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THRIFT SAVINGS PLAN TSP-3 DESIGNATION OF BENEFICIARY

form TSP-3 (10/2005)EDITIONS PRIOR TO 8/02 OBSOLETEUse this form to designate a BENEFICIARY or beneficiaries to receive your civilian THRIFT SAVINGS Plan (TSP) account after your the instructions on the back to assist you in completing this form . Type or print the information requested. Do not alterthis form or the information you enter; if you need to make a correction or change your entries, start over on a new form . If youhave a uniformed services TSP account, you will need to make a separate TSP BENEFICIARY DESIGNATION for that account on or Printed Name of Second WitnessSignature of Second WitnessStreet address or box numberParticipant s SignatureDate SignedStreet address or box numberStreet address or box numberBeneficiary Name (Last)(First)(Middle) BENEFICIARY Name (Last)(First)(Middle) Typed or Printed Name of First WitnessSignature of First () in whole percentages or fractions the share of your TSP account to be paid to each ://Check here if additional pages are used.

THRIFT SAVINGS PLAN TSP-3. Form TSP-3 (10/2005) EDITIONS PRIOR TO 8/02 OBSOLETE INFORMATION AND INSTRUCTIONS Make a copy of this form for your records. Mail the original to: TSP Service Office P.O. Box 385021 Birmingham, AL 35238 Or fax the completed form to our toll-free fax number:

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Transcription of THRIFT SAVINGS PLAN TSP-3 DESIGNATION OF BENEFICIARY

1 form TSP-3 (10/2005)EDITIONS PRIOR TO 8/02 OBSOLETEUse this form to designate a BENEFICIARY or beneficiaries to receive your civilian THRIFT SAVINGS Plan (TSP) account after your the instructions on the back to assist you in completing this form . Type or print the information requested. Do not alterthis form or the information you enter; if you need to make a correction or change your entries, start over on a new form . If youhave a uniformed services TSP account, you will need to make a separate TSP BENEFICIARY DESIGNATION for that account on or Printed Name of Second WitnessSignature of Second WitnessStreet address or box numberParticipant s SignatureDate SignedStreet address or box numberStreet address or box numberBeneficiary Name (Last)(First)(Middle) BENEFICIARY Name (Last)(First)(Middle) Typed or Printed Name of First WitnessSignature of First () in whole percentages or fractions the share of your TSP account to be paid to each ://Check here if additional pages are used.

2 Number of additional pages (See back of form .)Sign and date this section. Your signature must be witnessed in Section form is valid only if it is witnessed by two persons. The witnesses must be age 21 or older. (A witnesscannot be a BENEFICIARY of any portion of this TSP account.) By signing below, the witnesses affirm that theparticipant: (a) signed Section III in their presence, or (b) informed them that the signature in Section III isthe participant s own 1 Witness 2 BENEFICIARY Name (Last)(First)(Middle)Street address or box numberCityState/CountryZip CodeSocial Security Number/EINDate of Birth (mm/dd/yyyy)RelationshipSocial Security Number/EINDate of Birth (mm/dd/yyyy)RelationshipSocial Security NumberDate of Birth (mm/dd/yyyy)Daytime Phone (Area Code and Number)Social Security Number/EINDate of Birth (mm/dd/yyyy) TOSIGNATURECityState/CountryZip CodeCityState/CountryZip CodeCityState/CountryZip YOUDESIGNATION OF BENEFICIARYTHRIFT SAVINGS PLANTSP-3 form TSP-3 (10/2005)EDITIONS PRIOR TO 8/02 OBSOLETEINFORMATION AND INSTRUCTIONSMake a copy of this form for your records.

