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Using Services Online (SOL) After Retirement

When logging in to SOL, you must enter nine characters for your claim number, with both a prefix and suffix. The following guidelines can be used in most cases. If you still cannot log in, please contact us for your nine digit claim number, or refer to your Retirement Services ID Card.

  • If you are a retiree, the claim number begins with and A and ends with a 0. Therefore, you will enter “A” and seven numbers and then the 0 (zero).
  • If you are a former spouse of a retiree, the claim number begins with an A and it will have a unique suffix. Therefore, you will enter “A” and seven numbers and then the unique suffix assigned to your benefit. If you are unsure of the correct suffix, please contact us or refer to your Retirement Services ID Card for the correct suffix to use.
  • If you are a surviving spouse, the claim number begins with an “F” and ends with a “W.” Therefore, you will enter “F” and the seven numbers and the suffix, “W”. For example: F1111111W.
  • If you are a widower, and have been receiving benefits for many years, your claim number may end with a “X.” Therefore, you will enter “F” and the seven numbers and the suffix, “X”. For example: F1111111X.
  • If you are an insurable interest, the claim number begins with an “F” and ends with a “Y.” Therefore, you will enter “F” and the seven numbers and the suffix, “Y”. For example: F1111111Y.
  • If you are an ex-spouse of a deceased employee, the claim number begins with an “F” and ends with a “S.” Therefore, you will enter “F” and the seven numbers and the suffix, “S”. For example: F1111111S.
  • If you are a representative payee, guardian, conservator, or any other third party representing an OPM annuitant you cannot use SOL. Please contact our Retirement Operations Center for further information at 1-888-767-6738 or you can send an email to retire@opm.gov.

Your temporary password is the random number issued to you by OPM. For additional information, refer to the change password information located in this help facility.

Who can use this website?

You can use this website if you receive benefits as an annuitant or survivor under the Civil Service Retirement System (CSRS), Federal Employees Retirement System (FERS) or FERS Special, or the Organization Retirement and Disability System (ORDS).

To use it, you must log in using your "CSA" or "CSF" claim number and your SOL Password.

To use the site, you must disable any software application that prevents secondary windows from opening and you must have JavaScript enabled. Your browser must also support strong (128 bit) encryption.

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Accessing SOL

Select any of the following links for information and help on these topics related to using SOL.

               o Main Menu

Setting Up Your Browser

What Browsers can be used to access this site?

You will be able to access our site using the following browsers however; any browser that is released as a “BETA” version is not supported by SOL.

Microsoft Internet Explorer: 5.5 and higher

Macintosh 5.x.

Firefox 1.0 and higher

What if I am using a browser provided by my Internet Service Provider (ISP)?

If you are using a Web browser provided by your Internet service provider or on-line service, the full security capabilities of SOL may not be utilized. A few examples of service providers are America Online, Verizon, and The Microsoft Network. We recommend that you use the official Microsoft Internet Explorer available from Microsoft at http://windows.microsoft.com/en-us/internet-explorer/download-ie.

What is 128-bit encryption?

In order to use the SOL Website you must use a Web browser that supports Secure Socket Layers (SSL) protocol with 128-bit encryption software and JavaScript enabled. This prevents your personal information from being read by others on the Internet while it is being transmitted between your Web browser and the SOL Website. We recommend that you use Microsoft Internet Explorer.

How do I know if I have 128-bit encryption?

For Microsoft Internet Explorer version 5.5 and higher: click Help and choose About Internet Explorer. If the Cipher strength reads 128-bit encryption, then you should be able to access SOL. If the Cipher strength reads 40-bit encryption, you will need to update to the 128-bit encryption.

Where can I get a 128-bit browser?

Microsoft Internet Explorer is available from available from Microsoft at http://windows.microsoft.com/en-us/internet-explorer/download-ie.

Instructions for downloading browser:

Internet Explorer:

To download Microsoft Internet Explorer, visithttp://windows.microsoft.com/en-us/internet-explorer/download-ie. Choose an Extra Security 128-bit Browser for your operating system. If you have versions 5.5 or higher, click Help and choose About Internet Explorer. You can click on the update button next to the words "Cipher Strength". This will automatically take you to the Microsoft Web site to update your browser to the 128-bit encryption.

