Get Designation Of Beneficiary. This Designatiom Of Beneficiary Form Is Used To Designate Who Is To

The Designation Of Beneficiary form is essential for individuals who wish to specify who will receive a lump-sum benefit upon their death under the Civil Service and Federal Employees Retirement Systems. Follow this guide to ensure you fill out the form accurately and effectively.

Follow the steps to complete the Designation Of Beneficiary form online.

1. Click ‘Get Form’ button to obtain the form and open it in an editor of your choice.
2. In section A, provide your personal identification information, including your full name, date of birth, current employment status, department or agency, and social security number. Make sure to check the appropriate box reflecting your status.
3. In section B, list the beneficiaries you wish to designate, including their first name, middle initial, last name, address, relationship to you, and the share of benefits that each should receive. Ensure that the total shares equal 100%.
4. In section C, obtain witness signatures. Note that witnesses cannot be designated beneficiaries. Include their addresses, and make sure both witness signatures are collected.
5. Review the entire form for accuracy. Retain a copy for your records.
6. Submit the completed form to the appropriate office. If you are a current FERS employee, ensure it is sent to your employing agency; otherwise, it should be sent to OPM, P.O. Box 45, Boyers, PA 16017.
7. After filing, keep track of your submission to confirm it is processed. Save any confirmation or returned copy for your records.

Complete your Designation Of Beneficiary form online today to ensure your wishes are honored.