November 24, 2018

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Many agencies are now refusing to accept retirement application forms that have corrections on them where the applicant either lined or crossed out the information and annotated the correct information above or beside the correction.

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Instead, they must direct the participant to mail, or preferably fax, the completed form to the TSP for processing. If you don’t complete filllable local clearance forms your first retirement check will be withheld until you turn it in with your keys, cell phone, and other property that was assigned to you including your government credit card.

Non-Spousal Beneficiaries Non-spouse beneficiaries have two options for receiving their death benefit, both of which are described below. In addition, any Roth contributions that may be part of a withdrawal are not subject to Federal income tax. The beneficiary participant may transfer or roll over part or all of his or her BPA into an IRA or eligible employer plan.

Federal Employee Financial Checkup. See below for links to forms for DC, Virginia and Maryland. The address and fax number participants may use is provided below: Your agency may have other clearance, personal property transfers, and security forms that must be completed.

Earnings on Roth contributions may also be paid tax-free if 5 years have passed since January 1 of the year the deceased participant made his or her first Roth contribution. If a beneficiary dies at the same time as the participant, the beneficiary will be treated as if he or she had died before the participant.

You can print out the blank forms and compete them by hand if you so desire.

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Where to Send Your Application If you are still working, submit it to your employer, the earlier the better. In addition, these payments will be fully taxable in the year the beneficiary ies receives them. Following is guidance TSP has sent on beneficiary policies in light of a recent rules change.

Check the form you have on your computer and make sure it is listed in the lower right hand corner of the page “Revised JunePrevious editions are not usable. The publication links that follow will take you to the IRS web site where you can select the most current publication you desire from the list provided. If the participant was a uniformed services member with tax-exempt contributions in a traditional balance, those contributions will not be subject to tax, but the earnings on those contributions will be subject to tax.

Requested for statistical use only. Single Payment If a beneficiary is not the surviving spouse, the beneficiary may receive the death benefit directly as a single payment.

Both the personnel and payroll office in your agency, and OPM are responsible for processing your annuity claim. Form TSP-3 allows participants with both civilian and uniformed services TSP accounts who wish to designate the same beneficiary ies for both accounts to submit one form, saving the participant both time and paper See Section D2 below.

SF Statement of Prior Federal Service Complete prior to your start date and bring to orientation Complete even if you have no prior government service. Financial institutions must fax the form to or send the completed fillabke for retirees to the address listed belowactive federal employees have to provide the banking institution with their agency’s payroll office address.


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You will need your spouse’s social security number, military discharge information, etc. Thrift Savings Plan P. If a beneficiary is not the surviving spouse, the beneficiary may receive the death benefit directly as a single payment. If you and your family were enrolled in a group health insurance program for the last five years your enrollment will automatically continue. The IRS publications listed below are available from this link:.

Complete even if you have no military background. If a participant dies before completing a TSP withdrawal election, the TSP account will be paid according to the statutory order of precedence set fillablf in 5 U.


If there are no tssp-3 beneficiaries or contingent beneficiaries who survive the participant, the account will be paid according to the statutory order of precedence described in Section A above. Form TSP-3 is also used by beneficiary participants to designate beneficiary ies. Some of the files link directly to the U.

They fillqble also available on the TSP website, www. The contingent beneficiary ies will share a portion of the TSP account designated for a specific primary beneficiary who dies before the participant. These payments are subject to certain tax restrictions and cannot be transferred or rolled over into an IRA or eligible employer tspp-3. Select the appropriate state.

Do not send without witness signatures.

Review our section on COLAs to see what date would be best for you. Thursday, November 8th, Once the account is established, the beneficiary participant may request interfund transfers to redistribute his or her account balance among any of the Lifecycle L or individual funds, just like other participants.

In addition, this new policy required employing agencies to search their personnel records and forward all beneficiary designation forms then in their possession to the TSP recordkeeper immediately. That is, the account will be paid:. I suggest that you have all of the data you need in front of you when you do the forms so you can print them out that day. If you do have a hard copy and make a correction you may have to resubmit the document; only submit forms that are error free.

You are automatically covered for Basic Life Insurance. Please provide a voided check or complete the bank information at the bottom of the form. Although agencies are required to provide Form TSP-3 upon request, agencies must not accept the completed form from the participant.

I-9 Employee Eligibility Verification.