How do I enable JavaScript?

Microsoft Internet Explorer versions 5.5 and higher: From the browser menu, click Tools, Internet Options, and then Advanced and make sure under the Java VM category that Java JIT Compiler is enabled.

What is cache?

Browsers typically store/save pages displayed on your monitor to your hard disk. This can allow others to see your personal information if they have access to your machine.

How do I clear the cache?

Microsoft Internet Explorer version 5.5 and higher:

From the browser menu, click Tools, Internet Options, and then General. Click the buttons that say “Delete Cookies” and “Delete Files.” This may take a few seconds, depending on how much you have in your cache.

What is a PDF (Portable Document Format)?

Many documents available on the internet and on OPM's websites are in Portable Document Format (PDF). PDFs allow you to view publications in their original format regardless of what type of computer, browser, or operating system you use to access the Internet.

What is needed for a PDF (Portable Document Format)?

In order to view, navigate, and print PDF documents, you'll need the free Acrobat Reader software. If you don’t already have it, you can download a free reader at Adobe’s website

What if my screen reader is not compatible with Adobe Acrobat Reader?

If you are using a screen reader that is not compatible with Adobe Acrobat Reader, Adobe will convert PDFs into either HTML or ASCII text.
• Download conversion tool
• Adobe and accessibility

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Trying to Get Connected

Why do I keep getting a “domain not found” error?

Check the address you are typing. The correct address is https://www.servicesonline.opm.gov/. We suggest that you add the main page to the list of favorites in your web browser to minimize the chance for any address errors.

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After Getting to the Site

I get a red “!” sign beside 128-bit encryption. Why don't I see an “OK” sign?

If you do not see an “OK” sign beside 128-bit encryption then your browser does not support 128-bit SSL encryption. See the Setting Up Your Browsersection above for instructions on upgrading your browser to 128-bit encryption.

Why does the attention page pop up and go away quickly?

This is OK. Your browser supports JavaScript. The reason it pops up and goes away is because there is a graphic on the page which takes a few seconds to load.

However, if the attention page stays there and does not go away, it is because JavaScript is not enabled. SOL only supports browsers with JavaScript and 128-bit encryption enabled. See the Setting Up Your Browser section above for instructions on upgrading your browser to 128-bit encryption and enabling JavaScript.

I am a Macintosh user. Why do I only see black on my screen?

You must tell the browser that the background should be light instead of dark.

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Logging In

Why is my password not accepted by the system?

If you receive the message that the combination of numbers you have entered do not match, please make sure you use the temporary numeric password we sent you when requesting access to SOL. Please refer to information about how to contact us for assistance.

If you receive a message that we are unable to provide you access to the website because we are unable to identify your records, please contact us for assistance.

How do I get a Password?

1.1 PASSWORD BY MAIL REQUESTED

If you are receiving regular payments and you have not received your temporary numeric password or you have lost your current password. Select the Forgot Claim Number/Password from the SOL Home page within the Login box. You can request a password by either Email or by Mail. To receive a password by email, you must have an email address on file within SOL and you must have already established and be able to answer your personal security questions.

For security reasons, you cannot use the online password request system to request a temporary password if your account has not been accessed within a 15 month period or if your account has been deactivated. You must contact our Retirement Operations Center at 1-888-767-6738 and speak to a customer service agent to request a new password.

Do not request a new Password if:

  • You have already requested a password by mail within the last 7 days.

  • You have called the Retirement Operations Center and requested a new password.

By requesting a new password in any of the above instances, you will further delay your access to SOL.

1.2 PASSWORD BY EMAIL REQUESTED

If you are receiving regular payments and you have not received your temporary numeric password or you have lost your current password. Select the Forgot Claim Number/Password from the SOL Home page within the Login box. You can request a password by either Email or by Mail. To receive a password by email, you must have an email address on file within SOL and you must have already established and be able to answer your personal security questions.

For security reasons, you cannot use the online password request system to request a temporary password if your account has not been accessed within a 15 month period or if your account has been deactivated. You must contact our Retirement Operations Center at 1-888-767-6738 and speak to a customer service agent to request a new password.

Do not request a new Password if:

  • You have already requested a password by mail within the last 7 days.

