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Thrift Savings Plan Form TSP-3 Designation of Beneficiary July 2013 For Federal civilian employees, members of the uniformed services, and beneficiary participants Use this form to designate a beneficiary

How to fill out thrift savings bbeneficiaryb form

How to fill out thrift savings beneficiary form:

1. Obtain the form: The thrift savings beneficiary form, also known as Form TSP-3, can be obtained from the Thrift Savings Plan website or by contacting the TSP directly.
2. Provide personal information: Fill in your personal details on the form, including your full name, social security number, and contact information.
3. Specify beneficiaries: Indicate the full name, social security number, and relationship of each beneficiary you want to designate to receive your thrift savings plan funds upon your death. You can choose multiple primary and contingent beneficiaries.
4. Determine beneficiary shares: If you have more than one primary beneficiary, specify the percentage or fraction of the account each beneficiary should receive. This allocation should total 100%.
5. Review and sign: Carefully review the completed form to ensure accuracy. Sign and date the form in the designated areas.
6. Submit the form: Send the completed form to the Thrift Savings Plan address provided on the form or submit it electronically through the TSP website, depending on the instructions provided.

Who needs thrift savings beneficiary form:

1. Federal employees: Those who are eligible for the Thrift Savings Plan, which includes federal employees, members of the uniformed services, and specific groups of civilians, may need to complete the thrift savings beneficiary form.
2. Individuals with TSP accounts: If you have an existing thrift savings plan account and want to designate who will receive your funds upon your death, you will need to fill out this form.
3. Those with changes in beneficiaries: If you have recently experienced a change in personal circumstances, such as marriage, divorce, or the birth of a child, and need to update your TSP beneficiaries, you will require the thrift savings beneficiary form.

For pdfFiller’s FAQs

What is thrift savings beneficiary form?

The thrift savings beneficiary form is a form used to designate who will receive the proceeds from a TSP account in the event of the account holder's death.

Who is required to file thrift savings beneficiary form?

All TSP account holders are required to designate beneficiaries by filling out the thrift savings beneficiary form.

How to fill out thrift savings beneficiary form?

To fill out the thrift savings beneficiary form, the account holder must provide their personal information, as well as the information of the designated beneficiaries.

What is the purpose of thrift savings beneficiary form?

The purpose of the thrift savings beneficiary form is to ensure that the account holder's assets are distributed according to their wishes in the event of their death.

What information must be reported on thrift savings beneficiary form?

The thrift savings beneficiary form requires the account holder to provide the full name, date of birth, relationship to the account holder, and percentage of the TSP account that each beneficiary should receive.

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