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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.

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About Author

Reg Jones was head of retirement and insurance policy at the Office of Personnel Management. Email your retirement-related questions to fedexperts@federaltimes.com.

3 Comments

  1. I would like to know if I’m qualified for FERS Disability? 58 yrs old and had an vehicle accident that’s not job related on Feb2018. I’ve been approved for SSDisability a week ago . Now I’m wondering if I can get some type of benefits from job.

    • Since you are already approved for SSDI, you would also qualify for disability retirement. Your personnel office can help you complete the paperwork needed to apply for that benefit.

  2. I’m a FERS covered employee and will be getting a law enforcement retirement as I work for the Federal Bureau of Prisons. I worked for 2 years, resigned, and then was rehired 4 years later. I made a deposit for the 2 years I had previously worked because I had cashed it out. I know I have to work 20 years to retire. Will my first stint with the BOP count for the the 20 years or will my EOD from when I came back be where the 20 years starts.

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