Get Phs-5150 2007-2025

The PHS-5150 form is essential for making an election under the Survivor Benefit Plan (SBP). This guide provides clear instructions on how to accurately complete the form online, ensuring that users understand each component and their respective requirements.

Follow the steps to fill out the PHS-5150 form effectively

1. Click ‘Get Form’ button to obtain the PHS-5150 form and open it in the editor.
2. In the first section, fill in your name (last, first, and middle), Social Security Number (SSAN), grade, date of birth, and date of retirement. You will also answer questions regarding your marital status and any dependent children.
3. Indicate whether you would like your survivors to receive an annuity under the SBP by selecting 'Yes' or 'No'. If you answer 'No', proceed to complete item 4 and, if applicable, item 5.
4. Select the type of coverage desired from the options provided: spouse only, spouse and child(ren), child(ren) only, former spouse, former spouse and child(ren), or person having an insurable interest. You must also specify the amount of retired pay to be used for calculating SBP.
5. Complete the designation of spouse and child(ren) section by including your spouse's name, SSAN, date of marriage, place of marriage, and the names and dates of birth of any unmarried children who qualify under the rules outlined in the form.
6. If applicable, fill out the designation of former spouse or insurable interest beneficiary by providing their information, including name, SSAN, address, relationship, and date of birth.
7. In section 4, certify your election decision regarding participation in the SBP and provide your signature, date, and signature of a witness.
8. If you are the spouse of the retiree, complete the provided section by indicating whether you agree or disagree with the choices made on this form and signing as the witness.
9. Review all the information entered for accuracy and completeness. Make sure the form is dated and signed properly.
10. Save any changes made to the form, and finally, download, print, or share the completed PHS-5150 form as needed.

Complete your documents online now to ensure you have the necessary coverage.