F Verifying Pensions through OPM

F Verifying Pensions through the US Office of Personnel Management

Program	Manual Section
All programs	MA606TT

Follow the steps below to verify a federal pension income through the US Office of Personnel Management (US OPM).

Step	Action
1	Ask the customer for the US OPM Claim Number. NOTE The Claim Number is a seven-digit number that starts with the letters “CSA” or “CSF”. It is printed on the customer’s US OPM Retirement Information Card, and on every letter that US OPM sends out about the pension. The customer may also call US OPM at 888-767-6738 to get their Claim Number.
2	Is the customer able to provide the US OPM Claim Number? If YES, continue to step 3. If NO, STOP. Send an RFI requesting proof of the income. NOTE The customer may obtain proof of income through the US OPM website at https://www.servicesonline.opm.gov/.
3	Open the Request for Verification of US OPM Income (DE-215) form from the DMPS Forms Library.
4	Fill in the customer’s information in the header at the top of the DE-215.
5	Enter your name and contact number in the appropriate fields at the top of the DE-215.
6	Complete Section I of the DE-215: Name – Name of the person who receives the income Social Security Number – SSN of the person who receives the income CSA/CSF # – The US OPM Claim Number, from Step 1 above
7	Fax the completed DE-215 to the US OPM Retirement Operations Center at the fax number on the top of the form. Include a signed Release of Information Authorization (DE-200) form.