3 Mail the original to:TSP Service Box 385021 Birmingham, AL 35238Or fax the completed form to our toll-free fax number:1-866-817-5023If you have questions, call the (toll-free) ThriftLine at1-TSP-YOU-FRST (1-877-968-3778) or TDD: 1-TSP-THRIFT5(1-877-847-4385). Outside the United States and Canada,please call 404-233-4400 (not toll free).Your quarterly participant statement will show the date of yourmost recent a BENEFICIARY . This DESIGNATION of Beneficiaryform applies only to the disposition of your civilian ThriftSavings Plan (TSP) account after your death. It does not affectthe disposition of your FERS Basic Annuity, your CSRS annuity,your uniformed services TSP account (if you have one), or anyother is necessary to designate a BENEFICIARY only if you wantpayment to be made in a way other than the following order your widow or none, to your child or children equally, and descendantsof deceased children by none, to your parents equally or to the surviving none, to the appointed executor or administrator of none, to your next of kin who is entitled to your estateunder the laws of the state in which you resided at the timeof your this order of precedence, a child includes a natural child(even if the child was born out of wedlock) and a child adoptedby the participant; it does not include a stepchild who was notadopted.

4 Note: If the participant s natural child was adopted bysomeone other than the participant s spouse, that child is notentitled to a share of the participant s TSP account under thestatutory order of precedence. By representation means thatif a child of the participant dies before the participant dies, thatchild s share will be divided equally among his or her does not include a stepparent, unless the stepparentadopted the a valid DESIGNATION . To name beneficiaries to receiveyour TSP account after you die, you must complete this form ,and it must be received by the TSP on or before the date ofyour death. Only form TSP-3 is valid for designating a benefi-ciary to your civilian TSP account; a will is not valid for thedisposition of a TSP account. You may, however, designateyour estate or a trust as a BENEFICIARY on form are responsible for ensuring that your form TSP-3 is prop-erly completed, signed, and witnessed (see the Instructions forSections II and IV in the right-hand column).

5 Do not submit analtered form ; if you need to correct or change the informationyou have entered on the form , start over on a new or cancelling your DESIGNATION of BENEFICIARY . ThisDesignation of BENEFICIARY will stay in effect until you submit an-other valid form TSP-3 naming other beneficiaries or cancellingprior designations. To cancel a form TSP-3 already on file,write Cancel prior designations in Section II of a new FormTSP-3, sign and date the form , and have it your DESIGNATION (and your beneficiaries addresses)current. If your family status changes due to marriage, birth oradoption of a child, divorce, or death, you may want to changeyour your beneficiaries predecease you. The share of anybeneficiary who dies before you die will be distributed propor-tionally among the surviving designated TSP beneficiariesunless a designated contingent BENEFICIARY is alive at yourdeath.

6 If none of your designated beneficiaries is alive at thetime of your death, the standard order of precedence will FOR SECTION II. You may name as a benefi-ciary any person, corporation, trust, or legal entity, or yourestate. Note: If the BENEFICIARY is a minor child, benefits will bemade payable directly to the you need more space, use a blank sheet of paper. Enter yourname, Social Security number, and date of birth, and numberthe pages. You must sign and date all additional pages; thesame two witnesses who signed the form must sign eachadditional the share for each BENEFICIARY as a whole percentage or afraction. Percentages must total 100 percent; fractions musttotal examples show you how to name a BENEFICIARY or cancelprior Designations of BENEFICIARY . For each person you designate as a BENEFICIARY , enter thefull name, share, address, Social Security number (SSN),date of birth, and relationship to you.

7 If you do not have allthe requested information, you must provide at least thebeneficiary s name, the BENEFICIARY s share, and either theSSN or date of birth. You may designate one or more contingent beneficiariesfor each primary BENEFICIARY you name on form contingent BENEFICIARY will receive the primary benefi-ciary s share if the primary BENEFICIARY dies before you do.(You cannot designate contingent beneficiaries for contin-gent beneficiaries.) If the BENEFICIARY is a corporation or other legal entity,enter the name of the entity on the name line. Enter thelegal representative s name and address on the addresslines. Enter the Employer Identification Number (EIN).Leave the date of birth and relationship blank. If the BENEFICIARY is a trust, enter the name of the trust onthe name line. Enter the trustee s name and address onthe address lines.

