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Retirement Services Outreach 2014

Retirement Services Outreach 2014. Outreach Overview. Agenda Retirement Services Strategy Review of Customer Services Overview of Retirement Services Online Explanation of Outreach Efforts Review of five important things to remember. Retirement Services Strategy.

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Retirement Services Outreach 2014

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  1. Retirement Services Outreach 2014

  2. Outreach Overview • Agenda • Retirement Services Strategy • Review of Customer Services • Overview of Retirement Services Online • Explanation of Outreach Efforts • Review of five important things to remember

  3. Retirement Services Strategy Strategic Plan can be found at: http://www.opm.gov/about-us/budget-performance/strategic-plans/retirement-strategic-plan.pdf Our Strategy to eliminate the backlog consists of Four Pillars People Productivity and Process Improvement Partnering with Agencies Partial, Progressive Information Technology (IT) Improvements

  4. Retirement Services Goal-January 2012 Increase monthly claims adjudication capacity by 2000 claims per month Eliminate Claims Backlog within 18 Months (July 2013) Adjudicate 90 percent of all new claims within 60 days of receipt from the agencies

  5. Key Improvements • Increased staffing for retirement processing • Effectively used overtime hours • Provided monthly agency audit reports to the agencies for improved retirement packages • Completed review of retirement claims process and changed the process based on that review

  6. Key Improvements • Additional automation is vital to our success. Previous efforts to automate the “entire” RS process have failed, automation of our process piece-by-pieceis our strategy for success

  7. New Retirement Services Goals-August 2013 • We estimate the elimination of the backlog in March 2014 • Current Stats can be found at http://www.opm.gov/StrategicPlan/pdf/RetirementProcessingStatus.pdf

  8. Retirement Operations Workloads

  9. Customer Services • Retirement Information Office (RIO) • Customer Walk-in Area located in the Theodore Roosevelt Building in Washington, DC • Correspondence Office • Written letters • Emails • Faxes • Refund/Deposit/FERCCA Office

  10. Customer Services • Retirement Information Office (RIO) Telephone Number: • 1-888-767-6738 • TTY 1-800-878-5707 • RIO Current hours of operation: • 7:40am to 5:00pm Eastern time • Sequestration-related cuts reduced our call center hours, impacting our customer service

  11. Customer Services • Email us at: • retire@opm.gov

  12. Retirement Services Online Visit https://www.servicesonline.opm.gov • Get your personalized retirement information and make changes online • All you need is a computer, your Claim number, and Password • To request a Password, please call us at 1-888-767-6738, email us at retire@opm.gov or use Retirement Services Online to make your request

  13. Retirement Services Online Visit https://www.servicesonline.opm.gov • What can you do? • Change your Federal and State Income Tax withholding • Change your mailing address • Change your Password • Establish an allotment to an organization • Set up a checking or savings allotment • Sign up for direct deposit of your payment

  14. Retirement Services Online • Update your email address/opt-in to receive information electronically • View/Print annuity statement/verification of income • View/Print 1099-R Tax Forms • View/Print verification of life insurance (FEGLI) • View the status of your case while in interim pay

  15. Three ways to Access Services Online • Main OPM web site: www.opm.gov • Main Retirement Information and Services web site --- Quick Links section: www.opm.gov/retire • Direct web address: www.servicesonline.opm.gov

  16. Going Green • In an effort to “go-green” and reduce paper consumption, OPM started the following initiatives: • Collecting annuitants’ email addresses • Sending Open Season postcard notifications instead of Open Season Packages • Providing the option to receive 1099R online

  17. Going Green • Providing the option to receive Notices online • Providing the option to receive life insurance information online • Providing the option to Opt-in to receive all communication from OPM online

  18. Five Important Things to Remember • Keep your mailing address and e-mail address updated with OPM • Keep your designations of beneficiary updated • SF 2808 (CSRS Fund) • SF 3102 (FERS Fund) • SF 2823 (Life Insurance)

  19. Retirement Operations Center Boyers, PA • Houses the files of our retirees and survivors • Piled one on top the other, our 21,000+ filing cabinets, would be more than four times the height of Mount Everest

  20. Five Important Things to Remember • Report the death of your spouse to OPM • Report a marriage after retirement to OPM • Make sure your family knows who to contact in the event of your death

  21. Contact Us • Web: • www.opm.gov/retire • www.servicesonline.opm.gov • Email: retire@opm.gov • Telephone 1-888-767-6738 • TTY 1-800-878-5707

  22. Contact Information Sharon K. Appel Manager, Benefits Officers Training and Development Retirement Services 724-794-2005 ext 3127 Sharon.Appel@opm.gov

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