FERS & CSRS Timing & Filing

The best dates to retire in 2027

FERS: October 30, November 27, May 29. CSRS: add April 3, May 1, October 2.

Best FERS dates in 2027
Oct 30
Saturday
Pay period end · 1 day to month end
Nov 27
Saturday
Pay period end · 3 days to month end
May 29
Saturday
Pay period end · 2 days to month end

CSRS adds three more: April 3, May 1 and October 2 — each a pay period end inside the first three days of a month. Maximum leave payout: January 8, 2028.

Jump to a section
  1. The three rules that make a date good
  2. The full shortlist
  3. The December 31 catch
  4. Every pay period end date
  5. The leave-year decision
  6. CSRS is a different calendar
  7. What the pay freeze changes
  8. What actually decides your date
  9. Frequently asked questions
Oct 30
Best FERS date of 2027 — pay period end, 1 day from month end
Saturday
Jan 8
2028 — end of the leave year, for the maximum leave payout
Saturday
26
Pay periods in the 2027 leave year
Jan 10, 2027 – Jan 8, 2028
0%
2027 pay adjustment — removes the January leave-rate advantage
Alternative pay plan

1. The three rules that make a date good

Only three things about a date affect your money, and the best dates are the ones where all three line up.

RuleWhat it doesWhat it costs to get wrong
End of a monthA FERS annuity begins the first day of the month after you separateRetire on the 1st and you wait a full extra month for the annuity to start
End of a pay periodAnnual and sick leave are credited only at the end of a full period4 hours of annual leave and 4 of sick leave, forfeited
End of the leave yearEverything above the carryover cap is paid out instead of forfeitedAny hours above 240 that you did not schedule and use

Rules one and two conflict about half the time, because pay periods end on Saturdays and months do not. In 2027 they line up cleanly three times.

2. The full shortlist

Every date worth considering in 2027, with what each one buys and who it suits.

DateDayWhyAnnuity beginsBest for
May 29, 2027SatPay period end, 2 days from month endJune 1FERS
Oct 30, 2027SatPay period end, 1 day from month endNov 1FERS — best of the year
Nov 27, 2027SatPay period end, 3 days from month endDec 1FERS
Dec 31, 2027FriMonth end and calendar-year end — but mid-pay-periodJan 1, 2028FERS, with a catch
Jan 8, 2028SatEnd of leave year and pay periodFeb 1, 2028Maximum leave payout
Apr 3, 2027SatPay period end, within the first 3 daysApr 4CSRS only
May 1, 2027SatPay period end, within the first 3 daysMay 2CSRS only
Oct 2, 2027SatPay period end, within the first 3 daysOct 3CSRS only

3. The December 31 catch, specific to 2027

December 31 is the most popular federal retirement date in any year, and in most years it is also a pay period end. In 2027 it is not. December 31, 2027 is a Friday. The pay periods around it end on Saturday, December 25 and Saturday, January 8.

So a December 31, 2027 retirement separates you six days into a pay period. You forfeit the four hours of annual leave and four hours of sick leave you were part-way toward earning. That is roughly $200 of leave on a GS-13 salary, plus a little under a day of sick-leave service credit.

It is a small loss and December 31 still has the two things people choose it for: the annuity starts January 1, and the calendar year breaks cleanly for tax purposes. But if the only reason you picked it was "end of the year," compare it against December 25 and January 8 before committing.

December 25 vs. December 31, 2027

Both produce an annuity starting January 1, 2028, because both fall in December. December 25 is a pay period end, so you keep the leave accrual; December 31 gives you six more days of salary. On a GS-13, six days of pay is roughly $1,800 against about $200 of leave. December 31 wins on cash — but know that is the trade you are making, rather than assuming the 31st is automatically optimal.

4. Every pay period end date in 2027

The 2027 leave year runs January 10, 2027 through January 8, 2028. Twenty-six pay periods, all ending on a Saturday.

