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Blended Retirement System Option Training BACKGROUND: The National Defense Authorization Act for Fiscal Year 2016 established a new Blended Retirement System for military members. The BRS, which is

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How to fill out blended retirement system opt-in

01

Step 1: Review the eligibility criteria for opting into the Blended Retirement System (BRS). Ensure that you meet the requirements.

02

Step 2: Gather all the necessary documents and information required to fill out the opt-in form, such as your personal identification details, service details, and current retirement plan information.

03

Step 3: Access the official website of your military branch or the Defense Finance and Accounting Service (DFAS) to obtain the BRS opt-in form.

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Step 4: Carefully read the instructions provided on the form and fill out all the required sections accurately. Some of the information you may need to provide includes your name, rank, date of birth, Social Security number, and your decision to opt-in or stay with the current retirement system.

05

Step 5: Double-check all the information you entered on the form for any errors or omissions. It is crucial to ensure accuracy.

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Step 6: Submit the completed opt-in form through the designated channels specified by your military branch or DFAS. This may include online submission, mailing the form to a specific address, or submitting it in person at a designated office.

07

Step 7: Await confirmation of your opt-in request. Once processed, you should receive a notification or acknowledgement regarding your decision to switch to the Blended Retirement System.

08

Step 8: Review any changes in your retirement benefits, including the Thrift Savings Plan (TSP) contributions and any matching contributions offered by the military, once you have successfully opted into the Blended Retirement System.

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Step 9: Seek further guidance or assistance from your military branch's personnel support office or contact the DFAS if you have any questions or concerns regarding the process or your decision.

Who needs blended retirement system opt-in?

01

Service members who joined the military after January 1, 2018, and have less than 12 years of service as of December 31, 2017, are eligible for the Blended Retirement System and may need to opt-in.

02

Service members who entered service between January 1, 2006, and December 31, 2017, with fewer than 12 years of service as of December 31, 2017, also have the option to choose whether to stay with their current retirement plan or opt into the Blended Retirement System.

03

It is recommended that eligible service members carefully evaluate their individual situation, seek financial advice, and consider factors such as long-term career goals, expected years of service, and potential retirement benefits before deciding to opt-in or stay with the current retirement system.

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What is blended retirement system opt-in?

Blended retirement system opt-in is a choice for eligible service members to switch from the traditional retirement system to a new retirement system that combines elements of a defined benefit pension and a defined contribution plan.

Who is required to file blended retirement system opt-in?

Service members who joined the military on or after January 1, 2018 are required to make a decision on whether to opt-in to the blended retirement system.

How to fill out blended retirement system opt-in?

Service members can fill out the blended retirement system opt-in paperwork online through the myPay website or by contacting their unit's personnel office.

What is the purpose of blended retirement system opt-in?

The purpose of blended retirement system opt-in is to give service members more flexibility and portability in their retirement benefits, as well as to reduce the long-term financial liability of the Department of Defense.

What information must be reported on blended retirement system opt-in?

Service members must provide information about their current retirement plan, their years of service, and their decision to opt-in or stay in the traditional system.

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