OPM SF 2823 2001 free printable template

SF 2823 Revised April 2001 Examples of Designations 1. How to designate one beneficiary Mary E. Brown Show beneficiary s full name. Print Form Federal Employees Group Life Insurance Save Form Clear Form Designation of Beneficiary Form Approved OMB No* 3206-0136 Important Read instructions on the Back of Part 2 before completing this form* DO NOT erase or cross-out. Use a new form* A. Information About the Insured not the Assignee if there is one type or print Name of Insured Last first middle...

How to fill out sf 2823 2001 form

To fill out sf 2823, follow these steps:

1. Obtain the sf 2823 form from the appropriate source. This form is used for documenting the appointment, termination, or change in status of a beneficiary under the Federal Employees' Group Life Insurance (FEGLI) Program.
2. Fill in the emplopyee's name, Social Security Number, date of birth, and other requested personal information in section A of the form.
3. Provide details about the reason for completing the form in section B. This may include information about appointment, termination, or change in status.
4. Include information about the employing agency or organization in section C. This includes the agency's name, address, and contact information.
5. If the beneficiary's appointment, termination, or change in status involves any employment-related event, such as a disability retirement or separation, provide the relevant details in section D.
6. Have the form reviewed and signed by a certifying official who is authorized to do so in your agency or organization. Their signature certifies the accuracy of the information provided.
7. Once the form is completed and signed, make sure to keep a copy for your records.

Who needs sf 2823?

1. Federal employees or their authorized representatives who are responsible for documenting the appointment, termination, or change in status of a beneficiary under the FEGLI Program.
2. Employing agencies or organizations that need to report these changes to the appropriate authorities for insurance purposes.
3. The Office of Personnel Management (OPM), which uses the sf 2823 form to track and administer the FEGLI Program for federal employees.

People Also Ask about sf 2823

What is an SF 2823 form for?

Abstract: Standard Form 2823 is used by any Federal employee or retiree covered by the Federal Employees' Group Life Insurance (FEGLI) Program, or an assignee who owns an insured's coverage, to instruct the Office of Federal Employees' Group Life Insurance how to distribute the proceeds of the FEGLI coverage when the

How to fill out a life insurance beneficiary form?

Provide the following information on the beneficiary designation: The full name of the trust as it shows on the trust document. The date the trust was created. The name of the trustee, followed by the word “trustee,” or if you cannot provide a trustee, ETF may accept another contact person. The trustee's address.

What do you write under a beneficiary?

Most beneficiary designations will require you to provide a person's 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.

How do I update FEGLI beneficiary?

To change a previous FEGLI designation, you'll need to fill out a Standard Form 1823. The form for changing a TSP designation is the TSP-3.

How do I submit SF 2823?

Where do I send my completed Designation of Beneficiary (SF 2823) for FEGLI life insurance? Employees: Submit the designation form to your human resources office. If you do not know how to contact your human resources office, you can ask your supervisor or your Agency Benefits Officer.

How do I list beneficiaries?

Most beneficiary designations will require you to provide a person's 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.

Do I have to fill out beneficiary designation form?

No, these forms are not required. If the order of precedence listed below meets your needs, you don't need to do anything. However, if you wish to name a person or persons not included below, or name them in a different order, you will need to have a beneficiary form on file.

What percentage should I put for beneficiary?

Primary Beneficiaries If you're naming more than one primary beneficiary, you must indicate what percentage each is to receive. The total MUST equal 100% If you do not assign a percentage for any primary beneficiary, then all primary beneficiaries will share equally.

How do I fill out a beneficiary paperwork?

Provide the following information on the beneficiary designation: The full name of the trust as it shows on the trust document. The date the trust was created. The name of the trustee, followed by the word “trustee,” or if you cannot provide a trustee, ETF may accept another contact person. The trustee's address.

How do I fill out a life insurance beneficiary form?

Most beneficiary designations will require you to provide a person's 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.

For pdfFiller’s FAQs

What is sf 2823?

SF 2823 refers to the Application for Retirement. It is a form used by federal employees who are eligible to retire and wish to submit their application for retirement benefits. The form includes personal information, employment history, and details about the type of retirement benefits the employee wishes to receive. It is submitted to the appropriate retirement system, such as the Office of Personnel Management (OPM) for federal employees.

