CIA RETIREMENT STAFF

• Document Type: CREST
• Collection: General CIA Records
• Document Number (FOIA) /ESDN (CREST): CIA-RDP80-01826R000200100006-7
• Release Decision: RIPPUB
• Original Classification: C
• Document Page Count: 5
• Document Creation Date: December 9, 2016
• Document Release Date: December 4, 2000
• Sequence Number: 6
• Publication Date: December 31, 1966
• Content Type: REPORT

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CIA RETIREMENT STAFF
1. ACCOMPLISHMENTS
During Fiscal Year 1966 the CIA Retirement Staff was engaged solely in
activities concerned with the implementation of Headquarters Regulation 25X1A
CIA Retirement and Disability System, and workload involved in the day-to-day
administration of both the participation and retirement phases of the System.
General accomplishments in this regard are as follows:
a. Screening of On-duty Employees to Identify Those Qualified for
Designation as Participants
This activity involved considerable coordination and liaison with
representatives of the Office of Computer Services, Office of Personnel
and all Agency Career Services in connection with the development, sched-
uling and issuance of rosters of Agency employees for use in determining
those employees eligible for designation as participants in the CIA Retire-
ment and Disability System. The number of employees called up for screening
as of 30 June 1966 totals - 25X9A2
b. Designation of Participants
25X9
(1) A total of employees have been formally designated as par-
ticipants in the CIA Retirement and Disability System.
(2) A total of 476 cases have been processed by this Staff, reviewed
by the CIA Retirement Board, approved by the Director of Personnel and
are now in various stages of processing.
(3) A total of 13 employees who were processed by this Staff and found
to be eligible for participation in the System have exercised their
vested right and elected NOT to remain in the System.
25X9
c. Employees Found to be Ineligible for Designation
A total of- employees located in Headquarters and in almost all
overseas Stations and Bases, some in number, have been advised by
memorandum or dispatch originated in this Staff of their non-eligibility
for designation as participants in the System.
d. Retirements
Responsibility for this function was transferred to the Retirement
Branch, Benefits and Services Division, effective 1 January 1966. How-
ever, during the period 1 July 1965 - 31 December 1965 the following
retirements were processed and effected by this Staff:
25X9
Voluntary............ 22
Disability........... 2
Mandatory............ 15
Death in Service..... 6
Total 45
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e. CIA Retirement Board
The CIA Retirement Board was established to assist and advise the
Director of Personnel in the administration of the CIA Retirement and
Disability System. Its membership is comprised of senior Agency
officials nominated by the Deputy Directors and appointed by the Direc-
tor. The Chief of the CIA Retirement Staff serves as Executive Secre-
tary of the Board and the CIA Retirement Staff provides necessary
secretariat support to the Board, including the preparation of the
agenda and agenda items, individual cases for Board review, and the
formal minutes of such meetings. In this connection, the CIA Retire-
ment Board met on 29 separate occasions during Fiscal Year 1966 and
the average length of such meetings was 1 hour and 25 minutes; the
case workload for such meetings averaged 115.
f. Development of Forms and Memoranda
During Fiscal Year 1966 various types of forms and memoranda were
developed or modified by the CIA Retirement Staff for use in connection
with the day-to-day administration of the CIA Retirement and Disability
System.
2. WORKLOAD DATA
Specific figures by type of function which reflect the workload of this
Staff during Fiscal Year 1966 follow:
a. Preparation of Forms 198, Certified Loan Request, Official
Personnel Folder .................................................... 4,101
b. Preparation of Forms 3100a, Nominee Check List .................. 3,183
c. Arithmetical computations completed in determining age, Service
Computation Date, Longevity Computation Date and periods of "quali-
fying service" ....................... .... . .......................... - 25X9A2
d. Preparation of Forms 3100, Request for Nomination as a Partici-
pant in the CIA Retirement and Disability System, to reflect Direc-
tor of Personnel approval of designations ...........................
e. Preparation of memoranda for the signature of the Director of
Personnel to record his approval of employees as participants in
the System .......................................................... 67
f. Research of all necessary information for the completion of
Forms 1152, Request for Personnel Action, to designate employees
as participants in the System, and typing of such forms .............
