U.S. Army MWR
 

Quality Benefit Plans


Portability of Benefits

NAF to NAF Employment
Portability Decision Guide

 

  1. Public Law 107-107 Dec 2001 National Defense Authorization Act for 2002. (For moves on or after 12/28/2001)

    Synopsis: This Public Law removed the vesting requirement to remain in the former employer's retirement system (either NAF or APF), as long as the move occurs within 1 year.

    Memo
    Remain in NAF Election Form
    Remain in APF Election Form
    NAF Banner for OPF
    Gaining Activity Req. for Info Sheet
    NAF addresses for Employee Benefits

  2. Public Law 104-106 1996 (For moves inside and outside DoD within 1 year)
    NAF-CSRS/FERS Election Form for moves after Aug 1996
    FERS-NAF Portability Election Form for moves after Aug 1996
    CSRS-NAF Portability Election Form for moves after Aug 1996


  3. Public Law 101-508 1990 (For moves after 1/1/87 within DoD within 3 days)
    NAF-CSRS/FERS Election Form for moves after Aug 1996
    FERS-NAF Portability Election Form for moves after Aug 1996
    CSRS-NAF Portability Election Form for moves after Aug 1996


  4. DoD Portability Handbook
  5. Army NAF Remittance Instructions
  6. Civilian Personnel Policy
  7. NAF 401(k) Information (Investments, Management)
  8. OPM Benefits Authorization Letters
  9. FERS Forms and Info
     
  10. Social Security Information
  11. Thrift Savings Plan Information
  12. Comparisons of APF and NAF Benefits
  13. OPM Benefits Administration Letter 02-102
    (PL 107-107 most recent)

  14. OPM Benefits Administration Letter 96-107 (Good portability eligibility discussion)
  15. OPM Payroll Office Letter 96-06 (Remittance of deductions/contributions)
  16. Portability Forms
    1. Retained NAF Retirement/401(k) Plan
      1. 401(k) Election Form (DA Form 7426)
      2. ACH Loan Repayment Form
      3. HRO Checklists
        1. In-Processing
        2. Out-Processing
    2. Retained FERS/CSRS Retirement/Thrift Savings Plan (TSP)
      1. TSP-19
      2. TSP-1 

 

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