RI92-022_2025_03

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OMB Approval 3206-0194
U.S. Office of Personnel Management
Retirement Surveys & Students Branch
1900 E Street, NW
Washington, DC 20415-0001
DOB

2024 Annuity Supplement
Earnings Report
Claim Number
Date

Case Name

•

$23,400
Complete and return this form if your allowable earnings were more than $22,320 or if your FERS
Annuity Supplement was reduced in a previous year. If you answered "No" to questions 1 and 2
below, please do not return this form.
The annuity supplement part of your FERS benefit is subject to an earnings test similar to the one applied to Social
Security Benefits and uses the same exempt amount, as required by law in 5 U.S.C. §8421a. Your annuity
supplement will be reduced $1.00 for every $2.00 by which you exceed the exempt amount ($22,320 for 2024).
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By law, this reduction is effective July 1, 2025. We apply the test only to earnings you received in 2024 after
2025
retirement and after you reach the Minimum Retirement Age (MRA). Certain reemployed Air Traffic Controllers
(ATC) are also exempt from this earnings test. The exempt amount for 2025 is $23,400.

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2026 is $24,480

$23,400 for 2025

Please answer the following questions and return this report form no later than June 30, 2025.
1. Is your annuity supplement currently reduced because you reported excess gross work earnings in a previous
year?
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Yes (Please skip directly to question 4 and report your gross work earnings for 2024.)
No (Please continue to question 2.)

$23,400

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2. Were your earnings more than $22,320 in 2024 after retirement? Note: See ATC exemption on the back of
the report form.
Yes (Please continue to question 3.)
No (Do Not Return This Form.)

3. Refer to the chart below to find out what you should report based on your year of birth.
Year of Birth
What You Should Report
2025
Report all 2024 gross work earnings after retirement and after you turned 56 years and 6 8
1963 - 1967
months, if your earnings were more than $22,320. $23,400
1964-1968

1968
1969

2025

Report all 2024 gross work earnings after retirement and after you turned 56 years and 8 10
months, if your earnings were more than $22,320. (If under $22,320, Do Not Return This Form.)

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4. What were your gross work earnings in 2024 after
retirement? Note: See ATC exemption on the
back of the report form.
Warning:

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$23,400

Dollars

$23,400

.

Cents

Your earnings for 2024 will be verified through a computer match with the Social Security Administration's earning file.
Any intentionally false statement or willful misrepresentation is punishable by fine, imprisonment, or both (18 U.S.C. 1001).

Signature

Daytime telephone number

Previous editions are not usable

Date (mm/dd/yyyy)

Email address

RI 92-22
Revised March 2025

Instructions:
1.

2.

Read the section below entitled: How To Determine The Amount of Earnings You Should Report. If you have questions,
please telephone 1-888-767-6738 Monday through Friday between 7:40 AM and 5:00 PM, Eastern Time. Hearing impaired
users should utilize the Federal Relay Service by dialing 711 or their local communications provider to reach a
Communications Assistant.
Provide clear and legible information. Do not detach any portion of this form.

3.

Fill in, sign, and mail this report in the envelope provided, or mail the report to: U.S. Office of Personnel Management,
Retirement Surveys and Students Branch, FERS Annuity Supplement Survey, 1900 E St., NW, Room 2416, Washington,
DC 20415-0001 or fax your response to (202) 606-0022.

4.

Retain copies of evidence supporting your claimed earnings in the event you are required to furnish documentation of
earnings.

5.

