Following are some of the services we can assist with for the U.S. Office of Personnel Management (OPM):
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- Report of Death of Retiree/Survivor
Please accept our condolences on the loss of your loved one.
To report the death of an OPM retiree/survivor beneficiary please send an email following the instructions below:
YOU MUST USE THIS SUBJECT LINE: FB-OPM Report of Death – FULL NAME OF DECEASED
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- Your full name, relationship to the deceased and telephone number
- Deceased’s claim number (CSA or CSF)
- Attach a copy of the death certificate.
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Please note that it is important to follow the instructions provided on the subject line to ensure receipt and prompt attention/response to your email.
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- Application for Death Benefits (Survivor benefits. Lump Sum Benefits and Federal Employees’ Group Life Insurance (FEGLI)
There are two types of survivor benefits that may be payable by the U.S. Office of Personnel Management (OPM) due to the death of a retiree:
Monthly benefits: This can be payable to a current spouse, former spouse (if a retiree elects this benefit or if it is awarded by court order), minor child, adult child under age 22 and/or disabled dependent.
Lump-Sum: If there is not and will not be anyone eligible for monthly benefits, a lump-sum of any remaining retirement deductions may be payable for the accrued benefits for the number of days they lived in the month they passed to either a designated beneficiary and if there is no designated beneficiary it will be paid according to the beneficiary order of precedence.
To file a claim for death benefits, you will need to provide certain documents. Please review the following link for the list of documents that are required.
It the survivor is mentally or physically unable to handle their own financial affairs, a family member or someone who can help and that has assumed their care should apply to be selected as their representative payee. Please visit the following link you will find a list of documents that are required.
Once you have the required documents, please send an email following the instructions below to request an appointment.
YOU MUST USE THIS SUBJECT LINE: FB-OPM Death Benefits – FULL NAME OF DECEASED
Please include the following information in your email:
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- Survivor’s complete name(s). Please provide the complete name for each person that will be applying for benefits
- Relationship to the deceased
- Benefits you will be applying for (Widow(er) or a child with a representative payee or as designated beneficiary)
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Please note that it is important to follow the instructions provided on the subject line to ensure receipt and prompt attention/response to your email.
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- Application to be selected as the representative payee for an annuitant or survivor
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If the person that receives or will be applying for benefits is mentally or physically unable to handle their own financial affairs, a family member or someone who is able to help and that has assumed their care should apply to be selected as their representative payee, meaning that the payments and all correspondence will be addressed to the representative payee for the retiree/beneficiary.
If the beneficiary currently has a representative payee and they passed away, the new representative payee will need to apply.
For information on how to apply please visit the following link where you will find the information required.
Once you have the required documents, please send an email following the instructions below to request an appointment.
YOU MUST USE THIS SUBJECT LINE: FB-OPM Representative Payee – FULL NAME OF BENEFICIARY
Please include the following information in your email:
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- Complete name of the person applying to be the representative payee
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Please note that it is important to follow the instructions provided on the subject line to ensure receipt and prompt attention/response to your email.
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- Enrollment in the International Direct Deposit Program (IDD)
If you reside in Panama and would like to receive your benefits in a local bank through the International Direct Deposit Program, here you will find information on this program and will be able to download the enrollment form.
International Direct Deposit (IDD) is a faster, safer, and more reliable way for people residing outside of the United States to receive their monthly payments, where the benefits will be electronically transferred from the U.S. Department of Treasury to their checking or savings account at their financial institution in Panama.
For information on how to enroll and to obtain the enrollment form, please visit the following link.
Once you have the fully completed and signed (by you and the financial institution) enrollment form, please scan and send it to us by email following the instructions below:
SUBJECT LINE: FB-IDD – FULL NAME
Please note that it is important to follow the instructions provided on the subject line to ensure receipt and prompt attention/response to your email and processing of the enrollment form.
