Source: http://www.docstoc.com/docs/18162382/Designation-of-Beneficiary
Timestamp: 2014-03-16 08:26:33
Document Index: 55444575

Matched Legal Cases: ['art 2', 'art 1', 'art 1', 'art 2', 'art 2', 'art 2', 'art 1', 'art 2', 'art 1', 'art 2', 'art 2', 'art 2', 'art 2', 'art 1', 'art 870', 'art 1', 'art 2']

Designation of Beneficiary - PDF
Print Form                                 Save Form          Clear Form
Designation of Beneficiary                                                                                    Form Approved
OMB No. 3206-0136
Federal Employees&#39; Group Life Insurance (FEGLI) Program                                                                                          Important:
Group Life Insurance                                                                                                                                                                Read instructions on the
(DO NOT erase or cross-out. Use a new form.)                                                     Back of Part 2 before completing this form.
A. Information About the Insured (not the Assignee, if there is one) (type or print)
Name of Insured (Last, first, middle)                                                                    Date of birth of Insured (mm/dd/yyyy)             Social Security Number of Insured
The Insured is:                             an employee                                                  If the Insured is retired or receiving Federal Employees&#39; Compensation, give CSA,
CSI, or OWCP claim number:
Place an &quot;X&quot; in the                    a retiree
a compensationer
Department or agency where the Insured works (If retired, last department or agency where the Insured worked):
Department or agency                                                                                     Bureau or division                                Location (city, state, and ZIP code)
B. Information About the Beneficiary or Beneficiaries (See Back of Part 1 for examples) (type or print)
First name, middle initial, and last name of                Social Security Number                       Address (Including ZIP code)                     Relationship          Percent or fraction
each beneficiary                                                                                                                                                       designated
Total (Must equal 100% or 1.0) (Do not use dollar amounts)
(Do not put a Total if you designated types of insurance. See example 4 on Back of Part 1.)
C. Statement of Insured or Assignee (type or print)
Your name and address (Including ZIP code)                                                          Please check one:                             Please check all three:
the Insured                                   I have not assigned the insurance.
Two people who witnessed my
an Assignee                                   signature signed below.
I did not name either witness as a
See Back of Part 2 for definitions                   beneficiary.
I understand that if there is a valid assignment on file, only the assignee has the right to             I understand that if this Designation is invalid for any reason, the Office of Federal
designate a beneficiary. If a valid assignment is not on file, but there is a valid court order on       Employees&#39; Group Life Insurance will pay benefits according to the next most recent valid
file with the agency or the U.S. Office of Personnel Management, as appropriate, any                     designation. If there isn&#39;t one, it will pay according to the order listed on the Back of Part 2.
designation I complete for the same benefits is not valid.
I understand that if this Designation is valid, it will stay in effect unless it is canceled.            I am canceling any and all previous Designations of Beneficiary under the Federal
(See &quot;When Is A Designation Canceled?&quot; on the Back of Part 2).                                           Employees&#39; Group Life Insurance Program and am now designating the beneficiary(ies)
Signature of Insured/Assignee (Only the Insured/Assignee may sign. Signatures by guardians, conservators or through a power                                 Date (mm/dd/yyyy)
of attorney are not acceptable.) This form is not valid unless the Insured/Assignee signs in this box.
D. Witnesses To Signature (A witness is not eligible to receive a payment as a beneficiary.)
Signature of witness                                                    Address (Including ZIP code)
E. For Agency Use Only
Receiving agency                                    Date of receipt (mm/dd/yyyy)                 Signature of authorized agency official                     Title
Part 1 - Original
U.S. Office of Personnel Management                                                                                                                                                             SF 2823
FEGLI Handbook (RI 76-26)                                         NSN 7540-01-231-6228                          2823-103           Previous editions are not usable.                   Revised April 2001
1. How to designate one beneficiary               Show beneficiary&#39;s full name. Do not write names as M.E. Brown or as Mrs. John H. Brown.
If you want to designate your estate, enter &quot;My estate&quot; in the beneficiary column.
First name, middle initial, and last name of     Social Security Number               Address (Including ZIP code)       Relationship   Percent or fraction
each beneficiary                                                                                                               designated
Mary E. Brown                                         000-00-0000                Munice, IN 47303                            Niece              100%
2. How to designate more than one beneficiary Be sure that the shares to be paid to the several beneficiaries add up to 100 percent
or 1.0. Read instructions on the Back of Part 2 if you need more room.