  • You have already requested a password by email within the last 24 hours.

  • You have called the Retirement Operations Center and requested a new password.

By requesting a new password in any of the above instances, you will further delay your access to SOL.

 

Can the password be changed?

You can change your password by choosing the Change Password option on SOL Menu after you access the website with your existing password. We recommend that you change your password to something easy to remember and safeguard it against unauthorized access and use.

Remember to keep the following in mind when selecting your new password:

  • Minimum of 8 characters.
  • Maximum of 12 characters.
  • Must contain at least one of each of the following character groups:
    • A-Z (Upper Case Letters)
    • a-z (Lower Case Letters)
    • 0-9 (Numbers)
  • May contain certain special characters #, @, $, %, &, *, +, =, ?, <, >  Please note: you cannot use &# in sequence.

Do not select a password that can be easily guessed by others. Protect your password. If you write it down, safeguard it.

After entering your temporary numeric password, you will be asked to verify your new password by entering it once more. After you have entered your new password a second time, press the Save New Password button.

If you select Cancel, you will return to the Main Menu without processing a request for a new password.

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Information About SOL Options

Select any of the links in this menu for the annuity payment adjustment you are making or to view a statement describing your monthly annuity payment. You may also change your password or see a history of annuity payment adjustments you have made using the website.

You may also select links to other related websites or pages.

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Account Block Message

If your account has a block in place to prevent certain changes to the account from being made without contacting the Retirement Information Center directly, a message will appear at the top of the Main Menu page. Depending upon the nature of the block, certain transactions that you might attempt to perform on Services Online will not be processed if they are blocked, despite any messages on the screen that suggest a successful completion to the task.

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Allotment to Organizations

You can set up, change, or stop allotments to checking or savings accounts or other allotments for withholdings such as union dues. If the organization for which you wish to make an allotment is not listed, you should contact them and ask them to provide us with the banking information needed to forward payments. The organization can contact us by email at finance@opm.gov.

You cannot make allotments in excess of the amount of your net payment. Your net payment amount includes new allotments you may have made on the previous business day.

To start or change an allotment, select your organization from the list provided and enter the monthly amount you wish to be withheld from your annuity payment. Enter the withholding amount in dollars and cents.

The organizations that participate are:

· American Federation of Government Employees PAC (AFGE);

· Federal Aviation Administration Managers Association (FAAMA-PAC);

· Federal Managers Association Political Action Committee (FMA-PAC);

· Fraternal Order of Retired Border Patrol Officers - Museum (FORBPO);

· National Air Traffic Controllers Association (NATCA);

· National Association of Letter Carriers –COLCPE (NALC-COLCPE);

· National Association of Postal Supervisors Political Action Committee (NAPS-PAC);

· National Association of Postmasters of the U.S. Political Action Committee (NAPUS-PAC);

· National Rural Letter Carriers Association Political Action Committee (NRLCA-PAC);

· National Treasury Employees Union (NTEU);

· Northwest Plan Administrators (NWPA);

· Treasury Employees Political Action Committee (TEPAC); and,

· Federal Law Enforcement Officers Association (FLEOA).

The Northwest Plan Administrators (NWPA) provides supplemental dental insurance for annuitants. This program is not associated with the Federal Employees Health Benefits (FEHB) program. If you choose to establish an allotment to this organization, you must know the amount of the monthly premium so that the correct amount is withheld from your annuity. If the premium changes, you must make the adjustments in your withholding amount to equal the premiums.

To stop an allotment, identify the allotment you wish to stop. Once information about that allotment is displayed, press the Yes button. You will then receive a message showing that your request has been processed.

Although you may provide your telephone number using this website, it is not stored on it and, therefore, it will not be displayed at a later date.

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Checking and Savings Allotments

Checking and savings allotments are voluntary deductions for allotments sent by direct deposit to a checking or savings account held in the name of the annuitant. You may have up to two allotments. The accounts must be maintained at a domestic financial institution. This does not include charities, savings bonds, garnishments or other court orders, union or other organizational dues. You must maintain at least $100 net annuity payment. Your net payment amount includes any new allotments you may have made in the previous business day. The allotment must be for a minimum of $50.

