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Civilian Community Management
PRE-RETIREMENT PLANNING (CSRS)
Status OPEN
Location HRSC, SW, MCAS Miramar, 6300 Miramar Way, San Diego, CA 92145
Start Date Monday, June 17, 2013
End Date Wednesday, June 19, 2013
Start Time 8:00
End Time 16:00
Cost $310.00
Region SOUTHWEST
Deadline Monday, May 27, 2013
Full Title PRE-RETIREMENT PLANNING (CSRS)
Description
The purpose of the course is to provide Federal employees who are enrolled in the Civil Service Retirement System (CSRS) with concrete information they need as they consider their retirement. Upon completion of this course, participants will be able to:

(1) Identify key elements of the Civil Service Retirement System (CSRS).
(2) Perform basic retirement income computation.
(3) Describe the impact of Social Security and Medicare.
(4) Identify the various financial, tax, legal and estate issues that affect benefits.
(5) Describe how the Thrift Savings Plan (TSP) works and when TSP withdrawals are permitted.
(6) Identify retired military issues that affect annuities.
(7) Apply the laws that affect survivor elections, leave/health benefits and life insurance.
(8) Define relocation issues that may impact retirement.
(9) Describe the impact of CSRS offset.
Eligibility Recommended for Department of Navy civilian employees enrolled in the Civil Service Retirement System (CSRS) who are within ten (10) years of retirement.
Course Action
Vendor Certified Financial Consultants
443 Donner Way
San Ramon, CA 94582

Registration Information Please note, this course offering is subject to change with the final HR Service Delivery Implementation.

Fax completed Standard Form (SF) 182 to (858) 577-5566

For further information, please call (858) 577-5985 and ask for the assigned course registrar for this course.

METHOD OF PAYMENT: Upon completion of training, the HRSC-SW Training Office will provide to the vendor each activity's SF 182(s) under a letter of transmittal, which contains billing information. Vendors will process SF 182(s) for payment based on the information provided.

IMPORTANT APPLICATION INSTRUCTIONS FOR THE STANDARD FORM 182

Standard Form 182 – Enter information in the following blocks:

In Section A – Block 11 please indicate if any Special Accommodations are needed and specify requirement(s).

In Section B – Block 1a.
Certified Financial Consultants
443 Donner Way
San Ramon, CA 94582

Block 19 include name of activity, POC, telephone and fax number and e-mail address.

In Section C – Block 6 indicate “Payment by Government Commercial Purchase Card (GCPC)” and include Cardholder’s name, address, telephone number, Card Number, and Expiration Date. After the nomination deadline, no-shows will be obligated for the cost of the course and will be charged by the vendor. Substitutions will be accepted.

Cancellation Cancellations must reach and be confirmed by an HRSC, SW Code 30 representative no later than close of business on the nomination deadline date. Failure to comply will obligate the activity for payment.



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