Civil Service Federal Employees Federal Employees Federal Employees

Retirement Group Life Health Benefits Retirement

System Insurance Program System

United States

Office of Personnel Management

Retirement and Insurance Service

Benefits Administration Letter

Number: 98-202 Date: March 9, 1998 

Subject: Federal Employees' Group Life Insurance: Designations to a Trust

Designating a Trust Employees may designate a person or institution as a

trustee under the terms of a trust agreement to receive the

life insurance benefits upon the employee's death.

________________________________________________

Information Required To make sure that these designations are clear and to

allow quick identification of the entitled party, the Office

of Personnel Management (OPM) has established

suggested formats to use for these designations.

While it is not absolutely necessary to use the OPMestablished formats, the following information must be

included for the designation to be valid:

! a statement that the Federal Employees' Group

Life Insurance (FEGLI) death benefit is to be paid

to the trustee or successor trustee

! name and date of the Trust (for inter vivos trusts -

see definition below)

NOTE: The FEGLI Handbook for Personnel and Payroll

Offices (formerly FPM Supplement 870-1) states that the

name and address of the trustee are also necessary;

however, we have eliminated this requirement.

________________________________________________

Validity To be valid, the trustee designation must be attached to

and made a part of the Designation of Beneficiary form. 

The employing office should receipt the attachment in the
same manner as the Designation of Beneficiary in case it

gets separated from the Designation. The Designation of

Beneficiary form should state "See attached" in the space

for the designation.

________________________________________________

Types of Trusts Inter Vivos Trusts - an inter vivos trust is one that an

employee establishes during his/her lifetime.

Testamentary Trusts - A testamentary trust is one that an

employee creates at death by his/her will.

________________________________________________

Sample Formats Attached are sample OPM-established formats for each

type of trust.

If an employee wants to use some other format, can't

provide the information requested above, or needs

additional information about designating a trust, please

contact the Office of Federal Employees' Group Life

Insurance (OFEGLI) in writing at 200 Park Avenue, New

York, NY 10166-0188.

______________________________________________________________________________

Abby L. Block, Chief

Insurance Policy 

 and Information Division

Attachments
Name of Insured (please print): ______________________________________

Social Security Number of Insured: ___________________________________

INTER VIVOS TRUSTEE DESIGNATION

TO BE ATTACHED TO AND MADE PART OF DESIGNATION OF BENEFICIARY

DATED______________________________________

I request that the amount payable under the FEDERAL EMPLOYEES' GROUP LIFE

INSURANCE PROGRAM (Proceeds) be paid to the Trustee(s) or Successor Trustee(s) as

provided under (Name of Trust Agreement) __________________________________ bearing

the date of _______________________________ executed by me.

I further request that in the case of the failure of said Trustee(s) to be appointed as such or to

qualify as such for any reason, or the termination for any reason of the trust prior to my death

that the Proceeds shall be paid to:

Name Address Relationship Share

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

The Office of Federal Employees' Group Life Insurance (OFEGLI) shall not be responsible for

the application or disposition of the proceeds by said Trustee and the receipt by said Trustee

shall fully discharge OFEGLI's liability under the FEDERAL EMPLOYEES' GROUP LIFE

INSURANCE PROGRAM.

______________________________________________________________________________

Signature of Insured/Assignee (Only the Insured/Assignee may sign. Signatures by guardians,

conservators or through a power of attorney are not acceptable.)

Date of execution (Month, day, year) _______________________________________

Two Witnesses to Signature (A witness is not eligible to receive payment as a beneficiary):

______________________________________________________________________________

Signature of witness Number and street City, state and ZIP code

______________________________________________________________________________

Signature of witness Number and street City, state and ZIP code
Name of Insured (please print):______________________________________

Social Security Number of Insured: __________________________________

TESTAMENTARY TRUSTEE DESIGNATION

TO BE ATTACHED TO AND MADE PART OF DESIGNATION OF BENEFICIARY

DATED 

I request that the amount payable under the FEDERAL EMPLOYEES' GROUP LIFE

INSURANCE PROGRAM (Proceeds) be paid to the Trustee(s) or Successor Trustee(s) as

provided under my Last Will and Testament, and I further request that in the case of the

failure of said Trustee to be appointed as such or to qualify as such by reason of non-probate

of any Will to that effect or for any other reason whatsoever, the Proceeds shall be paid to:

Name Address Relationship Share

______________________________________________________________________________

______________________________________________________________________________

______________________________________________________________________________

The Office of Federal Employees' Group Life Insurance (OFEGLI) shall not be responsible for

the application or disposition of the proceeds by said Trustee and the receipt by said Trustee

shall fully discharge OFEGLI's liability under the FEDERAL EMPLOYEES' GROUP LIFE

INSURANCE PROGRAM.

______________________________________________________________________________

Signature of Insured/Assignee (Only the Insured/Assignee may sign. Signatures by guardians,

conservators or through a power of attorney are not acceptable.)

Date of execution (Month, day, year) _______________________________________

Two Witnesses to Signature (A witness is not eligible to receive payment as a beneficiary):

______________________________________________________________________________

Signature of witness Number and street City, state and ZIP code

______________________________________________________________________________

Signature of witness Number and street City, state and ZIP code