Follow the steps to complete the OPM SF 2823 online

1. Press the 'Get Form' button to obtain the OPM SF 2823 form and open it in your chosen editor.
2. In section A, provide information about the insured individual. Fill in the full name, date of birth, and social security number. Indicate whether the insured is an employee, retiree, or compensationer by placing an 'X' in the appropriate box.
3. If applicable, provide the CSA, CSI, or OWCP claim number for retired individuals or compensationers. Next, include the last department or agency the insured worked for and the location, including city, state, and ZIP code.
4. In section B, list the beneficiaries' information. Provide each beneficiary's full name, address, social security number, relationship to the insured, and the percentage of the benefit they are designated to receive. Ensure the total percentage equals 100% or 1.0.
5. In section C, write your name and address. Choose whether you are the insured or an assignee by checking the appropriate box. Ensure the placed checks represent your status accurately.
6. Include your signature and date in the designated area. Remember, only the insured or assignee may sign the form.
7. Have two witnesses sign their names and provide their addresses in the designated area of section D. Note that witnesses cannot be beneficiaries.
8. In section E, leave it blank for agency use; the agency will fill this out upon receipt of the form. Ensure you make a copy for your records.
9. Finally, you can save changes, download, print, or share the completed form as needed.

Complete your documents online today to ensure your beneficiary designations are accurate and up to date.