Svc 102 pl beneficiary form 2026

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  1. Click ‘Get Form’ to open the svc 102 pl beneficiary form in the editor.
  2. Begin by entering your POLICY NO and the INSURED’S NAME at the top of the form. This information is crucial for identifying the policy.
  3. In the 'Change of Beneficiary' section, list your PRIMARY BENEFICIARY's full name, relationship to the insured, SSN/Tax ID, date of birth, and contact details. If there are multiple beneficiaries, indicate their respective percentages.
  4. Next, fill out the CONTINGENT BENEFICIARY section similarly. Ensure you provide all required details for each individual listed.
  5. If applicable, complete the DAY COMMON DISASTER CLAUSE section by specifying any conditions regarding simultaneous death.
  6. Sign and date where indicated. Make sure to follow signature requirements carefully to avoid processing delays.
  7. Finally, choose your preferred delivery method for confirmation—either via secure email or fax—and provide necessary contact information.

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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.
spouse, partner, children, parents, brothers and sisters, business partner, key employee, trust and charitable organization.
Navigate to the Fund Transfer section, where you will typically find the option to add a new beneficiary. Select Add Payee and choose the type of their account (it can be own bank or other banks). Fill in the beneficiarys name, account number, bank name and IFSC accurately, and then click on Add and Confirm.

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