 16017                                    

### **Visit us in person                                    

**Retirement Services Support Center**                                        U.S. Office of Personnel Management                                        1900 E. Street, NWRoom 1323                                        Washington, DC 20415Directions**

**Hours:** Monday thru Thursday, 8:00 a.m. to                                        4:00 p.m. ET                                        Friday, 8:30 a.m. to 3:00 p.m. ET                                        Closed on federal holidays                                    

### **Fax us documents                                    

OPM Retirement Services does not have a main fax number.

You should only fax us documents if an official OPM form or one of our Customer Service Specialists asks you to (the fax number will be provided on the form, or the Customer Service Specialist will provide you one.) Otherwise, you should mail us your documents.