Federal Employee Retirement Benefits for Administrators: CSRS & FERS Intermediate

Module 1: Retirement Coverage

• Define covered service and retirement coverage types.
• Distinguish between CSRS, CSRS Offset, and FERS.
• Apply 5-year test and use coverage determination tables.

Module 2: CSRS/FERS Creditable Service

• Define creditable service under CSRS and FERS.
• Use tools to identify creditable service types.

Module 3: CSRS/FERS Eligibility for Retirement

• Determine retirement eligibility by age and service.
• Apply CSRS and FERS retirement rules using aids.

Module 4: CSRS/FERS Annuity Computations

• Calculate service length and high-three salary.
• Estimate CSRS/FERS annuity and disability benefits.
• Explain annuity start dates and COLAs.

Module 5: Survivor Benefits

• Identify eligible CSRS/FERS survivor recipients.
• Explain survivor elections and court-ordered annuities.
• Describe agency procedures when an employee dies.

Module 6: Federal Employee Health Benefits and Long-Term Care

• Explain FEHB and FLTCIP for retirees.
• Review eligibility for continuing FEHB in retirement.
• Outline retirement FEHB processing steps.

Module 7: Federal Employees’ Group Life Insurance (FEGLI)

• Explain FEGLI eligibility and changes after retirement.
• Describe agency responsibilities for FEGLI at retirement.

Module 8: Social Security and Medicare Benefits

• Summarize Social Security and Medicare components.
• Explain benefit eligibility and coordination with CSRS/FERS.
• Describe how Social Security benefits are calculated.

Module 9: Retirement Application Process

• Outline employee steps for retirement applications.
• Describe agency responsibilities for CSRS/FERS processing.