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REFUND BENEFICIARY DESIGNATION FORM - Public Employees

REFUND BENEFICIARY DESIGNATION FORM - Public Employees 2025

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The document is a Refund Beneficiary Designation Form from the Public Employees Retirement Association of New Mexico (PERA). It outlines the process for members to designate a beneficiary for their contributions in case of death, including requirements for spousal consent if applicable. The form must be completed accurately and notarized, with specific instructions on member and beneficiary information.

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What is an SF 2823 form for?

SF 2823, Designation For FEGLI Determines how proceeds from the life insurance are distributed. fill/sf2823.

What is a sf 1152 form?

SF-1152 Payment of a deceased employees last pay check to include the payment of earned annual leave and any other miscellaneous monies payable to beneficiaries. The completed original SF-1152 must be submitted to the employees servicing personnel office for immediate filing in the Official Personnel File (OPF).

What is form 2823?

The primary beneficiary is the first choice of beneficiary made by a financial account owner. While other beneficiaries also may be listed in account or estate documents, this person or organization will receive all of the assets in an account.

What happens if you dont designate a beneficiary?

Designation of Beneficiary FEGLI - Standard Form 2823.

How to designate a FERS beneficiary?

A designation of beneficiary must be in writing, signed, and witnessed. If you are an employee, the designation must be received in your employing office prior to your death.

What is SF 2823 used for?

Complete an SF 2823, Designation of Beneficiary, FEGLI. You can designate a person or institution as a trustee under the terms of a trust agreement to receive the life insurance benefits upon your death.

What is SF 3102 used for beneficiaries?

If any portion of your service was under the Federal Employees Retirement System, use Standard Form (SF) 3102. This Designation of Beneficiary form is used to designate who is to receive a lump-sum payment which may become payable after your death.

REFUND BENEFICIARY DESIGNATION FORM - Public Employees 2025

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