Csrs Standard Form 2808 PDF Details

Understanding the Civil Service Retirement System (CSRS) Form 2808, also known as the Designation of Beneficiary form, is crucial for employees and retirees under the CSRS program. This form allows individuals to specify who should receive any lump-sum benefits payable upon their death, ensuring that their wishes are honored and providing peace of mind to both the signatory and their chosen beneficiaries. It's key to note that filing this form replaces any previous beneficiary designations under the CSRS, underscoring the importance of keeping this documentation current to reflect personal circumstances and relationships accurately. The form itself requires detailed information about the designated beneficiaries, including their names, addresses, relationship to the employee or retiree, and the share of the lump sum they are to receive. A clear understanding of how to properly complete and submit this form, as well as realizing its implications for survivors' annuity benefits, is essential. Additionally, the form outlines a specific order of precedence in the absence of a designated beneficiary, providing a default sequence for the distribution of benefits. Proper completion and timely submission of the CSRS Standard Form 2808 ensure that an individual’s final wishes regarding the disposition of their lump-sum retirement benefits are understood and will be followed by the Office of Personnel Management (OPM).

QuestionAnswer
Form NameCsrs Standard Form 2808
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namesform sf 2808, beneficiary form retirement online, how to sf 2808, civil service retirement system designation beneficiary

Form Preview Example

Civil Service Retirement System

Designation of Beneficiary

Civil Service Retirement System

Form approved

OMB No. 3206-0142

Important:

Read all instructions before you use this form.

A. Identification

Name (last, first, middle)

 

Date of birth (mm/dd/yyyy)

Social Security Number

 

 

 

 

 

Place an "X" in the

 

An employee

If you are retired, give your claim

block that applies

 

Retired or an applicant for retirement

number.

to you.

 

Former employee eligible for retirement in the future

CSA

 

 

Department or agency in which presently employed (or former department or agency):

Department or agency

Bureau

Division

Location (city, state and ZIP code)

I, the person identified above, designate the beneficiary or beneficiaries named below to receive any lump-sum benefit which may become payable under the Civil Service Retirement System (CSRS) after my death. I understand that this designation of beneficiary will not affect the rights of any survivors who may qualify for annuity benefits after my death, cancels any previous designation of beneficiary, and remains in effect until I cancel it in writing.

I direct, unless otherwise indicated below, that if more than one beneficiary is named, the share of any beneficiary who may predecease me or who may be disqualified for any other reason shall be distributed equally among the stated beneficiaries or entirely to the survivor. If none of the beneficiaries are alive and eligible to receive payment when a lump sum becomes payable, this designation is void and payment will be made according to the order of precedence set by law.

B. Information Concerning The Beneficiaries (See Examples on the reverse of Part 1. Type or print clearly.)

First name, middle initial, and last name of each beneficiary ‹

Address (including ZIP code) of each beneficiary ›

Relationship

to you ‹

Share to be paid to each beneficiary

Date of designation (mm/dd/yyyy)

Your signature

C. Witnesses (A witness is not eligible to receive payment as a beneficiary.)

We, the undersigned, certify that the person identified in A. above signed in our presence.

Shares desig-

nated must equal 100%.

Signature of witness

Address (including ZIP code)

Signature of witness

Address (including ZIP code)

‹We will pay to the person you designate, even if that person's name or relationship to you changes after you file this designation. For example, suppose you designate your spouse and then you two divorce and you marry someone else. We will pay any lump sum to your former spouse unless you submit another designation to cancel prior designations or to designate who we are to pay.

›We will write to the address you provide here to contact the person you designate. However, that person is obligated to get in touch with us after your death to ask us to make payment.

Type or print your return address so that we can return a copy for your file.

Your designation is not effective until OPM receives and certifies it. Mail both copies of your designation of beneficiary to:

U.S. Office of Personnel Management

Retirement Operations Center

P.O. Box 45

Boyers, PA 16017-0045

U.S. Office of Personnel Management 5 CFR 831

Part 1 - Original

Standard Form 2808

Revised June 2011 The December 2008 revision is usable.

Important - The filing of this form will completely cancel any Civil Service Retirement System Designation of Beneficiary you may have filed before this date. Be sure to name in this form all persons you wish to designate as beneficiaries of any lump sum payable at your death.

