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Thrift Savings Plan

Submitting forms onlineOnce you complete this form, you may submit it online through My Account. For instructions on how to prepare your file for upload, log in to My Account and select Upload Form from the menu. Thrift Savings PlanTSP-3 Designation of BeneficiarySeptember 2020If you would like your TSP account to be distributed according to the statutory order of precedence, do not complete this form. You can review the order of precedence on the first page of this form's this form to designate a beneficiary or beneficiaries to receive your Thrift Savings Plan (TSP) account after your death. Before completing this form, consider using the online tool at instead. Using the online tool will greatly reduce the chance of errors that could cause the request to be delayed or rejected.

Changing or canceling your designation of beneficiary. To cancel a Form TSP-3 already on file, follow the instructions for Section II. Keep your designation (and your beneficiaries’ addresses) current. It is a good idea to review how you have designated your beneficiaries from time to time—particularly when your life situation changes (e.g.,

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Note - TSP

www.tsp.gov

annuity payments, your beneficiary will receive a payment of $10,000. This feature can be combined with either a single life or a joint life annuity, and with level or increasing payments. Ten-year certain. If you die before receiving annuity payments for a 10-year period, payments will continue to your beneficiary for the rest of the 10-year ...

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In-Service Withdrawals - TSP

www.tsp.gov

retirement savings and investment plan designed to help you save for your future. If you are covered by the Federal Employees’ Retirement System ... balance (including any accrued interest) of the loan to be taxable income. 4 ... You have negative cash flow if your net income is less than your expenses on a recurring basis. If you believe you ...

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Important Tax Information About Your TSP Withdrawal and ...

www.tsp.gov

For more information about taxes, please see the TSP tax notice Important Tax Information About Payments From Your TSP Account. 6. TSP Contact Information If you have any questions regarding this tax notice, please contact the TSP ThriftLine toll free at 1-877-968-3778 (TDD: 1-877-847-4385). Outside the U.S. and Canada,

  Information, Tax information, Tsp tax

Summary of the Thrift Savings Plan

www.tsp.gov

The Thrift Savings Plan The Thrift Savings Plan (TSP), is a retirement savings plan similar to 401(k) plans offered to private sector employees. Eligibility Your retirement system determines whether you can participate in the TSP. You’re eligible to participate if you’re in the following groups: • a federal employee covered by the Federal

  Plan, Summary, Savings, Thrift, Summary of the thrift savings plan

Request for a Roth Transfer Into the TSP

www.tsp.gov

Use this form to request a transfer of Roth money from a Roth 401(k), 403(b), or 457(b) into the Roth balance of your Thrift Savings Plan (TSP) account. The TSP does not accept transfers from Roth IRAs. You can also use this form to repay a withdrawal under special legislation. You must have an open TSP account with

  Iras, Orth, Roth ira

Thrift Savings Plan

www.tsp.gov

employing agency or service. If you are separated from federal service, the address provided on this form will be used to update your TSP account and pay the refund to you. If you have a foreign address, check the box in Item 6 and enter the foreign address as follows in Items 7 and 8: First address line: Enter the street address or post office

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Your Plan Your Future April 2017 Do You Know …

www.tsp.gov

deduction of trading costs and investment management fees as of January 31, 2017. (For more recent returns, visit “Fund Performance” at tsp.gov.) Additional (For more recent returns, visit “Fund Performance” at tsp.gov.) Additional

  Your, 2017, Future, Plan, April, Investment, Your plan your future april 2017

F Fund, Fixed Income Index Investment Fund

www.tsp.gov

Asset-Backed Securities 30.5% Credit 30.2% Government/ Government-Related 39.4% Page 2 F Fund Facts By law, the F Fund must be invested in fixed-income securities.

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Fact Sheet: Transfers From the Thrift Savings Plan to ...

www.tsp.gov

Fact Sheet TSPFS5 (1/2018) Previous Editions Obsolete Transfers From the Thrift Savings Plan to Eligible Retirement Plans What is the TSP? The TSP is a defined contribution, cash, or deferred

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TSP Benefits That Apply to Members of the Military Who ...

www.tsp.gov

Members of the Military Who Return to Federal Civilian Service USERRA contains several provisions regarding the Thrift Savings Plan (TSP): • FERS employees are eligible to receive retroactive Agency Automatic (1%) Contributions 2 and earnings for the period of nonpay status or separation associated with performing military service.

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– If your beneficiary designation includes any alterations to the form, provisions in addition to the election of beneficiaries, or if you require additional space to write your designation, please submit your designation on a separate page(s) and attach it to this form. Please write “See Attached” in Section 2, under the Name field.

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REQUEST TO CHANGE BENEFICIARY DESIGNATION – LIFE …

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• A revocable beneficiary designation allows the policy owner to change the beneficiary designation at any time without the consent of the current beneficiary(ies) • If you name a beneficiary as irrevocable, your ability to deal with the policy is limited. For example, you cannot change the beneficiary without their

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DESIGNATION OF BENEFICIARY INFORMATION

www.esd.whs.mil

beneficiaries, you should update your beneficiary information whenever there is a change in your marital status or whenever you choose different beneficiaries. If you designate more than 5 beneficiaries, you must submit your beneficiary designation in a signed letter to the return addre ss listed above.

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The share percentages for your primary and your contingent beneficiaries must total 100%, respectively. No more than 2 decimal places may be used when designating the share percentage each beneficiary will receive. • Clients should always consult with a legal and/or tax advisor before electing or revoking the TOD account designation. •

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