FAQs: Allotment Changes

How do I make an allotment change?

Where do I send my signed Form 1199A?

Send your signed Form 1199A to your payroll servicing personnel.  If you have access to Employee Express or similar self-service payroll program, you may input / update your allotment information yourself. Returning your signed Form 1199A to FEDERAL FIRST will delay processing of your allotment.

When do I need to change my allotment?
  • You receive a cost of living adjustment (COLA)
  • You have a birthday that moves you into the next age band
  • You receive a promotion, grade or step increase
  • You change coverage options (e.g. from Option 30 to Option 90)
What are the allotment/premium age bands?
  1. Under age 35
  2. Age 35 to 44
  3. Age 45 to 54
  4. Age 55+

I just had a birthday, but I'm still in the same age band; does my allotment change?

No. Your allotment only adjusts for age when you move from one age band to the next. For example, a participating employee who turns 35 next year will move into the second age-band and FEDERAL FIRST will send a new Direct Deposit Form 1199A to increase his / her allotment.

My recent birthday moved me into the next age band; how do I change my allotment?

FEDERAL FIRST will automatically send you a new Direct Deposit Form 1199A along with instructions for processing.

How do I advise FEDERAL FIRST of my new income to make sure it is protected?

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