---
kind: "section"
citation: "5 U.S.C. § 8336a"
title: "5"
title_heading: "Government Organization and Employees"
number: "8336a"
heading: "Phased retirement"
release: "119-102"
date: "2026-07-12"
url: "https://uscodex.org/usc/5/8336a"
units:
  - "Part III — Employees"
  - "Subpart G — Insurance and Annuities"
  - "Chapter 83 — Retirement"
  - "Subchapter III — Civil Service Retirement"
---

# §8336a. Phased retirement

- (a) For the purposes of this section—
  - (1) the term “composite retirement [annuity](/usc/5/8311.md?p=2)” means the [annuity](/usc/5/8311.md?p=2) computed when a phased retiree attains full retirement status;
  - (2) the term “full retirement status” means that a phased retiree has ceased employment and is entitled, upon application, to a composite retirement [annuity](/usc/5/8311.md?p=2);
  - (3) the term “phased employment” means the less-than-full-time employment of a phased retiree;
  - (4) the term “phased retiree” means a retirement-[eligible](/usc/5/4701.md?p=a-3) [employee](/usc/5/8311.md?p=1) who—
    - (A) makes an election under [subsection (b)](#b); and
    - (B) has not entered full retirement status;
  - (5) the term “phased retirement [annuity](/usc/5/8311.md?p=2)” means the [annuity](/usc/5/8311.md?p=2) payable under this section before full retirement;
  - (6) the term “phased retirement percentage” means the percentage which, when added to the working percentage for a phased retiree, produces a sum of 100 percent;
  - (7) the term “phased retirement period” means the period beginning on the date on which an individual becomes entitled to receive a phased retirement [annuity](/usc/5/8311.md?p=2) and ending on the date on which the individual dies or separates from phased employment;
  - (8) the term “phased retirement status” means that a phased retiree is concurrently employed in phased employment and [eligible](/usc/5/4701.md?p=a-3) to receive a phased retirement [annuity](/usc/5/8311.md?p=2);
  - (9) the term “retirement-[eligible](/usc/5/4701.md?p=a-3) [employee](/usc/5/8311.md?p=1)”—
    - (A) means an individual who, if the individual separated from the [service](/usc/5/8331.md?p=12), would meet the requirements for retirement under subsection [(a)](/usc/5/8336.md?p=a) or [(b)](/usc/5/8336.md?p=b) of section 8336; but
    - (B) does not include an [employee](/usc/5/8311.md?p=1) described in [section 8335](/usc/5/8335.md) after the date on which the [employee](/usc/5/8311.md?p=1) is required to be separated from the [service](/usc/5/8331.md?p=12) by reason of such section; and
  - (10) the term “working percentage” means the percentage of full-time employment equal to the quotient obtained by dividing—
    - (A) the number of hours per [pay](/usc/5/7511.md?p=a-4) period to be worked by a phased retiree, as scheduled in accordance with [subsection (b)(2)](#b-2); by
    - (B) the number of hours per [pay](/usc/5/7511.md?p=a-4) period to be worked by an [employee](/usc/5/8311.md?p=1) serving in a comparable [position](/usc/5/5102.md?p=a-3) on a full-time basis.
- (b)
  - (1) With the concurrence of the head of the employing [agency](/usc/5/3132.md?p=a-1), and under regulations promulgated by the [Director](/usc/5/8331.md?p=32), a retirement-[eligible](/usc/5/4701.md?p=a-3) [employee](/usc/5/8311.md?p=1) who has been employed on a full-time basis for not less than the 3-year period ending on the date on which the retirement-[eligible](/usc/5/4701.md?p=a-3) [employee](/usc/5/8311.md?p=1) makes an election under this subsection may elect to enter phased retirement status.
  - (2)