Examples

1.How to Designate One Beneficiary (Do not write names as M.E. Brown or as Mrs. John H. Brown. If you want to designate your estate as beneficiary, enter "My estate" as the name of the beneficiary.)

First name, middle initial, and

Address (including ZIP code) of each beneficiary

Relationship

Share to be

last name of each beneficiary

 

to you

paid to each

 

 

beneficiary

 

 

 

 

 

 

 

Mary E. Brown

214 Central Avenue

 

ｮ100 %

 

Muncie, IN 47303

Niece

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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.)

First name, middle initial, and

Address (including ZIP code) of each beneficiary

Relationship

Share to be

last name of each beneficiary

 

to you

paid to each

 

beneficiary

 

 

 

 

 

 

 

 

 

 

Alice M. Long

509 Canal Street

 

ｯ 25

 

Red Bank, NJ 07701

Aunt

%

Joseph P. Brady

360 Williams Street

 

 

 

Red Bank, NJ 07701

Nephew

25

%

 

 

 

 

 

Catherine L. Rowe

792 Broadway

Domestic

 

 

Whiting, IN 46394

50

%

Partner

 

 

 

 

 

 

 

 

 

3. How to Designate A Contingency

 

 

 

 

 

 

 

First name, middle initial, and

Address (including ZIP code) of each beneficiary

Relationship

Share to be

last name of each beneficiary

 

to you

paid to each

 

 

beneficiary

 

 

 

 

 

 

 

 

 

 

John M. Parrish, if living

810 West 180th Street

 

ｮ100

 

 

New York, NY 10033

Father

%

Otherwise to:

810 West 180th Street

 

 

%

Susan A. Parrish

New York, NY 10033

Sister

100

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4. How to Cancel and Effect Payment Under Order of Precedence (See back of duplicate)

First name, middle initial, and

Address (including ZIP code) of each beneficiary

Relationship

Share to be

last name of each beneficiary

 

to you

paid to each

 

 

 

beneficiary

Cancel prior designations

ｮ"All" would also be acceptable.

ｯ"One fourth," "one half," etc., would also be acceptable.

Standard Form 2808

Revised June 2011

Reverse of Part 1

Instructions

Use this form ONLY if you are or were covered by the Civil Service Retirement System. 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. It does not affect the right of any person who is eligible for survivor annuity benefits. Do not confuse this form with designation forms used for other types of benefits: SF 2823, Designation of Beneficiary, Federal Employees' Group Life Insurance Program; SF 3102, Designation of Beneficiary, Federal Employees' Retirement System; TSP-3, Federal Retirement Thrift Savings Plan Designation of Beneficiary; or SF 1152, Designation of Beneficiary, Unpaid Compensation of Deceased Civilian Employee.

Do not fill out this form until you have read the information and instructions below.

Important - The filing of this form will completely cancel any Designation of Beneficiary under the Civil Service Retirement System you may have previously filed. Be sure to name in this form all persons you wish to designate as beneficiaries of any lump sum payable at your death.

Order of Precedence

You do not need to make a designation if you are satisfied with the order of precedence the law provides and you do not have a certified designation on file. That order of precedence follows:

1.To your widow or widower.

2.If your widow(er) is deceased, to your child or children, with the share of any deceased child distributed equally among the descendants of that child.

3.If none of the above, to your parents in equal shares or the entire amount to the surviving parent.

4.If none of the above, to the executor or administrator of your estate.

5.If none of the above, to the next of kin under the laws of the State in which you live at the time of your death.

Payment of a lump sum will be made to the first person or persons listed above who are alive on the day you die.

4.A witness to a designation of beneficiary is not eligible to receive payment as a beneficiary.

5.You cannot change or cancel a designation of beneficiary in a letter or in a last will or testament unless it is signed, witnessed, and filed as described in paragraph 3.

6.A designation of beneficiary remains in effect until (1) you cancel it by filing a new designation or (2) you receive a refund of your retirement deductions before retirement. To inform us if the name or address of a beneficiary changes, file a new designation of beneficiary. It may be important to file a new designation if your family situation changes.

