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Are Your Designations of Beneficiary Current?

When was the last time you checked your designations of beneficiary? Most employees and annuitants don't realize that they have several designations to keep current. If you don't have a designation on file, then the funds will be distributed according to the order of precedence. That may be OK with you, but maybe it isn't. Worse yet is an out-of-date designation giving the money to someone that you no longer wish to give it to.

• Order of Precedence
• Designating a Trust
• Thrift Savings Plan
• Unpaid Compensation — for Employees only
• Civil Service Retirement Programs

Order of Precedence

Check the order of precedence for each of these funds

• FEGLI
• CSRS Lump Sum Payment Order of Precedence Upon the Death of a Current Employee
• FERS Lump Sum Payment Order of Precedence Upon the Death of a Current Employee
• Thrift Savings Plan
• Payment of Unpaid Compensation upon the Death of a Federal Employee
• All other

If you want benefits paid to someone else or in a different order, you must designate a beneficiary. This could well be vital to your family's future welfare.

Federal Employees' Group Life Insurance Program (FEGLI)

Designations Form: Standard Form 2823, Designation of Beneficiary [120 KB] (4/01)

• Where Do I Send My FEGLI Designation of Beneficiary Form?

Designating a Trust

• Instructions
• Inter vivos Format
• Testamentary Format

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Thrift Savings Plan

Designations Form: TSP-3, Thrift Savings Plan Designation of Beneficiary (10/05)

All Thrift Savings Plan designations should be sent to the following address:

Thrift Savings Plan Service Office
P.O. Box 385021
Birmingham AL 35238

• Thrift Savings Plan Order of Preference
• Thrift Savings Plan website

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Unpaid Compensation — for Employees only

Designations Form: Standard Form 1152, Designation of Beneficiary, Unpaid Compensation of Deceased Civilian Employee [166 KB] (6/02)

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Civil Service Retirement Programs

Use the following two forms to designate who is to receive a lump-sum payment which may become payable under the Civil Service Retirement System (CSRS) or the Federal Employees' Retirement System (FERS). These forms do not affect the right of any person who is eligible for survivor annuity benefits.

Designations Forms:

• Civil Service Retirement System (CSRS) — Standard Form 2808, Designation of Beneficiary [70 KB] (2/99)
• Federal Employees Retirement System (FERS) — Standard Form 3102, Designation of Beneficiary [189 KB] (6/00)