Instructions for Completing Election Form RI 38-145
Election to Use NonAppropriated Fund (NAF) Service to Qualify for
Immediate Retirement Under the Civil Service Retirement System (CSRS)
or the Federal Employees Retirement System (FERS)
Part 1 - To Be Completed by the Employing Agency Human Resources or Benefits Office
Enter the employee's name, date of birth and social security number.
Enter the date the employee wants to retire.
Indicate whether the employee has decided to voluntarily separate and receive retirement benefits or whether the employee
is facing an involuntary separation. (An employee cannot use NAF service to qualify for a Discontinued Service Retirement
if the separation is involuntary and for cause on charges of misconduct or delinquency.)
Enter the amount of NAF service needed to qualify for immediate CSRS or FERS retirement benefits as of the date of
retirement.
Determine the date the employee would first qualify for CSRS or FERS retirement benefits if NAF service were not used for
CSRS or FERS retirement.
If the employee has the option to continue working, enter the earliest date the employee would qualify for immediate
retirement benefits if the employee continued to work.
If the employee does not have the option to continue working (that is if the employee is facing an involuntary separation),
enter the earliest date the employee would qualify for a deferred retirement benefit.
Provide an estimate of the gross monthly rate payable to the employee if the employee elects to use NAF service to qualify
for immediate retirement. If the employee elects to provide a survivor benefit, provide an estimate of the survivor benefit
monthly rate as well. (Compute these estimates following the instructions provided in Attachment 2 of Benefits
Administration Letter 03-102.)
Provide a second estimate showing the gross monthly rate payable to the employee if NAF service is not used to qualify for
immediate retirement. This estimate should reflect the benefit payable as of the date the employee would first qualify for
CSRS or FERS retirement benefits without NAF service. If the employee elects to provide a survivor benefit, provide an
estimate of the survivor benefit monthly rate as well.
Sign the form, date it, and provide your phone number.
After completing Part 1, give the form to the employee to complete Part 2.
When the employee returns the completed election form, make two copies of it. Attach the original to the employee's
retirement application package along with the verification of NAF service you obtained from the appropriate NAF employer.
Send a copy of the election to the appropriate NAF employer and file a copy in the employee's Official Personnel Folder.
Part 2 - To Be Completed by the Employee
Identify the NAF service that you want to use to qualify for immediate CSRS or FERS retirement benefits. Provide the name
of the NAF employer, the location of employment, the date the service began, and the date the service ended. (Note, you
must enter complete periods of service. For example, if you need 1 year and 6 months of NAF service to qualify for an
immediate CSRS or FERS retirement benefit, and you performed service with a NAF from January 15, 1977 to July 3, 1979,
you should enter the entire period of NAF service. )
Sign and date the form.
Make a copy of the form for your records. Return the original to your Human Resources or Benefits office along with your
application for immediate retirement benefits.
Reverse of RI 38-145
January 2003
