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Placing Employee in Correct Retirement Code for CSRS and FERS | Verifying Code Placement | SF-50 Retirement Codes | Refund of ½% Retirement Deductions | Conditions for Secondary Coverage | Mandatory Retirement - CSRS and FERS | Details and Temporary Promotions in CSRS | Details and Temporary Promotions in FERS | Tracking Employee Coverage

CONDITIONS FOR SECONDARY COVERAGE

FERS Transfer Requirement Crediting 3 Years Rigorous Service - FERS

Transfer Requirement 

To be eligible for Secondary coverage, an employee while covered under the retirement provisions (FERS) moves directly (without a break in service exceeding 3 days) from a rigorous position to a secondary position; AND

  • Has completed 3 years (accumulated 36 months) of service in a rigorous position, including any such service during which no FERS deductions were withheld; AND
      
  • Is continuously employed in a secondary position since moving from a rigorous position; AND
      
  • Except for a break in employment in secondary positions that begins with an involuntary separation (not for cause) within the meaning of 5 USC 8414(b)(1)(A).

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Crediting 3 Years Rigorous Service - FERS

The 3-year requirement is met by an employee who transfers to a supervisory or administrative position "after performing duties" that met the conditions that would qualify a position as a rigorous position (5 USC 8401(14)(B) and (17)(C)).

For purposes of the 3-year requirement, it does not matter whether the service is actually made creditable by payment of a deposit or whether the service cannot be made creditable.

Thus, non-deduction service -- for example, service under a temporary or intermittent appointment -- can count toward the 3-year requirement. Even post-1988 non-deduction service (which can never be made creditable under FERS for annuity entitlement or computation purposes) can be used to meet the 3-year requirement.

NOTE 1: Service performed BEFORE 1987, and not subject to retirement deductions, must be submitted for coverage determination under CSRS procedures.

IN ALL CASES UNDER FERS PROCEDURES, to have the special benefit coverage while in a secondary position, the employee is required to be serving in a rigorous position actually subject to FERS deductions at the time of transfer to a secondary position.

EVIDENCE OF COVERAGE: An employee in a rigorous position is subject to the extra one-half percent retirement deductions.

An employee in a secondary position, who meets the coverage criteria, is subject to the extra one-half percent retirement deductions.

An employee in a position not subject to the one-half percent withholding must formally and in writing seek a determination of coverage from the employing agency within 6 months after entering the position, or after any significant change in the position.

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FERS Transfer Requirement Crediting 3 Years Rigorous Service - FERS
 

Revised 05/03/2002

 

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