Establishing a Connection

Bruce Lande

I'm a retiree of the Federal Government and have a Pension Plan managed by the US Office of Personnel Management (OPM). I don't see that entity in the dropdown list of financial institutions. Do you know what financial institution I should pick

The Keeper

• Your OPM retirement payment (annuity) is direct deposited into your personal checking or savings account. U.S. Office of Personnel Management+2U.S. Office of Personnel Management+2

• Quicken connects to banks or credit unions, not to OPM. So the “financial institution” for Quicken purposes is the place you receive your money, not OPM itself. If you needed to change where your annuity is deposited (e.g., switch banks), you can do so through OPM’s Services Online with your claim number.