Sf 3102 Form PDF Details

The SF 3102 form, officially titled "Designation of Beneficiary Federal Employees Retirement System," plays a crucial role in the financial planning and legacy considerations of federal employees enrolled in the Federal Employees Retirement System (FERS). This document allows employees and retirees to specify who should receive any lump-sum benefits from their retirement account in the event of their death, including death benefits based on contributions to the Civil Service Retirement System (CSRS) before their coverage under FERS. It's a critical step for ensuring that the benefits accrued during a lifetime of service are distributed according to the individual's wishes, rather than by a predetermined order of precedence set by law. The form requires detailed information about the designator, including identification and employment details, as well as thorough information concerning each beneficiary, such as name, address, relationship to the employee, and the share of benefits to be received. Additionally, the SF 3102 form cancels any previous designations made under both FERS and CSRS, underscoring the importance of keeping beneficiary information current and reflective of the designator's current wishes. Completing and submitting this form correctly is vital, as it directly influences the disbursement of benefits, ensuring they reach the intended parties in the manner the federal employee or retiree desired.

QuestionAnswer
Form NameSf 3102 Form
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other namesbeneficiary fillable form, sf 3102, opm sf 3102, sf3102

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Designation of Beneficiary

Federal Employees Retirement System

Federal Employees

Retirement System

Form Approved

OMB No. 3206-0173

Important:

Read all instructions before filling in this form

A. Identification

Name (Last, first, middle)

 

Date of birth (mm/dd/yyyy)

Social Security Number

Place an "X" in the

ﾯ

An employee

Retired or an

Former employee eligible

If you are retired give your claim number

 

applicant for

for retirement in the

 

appropriate box:

 

 

 

retirement

future

 

 

 

 

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 individual identified above, designate the beneficiary or beneficiaries named below to receive any lump-sum benefit which may become payable under the Federal Employees Retirement System (FERS) after my death, including lump-sum death benefits which may become payable based on amounts contributed to the Civil Service Retirement System (CSRS) before I became covered by FERS. I understand that this designation of beneficiary cancels any previous FERS or CSRS designation of beneficiary, and that it remains in effect until I cancel it in writing or I receive payment of my FERS retirement contributions.

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 payment 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 of Designations):

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

Address (Including ZIP code) of each beneficiary ﾚ

Relationship to you ﾙ

Share to be paid to

each beneficiary

Date of designation (mm/dd/yyyy)

Your signature

Total = 100%

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

We, the undersigned, certify that this statement was signed in our presence.

Signature of witness

Address (including ZIP code)

Signature of witness

Address (including ZIP code)

Receiving agency certification

I have reviewed this designation and certify that the designated shares total 100% and that no witnesses are designated as beneficiaries.

Date received by agency (mm/dd/yyyy)

Signature

 

 

Date (mm/dd/yyyy)

ﾙ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.

ﾚ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 to you.

See Back of Employee Copy For Instructions

On Where To File This Form.

(Retain until employee leaves Federal

service and then send to the Office of Personnel

Management [OPM].)

U.S. Office of Personnel Management

 

 

Standard Form 3102

5 CFR 843.205

 

Previous editions are usable.

Revised February 2012

 

Important - The filing of this form will completely cancel any Designation of Beneficiary under the Federal Employees Retirement System or 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.

Examples of Designations

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" in the beneficiary column.

First name, middle initial, and last

Address (Including ZIP code)

Relationship

Share to be paid to

name of each beneficiary

of each beneficiary

to you

each beneficiary

 

 

 

 

Mary E. Brown

214 Central Avenue

Niece

100%

Muncie, IN 47303

 

 

 

 

 

 

 

 

 

 

 

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 last

 

Address (Including ZIP code)

Relationship

Share to be paid to

name of each beneficiary

 

of each beneficiary

to you

each beneficiary

 

 

 

 

 

Alice M. Long

509

Canal Street

Aunt

25%

Red Bank, NJ 07701

 

 

 

Joseph P. Brady

360

Williams Street

Domestic Partner

25%

Red Bank, NJ 07701

 

 

 

Catherine L. Rowe

792 Broadway

 

Mother

50%

Whiting, IN 46394

 

 

 

 

 

 

 

 

3. HOW TO DESIGNATE A CONTINGENT BENEFICIARY

 

 

 

 

 

 

 

 

First name, middle initial, and last

 

Address (Including ZIP code)

Relationship

Share to be paid to

name of each beneficiary

 

of each beneficiary

to you

each beneficiary

 

 

 

 

John M. Parrish, if living

810 West 180th Street

Father

100%

New York, NY

10033

 

 

 

Otherwise to: Susan A. Parrish

810 West 180th Street

Sister

100%

 

New York, NY

10033

 

 

 

 

 

 

 

 

4. HOW TO DESIGNATE AN INTER VIVOS TRUST (A trust that you set up during your lifetime)

First name, middle initial, and last

Address (Including ZIP code)

Relationship

Share to be paid to

name of each beneficiary

of each beneficiary

to you

each beneficiary

 

 

 

 

Trustee(s) or Successor

 

Trustee

100%

Trustee(s) as provided in the

 

 

 

John Q. Public Trust

 

 

 

Agreement dated 12/18/1999,

 

 

 

if valid. Otherwise to:

 

 

 

Mary E. Brown

214 Central Avenue

Niece

100%

Muncie, IN 47303

 

 

 

 

 

 

 

5. HOW TO DESIGNATE A TESTAMENTARY TRUST (A trust that is set up when you die, according to terms in your will)

First name, middle initial, and last

Address (Including ZIP code)

