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OPM Policy Guidlines on Overpayments
and Finanacial Resources Questionnaire

Retirees facing overpayment demands from the Department have complained that they are not well informed about the standards used by the Department in considering their requests for waiver or financial hardship showings. The OPM Financial Resources Questionnaire (RI 34-1) and "Policy Guidelines on the Disposition of Overpayments under the Civil Service Retirement System and the Federal Employees' Retirement System", which are used throughout the federal government in these kinds of cases, can be useful references in requesting waivers or other relief. For more information, call or email Retiree Activities Coordinator Bonnie Brown at 202 944 5509 or

Policy Guidelines (word)
Financial Resources Questionaire (pdf)


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