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W-2G Form: What You Should Know

CRA Form 8941 Instructions: “The employee needs to complete the form before submitting the required payment or deposit. The forms are available at a U.S. military or Federal law enforcement agency.”  (From the CRA website : Note: The CRA form for immediate retirement (CARS) also is available. The forms are available at a U.S. military or Federal law enforcement agency. The forms from the U.S. Military are: General Questionnaire F-8151 Civil Service (CS) Civil Service Retirement Plan, Civil Service (CS): Overview of the Civil Service Retirement System (CARS). A copy of the Form (SF-2841) which must be completed and signed by the retired employee.  Civil Service Plan: The Civil Service plan is a retirement plan in which employees who are retired before age 65 may participate. The Civil Service Plan covers a number of positions in the Federal Government; the most common positions covered are Special Agents of the Internal Revenue Service (IRS) and Department of the Treasury (Treasury) employee members.  CRA Form 8941 Instructions: “The employee needs to complete the form before submitting the required payment or deposit. The forms are available at a U.S. military or Federal law enforcement agency. Note: The CRA form for immediate retirement (CARS) also is available.” For all Civil Service retirement plans, it is strongly recommended that you use the IRS form to submit your application for immediate retirement. If this is not possible, you are still encouraged to file a CS retirement plan. The CRA form provides the information you will need for the Social Security Administration (SSA), and for those applications not using your Social Security number, includes a box for the pay periods when the Form (SF-2841) will be necessary. Do not file SF-2841 with CS retirement plans. Note: The forms from the U.S. Military are: General Questionnaire F-8151 Civil Service (CS) Civil Service Retirement Plan, Civil Service (CS): Overview of the Civil Service Retirement System (CARS). A copy of the Form (SF-2841)() which must be completed and signed by the retired employee.

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