Dugan Brown is here to help you through this process.
Please download any of the forms below you may need. Contact us if you have any questions along the way.
downloadable forms
INFORMATIONAL PAMPHLETS
FORM ADV PART 2A BROCHURE
This brochure provides information about the qualifications and business practices of Smith & Wyatt.
SF 2800-1 Applying For Death Benefits Under The Civil Service Retirement System
This pamphlet outlines the potential benefits you may be eligible for and should be used in conjunction with SF 2800.
SF 3114 – Applying For Death Benefits Under The Federal Employee Retirement System
This pamphlet outlines the potential benefits you may be eligible for and should be used in conjunction with SF 3104.
FEGLI
SF 2823 – Designation of Beneficiary, FEGLI
For federal employees who wish to revise their current FEGLI beneficiaries.
MILITARY BUY-BACK
RI 20-97 – Estimated Earnings During Military Service
Complete this form and send to the applicable Defense Finance Accounting Service to request your military earnings. The appropriate address can be found at the bottom of this form.
SF 3108 – Application to Make Service Credit Payment, FERS (part-time, military buyback, etc.)
Use this form to apply to buy back creditable service to increase your total working time used in your pension calculation.
RETIREMENT / SEPARATION
PS 2574 Resignation/Transfer from The Postal Service
Use this form to finalize the record of your employment with the U.S. Postal Service. Resignation is the formal act of quitting or giving up your employment. A transfer refers to an individual wishing to transfer to another federal agency without a break in service.
SF 2801 – Application for Immediate Retirement, CSRS
Use this form if you a CSRS employee and are retiring from the federal government with full eligibility. If you are employed by the USPS, don’t forget to also download the SOP 42B form.
SF 3107 – Application for Immediate Retirement, FERS
Use this form if you are a FERS employee and are retiring from the federal government. This form applies to both fully eligible employees and those who fall under the MRA+10 provision wishing to take an immediate annuity. If you are employed by the USPS, don’t forget to also download the SOP 42B form.
SOP 42B – Retirement Effective Date, USPS
*USPS ONLY. This page should be included with your application for immediate retirement.
SURVIVORS
SF 2800-1 Applying For Death Benefits Under The Civil Service Retirement System
This pamphlet outlines the potential benefits you may be eligible for and should be used in conjunction with SF 2800.
SF 3104 – Application for Death Benefits, FERS
Use this form to apply for death benefits payable under FERS. Download SF 3114 to learn about the multiple benefits you may be eligible for.
OTHER
SF 2808 – Designation of Beneficiary, CSRS
Use this form to designate a beneficiary for any lump sum CSRS contributions. This benefit is paid out if there is no survivor annuity payable to a spouse or children.
SF 3102 – Designation of Beneficiary, FERS
Use this form to designate a beneficiary for any lump sum FERS contributions. This benefit is paid out if there is no survivor annuity payable to a spouse or children.