360 Williams Street
Jose P. Lopez                                         111-11-1111                Red Band, NJ 07701                         Nephew             one-half
Rosa L. Rowe                                          222-22-2222                Whiting, IN 46392                           Mother            one-half
3. How to designate a contingent beneficiary                 (Someone to receive the benefits if the person you designate dies before the Insured
810 West 180th Street
John M. Parrish, if living                            333-33-3333                New York, NY 10033                          Father             100%
Otherwise to: Susan A. Parrish                        444-44-4444                New York, NY 10033                          Sister             100%
4. How to designate different beneficiaries for Basic and Optional insurance                          You cannot designate Option C - Family.
124 Elm Street                                                 100%
Leroy D. White                                        555-55-5555                Dayton, OH 45420                            Father             Basic
421 Spring Avenue                                              100%
Jane M. Smith                                         666-66-6666                Portland, ME 04101                          Sister            Option A
234 Fifth Avenue                                                50%
Elizabeth J. Allen                                    777-77-7777                New York, NY 10029                        Daughter            Option B
678 Ninth Street                                                50%
Ann J. Borden                                         888-88-8888                Philadelphia, PA 19123                    Daughter            Option B
5. How to designate an inter vivos trust (A trust that you set up during your lifetime)
Trustee(s) or Successor Trustee(s) as
provided in the John Q. Public Trust                                                                                        Trustee             100%
Agreement dated 12/18/1999, if valid.
6. How to designate a testamentary trust (A trust that is set up when you die, according to terms in your will)
Trustee(s) or Successor Trustee(s) as                                                                                                           100%
provided in my Last Will and Testament,                                                                                     Trustee
if valid. Otherwise to:
5909 Pacific Avenue, NW
Maria Sufuentes                                       999-99-9999                Washington, DC 20019                        Niece              100%
7. How to cancel all designations of beneficiary
Cancel prior designations
Back of Part 1                                                           SF 2823
Designation of Beneficiary                                                                                  Form Approved
Federal Employees&#39; Group Life Insurance (FEGLI) Program                                                                                        Important:
Group Life Insurance                                                                                                                                                              Read instructions on the
(DO NOT erase or cross-out. Use a new form.)                                                   Back of Part 2 before completing this form.
Name of Insured (Last, first, middle)                                                                  Date of birth of Insured (mm/dd/yyyy)             Social Security Number of Insured
The Insured is:                             an employee                                                If the Insured is retired or receiving Federal Employees&#39; Compensation, give CSA,
Department or agency                                                                                   Bureau or division                                Location (City, state, and ZIP code)
First name, middle initial, and last name of                Social Security Number                    Address (Including ZIP code)                      Relationship          Percent or fraction
each beneficiary                                                                                                                                                     designated
Your name and address (Including ZIP code)                                                        Please check one:                             Please check all three:
the Insured                                    I have not assigned the insurance.
an Assignee                                    signature signed below.
I understand that if there is a valid assignment on file, only the assignee has the right to           I understand that if this Designation is invalid for any reason, the Office of Federal
designate a beneficiary. If a valid assignment is not on file, but there is a valid court order on     Employees&#39; Group Life Insurance will pay benefits according to the next most recent valid
file with the agency or the U.S. Office of Personnel Management, as appropriate, any                   designation. If there isn&#39;t one, it will pay according to the order listed on the Back of Part 2.
I understand that if this Designation is valid, it will stay in effect unless it is canceled.          I am canceling any and all previous Designations of Beneficiary under the Federal
(See &quot;When Is A Designation Canceled?&quot; on the Back of Part 2).                                         Employees&#39; Group Life Insurance Program and am now designating the beneficiary(ies)
Signature of Insured/Assignee (Only the Insured/Assignee may sign. Signatures by guardians, conservators or through a power                               Date (mm/dd/yyyy)
Receiving agency                                    Date of receipt (mm/dd/yyyy)                Signature of authorized agency official                    Title
Part 2 - Duplicate
U.S. Office of Personnel Management                                                                                                                                                           SF 2823
FEGLI Handbook (RI 76-26)                                         NSN 7540-01-231-6228                        2823-103           Previous editions are not usable.                   Revised April 2001
INSTRUCTIONS: The Insured or assignee must sign this form. Two people must witness the signature and sign as witnesses. The Insured&#39;s agency (or U.S. Office of
Personnel Management [OPM], if the Insured is an annuitant or insured as a compensationer) must receive the designation before the Insured&#39;s death. A person with a power
of attorney or other similar legal authority may not sign for the Insured or assignee. A witness cannot be a beneficiary. The agency or OPM, as appropriate, must receive
certified court orders involving FEGLI on or after July 22, 1998, and before the Insured&#39;s death.