Services Online is unable to process requests for International Direct Deposit, please mail your request to OPM, PO Box 45, Boyers PA 16017.

You can start, change, or stop an allotment to a checking or savings account.

To start or change an allotment, you will need your financial institution's routing number. This is a nine digit number which appears at the bottom of your checks before your account number. Use a check and not a deposit slip to identify this number. If necessary, your financial institution can give you this number. You will also need your account number and the type of the account, either checking or savings.

If you want to start an allotment, pick the Start button.

If you want to change an allotment, pick the Change button in the field which shows the detailed information about the allotment you want to change. You may change either the amount of the monthly allotment or the organization or both.

· If you wish to change your financial institution, enter the routing number for your financial institution. Do not use dashes or other punctuation;

· If you wish to change your account number, enter all letters, numbers, spaces and dashes as they exist in your account number. A maximum of 17 digits is available for your account number;

· If you wish to change your account type, select whether the account is a checking or savings account;

· If you wish to change your allotment amount, enter the monthly amount you wish to be withheld from your annuity payment for this allotment. Enter the withholding amount in whole dollars.

If you want to stop an allotment, pick the Stop button in the field which shows the detailed information about the allotment you want to stop.

If you enter multiple allotments, the last two are the ones that will be processed and displayed on the next business day.

If you are receiving payments on behalf of a minor or for someone who is unable to handle his or her affairs, you cannot use this website to set up or change checking or savings allotments. You may stop any existing allotments. Please contact us for information or assistance in setting up or changing allotments.

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Direct Deposit of My Payment

If you use direct deposit, your annuity payment will be electronically transferred to the financial institution and account of your choice.

You can sign up for direct deposit or change the account type or number, or financial institution routing number for the direct deposit of your annuity payment. You need your financial institution's routing number, account number and type (checking or savings). The routing number is a nine-digit number which appears at the bottom of your checks before your account number. Use a check and not a deposit slip to identify this number.

Otherwise, you can obtain this information from your financial institution. If you change your routing number for the financial institution, you may also need to change your account number and type.

However, you should contact us if you wish to stop the direct deposit of your payment so that you can receive it by mail. You cannot change from direct deposit to receiving a paper check using SOL. You will need to call 1 (888)-767-6738.

If you wish to change the account type or number, or financial institution routing number, press the Save button. If you do not wish to make a change, please select the link marked Main Menu to return to the Main Menu.

After entering a change to your Direct Deposit information, you will receive an email to the email address on file confirming the request and confirming whether the transaction was processed.

If you want to confirm your election, you can either check the “View History” link to see pending transactions or can refer to an alert that is generated in the Direct Deposit module that displays a recent change.

Services Online is unable to process requests for International Direct Deposit, please mail your request to OPM, PO Box 45, Boyers PA 16017.

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Establishing Personal Questions

To gain access to SOL you must use your claim number and temporary numeric password. On your initial log in, you will be required to change your temporary numeric password to a complex password. You will use this complex password every time you want to access SOL. You will also be required to establish personal security questions. Establishing these questions will give you the ability to receive a password by email in the event you have lost or forgotten your password.

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Federal Income Tax Withholding

Generally, unless you specify a monthly withholding amount, we withhold Federal Income Tax as if you are married and claiming three allowances. You can use our calculator on www.opm.gov/retire to figure the amount of your monthly Federal Income Tax withholding based on marital status and exemptions. Then, use SOL to change the Federal Income Tax withheld from your annuity payment or specify the dollar and cents amount withheld. You may change the amount withheld whenever you think it is necessary.

If you need more information or assistance in determining whether or not you are having the right amount of Federal Income Tax withheld, see the Internal Revenue Service website. You can start, change, or stop your Federal Income Tax withholding at any time. The withholding amount must be at least $5.00. The amount of the withholding cannot be more than the net payment you receive. Any new allotments you made in the last business day are used to figure the net amount of your payment.

Start or change the withholding each month by entering the new amount you want withheld in the box labeled, "New Deduction Amount", and selecting theSave button. Stop your withholding by entering $0.00 in the box labeled, "New Deduction Amount," and then pressing the Save button.

