SF Form 2807: CSRS Register of Separations & Transfers

SF Form 2807: CSRS Register of Separations & Transfers – Federal employees and HR professionals covered by the Civil Service Retirement System (CSRS) rely on SF Form 2807, officially titled the Register of Separations and Transfers. This essential document tracks employee separations and transfers while ensuring accurate retirement records reach the U.S. Office of Personnel Management (OPM).

What Is SF Form 2807?

SF 2807 serves as a summary register (or transmittal log) for Individual Retirement Records (SF 2806) when federal employees separate from service, transfer between agencies, or retire under CSRS.

Agencies use it to:

  • Authenticate batches of SF 2806 records sent to OPM.
  • Track retirement deductions and service history for accurate annuity processing.
  • Maintain fiscal accountability for retirement contributions.

Note: This form applies specifically to CSRS employees. FERS uses SF 3103. Most new federal hires fall under FERS, but many long-term or pre-1987 employees remain under CSRS.

When Is SF Form 2807 Required?

Use SF 2807 in these key situations:

  • Employee separation (retirement, resignation, termination).
  • Inter-agency transfers where retirement records move.
  • Retirement package submission to OPM alongside SF 2801 (Application for Immediate Retirement).
  • Batch transmittal of multiple SF 2806 records to OPM’s Retirement Operations Center.

One copy accompanies the SF 2806 records to OPM, and another goes to the agency’s retirement officer.

Key Sections of SF Form 2807

The one-page form (revised July 1980) includes:

  • Agency and Bureau/Reporting Unit information.
  • Payroll Office Number (of the submitting office).
  • Employee Details: Name, Date of Birth.
  • Separation/Transfer Details: Date, Location, Nature of Action, Remarks.
  • Retirement Deductions: Current year and total accumulated deductions (for agency use).
  • Page Totals and Accumulated Totals.
  • Certification area.

Download the official fillable PDF here: SF 2807 from OPM or AF e-Publishing version.

Step-by-Step Instructions for Completing SF 2807

  1. Header Information — Enter Agency, Bureau, Payroll Office No.
  2. List Employees — For each separating or transferring employee: Name, DOB, Date of Separation/Action, Location/Remarks.
  3. Record Deductions — Post current-year and total retirement deductions.
  4. Totals — Calculate page totals and carry forward accumulations.
  5. Certification — Sign and date as the payroll or designated officer.
  6. Distribution — Send one copy with SF 2806s to OPM and retain/distribute copies per agency policy.

Detailed guidance appears in the CSRS and FERS Handbook for Personnel and Payroll Offices (Chapter 81), available on OPM.gov.

Common Scenarios and Best Practices

  • Retirement Processing — Pair SF 2807 with SF 2801, SF 2806, and other retirement forms. Reference the SF 2807 number and date on retirement applications if records were previously forwarded.
  • Corrections — Use SF 2806-1 (Notice of Correction) and update the register as needed.
  • Electronic Transitions — While paper SF 2807 remains in use for certain transmittals, OPM encourages electronic retirement data reporting via systems like the Electronic Retirement Record (ERR) for efficiency.
  • Record Retention — Follow National Archives and agency-specific schedules for retirement records.

Tip for HR/Payroll Staff: Always use the submitting office’s payroll number and ensure totals match supporting SF 2806 records to avoid processing delays at OPM.

Why Accurate SF 2807 Submission Matters?

Errors or missing registers can delay annuity payments, survivor benefits, or refunds. Proper use ensures OPM has complete, authenticated data for computing CSRS benefits based on service history and contributions.

  • SF 2806 — Individual Retirement Record.
  • SF 2801 — Application for Immediate Retirement.
  • SF 2801-1 — Certified Summary of Federal Service.
  • SF 2808 — Designation of Beneficiary (CSRS).

Access all official forms at OPM.gov/forms.

Resources for Federal Employees and Agencies

  • Official OPM SF 2807 Page: opm.gov/forms/pdf_fill/sf2807.pdf.
  • CSRS/FERS Handbook (Chapter 81): Detailed instructions on registers and records.
  • Retirement Information Center: opm.gov/retirement-center.
  • Agency Payroll/HR Support: Contact your servicing payroll office for specific procedures.

For the most current guidance, always refer to official OPM sources, as policies can update. This form supports the accurate administration of retirement benefits for thousands of federal retirees and their families across the United States.

Last updated for accuracy based on current OPM resources (2026). Always verify with official government websites before submission.