Please read the additional instructions below before completing this form.
&quot;You&quot; and &quot;your&quot; refer to the person completing this form (the Insured or an assignee). The &quot;Insured&quot; is the insured employee, annuitant or
compensationer. The &quot;Assignee&quot; is a person(s), firm(s), or trust(s) (usually named on an Assignment form, RI 76-10) who owns and controls the
Insured&#39;s life insurance coverage. An assignment is not the same as a designation of beneficiary.
Who receives benefits when the Insured dies? By law, the Office of Federal             Can I use a common disaster clause? Yes. A common disaster clause is a
Employees&#39; Group Life Insurance (OFEGLI) pays benefits in this order:                  statement that says that a designated beneficiary is entitled to the benefits only if
If the Insured assigned ownership of his/her insurance (usually by filing an    he/she survives the Insured by a specified minimum number of days. The number
RI 76-10, Assignment of Life Insurance), OFEGLI will pay:                       of days cannot exceed 30. You can name a contingent beneficiary. If you don&#39;t
First, to the beneficiary(ies) the assignee(s) validly designated;         name a contingent and your beneficiary does not live long enough to qualify,
Second, if none, to the assignee(s).                                       OFEGLI will pay according to the order listed in the first column.
If the Insured did not assign ownership and there is a valid court order (see 5
Can I designate a trust? Yes. See examples 5 and 6 on the Back of Part 1. Those
Code of Federal Regulations Part 870) on file with the agency or OPM, as
examples name a contingent beneficiary in case the trust is not valid. You don&#39;t
appropriate, OFEGLI will pay benefits according to the court order.
have to name a contingent beneficiary unless you want to. If the trust is not valid,
If the Insured did not assign ownership and there is no valid court order on    and you do not name a contingent, OFEGLI will pay according to the order listed
file with the agency or OPM, as appropriate, then OFEGLI will pay:              in the first column.
First, to the beneficiary(ies) the Insured validly designated;
When is a designation canceled? A designation of beneficiary is automatically
Second, if none, to the Insured&#39;s widow or widower;
canceled 31 days after the Insured stops being insured. It is also canceled if either
Third, if none of the above, to the Insured&#39;s child or children and the
the Insured or assignee assigns the insurance or if the Insured or assignee submits
descendants of any deceased children (a court will usually have to
another valid designation.
appoint a guardian to receive payment for a minor child);
Fourth, if none of the above, to the Insured&#39;s parents in equal shares, or What if the Insured elected a full living benefit? Then there is no Basic left.
the entire amount to the surviving parent;                                 So if you want to designate different types of insurance to different beneficiaries
Fifth, if none of the above, to the court-appointed executor or            (see example 4 on the Back of Part 1), you should only list Option A and Option
administrator of the Insured&#39;s estate;                                     B.
Who can sign this form? The Insured or Assignee (if applicable) must sign this
Sixth, if none of the above, to the Insured&#39;s other next of kin entitled
form. The signature of a guardian, conservator or other fiduciary (including, but
under the laws of the State where the Insured lived.
not limited to, those acting according to a Power of Attorney or a Durable Power
Do I have to designate a beneficiary? No. But if you want OFEGLI to pay                of Attorney) is not acceptable.
differently than listed above and you have not assigned the life insurance and
What if I erase or cross out something on this form? You should complete
there is no valid court order on file with the agency or OPM, as appropriate, you
another form. Erasures, cross-outs and alterations cause a delay in the payment of
need to designate a beneficiary.
benefits and may make the entire designation invalid.
What if one of the beneficiaries dies or is disqualified for any reason? Unless
What if I need more room? Write &quot;See Attached&quot; in Part B of the form. Use a
you indicate otherwise on your designation of beneficiary, OFEGLI will distribute
blank sheet. Print your name, date of birth and social security number at the top of
that beneficiary&#39;s share equally among the surviving beneficiaries, or entirely to
the attachment. List the information required in Part B for each beneficiary. Sign
the form and attachment. Have the same two people witness both of your
What if none of the beneficiaries is living when the Insured dies? OFEGLI              signatures and sign the form and attachment.
will pay the benefits according to the order of precedence listed above.
