Form TSP-3 (10/2013)
PREVIOUS EDITIONS OBSOLETE
FORM TSP-3, INFORMATION AND INSTRUCTIONS FOR PAGE 3
SECTION V — Contingent Beneficiary Designations. Do not com-
plete this page if you are not naming contingent beneficiaries. You
may designate one or more contingent beneficiaries for each prima-
ry beneficiary you name on Page 2. The contingent beneficiary(ies)
you name will share the portion of the TSP account that you des-
ignated for a specific primary beneficiary who dies before you do.
For example, Joe Brown is one of your two primary beneficiaries,
and his share is 30% of your account. If you designate Mary Brown
and Sue Brown (Joe‘s daughters) as his contingent beneficiaries,
and each is to get 50%, each would get 50% of Joe‘s portion. Since
Joe’s share is 30% of your account, each will get 15% of your ac-
count. (You cannot designate contingent beneficiaries for contingent
beneficiaries. In this case, you cannot designate contingent benefi-
ciaries for Mary or Sue Brown.) For another example of this situa-
tion, see Example 2 below.
Check the box that indicates the contingent beneficiary’s relation-
ship to you. If you are only naming one contingent beneficiary for a
primary beneficiary, the share for that contingent beneficiary must
be 100%. If you name more than one contingent beneficiary for a
primary beneficiary, the combined share values for those contingent
beneficiaries must equal 100%.
Provide the identifying information for contingent beneficiaries ac-
cording to the instructions for designating primary beneficiaries
in Section IV. For each contingent beneficiary you designate, enter
the full name, share, address, and Social Security number (SSN) or
other tax ID (such as Employer Identification Number (EIN)). If you
do not have all the requested information, you must provide at least
the contingent beneficiary’s name and share. You must also provide
the primary beneficiary’s name and tax ID information (e.g., SSN or
EIN, if available) or date of birth.
If you want to name the same contingent beneficiary for multiple
primary beneficiaries, you should list your contingent beneficiary
multiple times in order to link it to each primary beneficiary.
If you are naming more than 3 contingent beneficiaries, photocopy
Page 3 of this form. Enter your name and TSP account number on
the top of each page and follow the instructions for completing Sec-
tion V. You must sign and date all additional pages; the same two
witnesses who signed Page 1 must also sign and date all pages,
including any extra pages, that you submit to the TSP.
Note: If a named beneficiary dies, you may prefer to submit another
Form TSP-3 to change your designation(s).
EXAMPLES. Below are examples of how to designate contingent
beneficiaries.
EXAMPLES OF DESIGNATING CONTINGENT BENEFICIARIES
A Z
State
T U C S O N
City
8 5 7 3 5 3 0 0 3
Zip Code
1 0 6 6 C H U R C H I L L L A N E
Street Address or Box Number (For a foreign address, see Information and Instructions for Page 1.)
Foreign address?
Check here.
1 0 0
Relationship to you: Spouse Other Individual Trust Estate Legal Entity/Corporation Share: %
/ /
3 1 8 2 0 0 3
Date of Birth (mm/dd/yyyy)
9 7 4 0 2 3 9
4 1
SSN/EIN/Tax ID
Name of Trustee/Executor (if applicable)
G R E E N S T E I N A M Y J O A N
Name of Contingent: Individual (Last, First, Middle)/Trust/Estate/Legal Entity or Corporation
G R E E N S T E I N E L E A N O R R U T H
Primary Beneficiary’s Name (Last, First, Middle)/Trust/Estate/Legal Entity or Corporation
9 2 6 3 5 8 0 7 2
SSN/EIN/Tax ID or Date of Birth
Contingent to which primary beneficiary?
In the above example, if the primary beneficiary, Eleanor Ruth Greenstein, dies
before you do, Amy Joan Greenstein would receive 100% of her share. Thus, if
Eleanor’s share is 33% of your account, Amy would receive all of Eleanor’s share.
X
–
C A
State
R O C K L A W N
City
9 4 5 1 0 9 8 7 6
Zip Code
1 4 9 2 M A R I G O L D A V E N U E
Street Address or Box Number (For a foreign address, see Information and Instructions for Page 1.)
Foreign address?
Check here.
