1. Documenting 5 Years of FEHB Coverage for Retiring Employees August 2012

2. To be eligible to continue their FEHB enrollment into retirement, the employee must: – be entitled to an immediate retirement (one which commences within 30 days of separation), and –Have been enrolled during the 5 years immediately prior to retirement, or –Since first eligibility to enroll and during all periods of eligibility Requirement to Continue FEHB Enrollment into Retirement

3. All FEHB documents on file with the agency should be submitted with the retirement package –SF 2809s or other enrollment forms –SF 2810s –Evidence of coverage under spouse’s FEHB enrollment –Evidence of TRICARE/CHAMPUS enrollment FEHB Documents

4. The retirement application package must include: –Proof that the retiring employee meets the eligibility requirement (documentation of 5 years coverage, including all changes in enrollment), and, Documentation of 5 Years Coverage - FEHB

5. –A memorandum noting any circumstances that would help us determine the employee’s eligibility to continue coverage. This memorandum can be used to detail the continuous coverage of an employee for the 5 years prior to retirement when documentation is otherwise unavailable. Documentation of 5 Years Coverage - FEHB (Cont)

6. Most FEHB enrollments are now done on-line In lieu of SF 2809, a report(s) from the on-line system or screen print of the on-line enrollment which document 5 years of coverage may be submitted –To be acceptable, the report(s) or screen print(s) must show the old plan, the new plan and the effective date of each change in enrollment Documentation of 5 Years Coverage - FEHB

7. If the on-line report(s) or screen print(s) do not show the old plan, –Contact the carrier to fax latest enrollment or verify enrollment date of the old plan and document the contact A signed memorandum detailing the employee’s continuous coverage for at least 5 years may be submitted –Corroborating documentation showing payroll deductions for at least 5 years should also be submitted Alternative Documentation of 5 Years Coverage - FEHB

8. EHRI initiative to send enrollment documentation to eOPF directly from on-line enrollment systems –Employee Express, NFC - EPP and DFAS - MyPay are being sent now Other on-line systems should contact: Anne Martin, eOPF Project Manager, Elizabeth.Martin@opm.gov Elizabeth.Martin@opm.gov 202-606-1553 to be included eOPF Documentation