STEPS INVOLVED IN DESIGNATING AGENCY EMPLOYEES AS PARTICIPANTS IN THE CIA RETIREMENT & DISABILITY SYSTEM

• Document Type: CREST
• Collection: General CIA Records
• Document Number (FOIA) /ESDN (CREST): CIA-RDP78-03721A000600010009-4
• Release Decision: RIFPUB
• Original Classification: K
• Document Page Count: 2
• Document Creation Date: December 9, 2016
• Document Release Date: June 2, 1999
• Sequence Number: 9
• Content Type: REQ

Approved For Release 2000/09/11 : CIA-RDP78-03721A000600010009-4
STEPS INVOLVED IN DESIGNATING AGENCY EMPLOYEES AS
PARTICIPANTS IN THE CIA RETIREMENT & DISABILITY SYSTEM
1. Preparation of computer listings by the Office of Computer Services
showing names of Agency employees by age groups and the amounts of
their Federal service, Agency service and overseas service. It is
planned that the records of those Agency employees with three or more
years of Agency service, and age 25 or over, will be reviewed to deter-
mine their eligibility for designation as participants in the System.
This review will be phased so that those employees who are now eligible
for retirement, or nearly so, will be considered first. Successively
lower age groups will then be reviewed. It is anticipated that all
employees will have been considered by the end of Fiscal Year 1966.
2. Career Services review employee listings to determine those employees
who meet the criteria for designation as participants in the System
and those who clearly do not.
a. Career Services "redline" the names of employees who do not
meet the criteria for designation.
b. Career Services prepare and forward Form 3100, Nomination
and Designation of Participant, in behalf of employees who
meet the criteria for designation.
The CIA Retirement Staff reviews all Forms 3100, Nomination and Desig-
nation of Participant, submitted by Career Services. This includes a
check of the claimed periods of qualifying service and the status of
Form 3101, Service Agreement. In addition, the CIA Retirement Staff:
a. Prepares notifications to those employees who have been
"redlined" to advise them of their non-eligibility for
designation as participants and of their right to appeal
to the Director.
b. Prepares cases of employees who meet the criteria for desig-
nation and submits such cases to individual Board members for
review prior to discussion at formal meetings of the CIA
Retirement Board.
4. The CIA Retirement Board recommends approval or disapproval of requests
submitted for designation of employees as participants in the System.
a. Takes necessary action to effect the issuance of a Form 1150,
Notification of Personnel Action, officially designating
employees as participants in the System, which also serves
as the official notification of such designation to employees
paid from non-confidential funds.
Approved For Release 2000/09/11 : CIA-RDP78-03721A000600010009-4
 Approved For Release 2000/09/11 : CIA-RDP78-03721A000600010009-4
. The CIA Retirement Staff: (con't.)
b. Prepares individual notifications of approval of designation
as participants in the System for employees paid from confi-
dential funds.
c. Prepares an interim notification to those employees recommended
for designation by the CIA Retirement Board who:
(1) have 15 or more years of Agency service, and
(2) have 5 or more years of qualifying service.
The purpose of this notification is to advise an employee
that he qualifies for designation and to inquire in advance of
formal designation as to whether he would elect to remain in
the System or to leave it after formal designation as a participant.
Approved For Release 2000/09/11 : CIA-RDP78-03721A000600010009-4