Relationship to you: Spouse Other Individual Trust Estate Legal Entity/Corporation Share: %
/ /
5 2 6 1 9 5 5
Date of Birth (mm/dd/yyyy)
9 9 9 8 8 7 7 7 7
SSN/EIN/Tax ID
Name of Trustee/Executor (if applicable)
H A L T R I C H A R D A L A N
Name of Contingent: Individual (Last, First, Middle)/Trust/Estate/Legal Entity or Corporation
P A R K E T M O L L Y J A N E
Primary Beneficiary’s Name (Last, First, Middle)/Trust/Estate/Legal Entity or Corporation
9 1 5 9 9 2 1 3 5
SSN/EIN/Tax ID or Date of Birth
Contingent to which primary beneficiary?
5 0
C A
State
R O C K L A W N
City
9 4 5 1 0 9 8 7 7
Zip Code
2 0 0 7 I R I S C O U R T
Street Address or Box Number (For a foreign address, see Information and Instructions for Page 1.)
Foreign address?
Check here.
5 0
Relationship to you: Spouse Other Individual Trust Estate Legal Entity/Corporation Share: %
/ /
1 2 6 1 9 6 2
Date of Birth (mm/dd/yyyy)
9 4 2 2 6 7 8 9 2
SSN/EIN/Tax ID
Name of Trustee/Executor (if applicable)
H A L T M E L I S S A E L A I N E
Name of Contingent: Individual (Last, First, Middle)/Trust/Estate/Legal Entity or Corporation
P A R K E T M O L L Y J A N E
Primary Beneficiary’s Name (Last, First, Middle)/Trust/Estate/Legal Entity or Corporation
9 1 5 9 9 2 1 3 5
SSN/EIN/Tax ID or Date of Birth
Contingent to which primary beneficiary?
In the above example, if the primary beneficiary, Molly Jane Parket, dies before
you do, Richard Alan Halt and Melissa Elaine Halt would each receive 50% of
her share. In other words, if Molly Jane Parket’s share is 33% of your account
balance, they would each get 50% of what Molly would have received — not 50%
of your account.
X
X
EXAMPLE 2
–
–
I L
State
C H I C A G O
City
6 0 6 0 1 1 7 4 8
Zip Code
6 5 4 3 A R K A N S A S D R I V E
Street Address or Box Number (For a foreign address, see Information and Instructions for Page 1.)
Foreign address?
Check here.
Relationship to you: Spouse Other Individual Trust Estate Legal Entity/Corporation Share: %
/ /
1 1 3 0 1 9 8 3
Date of Birth (mm/dd/yyyy)
9 7 1 0 8 6 2 3 4
SSN/EIN/Tax ID
Name of Trustee/Executor (if applicable)
R O B S O N J A N I C E M A R I A
Name of Contingent: Individual (Last, First, Middle)/Trust/Estate/Legal Entity or Corporation
J E R O M E W H E E L I S T R U S T
Primary Beneficiary’s Name (Last, First, Middle)/Trust/Estate/Legal Entity or Corporation
Contingent to which primary beneficiary?
1 0 0
In the above example, if the primary beneficiary, the Jerome Wheelis Trust, is
terminated before your death, Janice Maria Robson would receive the entire share
that you designated for the Jerome Wheelis Trust.
X
EXAMPLE 4
SSN/EIN/Tax ID or Date of Birth
–
I D
State
B O I S E
City
8 3 7 0 9 2 1 4 3
Zip Code
9 2 O A K S T R E E T
Street Address or Box Number (For a foreign address, see Information and Instructions for Page 1.)
Foreign address?
Check here.
1 0 0
Relationship to you: Spouse Other Individual Trust Estate Legal Entity/Corporation Share: %
/ /
Date of Birth (mm/dd/yyyy)
SSN/EIN/Tax ID
T I M O T H Y R E E L S
Name of Trustee/Executor (if applicable)
E S T A T E O F B E T S Y A L U C A S
Name of Contingent: Individual (Last, First, Middle)/Trust/Estate/Legal Entity or Corporation
Z A C H A R I A S I D N E Y S T E V E N
Primary Beneficiary’s Name (Last, First, Middle)/Trust/Estate/Legal Entity or Corporation
Contingent to which primary beneficiary?
In the above example, if the primary beneficiary, Sidney Steven Zacharia, dies
before you do, the estate of Betsy A. Lucas would receive 100% of the amount you
designated for Sidney Steven Zacharia.
X
EXAMPLE 3
9 0 3 2 4 7 6 5 2
SSN/EIN/Tax ID or Date of Birth
–