Designation of Beneficiary Fegli 2014-2025 Form

What is the SF 2823?

The SF 2823, also known as the designation of beneficiary form, is an essential document issued by the Office of Personnel Management (OPM) in the United States. This form allows federal employees to designate one or more beneficiaries for their Federal Employees Group Life Insurance (FEGLI) coverage. It is crucial for ensuring that the intended individuals receive the life insurance benefits upon the employee's passing. Understanding the purpose and implications of this form is vital for federal employees to manage their benefits effectively.

How to Obtain the SF 2823

Federal employees can obtain the SF 2823 form through various channels. The most straightforward method is to visit the official OPM website, where the form is available for download. Additionally, employees can request a physical copy from their human resources department or through their agency's benefits office. It is important to ensure that you have the most current version of the form, as outdated versions may not be accepted.

Steps to Complete the SF 2823

Completing the SF 2823 involves several key steps to ensure accuracy and compliance. First, the employee must fill in personal information, including their name, address, and Social Security number. Next, the employee should clearly list the beneficiaries, including their names, relationships, and contact information. It is essential to review the information for accuracy before signing and dating the form. Finally, the completed form should be submitted to the appropriate human resources office for processing.

Legal Use of the SF 2823

The SF 2823 is legally binding once it is completed and submitted according to the guidelines set forth by the OPM. To ensure its validity, the form must be signed by the employee and dated. It is important to keep a copy of the submitted form for personal records. In case of any disputes regarding the designation of beneficiaries, having a properly executed SF 2823 can provide legal protection and clarity regarding the employee's intentions.

Key Elements of the SF 2823

Several key elements are essential to the SF 2823 form. These include the employee's identification details, the list of designated beneficiaries, and the employee's signature. Additionally, the form may require the designation of contingent beneficiaries, who will receive benefits if the primary beneficiaries are unable to do so. Understanding these elements is crucial for ensuring that the form is filled out completely and correctly.

Digital vs. Paper Version of the SF 2823

The SF 2823 form can be completed in both digital and paper formats. The digital version allows for easier editing and submission, often leading to a more efficient process. However, some employees may prefer the traditional paper format for various reasons, including personal preference or agency requirements. Regardless of the format chosen, it is essential to ensure that the form is filled out correctly and submitted to the appropriate office.

Examples of Using the SF 2823

There are various scenarios in which an employee might need to use the SF 2823. For instance, when a federal employee first enrolls in FEGLI coverage, they will need to complete this form to designate beneficiaries. Additionally, if there are changes in personal circumstances, such as marriage or divorce, the employee should update their beneficiary designations using the SF 2823. Keeping this form current ensures that the employee's wishes are honored in the event of their passing.