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Work/Life Events
Gaining a Household Member - Adoption

This checklist is provided as a concise summary of the many actions, forms, contacts, and decisions that you may need to be aware of--as you transition through this "life event". This list has been developed through our many years of assisting employees in similar circumstances. Most of the actions are optional-but worth considering. If you have any questions about special circumstances, suggestions for improvement, or lessons-learned please let us know.

Your Action By when? With what? With who? Other Information
Review OPM Adoption Guide As desired Adoption Guide on OPM website OPM OPM's Adoption Guide
Change health benefits to family coverage--if child is to be covered on your insurance OR add child to existing family plan
NOTE: If both husband & wife are federal employees, only one may have family coverage.
Within 60 days of acquisition Use form: SF 2809, Health Benefits Registration;
Provide copy of birth document provided by hospital or adoption agreement
Benefits Counselor See Health Benefits on NEBS Website
Change FEGLI Life Insurance.
If you are enrolled in Basic, add Option B (1 x your salary for each addition) and Option C - Family Coverage (up to 5x $2,500)
  (OPTIONAL)
Within 60 days of acquisition Use form:
SF 2817 FEGLI Life Insurance Election
Benefits Counselor See FEGLI on NEBS Website
Change or enroll NEBA life insurance.
As desired Visit NEBA website:
NEBA Enrollment to notify NEBA about your adoption
Benefits Counselor See NEBA on NEBS Website
Change your designation of beneficiary forms (OPTIONAL) When desired Use form:
SF1152 Unpaid Compensation,
TSP-3 Thrift Savings Plan,
SF-2808 Civil Service Retirement System (CSRS),
SF3102 Federal Employees Ret. System (FERS),
SF2823 Federal Employee Group Life Insurance Beneficiary Form
Benefits Counselor See Chapter 16 in Benefits Handbook on NEBS Website
Change Federal income tax withholding When desired Employee Express Payroll IRS website 
OR
Employee Express
Obtain Social Security card/number As soon as possible;
required for tax purposes
Use form:
Social Security SS5 As an adoptive parent you have the option to obtain a new social security card/number for the child so the adoption will remain anonymous
Social Security Administration See Social Security website on NEBS Website
Familiarize yourself with leave policies for child care purposes When desired Leave Flexibilities for Adoption Human Resources Representative Leave Flexibilities for Adoption
Familiarize yourself with child care facility When desired Child Care Facility at your Center Child Care Center Staff Child Care Facility at your Center



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NASA Official: Mike McCann
Last Updated: May 2008
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