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THRIFT SAVINGS PLAN TSP-3 DESIGNATION OF BENEFICIARY Use this form to designate a beneficiary or beneficiaries to receive your civilian Thrift Savings Plan (TSP) account after your death. Do not give
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How to fill out tsp-3 designation of beneficiary
How to fill out TSP-3 designation of beneficiary:
01
Obtain the TSP-3 form from the Thrift Savings Plan (TSP) website or your agency's human resources department.
02
Provide your personal information, including your name, Social Security number, and date of birth.
03
Indicate the type of beneficiary designation you want to make. You can choose either a primary beneficiary or a contingent beneficiary.
04
Specify the name, relationship, and contact information of each designated beneficiary. Ensure accuracy in providing their full names and contact details.
05
Decide the percentage of the TSP account that each beneficiary will receive upon your passing. You can allocate specific percentages to primary and contingent beneficiaries.
06
Review the form thoroughly, ensuring all information is filled correctly and completely.
07
Sign the form and date it. Add your contact details, such as your address and phone number.
08
Submit the completed TSP-3 form to your agency's human resources department or follow the specific instructions provided by the TSP.
Who needs TSP-3 designation of beneficiary:
01
Federal employees who are part of the Thrift Savings Plan (TSP) should consider filling out the TSP-3 designation of beneficiary form.
02
It is important for individuals who want to designate specific individuals or entities to receive their TSP account balance upon their death.
03
Regardless of marital status or family situation, anyone who has a TSP account should consider completing this form to ensure proper distribution of funds and ease the burden on loved ones during the settlement of the estate.
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What is tsp-3 designation of beneficiary?
The TSP-3 designation of beneficiary is a form used to designate who will receive your Thrift Savings Plan (TSP) account balance in the event of your death.
Who is required to file tsp-3 designation of beneficiary?
All TSP participants are required to file a TSP-3 designation of beneficiary form.
How to fill out tsp-3 designation of beneficiary?
To fill out the TSP-3 designation of beneficiary form, you will need to provide the full name, address, date of birth, Social Security number, and relationship to you of the beneficiary/beneficiaries.
What is the purpose of tsp-3 designation of beneficiary?
The purpose of the TSP-3 designation of beneficiary form is to ensure that your TSP account balance is distributed according to your wishes in the event of your death.
What information must be reported on tsp-3 designation of beneficiary?
The TSP-3 designation of beneficiary form requires you to report the full name, address, date of birth, Social Security number, and relationship to you of the beneficiary/beneficiaries.
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