Beneficiary designations are forms for assets that are controlled by a contract, such as life insurance or retirement investments. Specific to the State Department, several forms are used to govern the descent and distribution of a Foreign Service employee's benefits. Several forms, once hosted on the OPM website, can now be found on myData on DOS intranet-capable devices. They remain searchable by number and title.
The following documents should be completed when a federal employee makes or revises an estate plan and after major life events like marriage, having more children, divorce, and death of loved ones:
Note, in other contexts, the term "non-probate" is often used to describe property like this. That might include private life insurance policies, IRAs, 401(k)s and anything else a person uses a contract (generally an online portal now) to set instructions for where assets go upon the owner's death. These designations govern, even if a Will says otherwise.
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