Effective Date: October 11, 2016
Expiration Date: October 11, 2022
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4.1.1 Before applying for phased retirement:
a. Determine readiness and intent for full retirement, understanding that entering phased retirement includes a commitment to fully retire at the end of the approved time period.
b. Discuss with supervisor whether work may be suitable for a part time schedule and if there is a need for transfer of employee's knowledge.
c. If within six months of eligibility for phased retirement, request applicable retirement estimates and counseling from the NSSC.
d. If considering outside employment or other activity that may be related to the employee's employment, paid or unpaid, consult with an Agency ethics attorney.
4.2.1 Employees shall request approval to enter phased retirement using the Agency's application template as follows:
a. The application includes all applicable content described by the template, along with any additional content required by the Center.
b. When the application proposes work or mentoring in an organization other than the employee's, written concurrence is required by both organizations, to include a determination as to whether the plan will be effected via reassignment or detail.
c. An applicant who is a supervisor will describe how the supervisory work will be performed during the phased retirement period.
4.2.2 The employee will submit a completed application to the immediate supervisor, who will transmit it to the Center HR office for review and submission to the approving official.
4.3.1 An applicant who is an SES or assigned to a ST/SL position will identify in the application a General Schedule (GS) position in which the employee will serve while in phased employment, and include a statement that the employee is requesting a voluntary change to lower grade to the GS position.
4.3.2 In rare cases, an SES/ST/SL employee may be approved for phased retirement while remaining in their position. The Agency Associate Administrator shall approve or deny such applications.
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