This bulletin contains information about Thrift Savings Plan (TSP) death benefits. It consolidates and supersedes several bulletins detailing various death benefits topics, including the statutory order of precedence, Beneficiary Participant Accounts for spousal beneficiaries, payment options for non-spousal beneficiaries, Form TSP-3, Designation of Beneficiary, and Form TSP-17, Information ...
Form TSP-3 (12/2008) PREVIOUS EDITIONS OBSOLETE Use this form to designate a beneficiary or beneficiaries to receive your civilian Thrift Savings Plan (TSP) account after your death. Do not give your completed Form TSP-3 to your employing agency. In order for your form to be valid, this form must be received by the TSP record keeper.
The Thrift Savings Plan just updated Form TSP-3, Designation of Beneficiary earlier this month. ... to fill out this form. If you have a TSP-3 on file and wish to change to the SOP, you would need ...
Reporting Per Stirpes or Per Capita Designations on TSP Beneficiary Form TSP-3. As illustrated in the example above, the per stirpes and the per capita designations can have serious ramifications. One of the more serious ramifications is unwanted post-death distributions. Some retirement/IRA beneficiary forms have boxes to check for choosing ...
Only Form TSP-3 is valid for designating a benefi-ciary to your civilian TSP account; a will is not valid for the disposition of a TSP account. You may, however, designate your estate or a trust as a beneficiary on Form TSP-3. You are responsible for ensuring that your Form TSP-3 is prop-erly completed, signed, and witnessed (see the ...
Download Printable Form Tsp-3 In Pdf - The Latest Version Applicable For 2025. Fill Out The Designation Of Beneficiary Online And Print It Out For Free. Form Tsp-3 Is Often Used In Thrift Savings Plan, Designation Of Beneficiary Form, Retirement Savings, Beneficiary Designation Form, Retirement Plan Documents, Estate Planning Template, United States Federal Legal Forms And United States Legal ...
You address this form to: Thrift Savings Plan P.O. Box 385021 Birmingham, AL 35238 Form TSP-3 (5/2017) PREVIOUS EDITIONS OBSOLETE. DESIGNATION OF BENEFICIARY ... estate or a trust as a beneficiary on Form TSP-3. You are responsible for ensuring that each page of your Form TSP-3 is properly completed, signed, and witnessed. Do not submit
F TSP-3 1213 PREVIOUS EDITIONS OSOETE FORM TSP-3, INFORMATION AND INSTRUCTIONS FOR PAGE 2 SECTION IV — Primary Bene fic iarDy esignaonti s. You may name any person, a trust, your estate, or a legal entity/corporation as a beneficiary. Note: If the beneficiary is a minor child, benefits will be made payable directly to the child.
Do whatever you want with a TSP-3, Designation of Beneficiary, 5/2017: fill, sign, print and send online instantly. Securely download your document with other editable templates, any time, with PDFfiller. No paper. No software installation. On any device & OS. Complete a blank sample electronically to save yourself time and money. Try Now!
A thrift savings plan is a special savings plan available to federal employees and their families, including military members and their dependents. This is a specialized retirement account. Using a Form TSP-3, the account owner can name a beneficiary who receive the balance of the account if the account owner dies.
TSP account; a will is not valid for the disposition of a TSP account. You may, however, designate an estate or trust on Form TSP-3. You are responsible for ensuring that your Form TSP-3 is properly completed, signed, and witnessed (see the Instructions for Section II in the right-hand column). Do not submit an altered
View, download and print Tsp-3 - Designation Of Beneficiary - Thrift Savings Plan pdf template or form online. 11 Thrift Savings Plan Forms And Templates are collected for any of your needs. Legal Thrift Savings Plan Forms
1. Participant's Information: This section requires the participant's name, Social Security number, date of birth, and contact details. 2. Beneficiary Designation: Participants can name one or more beneficiaries, detailing their share percentages, relationships, and contact information. 3. Signature Section: This section is for the participant to sign and date the form, affirming the ...
To submit the TSP-3 form, mail the completed original to the Thrift Savings Plan at P.O. Box 385021, Birmingham, AL 35238. Alternatively, you can fax the form to 1-866-817-5023. Ensure that you do not submit this form to your agency or service; it is crucial to follow these instructions precisely to guarantee proper handling of your request.
After completing the TSP-3 form, submit it to the TSP record keeper at the following address: Thrift Savings Plan, P.O. Box 385021, Birmingham, AL 35238. Alternatively, you can fax your completed form to 1-866-817-5023. Ensure that the form is properly signed and dated before submission, and keep a copy for your records.
Do whatever you want with a TSP-3, Designation of Beneficiary. Name a person or persons to receive your account balance after your death. Civilians, uniformed service members, and beneficiary participants can use this form.: fill, sign, print and send online instantly. Securely download your document with other editable templates, any time, with