Generally, in the middle of month, we authorize payments that are due for the first business day of the following month. You may change your payment before it is authorized. If you want your change to be reflected in your next month's payment, you should submit your request before the last date, as shown on our payment schedule, for changing that month's payment. If your change is made after the last date shown in the schedule for the month, it will be effective in a subsequent payment and included in the statement for that month. You will be notified of the effective date of your change. You can find a link to the payment schedule at the Main Menu.

In addition to changes you make, your payment may also be adjusted for required payment adjustments such as cost-of-living adjustments, health benefit premium changes, Federal Income Tax withholding table changes, and life insurance premium change.

While you are making changes or required payment changes are in progress, the amount of your payment and your annuity statement will be altered as the changes are completed.

The amount of your payment is established as it is authorized, reflecting any required changes and those you made within the monthly schedule.

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Leaving SOL

To secure your personal information, follow the instructions and links for closing your web browser and leaving SOL. For security reasons, please be sure to close your Web browser window when you leave Services Online because this information will remain in your Web browser’s memory (cache) until you close the browser.

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Mailing Address

To record a new U.S. mailing address, enter your five-digit Zip Code in the space provided. The city and State of your address will be automatically inserted in your address based on the Zip Code you enter. You can change any part of the record of your address.

To enter a foreign address, select the button labeled, "Enter Foreign Address." To record your address in another country, select the country from the list provided. The country name in your address will be automatically inserted based on the one you select.

Enter your new mailing address in the space provided. Enter your street or Post Office Box address. You may enter up to 22 characters and spaces per line. Do not use special characters such as: "*", "%", "@", "!", etc., or other punctuation. Do not enter your name or the name of the city or State, Zip Code, or country again. When finished, press the Save button.

If more than one city and State was found that matches the Zip Code you entered, please pick the correct city and State and press the Select button. Press Cancel to return to the previous screen to enter another Zip Code.

Once you have completed the entry, we will ask to confirm it. Review the record of your new mailing address. To complete the change of your mailing address, select the Yes button. To make corrections, select No.

If you select No, you may change any part of the address you entered.

If you select Yes, you will receive notification of the effective date of the change and you will also receive confirmation of the update by mail.

If you have a new Zip Code, it may not be in the SOL records yet, as it is updated monthly. Please refer to information about how to contact us for further assistance.

If you are receiving payments on behalf of a minor or for someone who is unable to handle his or her affairs, you cannot use this website to change your mailing address. Please contact us for assistance.

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Password Change

You may change your password. Remember to keep the following in mind when selecting your new password:

  • Minimum of 8 characters.
  • Maximum of 12 characters.

· Must contain at least one of each of the following character groups:

o A-Z (Upper Case Letters)

o a-z (Lower Case Letters)

o 0-9 (Numbers)

· May contain certain special characters #, @, $, %, &, *, +, =, ?,<,> Please note: you cannot use &# in sequence.

Do not select a password that can be easily guessed by others. Protect your password. If you write it down, safeguard it. . For security reasons, you are not to include &# together in the password.

After entering your temporary numeric password, you will be asked to verify your new password by entering it once more. After you have entered your new password a second time, press the Save New Password button.

If you select Cancel, you will return to the Main Menu without processing a request for a new password.

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Request for Duplicate Annuity Booklet

Once your retirement case has been finalized, you can receive either a copy of your current annuity booklet or a duplicate of the booklet sent to you when your retirement case was issued.

If you are eligible, you can request Mail Original Booklet. You may also select Mail Current Booklet.

If you select Return to Main Menu, you will return to the Main Menu without processing a request for a duplicate annuity booklet.

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State Income Tax Withholding

If your state participates you can start, change or stop your state tax withholding at any time. . To verify if your state participates, contact your State tax office for information or assistance.

The withholding amount must be whole dollars. Do not enter cents or pennies. It must be at least $5. It cannot be more than the amount of the payment you receive. Any new allotments you made in the previous business day are used to figure the net amount of your payment.

You can change from one State to another for State income tax withholding purposes but, using this website, you cannot withhold for more than two States in a tax year. For example, you may have a withholding for Georgia and change it to California but, you will then be limited to change your State for withholding purposes to California or Georgia in that calendar year.

Start or change the withholding by entering the new amount you want withheld each month in the box labeled, "New Deduction Amount." Pick the State from those listed if necessary. Press the Save button.

