More Information:  Employee Responsibilities

Checking Codes | Refund Deductions | Tracking Coverage

REFUND OF ½% RETIREMENT DEDUCTIONS

An employee is entitled to a refund of the extra ½ percent retirement deduction, when the withholding was in error. This is when an employee is having the extra ½ percent deductions and:

  • is not serving in a covered position, or 
  • is not eligible for coverage in a secondary position, and 
  • the retirement monies have not been refunded.

The employee can elect to leave the money in the fund. Any excess deductions not refunded will remain in the retirement account. However, the excess deposits will not accrue interest, since only voluntary excess payments accrue interest, and excess deductions are not considered voluntary payments.

A refund due to erroneous deductions is not considered a claim against the government subject to the four-year statute of limitations set forth in 31 USC 3702(a).

EMPLOYEE RESPONSIBILITIES: After the employee receives notification of excess retirement deductions from the servicing personnel office, he/she must make a written request to get a refund of the excess retirement monies.

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Revised 05/03/2002

 

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