Where can I get more information? The FEGLI Handbook (RI 76-26) and
Can I cancel or change this designation at any time? Yes, you may cancel or            FEGLI Booklet (RI 76-21 or RI 76-20 for Postal employees) contain more
change your designation at any time, without the knowledge of or consent of the        information. You can read them at www.opm.gov/insure/life .
beneficiary(ies), unless you assigned the insurance or there is a valid court order
Where should I send this form? Send it to the Insured&#39;s employing agency if the
on file with the agency or OPM, as appropriate.
Is a change or cancellation of beneficiary in my last will or testament valid?               is an employee; or
It is valid only if you sign your will, two people who witnessed your signature              has been receiving compensation payments from the Office of Workers&#39;
sign your will, and your agency (or OPM, for retirees or insured compensationers)            Compensation Programs for less than 12 months and is still on the agency&#39;s
receives your will before the Insured&#39;s death.                                               rolls as an employee.
What if I don&#39;t know a beneficiary&#39;s social security number? If you don&#39;t                                   Send it to the Office of Personnel Management, Retirement Operations Center,
know the number, leave it blank. But having the number helps speed up the                                   P.O. Box 45, Boyers, PA 16017-0045 if the Insured:
payment of benefits.                                                                                             is a retiree; or
is receiving compensation payments from the Office of Workers&#39;
Can a witness receive benefits as a designated beneficiary? No.
Compensation Programs and is not still employed or has been receiving
Who can I name as a beneficiary? You may name any person, firm, corporation                                      compensation payments for at least 12 months.
or legal entity (except an agency of the Federal or District of Columbia
The agency or OPM will note receipt in section E of the form and return a copy to
you as evidence that it received and filed the original.
Properly completed designations are not valid unless the appropriate office listed
above receives them before the Insured&#39;s death.
Title 5, U.S. Code, chapter 87, Life Insurance, authorizes solicitation of this information. The            requires that any person doing business with the Federal government furnish a social security
Office of Federal Employees&#39; Group Life Insurance (OFEGLI) will use the information you                     number or tax identification number. This is an amendment to title 31, Section 7701.
furnish to determine your beneficiary(ies) for benefits under the Federal Employees&#39; Group Life
Insurance Program. OFEGLI is not a Federal agency. It is staffed by employees of the                        While the law does not require you to supply all the information requested on this form, doing
contracted life insurance carrier. It may share this information with the Office of Personnel               so will help in the prompt processing of your designation.
Management (OPM). Agencies and/or OPM will place this information in the Insured&#39;s Official
Personnel Folder or retirement file. OPM or OFEGLI may disclose this information to other                   Agencies other than the Office of Personnel Management may have further routine uses for
Federal agencies or Congressional offices which may have a need to know it in connection with               disclosure of information from the records systems in which they file copies of this form. If this
your application for a job, license, grant or other benefit. It may also be shared and is subject to        is the case, they should provide you with any such uses which are applicable at the time you
verification, via paper, electronic media, or through the use of computer matching programs,                complete this form.
with national, state, local or other charitable or social security administrative agencies to
determine and issue benefits under their programs. In addition, to the extent this information              We think this form takes an average of 15 minutes to complete, including the time for reviewing
indicates possible violation of civil or criminal law, it may be shared and verified, as noted              instructions, getting the needed data, and reviewing the completed form. Send comments
above, with an appropriate Federal, state, or local law enforcement agency.                                 regarding our estimate or any other aspect of this form, including suggestions for reducing
completion time, to the Office of Personnel Management, Reports and Forms Coordinator,
(3206-0136), Washington, D.C. 20415-7900. The OMB number, 3206-0136, is currently valid.
We also ask for the Insured&#39;s Social Security Number to use it as an individual identifier in the           OPM may not collect this information, and you are not required to respond, unless this number
Federal Employees&#39; Group Life Insurance Program. Public Law 104-134 (April 26, 1996)                        is displayed.
Keep Your Designation Current. Submit a New One If the Address of One of Your Beneficiaries Changes or If Your Intentions Change
(for example, due to a change in family status, such as marriage, divorce, death, birth, etc.).            SF 2823
Back of Part 2                                                                          Revised April 2001
Beneficiary Designation, CONTINGENT BENEFICIARY, Beneficiary Change, Change Form, Peter Smith, Anytown, personal representative, Full Name, Retirement System, death benefit
BENEFICIARY DESIGNATION - PDF
Beneficiary Designation and Change Request - PDF
LIFE INSURANCE BENEFICIARY DESIGNATION FORM - DOC
Change of Beneficiary Designation (TOD) (PDF)
Group Term Life Insurance Beneficiary Designation (PDF)
Transfer on Death Beneficiary Designation Form - PDF - PDF