8 Enter the EIN, if available. Leave dateof birth blank. Enter Trust on the relationship : Filling out this form will not create a trust. If the BENEFICIARY is an estate, enter the name of the estateon the name line. Enter the executor s name and addresson the address lines. Enter the EIN, if available. Leavedate of birth blank. Enter Estate on the relationship line. You may cancel a DESIGNATION of BENEFICIARY by printing Cancel prior DESIGNATION on the name line. Note: If youdo not submit another form TSP-3 , your account will bepaid according to the order of FOR SECTION IV. Do not ask the individualsyou name as beneficiaries of your TSP account to witness yourForm TSP-3 . A person named as a BENEFICIARY of this TSPaccount who is also a witness cannot receive his or her share ofthis TSP TSP-3 (10/2005)EDITIONS PRIOR TO 8/02 OBSOLETEEXAMPLES OF DESIGNATING A :100%1279 Lake AvenueNew OrleansLA70124923-45-67896221942 SisterName (Last)(First)(Middle)Street address or box : 4231 Oregano StreetCincinnatiOH45239934-56-7890971950 SisterName (Last)(First)(Middle)Street address or box : 4231 Oregano StreetCincinnatiOH45239945-67-8901420195 2 BrotherName (Last)(First)(Middle)Street address or box numberName (Last)(First)(Middle)Street address or box :100%6287 Laurel Post DriveStone MountainGA30058967-89-01233121936 FatherName (Last)(First)(Middle)Street address or box.

9 50%6287 Laurel Post DriveStone MountainGA30058978-90-12348161968 DaughterName (Last)(First)(Middle)Street address or box numberOtherwise :50%9842 Magnolia DriveColumbusGA30161989-01-23451161970 DaughterName (Last)(First)(Middle)Street address or box numberBe sure that the shares tobe paid to the beneficiariestotal 100 percent if usingpercentages, or 1 if the full name of thebeneficiary. Do not writename as Morgan or asMrs. Keith H. you use additionalpages, be sure to put yourname, Social Securitynumber, and date of birthon each page. You and thesame two witnesses whosigned the form must signeach additional page. Putthe date you signed theform on each may designate one ormore contingent beneficia-ries to receive a beneficia-ry s share if the primarybeneficiary dies before youdo. To identify the primaryand contingent beneficia-ries, you must write in Ifliving: above the primarybeneficiary s name and Otherwise to: above thecontingent BENEFICIARY sname.

10 If there is more thanone contingent beneficiaryfor a primary BENEFICIARY ,write in And to: above thesecond (and subsequent) BENEFICIARY s this example, MelissaRichardson and CeciliaKraus are both contingentbeneficiaries for : If a named benefi-ciary dies, you may preferto submit another FormTSP-3 to change yourdesignation(s).Detach hereAnd to:If : Box THAN OR CodeCityState/CountryZip CodeCityState/CountryZip CodeCityState/CountryZip CodeCityState/CountryZip CodeCityState/CountryZip CodeCityState/CountryZip Code//Social Security Number/EINDate of Birth (mm/dd/yyyy)Relationship//Social Security Number/EINDate of Birth (mm/dd/yyyy)Relationship//Social Security Number/EINDate of Birth (mm/dd/yyyy)Relationship//Social Security Number/EINDate of Birth (mm/dd/yyyy)Relationship//Social Security Number/EINDate of Birth (mm/dd/yyyy)Relationship//Social Security Number/EINDate of Birth (mm/dd/yyyy)Relationship//Social Security Number/EINDate of Birth (mm/dd/yyyy)RelationshipForm TSP-3 (10/2005)EDITIONS PRIOR TO 8/02 OBSOLETEEXAMPLES OF DESIGNATING A BENEFICIARY (continued) P.


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