TSP beneficiary form


Q. We were advised at a retirement seminar to check that we have a copy of the designated beneficiary form for life insurance, the TSP, retirement and unused leave. I do not have a copy of the designated beneficiary form that I completed for retirement and unused leave. Since I plan to work three more years, it behooves me to request these forms. What is the title and/or number of the specific forms I need to complete?

A:. Form TSP-3 is used to designate beneficiaries for your TSP account.


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Mike Miles is a Certified Financial Planner licensee and principal adviser for Variplan LLC, an independent fiduciary in Vienna, Virginia. Email your financial questions to fedexperts@federaltimes.com and view his blog at money.federaltimes.com.

1 Comment

  1. Again an incomplete answer — employees only need to fill out beneficiary forms if they want to to designate something other than the Standard Order of Precedence. All the beneficiary forms list what that is.

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