The Thrift Savings Plan (TSP) is a retirement savings and investment plan for Federal employees and members of the uniformed services, including the Ready Reserve. It was established by Congress in the Federal Employees’ Retirement System Act of 1986 and offers the same types of savings and tax benefits that many private corporations offer their employees under 401(k) plans.
Form TSP-3 (10/2005) EDITIONS PRIOR TO 8/02 OBSOLETE Use this form to designate a beneficiary or beneficiaries to receive your civilian Thrift Savings Plan (TSP) account after your death. Read the instructions on the back to assist you in completing this form. Type or print the information requested. Do not alter
The form applies only to the disposition of your Thrift Savings Plan (TSP) account after your death. It is only necessary to designate a beneficiary if you want payment to be made in a way other than the following order of precedence: ... The statement above was extracted from the TSP-3 form. Be sure to read the full instructions on that form ...
The Thrift Savings Plan (TSP) is a retirement savings and investment plan for Federal employees and members of the uniformed services, including the Ready Reserve. It was established by Congress in the Federal Employees’ Retirement System Act of 1986 and offers the same types of savings and tax benefits that many private corporations offer their employees under 401(k) plans.
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 ...
The Thrift Savings Plan just updated Form TSP-3, Designation of Beneficiary earlier this month. This is one of the most important TSP forms and, like
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 an altered form; it may be deemed invalid. If you need to correct or change the information you have entered on the form, start over on a new form.
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 ...
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.
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.
Use this form to designate a beneficiary or beneficiaries to receive your Thrift Savings Plan (TSP) account after your death. Read the instructions on the back to assist you in completing this form. Type or print the information re-quested. Do not alter this form or the information you enter; if you need to make a correction or change your entries,
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.
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.
Only a Form TSP-3 is valid for designating beneficiaries to your TSP account(s); a will or court order (i.e., divorce decree) 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 each page of your Form
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.
Form TSP-3 (10/2007) PREVIOUS EDITIONS OBSOLETE Use this form to designate a beneficiary or beneficiaries to receive your civilian Thrift Savings Plan (TSP) account after your death. Read the instructions on the back to assist you in completing this form. Type or print the information requested. Do not alter this form or
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.
