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Designation of Beneficiary This Designatiom of Beneficiary Form is used to designate who is to recei 2025

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The document is the Standard Form 3102, used for designating beneficiaries under the Civil Service Retirement System (CSRS) and Federal Employee Retirement System (FERS). It outlines the process for individuals to name beneficiaries who will receive lump-sum benefits upon their death, including instructions on how to complete the form, the implications of designating beneficiaries, and the order of precedence for benefit distribution. The form must be submitted to the Office of Personnel Management (OPM) before the individual's death to be valid.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out Section A: Identification. Enter your name, date of birth, and select your status (employee, retired, or former employee). Provide your department or agency details and social security number.
In Section B: Information Concerning Beneficiaries, list each beneficiary's full name, address, relationship to you, and the share of benefits they will receive. Ensure that the total shares equal 100%.
Complete Section C: Witness by having two witnesses sign and provide their addresses. Remember that witnesses cannot be beneficiaries.
Review all entries for accuracy. Once satisfied, save your form and follow the instructions for submission based on your employment status.

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Versions	Form popularity	Fillable & printable
2022	4.4 Satisfied (32 Votes)
2012	4.6 Satisfied (107 Votes)
2006	4 Satisfied (25 Votes)
1993	4.3 Satisfied (124 Votes)

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How to fill out a beneficiary designation?

The beneficiary designations that you make on a retirement account, like an IRA supersede any other instructions you leave, including your will. So, if your will states that your spouse is your IRA beneficiary, but the IRA itself designates your children as your beneficiaries, your children will inherit your IRA.

Who do I put for beneficiary designation?

Anyone who will suffer financially by your loss is likely your first choice for a beneficiary. You can usually split the benefit among multiple beneficiaries as long as the total percentage of the proceeds equal 100 percent.

Who should I designate as a beneficiary?

Many people choose the following beneficiaries: A spouse or long-term partner. Adult children. Other family members or close friends. A trust - a legal entity that manages an inheritance on behalf of your heirs and pays out the money over time, which might be an option if you want minor children to receive assets.