Skip to content

Free PDF · 12 Items · 2-Minute Read

The Federal Retirement Checklist

Built for FERS, CSRS, and CSRS Offset employees. A one-page checklist of the 12 things you must verify before filing your retirement papers — the same list Abi walks every new client through.

  • ✓ TSP, FERS, FEHB, FEGLI, Social Security coverage
  • ✓ Updated for the 2025 WEP/GPO repeal
  • ✓ Instant email delivery — no spam, unsubscribe anytime

Send it to me

Get the Checklist PDF

By requesting, you agree to receive the checklist plus occasional federal retirement insights. No spam. Unsubscribe anytime.

What’s Inside the PDF

  1. 1Confirm your FERS pension eligibility date (MRA + service)
  2. 2Request an SSA earnings statement and WEP/GPO restoration estimate
  3. 3Verify 3-year high-salary average used in pension formula
  4. 4Review TSP allocation vs. age-appropriate risk band
  5. 5Decide on TSP rollover vs. stay-in-plan (compare fees, fund access)
  6. 6Calculate Social Security optimal claiming age (62 / FRA / 70)
  7. 7Model survivor benefit election: full, partial, or none
  8. 8Confirm FEHB eligibility carries into retirement (5-year rule)
  9. 9Coordinate FEHB with Medicare Part A/B timing
  10. 10Update TSP + FEGLI + FEHB beneficiary designations
  11. 11Review life insurance (FEGLI) vs. private market alternatives
  12. 12Draft/refresh will, POA, healthcare directive, and trust docs

Want Abi to walk you through this list personally?

Book a no-obligation 30-minute consultation to review your checklist status and priorities.

Schedule Consultation