    - (A) Subject to [subparagraph (B)](#b-2-B), at the time of entering phased retirement status, a phased retiree shall be appointed to a [position](/usc/5/5102.md?p=a-3) for which the working percentage is 50 percent.
    - (B) The [Director](/usc/5/8331.md?p=32) may, by regulation, provide for working percentages different from the percentage specified under [subparagraph (A)](#b-2-A), which shall be not less than 20 percent and not more than 80 percent.
    - (C) The working percentage for a phased retiree may not be changed during the phased retiree’s phased retirement period.
    - (D)
      - (i) Not less than 20 percent of the hours to be worked by a phased retiree shall consist of mentoring.
      - (ii) The [Director](/usc/5/8331.md?p=32) may, by regulation, provide for exceptions to the requirement under [clause (i)](#b-2-D-i).
      - (iii) [Clause (i)](#b-2-D-i) shall not apply to a phased retiree serving in the [United States](/usc/5/7103.md?p=a-18) Postal [Service](/usc/5/8331.md?p=12). Nothing in this clause shall prevent the application of clause [(i)](#b-2-D-i) or [(ii)](#b-2-D-ii) with respect to a phased retiree serving in the Postal Regulatory Commission.
  - (3) A phased retiree—
    - (A) may not be employed in more than one [position](/usc/5/5102.md?p=a-3) at any time; and
    - (B) may transfer to another [position](/usc/5/5102.md?p=a-3) in the same or a different [agency](/usc/5/3132.md?p=a-1), only if the transfer does not result in a change in the working percentage.
  - (4) A retirement-[eligible](/usc/5/4701.md?p=a-3) [employee](/usc/5/8311.md?p=1) may make not more than one election under this subsection during the retirement-[eligible](/usc/5/4701.md?p=a-3) [employee](/usc/5/8311.md?p=1)’s lifetime.
  - (5) A retirement-[eligible](/usc/5/4701.md?p=a-3) [employee](/usc/5/8311.md?p=1) who makes an election under this subsection may not make an election under section 8343a.
- (c)
  - (1) Except as otherwise provided under this subsection, the phased retirement [annuity](/usc/5/8311.md?p=2) for a phased retiree is the product obtained by multiplying—
    - (A) the amount of an [annuity](/usc/5/8311.md?p=2) computed under [section 8339](/usc/5/8339.md) that would have been payable to the phased retiree if, on the date on which the phased retiree enters phased retirement status, the phased retiree had separated from [service](/usc/5/8331.md?p=12) and retired under [section 8336(a)](/usc/5/8336.md?p=a) or (b); by
    - (B) the phased retirement percentage for the phased retiree.
  - (2) A phased retirement [annuity](/usc/5/8311.md?p=2) shall be paid in addition to the [basic pay](/usc/5/8331.md?p=3) for the [position](/usc/5/5102.md?p=a-3) to which a phased retiree is appointed during phased employment.
  - (3) A phased retirement [annuity](/usc/5/8311.md?p=2) shall be adjusted in accordance with section 8340.
  - (4)
    - (A) A phased retirement [annuity](/usc/5/8311.md?p=2) shall not be subject to reduction for any form of [survivor](/usc/5/8331.md?p=10) [annuity](/usc/5/8311.md?p=2), shall not serve as the basis of the computation of any [survivor](/usc/5/8331.md?p=10) [annuity](/usc/5/8311.md?p=2), and shall not be subject to any [court](/usc/5/8401.md?p=7) order requiring a [survivor](/usc/5/8331.md?p=10) [annuity](/usc/5/8311.md?p=2) to be provided to any individual.
    - (B) A phased retirement [annuity](/usc/5/8311.md?p=2) shall be subject to a [court](/usc/5/8401.md?p=7) order providing for division, allotment, assignment, execution, levy, attachment, garnishment, or other legal process on the same basis as other [annuities](/usc/5/8311.md?p=2).