25X9
25X9
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g. Preparation and routing of all dispatches, field and Head-
quarters memoranda, notifying employees of their designation as
participants in the System ..........................................
h. Coding and typing of Forms 3108, Record Transaction Notice,
for incorporation into the separate Machine Records System main-
tained by the Office of Computer Services for the CIA Retirement
and Disability System ...............................................
i. Research and typing of memoranda over signature of Director
of Personnel to Heads of all Career Services requesting their
certification in connection with the Fifteenth Anniversary Review
of Participants in the System ..... .......... .....................
.+~
j. Preparation of memoranda to employees prior to their formal
designation as participants requesting their 15-year election to
remain in the System . . . . . .. . .. . . . . . ... . . . . . . . . . . ... . . . . . . . . . . . .... . .
k. Research, typing and routing of memoranda to participants in
Headquarters and overseas Stations and Bases requesting their
15-year election to remain in the System ........... .........
1. Research, typing and routing of memoranda to employees in
Headquarters and overseas Stations and Bases advising them of
their non-eligibility for designation as a participant in the
System ..............................................................
in. Research and typing of Forms 1236, Transmittal Manifest, used
in transmitting all CIA Retirement Staff dispatches and memoranda
to overseas Stations and Bases ......................................
n. Preparation and typing of memoranda addressed to the Director
of Central Intelligence, for the signature of the Director of Per-
sonnel, requesting approval of Requests for Voluntary Retirement
under the System ....................................................
o. Preparation and typing of memoranda addressed to participants
notifying them of the approval of their requests for voluntary and
disability retirement under the System ..............................
p. Preparation and typing of memoranda addressed to participants
notifying them of pertinent information relative to their mandatory
retirement ..........................................................
q. Computation of annuities in behalf of participants in the System
which required the verification of creditable service, both military
and civilian, and verification that all periods of service were
covered by retirement deductions ....................................
r. Preparation and typing of commendatory letters for the signature
of the Director of Central Intelligence for presentation to partici-
pants retiring under the System .....................................
25X9
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s. Prepared requests for "Retirement Certificates" for presentation
to participants retiring under the System ........................... 35
3. PLANS AND OBJECTIVES
a. Fiscal Year 1967
25X9A2 From the total of _ employees on the initial call-up rosters,
25X9 a total of employees had been appropriately screened as of
30 June 1966. T is leaves a balance of 219 cases currently pending
25X9 in this Staff and a total of - employees remaining to be screened in
Fiscal Year 1967. The latter figure represents workload for this Staff
that will result from either the nomination of the latter group of
employees for designation as participants in the System, or the declar-
ing of such employees as ineligible for participation in the System.
25X9A2 Based upon past experience it is estimated that some 357 of these
employees, or approximately =will be nominated and the remaining
25X9A2 - employees will be declared ineligible for participation in the
System. In either event it is estimated that the workload for the
first quarter of Fiscal Year 1967 resulting from such cases will
remain about the same as in Fiscal Year 1966, and until completed
it will require the services of the personnel now assigned or detailed
to this Staff. Upon the completion of the initial "screening" phase
of the program it is believed that the size of this Staff could be
reduced to three employees, due to a decrease in volume, with titles
and grades as follow:
Personnel Officer -
GS-12
Personnel Officer -
GS-09
Clerk-Typist -
GS-05
The workload of the CIA Retirement Staff should then be generally con-
fined to the following areas of activity:
(1) Review, verification of periods of claimed qualifying service,
and processing of nominations submitted by Career Services in behalf
of employees who had previously been declared ineligible for desig-
nation as participants on technical grounds.
(2) Review, verification of periods of claimed qualifying service,
and processing of nominations submitted by Career Services in behalf
of employees who had not been reviewed during the initial screening
phase of the program.
(3) Review of cases of employees who had been designated as partici-
pants on the basis of "claimed" qualifying service in order to verify
such periods as "qualifying service" under the System prior to the
completion of the 5th and 10th anniversary review involved.
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(4) Conduct necessary follow-up and review in order to ensure
that participants in the System continue to meet the criteria
for participation, including the performance of the minimum
periods of qualifying service as prescribed under the System.
(5) Conduct necessary follow-up and review to ensure that the
proper review is made six months prior to a participant com-
pleting fifteen years of service, and that participants whose
careers are adjudged by the Director of Personnel to be quali-
fying for the System are given the opportunity of exercising
their vested right of electing to remain in the System.
(6) Provide such secretariat support to the CIA Retirement
Board as may be required.
b. Fiscal Year 1968
Same as the last three quarters of Fiscal Year 1967 as outlined
above.
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