Do Not include your annuity payments from OPM or any ATC earnings as described in the next section. Include, as
earnings, all income from wages and self-employment that you actually received plus deferred income you actually earned
during 2024. 5

How To Determine The Amount of Earnings You Should Report
Include as earnings:
- All gross wages from employment covered by Social
Security.
- All cash pay for agricultural work, domestic work in a
private home, service not in the course of your employer's
trade or business.
- All pay, cash or non-cash, for work as a home worker for a
non-profit organization, no matter the amount. (The Social
Security $100.00 tax test does not apply.)
- All pay for work not covered by Social Security, if the
work is done in the United States, including pay for:
* Family employment,

including an instructor or supervisor working at an on-site
facility (such as an airport). See 5 U.S.C. §8421a(c).
- Any income paid as retirement income, including
your FERS benefit or any benefits received as a survivor.
- Monies which you earned before entitlement for annuity
supplement and/or received for annual leave upon
retirement. This includes separation incentives.
- Unemployment compensation.
- Gifts, insurance proceeds, inheritances, scholarships,
alimony, capital gains, net business losses, prize winnings.
- Payments-in-kind for domestic service in the employer's
private home, for agricultural labor, for work not in the
course of the employer's trade or business, or the value of
meals and lodging.

* Work as a student, student nurse, intern,
newspaper and magazine vendor,
* Work for States or foreign governments or
instrumentalities, and
* Work covered by the Railroad Retirement Act.
Regardless of what income is called or who receives it, if it
is actually wages for services you performed or net
earnings from self-employment you secured, it must be
included in applying the earnings test.

Do not include as earnings:
- Post retirement earnings of a retired air traffic controller
who is employed as an air traffic control instructor, or
supervisor thereof, or as an air traffic controller under
contract with the Federal Aviation Administration,

- Rentals from real estate which cannot be counted in
earnings from self-employment because, for instance,
you were not a real estate dealer.
- Interest and dividends not resulting from trade or business.
- Pay for Veteran's training and for jury duty.
- Payments by an employer which are reimbursement
specifically for your travel expenses and which are so
identified by the employer at the time of payment and/or
reimbursement or allowance for moving expenses, if they
are not counted as wages for Social Security purposes.

For more information about the Annuity Supplement, refer to Information for FERS Annuitants, RI 90-8. Information begins in
Part B. If you would like a copy of this booklet, call the Retirement Information Office toll free at 1-888-767-6738; hearing
impaired users should utilize the Federal Relay Service by dialing 711 or their local communications provider to reach a
Communications Assistant; or write: U.S. Office of Personnel Management, Post Office Box 45, Boyers, Pennsylvania 16017.
This booklet is also available on the OPM website at www.opm.gov/retirement-services/publications-forms/pamphlets/RI90-8.pdf.
Remember your annuity supplement will stop at the end of the month you reach age 62 or the month before you become entitled
to social security benefits, whichever is earlier.
Privacy Act Statement
Authority: OPM collects this information under 5 U.S.C. Chapter 84, including 5 U.S.C. § 8421 and 5 CFR 842.504. Purpose: OPM uses this information to
determine whether you remain eligible for the annuity supplement and, if so, the amount of the supplement. Routine Uses: The information you provide may be
disclosed as a routine use to the applicable published system of records notice, OPM/CENTRAL-1 Civil Service Retirement and Insurance Records. Routine
uses include disclosures to Federal, State, local, Tribal, and other authorized entities when necessary to administer retirement and insurance benefits, comply
with applicable laws, or carry out other published routine uses. A complete list of the routine uses is available at www.opm.gov/privacy. Effects of Not
Providing the Requested Information: Providing this information is voluntary. However, if you do not provide the requested information, or if you provide
inaccurate information, OPM may be unable to determine whether you remain eligible for the annuity supplement. As a result, your annuity supplement
payments may be suspended or adjusted.

Public Burden Statement
The public reporting burden to complete this information collection is estimated at 15 minutes per response, including time for reviewing instruction, searching
data sources, gathering and maintaining the data needed, completing and reviewing the collected information. An agency may not conduct or sponsor, and a
person is not required to respond to a collection of information unless it displays a currently valid OMB control number. Send comments regarding this burden
estimate or any other aspect of this information collection, including suggestions for reducing this burden to the Office of Personnel Management, RS Publications
Team at [email protected]. Current information regarding this collection of information - including all background materials - can be found at
https:/www.reginfo.gov/public/do/PRAMain by using the search function to enter either 2024 Annuity Earnings Supplement Report or 3206-0194.
Reverse of RI 92-22
Revised March 2025