Completing the Designation Form

1.The examples printed on the back of the first page of this form may be helpful to you in naming a beneficiary or canceling a prior designation of beneficiary.

2.If you designate more than one beneficiary, be sure that the shares to be paid add up to 100 percent. Do not use dollar amounts to indicate the shares.

Designating a Beneficiary

1.You can designate any person, firm, corporation, or legal entity as your beneficiary.

2.You can change your beneficiary at any time, without the knowledge or consent of a previous beneficiary, and this right cannot be waived or restricted.

3.A designation of beneficiary must be in writing, signed, and witnessed. To be valid the designation must be received and certified by the Office of Personnel Management before your death.

3.If you wish to designate more than four persons in Part B, use a blank sheet of paper which you will attach to the form. Print your name and date of birth at the top of the attachment and provide the information required in Part B for each beneficiary. Your signatures on the form and on the attachment must be witnessed by the same two people. The witnesses must sign both the form and the attachment.

4.Complete the form in duplicate. Type or print all entries except signatures.

5.Do not erase or alter entries.

Privacy Act Statement

Solicitation of this information is authorized by the Civil Service Retirement law (Chapter 83, title 5, U.S. Code). The information you furnish will be used to determine who will receive a lump-sum benefit in the event of your death. The information may be shared and is subject to verification, via paper, electronic media, or through the use of computer matching programs, with national, state, local or other charitable or social security administrative agencies in order to determine benefits under their programs, to obtain information necessary for determination of benefits under this program, or to report income for tax purposes. It may also be shared and verified, as noted above, with law enforcement agencies when they are investigating a violation or potential violation of civil or criminal law. Executive Order 9397 (November 22, 1943) allows Federal agencies to use the Social Security Number as an individual identifier to distinguish between people with the same or similar names. Failure to furnish your Social Security Number may make it impossible for us to associate this designation of beneficiary with your records.

Public Burden Statement

We estimate providing this information takes an average of 15 minutes per response to complete, including the time for reviewing instructions, getting the needed data, and reviewing the completed form. Send comments regarding our estimate or any other aspect of SF 2808, including suggestions for reducing completion time, to the Office of Personnel Management (OPM), Retirement Services Publications Team (3206-0142), Washington, D.C. 20415-3430. The OMB number 3206-0142 is currently valid. OPM may not collect this information, and you are not required to respond, unless this number is displayed.

Standard Form 2808

Revised June 2011

Reverse of Part 2

How to Edit Csrs Standard Form 2808 Online for Free

form sf 2808 can be filled in online in no time. Simply open FormsPal PDF tool to perform the job promptly. Our editor is continually developing to grant the very best user experience achievable, and that is due to our resolve for continuous improvement and listening closely to testimonials. It just takes a few easy steps:

Step 1: First, access the pdf tool by pressing the "Get Form Button" in the top section of this page.

Step 2: Once you open the editor, you will see the form made ready to be filled in. Other than filling out different blanks, it's also possible to do many other actions with the PDF, specifically writing custom words, changing the initial text, adding images, placing your signature to the PDF, and much more.

It really is easy to fill out the document using this detailed guide! Here's what you should do:

1. You will want to fill out the form sf 2808 properly, hence be careful while filling out the areas that contain all these fields:

Ways to fill in how to sf 2808 part 1

2. Just after performing this section, go on to the subsequent stage and enter all required details in all these blanks - Date of designation mmddyyyy, Your signature, C Witnesses A witness is not, We the undersigned certify that, Signature of witness, Address including ZIP code, Signature of witness, Address including ZIP code, Shares desig nated must equal, We will pay to the person you, We will write to the address you, Type or print your return address, and Your designation is not effective.

Part number 2 in filling in how to sf 2808

Regarding Your signature and Shares desig nated must equal, be certain you double-check them in this section. Those two are the most significant fields in the file.

Step 3: As soon as you have looked once again at the details you filled in, click on "Done" to complete your form. Sign up with us today and instantly get form sf 2808, available for download. Every single modification you make is conveniently preserved , which means you can modify the document at a later point anytime. When using FormsPal, you can fill out documents without stressing about personal information leaks or records being shared. Our protected software ensures that your private data is stored safely.

Csrs Standard Form 2808 isn’t the one you’re looking for?

Related Documents