DIY Retirement Package (Expert Check)

Service Description

For federal employees within 6 months of retirement who want a cost-effective prep package with expert direction—but prefer to complete the application themselves. Includes: Two 30-minute Zoom sessions Retirement eligibility and service credit review Guidance on FEHB, FEGLI, TSP, and military buyback Overview of the retirement process and forms (FERS, CSRS, Offset) Introduction to OPM’s Online Retirement Application (ORA) Checklist of documents to prepare and submit Up to 3 follow-up questions via email Optional notary support at reduced client rate Policies: Sessions must be scheduled within 45 days of purchase Additional consultation available at $75 per 30-minute increment Intake form must be completed before the first session Discounted notary rates available for benefits-related documents