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Click ‘Get Form’ to open the omb 3206 0173 1993 form in the editor.
Begin by filling out Section A: Identification. Enter your name, date of birth, and Social Security Number. Indicate your employment status by placing an 'X' in the appropriate box.
Provide details about your current or former department or agency, including bureau and division information.
In Section B, designate your beneficiaries. List their names, addresses, relationships to you, and the percentage share each will receive. Ensure that the total equals 100%.
Sign the form in the designated area and include the date of designation.
Section C requires witness signatures. Ensure that witnesses sign and provide their addresses; they cannot be beneficiaries.
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Beneficiaries are an important part of an employees retirement plan, as they give purpose and guidance for what they are leaving behind. Beneficiaries are identified on: SF-1152, Designation of Beneficiary, Unpaid Compensation of Deceased Civilian Employee.
What is SF 3102 used for beneficiaries?
SF 3102: Designation of Beneficiary, FERS. This form is used to designate the beneficiary of a deceased FERS individuals FERS contributions upon the later of the death of the FERS annuitant or FERS survivor annuitant and should be submitted to OPM.
What is the purpose of the beneficiary form?
The beneficiary designation form is an estate planning tool that ensures assets are passed to the correct person(s) or organization(s) after a persons death. Beneficiary designations are not only important, but essential for individual legacies and business entities that act as plan sponsors for their employees.
What is an example of a beneficiary designation?
Three or More Beneficiaries in Succession If the primary and secondary beneficiaries die, the third person named will receive the proceeds. Sample: Martha Doe, wife, or, in the event of her death, Richard Doe, cousin, or in the event of his death, Jane Doe, niece.
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.
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Any of the following individuals are considered an eligible designated beneficiary (EDB): a surviving spouse, a disabled or chronically ill individual, an individual who is not more than 10 years younger than the IRA owner, or a child of the IRA owner who has not docHubed the age of majority.
What is a beneficiary designation form?
A designation of beneficiary form outlines your desire to have the funds due upon your death paid out in a particular way.
Where do I send my OPM beneficiary 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.
Related links
264VA210Appendix.pdf
400, 436 S.E.2d 602 (1993). Ll Fisher, the Form Approved: OMB No. 3206-0173 . . 0 form w~h your employing office if you want your new.
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