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
4. A witness to a designation of beneficiary is not eligible to receive
You do not need to make a designation if you are satisfied with the order of
payment as a beneficiary.
precedence the law provides and you do not have a certified designation on
file. That order of precedence follows:
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
1.
To your widow or widower.
described in paragraph 3.
2.
If your widow(er) is deceased, to your child or children, with the share
6.
A designation of beneficiary remains in effect until (1) you cancel it by
of any deceased child distributed equally among the descendants of
filing a new designation or (2) you receive a refund of your retirement
that child.
deductions before retirement. To inform us if the name or address of a
beneficiary changes, file a new designation of beneficiary. It may be
3.
If none of the above, to your parents in equal shares or the entire
important to file a new designation if your family situation changes.
amount to the surviving parent.
4. If none of the above, to the executor or administrator of your estate.
Completing the Designation Form
5.
If none of the above, to the next of kin under the laws of the State in
1. The examples printed on the back of the first page of this form may be
which you live at the time of your death.
helpful to you in naming a beneficiary or canceling a prior designation
of beneficiary.
Payment of a lump sum will be made to the first person or persons listed
above who are alive on the day you die.
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
3.
If you wish to designate more than four persons in Part B, use a blank
1.
You can designate any person, firm, corporation, or legal entity as your
sheet of paper which you will attach to the form. Print your name and
beneficiary.
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
2. You can change your beneficiary at any time, without the knowledge or
and on the attachment must be witnessed by the same two people.
consent of a previous beneficiary, and this right cannot be waived or
The witnesses must sign both the form and the attachment.
restricted.
4. Complete the form in duplicate. Type or print all entries except
3. A designation of beneficiary must be in writing, signed, and witnessed.
signatures.
To be valid the designation must be received and certified by the
Office of Personnel Management before your death.
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
