Designating a Beneficiary - U.S. Office of Personnel Management
Instead of waiting for a copy of a designation of beneficiary (if any), you may wish to simply submit a new form. That form will take precedence over any FEGLI designation form on file, as long as you sign it, have two witnesses sign, and complete the rest of the form properly.
This Designation of Beneficiary Form is used to designate who is to receive a lump-sum payment which may become payable under CSRS or FERS. It does not affect the right of any person who is eligible for survivor benefits.
Be sure to name in this form all persons you wish to designate as beneficiaries of any unpaid compensation payable at your death. 1. HOW TO DESIGNATE ONE BENEFICIARY Do not write names as M.E. Brown or as Mrs. John H. Brown. If you want to designate your estate as beneficiary, enter “My estate” in the beneficiary column. 2.
This form may be used to designate one or more beneficiaries for an IRA or a 403(b)(7) account. To designate beneficiaries for a Qualified Retirement Plan (QRP), use the Qualified Retirement Plan (QRP)/Individual 401(k) Beneficiary Designation Form.
Beneficiary Designation Form | Meaning, Content, Best Practices
2023年5月23日 · A beneficiary designation form specifies who should receive assets or benefits when a policyholder dies. Discover key considerations and best practices.
Use this form to designate or make changes to the beneficiary(ies) of your Government Life insurance death proceeds. The information on this form will replace any prior beneficiary designation. You may name anyone or any entity as your beneficiary without anyone knowing or consenting to it.
If you are married and want to name someone other than your spouse as beneficiary of your retirement account, your spouse must agree to your beneficiary designation. He or she may consent to your designation by completing the Additional Requirement Based on Marital Status section of this form.
Qualified Plan Beneficiary Designation . 1. GENERAL INSTRUCTIONS. Please complete this form and sign it on the back. In the future, you may revoke the beneficiary designation and designate a different beneficiary by submitting a new Beneficiary Designation form to Fidelity. 2.DESIGNATING YOUR BENEFICIARY(IES)
DESIGNATION OF REPLACE BENEFICIARY(IES) – I designate the individual(s) or entity named below as my primary and/or contingent BENEFICIARY(IES) beneficiary(ies) of my qualified plan balance and hereby revoke all prior beneficiary(ies) designations, if any, made by me.
How to Avoid the Biggest Mistakes in Making Beneficiary Designations
2024年5月20日 · • OPM Standard Form (SF) 1152 (Designation of Beneficiary: Unpaid Compensation and of a Deceased Civilian Employee). This beneficiary form designates beneficiaries for any unpaid compensation and unused annual leave that is owed a federal employee who dies in federal service.