  - (5) Any reduction of a phased retirement [annuity](/usc/5/8311.md?p=2) based on an election under [section 8334(d)(2)](/usc/5/8334.md?p=d-2) shall be applied to the phased retirement [annuity](/usc/5/8311.md?p=2) after computation under [paragraph (1)](#c-1).
  - (6)
    - (A) Any deposit, or election of an actuarial [annuity](/usc/5/8311.md?p=2) reduction in lieu of a deposit, for [military service](/usc/5/8331.md?p=13) or for creditable civilian [service](/usc/5/8331.md?p=12) for which retirement deductions were not made or refunded shall be made by a retirement-[eligible](/usc/5/4701.md?p=a-3) [employee](/usc/5/8311.md?p=1) at or before the time the retirement-[eligible](/usc/5/4701.md?p=a-3) [employee](/usc/5/8311.md?p=1) enters phased retirement status. No such deposit may be made, or actuarial adjustment in lieu thereof elected, at the time a phased retiree enters full retirement status.
    - (B) Notwithstanding [subparagraph (A)](#c-6-A), if a phased retiree does not make such a deposit and dies in [service](/usc/5/8331.md?p=12) as a phased retiree, a [survivor](/usc/5/8331.md?p=10) of the phased retiree shall have the same right to make such deposit as would have been available had the [employee](/usc/5/8311.md?p=1) not entered phased retirement status and died in [service](/usc/5/8331.md?p=12).
    - (C) If a phased retiree makes an election for an actuarial [annuity](/usc/5/8311.md?p=2) reduction under [section 8334(d)(2)](/usc/5/8334.md?p=d-2) and dies in [service](/usc/5/8331.md?p=12) as a phased retiree, the amount of any deposit upon which such actuarial reduction shall have been based shall be deemed to have been fully paid.
  - (7) A phased retirement [annuity](/usc/5/8311.md?p=2) shall commence on the date on which a phased retiree enters phased employment.
  - (8) No unused sick leave credit may be used in the computation of the phased retirement [annuity](/usc/5/8311.md?p=2).
- (d) All [basic pay](/usc/5/8331.md?p=3) not in excess of the full-time rate of [pay](/usc/5/7511.md?p=a-4) for the [position](/usc/5/5102.md?p=a-3) to which a phased retiree is appointed shall be deemed to be [basic pay](/usc/5/8331.md?p=3) for purposes of section 8334.
- (e) Under such procedures as the [Director](/usc/5/8331.md?p=32) may prescribe, a phased retiree may elect to enter full retirement status at any time. Upon making such an election, a phased retiree shall be entitled to a composite retirement [annuity](/usc/5/8311.md?p=2).
- (f)
  - (1) Except as provided otherwise under this subsection, a composite retirement [annuity](/usc/5/8311.md?p=2) is a single [annuity](/usc/5/8311.md?p=2) computed under regulations prescribed by the [Director](/usc/5/8331.md?p=32), equal to the sum of—
    - (A) the amount of the phased retirement [annuity](/usc/5/8311.md?p=2) as of the date of full retirement, before any reduction based on an election under [section 8334(d)(2)](/usc/5/8334.md?p=d-2), and including any adjustments made under [section 8340](/usc/5/8340.md); and
    - (B) the product obtained by multiplying—
      - (i) the amount of an [annuity](/usc/5/8311.md?p=2) computed under [section 8339](/usc/5/8339.md) that would have been payable at the time of full retirement if the individual had not elected a phased retirement and as if the individual was employed on a full-time basis in the [position](/usc/5/5102.md?p=a-3) occupied during the phased retirement period and before any reduction for [survivor](/usc/5/8331.md?p=10) [annuity](/usc/5/8311.md?p=2) or reduction based on an election under [section 8334(d)(2)](/usc/5/8334.md?p=d-2); by
      - (ii) the working percentage.
