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How to fill out the TSP-3 online
Filling out the TSP-3 form is an essential step in designating your beneficiaries for the Thrift Savings Plan. This guide will support you through each section of the form, ensuring your intentions are properly documented and clearly understood.
Follow these steps to successfully complete the TSP-3 form online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Complete the participant information section. Begin by choosing whether this applies to your civilian or uniformed services account. Provide your full name, date of birth, TSP account number, and contact information, ensuring legibility.
- If you want to cancel previous beneficiary designations without naming new ones, check the designated box in the cancellation section. If you are naming new beneficiaries, skip this step.
- In the primary beneficiaries section, invoke your beneficiaries' names, their relationship to you, and their respective shares of your TSP account. The total of the shares must equal 100 percent.
- If you have more than three primary beneficiaries, make additional copies of the primary beneficiary section, ensuring to include your name and TSP account number on each page.
- For contingent beneficiaries, designate who will receive your account should a primary beneficiary pass away. Similar naming conventions apply, and shares must also sum to 100 percent.
- Sign and date each page of the form, ensuring that two witnesses who meet the criteria also sign and date. Make sure your signature and the witnesses' signatures match on all pages.
- After completing the form, save your changes, and print a copy for your records. Then, mail the original document to the designated P.O. Box or fax it to the provided number.
Don't wait—complete your TSP-3 form online today to ensure your beneficiaries are designated according to your wishes.
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The TSP-3 form is the designation of beneficiary form related to your Thrift Savings Plan. This document allows you to choose who will receive your TSP benefits after your passing. It's essential to regularly review and update the TSP-3 form to reflect your current intentions and ensure your loved ones are taken care of.
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