Relationship

Share to be paid to

name of each beneficiary

of each beneficiary

to you

each beneficiary

 

 

 

 

Trustee(s) or Successor

 

Trustee

100%

Trustee(s) as provided in my

 

 

 

Last Will and Testament, if

 

 

 

valid. Otherwise to:

 

 

 

 

 

 

 

Maria Sufuentes

5909 Pacific Avenue, NW

Niece

100%

Washington, DC 20019

 

 

 

 

 

 

 

6. HOW TO CANCEL A DESIGNATION OF BENEFICIARY AND EFFECT PAYMENT UNDER ORDER OF PRECEDENCE (See back of employee copy)

First name, middle initial, and last

Address (Including ZIP code)

Relationship

Share to be paid to

name of each beneficiary

of each beneficiary

to you

each beneficiary

Cancel prior designations

Standard Form 3102 (Reverse of Part 1)

Revised February 2012

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

Instructions

This Designation of Beneficiary Form is used to designate who is to receive a lump-sum payment which may become payable under the Federal Employees Retirement System (FERS). It does not affect the right of any person who is eligible for survivor annuity benefits. This form may not be used and will not be effective in any way to elect, or demonstrate the intent to elect, a survivor annuity for a spouse, former spouse, or an individual who has an insurable interest in an employee. Do not confuse this form with designation forms used for other types of benefits: Standard Form 2808, Designation of Beneficiary - Civil Service Retirement System; Standard Form 2823, Designation of Beneficiary - Federal Employees' Group Life Insurance Program; TSP-3, Thrift Savings Plan Designation of Beneficiary; or Standard Form 1152, Designation of Beneficiary - Unpaid Compensation of Deceased Civilian Employee.

This form is only for employees and retirees under FERS. Employees and retirees under the Civil Service Retirement System (CSRS) must use Standard Form 2808, Designation of Beneficiary - Civil Service Retirement System. If you transferred from CSRS to FERS and previously filed an SF 2808, Designation of Beneficiary - Civil Service Retirement System, your SF 2808 is invalid. You must file a new designation using this form.

Important - The filing of this form will completely cancel any Designation of Beneficiary under FERS or CSRS (SF 3102 or SF 2808) you may have previously filed. Be sure to name in this form all persons you wish to designate as beneficiaries for FERS lump-sum death benefits, including lump sum payment of amounts you may have contributed to CSRS before becoming covered by FERS.

Order of Precedence

You do not need to make a designation if you are satisfied with the order of precedence that the law provides. 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 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 your other 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.

Designating a Beneficiary

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

If you want to designate a trust, see examples 4 and 5 on the back of Part 1. Those examples name a contingent beneficiary in case the trust is not valid. You don't have to name a contingent beneficiary unless you want to. If the trust is not valid, and you do not name a contingent beneficiary, OPM will pay according to the order listed under "Order of Precedence" above.

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. If you are an employee, the designation must be received in your employing office prior to your death. If you are a separated employee, a retiree or a person receiving recurring payments from the Office of Workers' Compensation Programs (OWCP), the designation must be received by the Office of Personnel Management (OPM) prior to your death.

4.A witness to a designation of beneficiary is ineligible to receive payment as a beneficiary.

5.The person(s) named will be considered a beneficiary (beneficiaries) for both CSRS and FERS lump-sum benefits.

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

7.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 to them add up to 100 percent. Do not use dollar amounts to indicate the shares.

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. Do not use pencil.

5.Do not erase or alter entries.

Where to Submit the Completed Form

For employees: File this form with your employing agency, even if you are retiring.

For separated employees, retirees and individuals receiving recurring benefits from the Office of Workers' Compensation Programs (OWCP): If you have left Federal employment, if you are receiving recurring benefits from the Office of Workers' Compensation Programs, or if you have retired, file this form with the Office of Personnel Management, Retirement Operations Center, Federal Employees Retirement System, P.O. Box 45, Boyers, PA 16017-0045.

Your designation will not be effective until the date it is received by your employing agency (or OPM if you are not employed).

The employee copy of this form will be noted and returned to you as evidence that the original has been received and filed. Please keep the duplicate in a safe place along with your other important papers.

For the employing agency: File the Official Personnel Folder (OPF) copy on the right side of the OPF. If the employee leaves Federal service, send all FERS designations in the OPF to OPM.

Privacy Act and Public Burden Statements

Solicitation of this information is authorized by the Civil Service Retirement law (Chapter 83, title 5, U.S. Code) and the Federal Employees Retirement law (Chapter 84, 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), authorizes the use of the Social Security Number. Failure to furnish the requested data may delay or make it impossible for us to determine how to make payment in the event of your death.

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 3102, including suggestions for reducing completion time, to the U.S. Office of Personnel Management (OPM), Retirement Services Publications Team (3206-0173), Washington, D.C. 20415-3430. The OMB number, 3206-0173 is currently valid. OPM may not collect this information, and you are not required to respond, unless this number is displayed.

Standard Form 3102 (Reverse of Part 2)

Revised February 2012

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Stage no. 1 for completing 3102

2. The next part would be to fill out the next few fields: Date of designation mmddyyyy, Your signature, Total, 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, Receiving agency certification I, Date received by agency mmddyyyy, Signature, Date mmddyyyy, We will pay to the person you, and We will write to the address you.

Completing segment 2 of 3102

When it comes to Address including ZIP code and Address including ZIP code, be certain that you review things in this section. The two of these could be the most important fields in the page.

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