  - (2) After computing a composite retirement [annuity](/usc/5/8311.md?p=2) under [paragraph (1)](#f-1), the [Director](/usc/5/8331.md?p=32) shall adjust the amount of the [annuity](/usc/5/8311.md?p=2) for any applicable reductions for a [survivor](/usc/5/8331.md?p=10) [annuity](/usc/5/8311.md?p=2) and any previously elected actuarial reduction under [section 8334(d)(2)](/usc/5/8334.md?p=d-2).
  - (3) A composite retirement [annuity](/usc/5/8311.md?p=2) shall be adjusted in accordance with [section 8340](/usc/5/8340.md), except that [subsection (c)(1)](/usc/5/8340.md?p=c-1) of that section shall not apply.
  - (4) In computing a composite retirement [annuity](/usc/5/8311.md?p=2) under [paragraph (1)(B)(i)](#f-1-B-i), the unused sick leave to the credit of a phased retiree at the time of entry into full retirement status shall be adjusted by dividing the number of hours of unused sick leave by the working percentage.
- (g)
  - (1) Under such procedures and conditions as the [Director](/usc/5/8331.md?p=32) may provide, and with the concurrence of the head of the employing [agency](/usc/5/3132.md?p=a-1), a phased retiree may elect to terminate phased retirement status and return to a full-time work schedule.
  - (2) Upon entering a full-time work schedule based upon an election under [paragraph (1)](#g-1), the phased retirement [annuity](/usc/5/8311.md?p=2) of a phased retiree shall terminate.
  - (3) After the termination of a phased retirement [annuity](/usc/5/8311.md?p=2) under this subsection, the individual’s rights under this subchapter shall be determined based on the law in effect at the time of any subsequent separation from [service](/usc/5/8331.md?p=12). For purposes of this subchapter or [chapter 84](/usc/5/chptIII/sptG/ch84.md), at time of the subsequent separation from [service](/usc/5/8331.md?p=12), the phased retirement period shall be treated as if it had been a period of part-time employment with the work schedule described in [subsection (b)(2)](#b-2).
- (h) For purposes of [section 8341](/usc/5/8341.md)—
  - (1) the death of a phased retiree shall be deemed to be the death in [service](/usc/5/8331.md?p=12) of an [employee](/usc/5/8311.md?p=1); and
  - (2) the phased retirement period shall be deemed to have been a period of part-time employment with the work schedule described in [subsection (b)(2)](#b-2).
- (i) Employment of a phased retiree shall not be deemed to be [part-time career employment](/usc/5/3401.md?p=2), as defined in [section 3401(2)](/usc/5/3401.md?p=2).
- (j) A phased retiree is not [eligible](/usc/5/4701.md?p=a-3) to apply for an [annuity](/usc/5/8311.md?p=2) under section 8337.
- (k) For purposes of [section 8341(h)(4)](/usc/5/8341.md?p=h-4), retirement shall be deemed to occur on the date on which a phased retiree enters into full retirement status.
- (l) For purposes of sections [8343](/usc/5/8343.md) and [8351](/usc/5/8351.md), and subchapter III of [chapter 84](/usc/5/chptIII/sptG/ch84.md), a phased retiree shall be deemed to be an [employee](/usc/5/8311.md?p=1).
- (m) A phased retiree is not subject to section 8344.
- (n) For purposes of [chapter 87](/usc/5/chptIII/sptG/ch87.md), a phased retiree shall be deemed to be receiving [basic pay](/usc/5/8331.md?p=3) at the rate of a full-time [employee](/usc/5/8311.md?p=1) in the [position](/usc/5/5102.md?p=a-3) to which the phased retiree is appointed.

## Source credit

(Added Pub. L. 112–141, div. F, title I, § 100121(a)(2), July 6, 2012, 126 Stat. 907.)

## Notes

### Statutory Notes and Related Subsidiaries

### Effective Date

Section effective on Nov. 6, 2014, see section 100121(d) of Pub. L. 112–141, set out as an Effective Date of 2012 Amendment note under section 8331 of this title.