Select language

RI 37‑26 – Information on Computing the Tax‑Free Portion of a Phased Retirement Annuity

  1. Country USA
  2. Language English
  3. Department Office of Personnel Management
  4. Sector Retirement & Insurance Forms
Fill out this form
RI 37‑26 – Information on Computing the Tax‑Free Portion of a Phased Retirement Annuity

The RI 37‑26 is the official Office of Personnel Management (OPM) form used to calculate the tax‑free portion of a phased retirement annuity and any subsequent composite retirement annuity. Federal employees who are transitioning to a phased retirement need this form to ensure accurate reporting and to avoid unexpected tax liabilities.

What Is the RI 37‑26 Form?

This form provides step‑by‑step instructions for:

  • Determining the taxable and tax‑free portions of a phased retirement annuity.
  • Calculating the composite annuity when a full retirement follows a phased period.
  • Submitting the computation to your agency’s payroll office.

It is a required attachment for any phased retirement request filed through the Federal Employees Retirement System (FERS) or Civil Service Retirement System (CSRS).

How to Fill Out RI 37‑26 with Formize

Our Formize PDF Filler turns the static PDF into an interactive, web‑based form. No software download is needed – just click, type, and submit.

Common Mistakes & Tips

  • Skipping the “Base Salary” field: The base salary determines the tax‑free calculation. Double‑check the figure from your most recent pay stub.
  • Using the wrong retirement date: Phased retirement dates must match the dates approved by your agency.
  • Leaving calculation boxes blank: Even if a value is zero, enter “0” to avoid validation errors.

Download the Fillable PDF

While the exact RI 37‑26 PDF is not publicly hosted, you can start with a similar OPM fillable retirement form (RI 10‑125) and use Formize to adapt it to RI 37‑26 requirements. Click the button below to open the fillable version instantly.

Open Fillable RI 10‑125 (use as template)

FAQ
  • What is the purpose of RI 37‑26?

    RI 37‑26 is used to compute the tax‑free portion of a phased retirement annuity and any subsequent composite retirement annuity for federal employees.

  • Can I fill out RI 37‑26 online?

    Yes. With Formize you can open a fillable PDF in your browser, enter data, and download the completed form without installing any software.

  • Do I need a PDF editor to use this form?

    No. Formize’s web‑based filler replaces traditional PDF editors – just click, type, and save.

  • What if I make a mistake after submitting?

    Correct the error in the fillable PDF, re‑download the updated version, and resend it to your payroll office.

  • Is the form free to use?

    Yes. Both the PDF download and Formize’s basic filling features are free of charge.

  • Do I need to print the form after filling it out?

    Printing is optional. Most agencies accept the completed PDF electronically, but you can print a hard copy if required.

HOW TO

How to fill out RI 37-26 for free, online in 4 easy steps:

  1. 1
    Open the Fillable Form
    Click the “Open Fillable RI 10‑125” button above. The Formize PDF Filler loads the document directly in your browser.
  2. 2
    Enter Your Information
    Type your personal and employment details into the highlighted fields. The form automatically saves your entries.
  3. 3
    Calculate the Tax‑Free Portion
    Use the built‑in calculator to determine the tax‑free amount for your phased retirement annuity.
  4. 4
    Review & Submit
    Check all entries for accuracy, then download the completed PDF or email it to your agency’s payroll office.
Formize PDF Filler app
ABOUT

Office of Personnel Management (OPM) Forms

RI 37-26 is one of the official forms that are used by the United States Office of Personnel Management, which is an independent agency of the federal government responsible for managing the civil service workforce and federal employee benefits. The OPM establishes policies and regulations related to federal employment, administers various personnel programs, and provides services to federal employees, retirees, and job applicants.

Here are some examples of Office of Personnel Management forms:

Standard Form 86 (SF-86): This form is used for the background investigation process for individuals applying for a security clearance. It collects comprehensive personal, employment, education, and financial information, as well as details about foreign contacts and activities.

Standard Form 2809 (SF-2809): This form is used to enroll in the Federal Employees Health Benefits (FEHB) Program, which provides health insurance coverage to federal employees, retirees, and their eligible family members.

Standard Form 2817 (SF-2817): This form is used to apply for continuation of coverage under the Federal Employees Dental and Vision Insurance Program (FEDVIP) after retirement or separation from federal service.

Standard Form 3107 (SF-3107): This form is used to apply for retirement benefits under the Civil Service Retirement System (CSRS).

Standard Form 2801 (SF-2801): This form is used to apply for retirement benefits under the Federal Employees Retirement System (FERS).

Standard Form 15 (SF-15): This form is used to apply for veteran's preference in federal employment. It is submitted by veterans or their eligible family members seeking employment opportunities in the federal government.

These examples represent some common OPM forms used in the context of federal employment and employee benefits. However, the OPM has a range of other forms related to various personnel programs, retirement, insurance, and other aspects of federal employment. The specific forms required may vary depending on the nature of the transaction, program, or benefit being sought. It's advisable to consult the official website of the U.S. Office of Personnel Management (www.opm.gov) or seek guidance from the OPM or relevant human resources personnel to obtain accurate and up-to-date information regarding the specific OPM forms relevant to your federal employment or benefits-related needs.

FEATURES

PDF Filler

The easiest way to fill RI 37-26 online

  • Quickly fill out RI 37-26
    Looking for a way to quickly fill RI 37-26 online? With our online free PDF form filler, you’ll know how to how to edit and fill this pdf document in less than a minute.
  • Easy to use online PDF editor
    Fed up with printing out PDF files so you can edit them, before rescanning and sending them back? Edit PDF documents for free online. Use our online pdf editor to save time and paper.
  • Great tools, all platforms
    Wondering how to fill in RI 37-26 on a Mac, or maybe how to use a PDF filler free? Our online PDF tools work on all platforms.
  • Secure file storage
    Completed "RI 37-26" files are stored in a secured database managed by Amazon Cloud hosting. You can delete your files from our system anytime. In any case, these files are automatically deleted after 24 hours.
  • Chat with RI 37-26
    Chat with "RI 37-26" on Chatize that is a free PDF reader assistant. Ask questions and get answers from "RI 37-26". Just click on Chat With Document button above.

Delete filling session

Delete the selected filling session? In this case, your progress in completing the form will be lost.

Delete editing session

Delete the selected editing session? In this case, your progress in creating and editing the form will be lost.