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Click ‘Get Form’ to open it in the editor.
Begin by filling out Section 2, Employee Information. Enter your full name, BSC ID, agency, and contact details including phone numbers and email.
In Section 3, select the appropriate benefit plan(s) for which you are making changes by checking the corresponding box.
Proceed to Section 4 for Beneficiary Designation. Clearly print the names of your primary beneficiaries along with their percentage of benefits, date of birth, social security number, relationship to you, and home address.
If applicable, list your contingent beneficiaries in the same manner as primary beneficiaries.
Finally, complete Section 5 by signing and dating the form to authorize the changes you've made.

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What should I write in beneficiary?

Typically, youll want to name your spouse, children, or other financial dependents as your beneficiaries. However, you may also consider naming siblings, other family members, a friend, or even a nonprofit organization, trust, or your estate to inherit your account.

How to fill up a beneficiary form?

5 Ways You Can Fill Out a Beneficiary Designation Form (and Who You Can Nominate!) Name an Individual (Primary Beneficiary and Contingent Beneficiary) Best for: naming a spouse, children, or other loved ones. Divide Among Multiple Individuals. Name Your Trust as the Beneficiary. Name a Charity. Mix and Match!

What is an example of a beneficiary designation?

For example, the account owner could create a beneficiary designation stating that the funds will be distributed to the owners Trust upon the death of the owner. The Trustee of the owners Trust would then receive the funds and distribute the funds according to the terms of the Trust.

How to fill out beneficiary designation form?

Properly completed designations for CSRS employees and retirees are not valid unless the Office of Personnel Management (OPM) receives the form before the death of the designator. Mail both the completed Original and Employee copies of the SF 3102 to OPM, P.O. Box 45, Boyers, PA 16017.

How to fill out a beneficiary designation?

Most beneficiary designations will require you to provide a persons full legal name and their relationship to you (spouse, child, mother, etc.). Some beneficiary designations also include information like mailing address, email, phone number, date of birth and Social Security number.