Who is required to file sf 2823?

SF 2823 is required to be filed by individuals who meet the following criteria: 1. Federal employees who have been injured or become ill as a result of their job duties. 2. Individuals who are applying for compensation under the Federal Employees' Compensation Act (FECA). 3. Spouses or dependents of deceased federal employees who are applying for survivor benefits under FECA. In short, individuals who are seeking benefits or compensation related to work-related injuries or illnesses within the federal government system are required to file SF 2823.

How to fill out sf 2823?

SF 2823 is used to designate beneficiaries for federal employees' unpaid compensation or other amounts due upon their death. Here is a step-by-step guide on how to fill out SF 2823: 1. Start by providing your personal information in Section I: - Enter your Full Name (Last, First, Middle) - Social Security Number (SSN) - Date of Birth - Home Address - Phone Number 2. In Section II, provide the name of the employing federal agency, your position title, and the date of your appointment. 3. Section III is where you will designate your beneficiaries. Write the full name, relationship, social security number, and percentage share for each beneficiary you wish to designate. You can designate primary and contingent beneficiaries. 4. In Section IV, indicate whether you wish for your unpaid compensation or other amounts to be paid in a lump sum or in installments. You can also provide instructions regarding any unpaid compensation, insurance, or tax withholding. 5. In Section V, you can sign and date the form. Make sure to read the statement below the signature and understand the implications of the information provided. 6. After completing the form, make copies for your own record and submit the original to your employing agency's Human Resources office or the appropriate personnel office. Please note that it is essential to review and understand the instructions provided on the SF 2823 form itself before filling it out, as there may be specific agency requirements or additional information that needs to be provided.

What is the purpose of sf 2823?

The purpose of SF 2823, which stands for "Designation of Beneficiary-Federal Employees' Group Life Insurance (FEGLI)", is to designate the specific individuals who will receive the death benefit from the Federal Employees' Group Life Insurance program in the event of the insured person's death. It is a form used by federal employees to designate one or more beneficiaries who will receive the life insurance payout.

What information must be reported on sf 2823?

SF 2823 is a form used to report a Retirement and Insurance Record for former and retired members of the Uniformed Services. It includes important information about the member's service, benefits, and beneficiaries. The following information must be reported on SF 2823: 1. Member's Personal Information: This includes the full name, Social Security Number, Date of Birth, and contact information (address, phone number, and email). 2. Service Information: Details regarding the member's military service need to be reported, including the branch of service, dates of service (start and end), and service component (active, reserve, or National Guard). 3. Retirement Coverage: If the member is retired from the military, the retirement coverage information should be provided. This may include the type of retirement (regular, disability, etc.), retirement date, and any special retirement programs applicable. 4. Beneficiary Information: The form requires details about the member's primary and secondary beneficiaries who will receive military benefits after their death. This includes their full name, address, and relationship to the member. 5. Survivor Annuity Election: If applicable, the member needs to report their election for a survivor annuity, including the percentage of the annuity amount to be paid to the designated beneficiary. 6. Former Spouse Information: Any information regarding former spouses of the member, including their full name, Social Security Number, and date of birth, should be provided if applicable. 7. Member's Signature: The member must sign and date the form to certify that all the information provided is accurate and complete. Additionally, any other supporting documents required by the form or the relevant military service may need to be attached.

Can I sign the sf 2823 electronically in Chrome?

You can. With pdfFiller, you get a strong e-signature solution built right into your Chrome browser. Using our addon, you may produce a legally enforceable eSignature by typing, sketching, or photographing it. Choose your preferred method and eSign in minutes.

Can I create an eSignature for the sf 2823 form in Gmail?

You can easily create your eSignature with pdfFiller and then eSign your fillable sf 2823 directly from your inbox with the help of pdfFiller’s add-on for Gmail. Please note that you must register for an account in order to save your signatures and signed documents.

How do I edit sf2823 straight from my smartphone?

You can easily do so with pdfFiller's apps for iOS and Android devices, which can be found at the Apple Store and the Google Play Store, respectively. You can use them to fill out PDFs. We have a website where you can get the app, but you can also get it there. When you install the app, log in, and start editing sf 2823 form, you can start right away.