Premium Retirement Prep & Application

Service Description

For federal employees within 6 months of retirement who want comprehensive, personalized help completing and submitting their retirement application—including form completion and the Office of Personnel Managment (OPM) Online Retirement Application (ORA) navigation. Includes: Full retirement intake and detailed eligibility analysis Completion of SF-3107 and all related forms Personalized walkthrough of OPM’s ORA Survivor benefit counseling (including court-ordered elections if applicable) Annotated review of forms with corrections and notes Personalized submission checklist Retirement timeline planning (2–3 week turnaround from intake) "What to Expect After You Retire" handout Federal Retirement Record Retention Guide Unlimited email support through application submission Discounted notary support available Policies: Additional consultation available at $75 per 30-minute increment Intake form must be completed before consultation Completion timeline dependent on timely client responses Notary services (remote or in-person) available at reduced client rates