Although you may provide your telephone number using this website, it is not stored on it and, therefore, it will not be displayed at a later date.

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Update Email Address/Opt-in to Receive Information Electronically

Your Email address must consist of the following items:

· No more than 60 alpha numeric characters in front of the “@” sign

· No more than 40 alpha numeric characters after the “@” sign

You will enter an email address in the text box provided. You will re-enter the email address in the second text box provided. You will select a radio button(s) to opt in or opt out for the following preferences:

  • 1099-R
  • Annual Notices
  • Informational Bulletins

You can elect to receive Information Alerts by email. By default, when you enter a new email address, the system sets the option to opt-in, but you can deselect this choice.

You will then submit the email address/opt in or out preferences by selecting the “Save” button. You will confirm email address update along with any changes made to the preferences. The system will display the Email Update Confirmation Page, providing further instructions to the user. You have the ability to return to the Main Menu or Sign Out of the system.

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View History

You can view a history of the changes you have made using the website during the last 14 months. This information represents what you have confirmed and saved by using SOL. These actions are processed the next business day. The information is grouped by the type of action. You can select the specific action to view the full detail of the change you made. To see the details for an action, select the "+" sign to expand your view. To hide the details for an action, select the "-" sign to collapse your view.

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View/Print 1099-R Tax Forms

You may use the website to view or print a statement for the current filing year and three previous years or have it sent to you by regular mail. If you need a statement for prior years, please contact us.

If you select Mail to Me, we will send you a duplicate Form 1099-R for the most current tax year to the mailing address we have on record for you. You may wish to verify your mailing address.

If you select View or Print, you can select a 1099-R tax form from the current year and three prior years and then choose to view the file in PDF, html, or text format.

If you select Return to Main Menu, you will return to the Main Menu without processing a request for a Form 1099-R.

TIP: If you experience difficulty printing, please try pressing Ctrl and P on your keyboard. This will not work if you are using a mobile device.

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View/Print Retirement Services Reference Card

You have the option to view and print a copy of your Retirement Services Reference Card, which you receive in the mail when you retire. The card displays your name and case number, and has important contact information on the reverse.

Select Print to send a copy of the card to your printer, or select Return to Main Menu to return to the Main Menu without printing the card.

TIP: If you experience difficulty printing, please try pressing Ctrl and P on your keyboard. This will not work if you are using a mobile device.

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View the Status of Your Case

You can view the status of your case while in interim pay status. If your case has been finalized for more than 30 days or if your case is a pending disability case you will not be able to view the status of your case online. In addition, if your case requires a response from a third party agency prior to completion you will not be able to view the status of your case online. For example, if your retirement system was Civil Service Offset and you are over age 62 when you retire, OPM must receive the offset amount from Social Security before your retirement can be completed. If you have any questions, you can either call 1-888-767-6738 or email retire@opm.gov.

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View Your Annuity Statement

The statement is a verification of income which shows the OPM official seal, your annuity payment, including the gross amount, up to 35 possible deductions or additions, net amount, comments, and Retirement Services, Retirement Operations Deputy Associate Director official signature.

You may select to view and print an annuity statement for each of the past fourteen months. Pick the month of the annuity statement you wish to see from the list and press the Go button. If you wish to print a statement, press Print, and follow any instructions on your desktop.

Generally, in the middle of the month, we authorize payments that are due for the first business day of the following month. You may change your payment before it is authorized. If you want your change to be reflected in your next month's payment, you should submit your request before the last date and time, as shown in the main menu page, for changing that month's payment. If your change is made after the date and time shown on the main menu, it will be effective in a subsequent payment and included in the statement for that month. You will be notified of the effective date of your change.

In addition to changes you make, your payment may also be adjusted for required payment adjustments such as cost-of-living adjustments, health benefit premium changes, Federal income tax withholding table changes, and life insurance premium changes.

TIP: If you experience difficulty printing, please try pressing Ctrl and P on your keyboard. This will not work if you are using a mobile device.