MonthPay period endsDays to month endVerdict
JanuaryJan 238
FebruaryFeb 6, Feb 2022, 8
MarchMar 6, Mar 2025, 11
AprilApr 3, Apr 1727, 13Apr 3: CSRS
MayMay 1, May 15, May 2930, 16, 2May 29: FERS · May 1: CSRS
JuneJun 12, Jun 2618, 4Jun 26: workable
JulyJul 10, Jul 2421, 7
AugustAug 7, Aug 2124, 10
SeptemberSep 4, Sep 1826, 12
OctoberOct 2, Oct 16, Oct 3029, 15, 1Oct 30: best of 2027 · Oct 2: CSRS
NovemberNov 13, Nov 2717, 3Nov 27: FERS
DecemberDec 11, Dec 2520, 6Dec 25 or Dec 31 — see section 3
January 2028Jan 823End of leave year

5. The leave-year decision

Retiring on January 8, 2028 captures the most annual leave: it is the last day of the leave year and the last day of a pay period, so every hour you have banked, including anything above the carryover cap, is paid as a lump sum.

The cost is a month of annuity. A FERS annuity that would have started January 1 now starts February 1. On a $40,000 annuity that is about $3,333 given up.

Dec 31, 2027Jan 8, 2028
Annuity beginsJan 1, 2028Feb 1, 2028
Extra salary~5 workdays
Extra leave accrualNone (mid-period)1 full pay period
Leave above the capPaid outPaid out
Lump sum taxed in20282028
Net, $40,000 annuity, GS-13Better by roughly $1,800

In a year with a January pay raise the answer flips, because leave projected into January is paid at the new higher rate. For January 2028 that depends on the pay executive order signed in December 2027. If a raise lands, rerun this; if pay is frozen again, December 31 holds.

6. CSRS is a different calendar

A CSRS or CSRS Offset employee who separates on the first, second, or third day of a month has the annuity begin the next day, rather than waiting until the following month. That opens three dates FERS employees cannot use: April 3, May 1, and October 2, 2027 — each a pay period end falling within the first three days.

CSRS retirees also receive the full COLA at any age, where FERS retirees receive nothing until 62 and then a reduced formula. That makes the January timing slightly more valuable under CSRS, since a December or early-January retirement gets a prorated COLA sooner.

7. What the pay freeze changes

Base and locality pay are frozen at 2026 rates for 2027 under the alternative pay plan. Two consequences for date selection:

8. What actually decides your date

Everything above is worth a few hundred to a few thousand dollars. These are worth far more, and they override the calendar:

Pick the milestone first, then pick the nearest optimal date after it. Never the other way around.

9. Frequently asked questions

What is the best date to retire in 2027 under FERS?

For most FERS employees, Saturday, October 30 or Saturday, November 27, 2027. Both fall on the last day of a pay period and within days of the end of a month, so you receive credit for every hour of leave earned in that period and your annuity begins on the first of the next month with no wasted days. May 29 is the same shape earlier in the year. December 31, 2027 still works for anyone who wants a clean calendar-year break, but it is a Friday in the middle of a pay period, so you forfeit the leave accrual for that period.

When does the 2027 leave year end?

Saturday, January 8, 2028. The 2027 leave year runs from January 10, 2027 through January 8, 2028. Retiring on January 8, 2028 captures the maximum annual leave payout because it is both the end of the leave year and the end of a pay period, but a FERS annuity would then not begin until February 1, 2028, so you trade a month of annuity for the larger lump sum.

Why does the end of a pay period matter for a retirement date?

Annual leave and sick leave are credited at the end of each full pay period, not day by day. Separate in the middle of a pay period and you forfeit the four hours of annual leave and four hours of sick leave you were part-way toward earning. On its own that is small, but combined with the end-of-month rule it costs nothing to capture, which is why the best dates are the ones where both line up.

Does the date change how my FERS annuity starts?

Yes. A FERS annuity begins on the first day of the month after you separate. Retire on October 30 and it begins November 1; retire on November 1 and it still does not begin until December 1, so you would have given up nearly a full month of annuity for one day of salary. CSRS is different: a CSRS employee who separates on the first, second, or third day of a month has the annuity begin the next day.

Does the 2027 pay freeze change the best dates?

It removes one factor. In a year with a January pay raise, leave projected into January is paid at the new, higher rate, which strengthens the case for retiring at the end of the leave year in January. Base and locality pay are frozen at 2026 rates for 2027, so that advantage does not exist for a date in early 2027. Whether it returns for January 2028 depends on the pay executive order signed in December 2027.

Sources
  1. OPM, leave year beginning and ending dates
  2. OPM, lump-sum payments for annual leave
  3. OPM, FERS annuity computation and commencing dates
  4. OPM, CSRS computation and the first-three-days rule
  5. OPM, annual leave accrual and carryover limits
  6. House Document 119-189, Alternative Plan for Pay Adjustments, January 2027