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1023 vs 1023 ez Form: What You Should Know

The Form 3102 must be completed or signed within 60 days of the date on which the employee or annuitant would have been entitled to receive an annuity that was valued at an amount equal to what they would have received in this manner. Once the Form 3102 is completed, it is sent to your servicing HR. Forms and Publications — SF3102 Designation of Beneficiary for Lump Sum Payment Designating a beneficiary for a lump sum payment. Send to your servicing HR. Designation of Beneficiary (FEES), 2024 State.gov Forms and Publications — SF3102 (PDF)- 2024 State.gov SF 3102 (PDF) is currently used for annuity payment as part of the Federal Employees' Retirement System. To obtain this form go to SF 3102 (PDF) designating a beneficiary (annuitant). If you are an employee, this form is used to designate a beneficiary to whom the annuity would have been payable under the pension plan.  In order for the Form 3102 to be completed, it is sent to your servicing HR. SF 3102, Designation of Beneficiary (FEES), 2024 State.gov When a retirement plan becomes subject to the Federal Employees Retirement System, an Annuity Agreement (SA) is required. SF 3102 establishes the annuity amount for an individual employee and an annuity amount for an annuitant.  Forms and Publications — SF 3102 (pdf-2018) Designations for lump sum payments.

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