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View Your Current Federal Employees Group Life Insurance (FEGLI) Coverage

You can view and print your current Federal Employees Group Life Insurance (FEGLI) coverage. While you can see your coverage amount, you will not be able to see your FEGLI designation of beneficiary election. If you are not sure who you designated as your beneficiary, or you have had a significant life change, such as a marriage, divorce, or death, you may want to consider completing a new designation of beneficiary form. You should also file a new designation of beneficiary form whenever a beneficiary's address changes. Failure to do so may mean that the Office of Federal Employees' Group Life Insurance cannot locate your beneficiary and, therefore, cannot pay the life insurance death benefits due. You can download the Designation of Beneficiary form at http://www.opm.gov/Forms/pdf_fill/sf2823.pdf. If you have questions, please email us at retire@opm.gov or call 1(888) 767-6738 for further assistance.

If your life insurance premiums are not withheld from your annuity and the premiums are paid directly by you, or withheld from your checking/savings account and paid to the Office of Personnel Management directly, your life insurance information will not be available on Services Online. If you have any questions, you can either call 1-888-767-6738 or email retire@opm.gov.

TIP: If you experience difficulty printing, please try pressing Ctrl and P on your keyboard. This will not work if you are using a mobile device.

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View/Print Summary of Payments

You can view and print your Summary of Payments information for the current calendar year including the Total Paid as of the last monthly payment issued to you. The amounts displayed are not itemized. Please refer to the Annuity Statement to view an itemized listing.

The Summary of Payments contains information regarding the recurring monthly payments that are issued to you. The Summary of Payments does not include any adjustment payments that have been made. Generally, in the middle of the month, we authorize payments that are payable for the first business day of the following month.

The information contained in the Summary of Payments is not to be used for income tax filing purposes.

TIP: If you experience difficulty printing, please try pressing Ctrl and P on your keyboard. This will not work if you are using a mobile device.

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View/Print Overpayment Information

You can view and print a summary of information regarding an overpayment currently being withheld from your payment. The information includes the remaining overpayment balance and the number of remaining installments on your overpayment.

If you have questions, you can either call 1-888-767-6738 or email retire@opm.gov

TIP: If you experience difficulty printing, please try pressing Ctrl and P on your keyboard. This will not work if you are using a mobile device.

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Taking Survey

After signing out of SOL, you will have the option of taking a 3-5 minute survey. If you click on the “Take Survey” button, survey will open in window. You will need to click on the “Submit” button to save answers. If you click on the “Do Not Take Survey” button, window will close.

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Contact Us

How may I get a Password?

If you have not received your temporary numeric password or you have lost your current password. Select the Forgot Claim Number/Password from the SOL Home page within the Login box. You can request a password by mail, or by email if you have a valid email address on file and have established personal security questions.

For security reasons, you cannot use the online password request system to request a temporary password if your account has not been accessed within a 15 month period or if your account has been deactivated. You must contact our retirement operations center at 1 (888)-767-6738 and speak to a customer service agent to request a new password.

Do not request a new Password if:

· You have already requested a password by mail within the last 7 days, using the Password by Mail function on SOL.

· You have already requested a password by email within the last 24 hours, using the Password by Email function on SOL.

· You have called the Retirement Operations Center and requested a new password.

By requesting a new password in any of the above instances, you will further delay your access to SOL.

How can I get help for retirement related questions?

If you have a question concerning any information associated with your account:

Please contact our Retirement Operations Center at 1 (888) 767-6738 for further information. Our business hours are 7:40 a.m. - 5:00 p.m. (Eastern Standard Time) Monday - Friday. You can also send an email to retire@opm.gov. Please note the RetHelp@opm.gov email account is for technical help only.

How can I get technical help to use SOL?

If you need assistance accessing the website with your browser using 128 bit encryption, please contact us at RetHelp@opm.gov. If you request assistance to access the website, please provide a description of the error message you are receiving. Please include the operating system and web browser and version you are using. This is shown in fine print at the bottom of the SOL main page.

To use the site, you must disable any software application that prevents secondary windows from opening and you must have JavaScript enabled. Your browser must also support strong (128 bit) encryption.

You may also refer to Using SOL for answers to common questions related to using the SOL web site.

Please note the RetHelp@opm.gov email account is for technical help only. Send retirement related questions to retire@opm.gov

How may I send feedback or general comments about the website?

If you have general comments or suggestions about the SOL website, send a message to comment@opm.gov.

 

 

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