Q. I’m planning to retire in a year and was told that I need to have a copy of the designated beneficiary form for life insurance, the TSP, survivor annuity and unused leave. What forms do I need to complete?
A. You filled out those forms when you were first hired. What you need to do now is check to see if the designations of beneficiary you made then are the ones you want now. To find out, go to your personnel office and ask to see your official personnel folder (OPF). If changes are needed, you can go to www.OPM.gov, click on Forms, and download Standard Form 2823, Designation of Beneficiary, for your life insurance, and 2808 (CSRS) or 3102 (FERS), Designation of Beneficiary, for survivor benefits. There isn’t any form for unused annual leave because it’s automatically included as one of the survivor benefits. Then go to www.TSP.gov, click on Death benefits, and download TSP-3, Designation of Beneficiary. Take the completed forms to your personnel office and have them inserted in your OPF.