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- Complete new Designation of Beneficiary forms for the Federal Employees Group Life Insurance (FEGLI), the Civil Service Retirement System (CSRS) and Federal Employees Retirement System (FERS)
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When was the last time you checked your designations of beneficiary? Most retirees don’t realize that they have several designations to keep current (FEGLI & CSRS). If you don’t have a designation on file, then the funds will be distributed according to the beneficiary order of precedence. If you want benefits paid to someone else or in a different order, you must designate a beneficiary.
If you wish to update your beneficiaries, please send an email following the instructions below to request an appointment to do so.
YOU MUST USE THIS SUBJECT LINE: FB-OPM Designation of Beneficiary – Your Full Name
On the day of the appointment, you should bring the following:
- Your current cedula or passport
- Your retirement claim number or card
- The complete name(s) for who you wish to designate as your beneficiary
Please note that it is important to follow the instructions provided on the subject line to ensure receipt and prompt attention/response to your email.
Unmarried children who are dependent upon the retiree may receive monthly benefits until they reach age 18, marry, or die. Monthly survivor annuity payments for a child can continue after age 18, if the child is a full-time student attending a recognized school. Benefits can continue until age 22.
If you have not already received form RI 25-14 in the mail to confirm your ongoing full-time student status, please go to the following link: RI25-014. This fillable form may be printed, signed, and mailed or faxed to OPM.
To fax, please use this fax number: 001-202-606-0022
To mail, please use the following address:
U.S. Office of Personnel Management
Surveys & Students Branch, Room 2416
1900 E Street, NW
Washington, DC 20415-0002
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- Report Marriage, Divorce or Death of a Spouse
To schedule an appointment to report a marriage, divorce or death of a spouse, please send an email following the instructions below to request an appointment.
YOU MUST USE THIS SUBJECT LINE: FB-OPM Life Event Change – Your Full Name
Please include the following information in your email:
On the day of the appointment, you should bring the following:
- Your current cedula or passport
- Your retirement claim number or card
- Original marriage, divorce or death certificate and the translation in Spanish by an official translator.
Please note that it is important to follow the instructions provided on the subject line to ensure receipt and prompt attention/response to your email.
- Change/cancellation of Federal Employees’ Health Benefits (FEHB)
Retirees covered may change health plans or options, cancel, or suspend their FEHB enrollment. For information on how to make those changes, please visit OPM’s Information on Health Benefits Changes for Annuitants.
To schedule an appointment to make an FEHB change due to the death of a beneficiary or marriage, please send an email following the instructions below to request an appointment to do so.
YOU MUST USE THIS SUBJECT LINE: FB-OPM Health Benefit Change – Your Full Name
On the day of the appointment, you should bring the following:
- Your current cedula or passport
- Your retirement claim number or card
- The complete name(s) for who you wish to designate as your beneficiary
Please note that it is important to follow the instructions provided on the subject line to ensure receipt and prompt attention/response to your email.
- OPM Benefits Verification Surveys (Proof of Life Forms)
The U.S. Office of Personnel Management (OPM) mails surveys in some cases annually to the address they have on file for the retiree/beneficiary to ensure that they are still living as well as to determine the continued entitlement to benefits under their provisions, reason why it is very important that you verify the mail at least once a month to avoid missing the survey form that could cause the benefits to be suspended.
The various surveys (proof of life) that OPM mails are as follows:
- Marital Survey (surviving spouse up to age 55
- Representative Payee
- Over age 90
Once you receive the survey form, you should send us an email following the instructions below
requesting an appointment to sign the form with us, which is notarized, free of cost and sent to
OPM for processing.
YOU MUST USE THIS SUBJECT LINE: FB-OPM Verification Surveys (Proof of Life) – FULL NAME OF
RETIREE/BENEFICIARY
Please include in your email if it’s a marital survey, representative payee or over age 90 survey.
It is important to bring your current cedula or passport on the date of the appointment.
Please note that it is important to follow the instructions provided on the subject line to ensure
receipt and prompt attention/response to your email.
- Claims for non-receipt of payment, Request for a Replacement Annuity Card, or Update of Mailing Address for Correspondence
Please contact OPM directly. Please include your complete name, annuity claim number (CSA/CSF) in your email.
Contact information for the Office of Federal Employee’s Group Life Insurance (OFEGLI)
