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 TSP-3
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.
The Thrift Savings Plan just updated Form TSP-3, Designation of Beneficiary earlier this month. ... (SOP) you would not want to fill out this form. If you have a TSP-3 on file and wish to change ...
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.
The Thrift Savings Plan recently announced that it has created new forms and online tools and declared prior versions of some old forms obsolete. ... Many Thrift Savings Plan Forms Now Online, Some Older Forms Obsolete. March 3, 2023 My Federal Retirement. In a recent bulletin, the Thrift Savings Plan (TSP) announced that the Federal Retirement ...
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 ...
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 ...
FORM TSP-3, INFORMATION AND INSTRUCTIONS FOR PAGE 1 This form stays in effect until you submit another valid Form TSP-3 naming other beneficiaries or cancelling all prior designations. It does not affect the disposition of any other benefits you may have such as a FERS Basic Annuity, a CSRS annuity, or military retired pay.
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.
Thrift Savings Plan (TSP) participants are advised to make sure that they have completed and submitted a TSP beneficiary form (Form TSP-3). Not only should their TSP beneficiary forms be completed, but TSP participants should make sure that the beneficiary forms are accurate and up to date. This column discusses some of the factors to be ...
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
Thrift Savings Plan participants may now submit withdrawal and loan forms online, the agency announced Monday. By logging in to “My Account” section of the TSP website (https://www.tsp.gov), participants can find an up-to-date list of TSP forms that are accepted online.Once the form is found and filled out, the participant can select “Upload Form” from the menu.
Only a Form TSP-3 is valid for designating beneficiaries to your TSP account(s); a will or court order (e.g., 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
Form was filled out and downloaded 1,017 times already Fillable Form TSP 3 TSP-3 is a form used to designate a beneficiary or beneficiaries to receive your Thrift Savings Plan (TSP) account after your death.
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. ... THRIFT SAVINGS PLAN TSP-3 S:\MLodge95\PMFORMS\Civilian\NRS\TSP-3(Oct 07).indd Read aloud cb, cj, mjl 9/17/07 Sent to Unicor on 9/21/07. Form TSP-3 (10/2007)
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.
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.
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 ...