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 Post subject: Designated Beneficiary
 Post Posted: Mon Mar 06, 2017 11:13 pm 
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Joined: Feb 28, 2012
Posts: 74
Flag: United States (us)

Reputation point: 5
In doing my annual review of paperwork, I came across an old note from a PMS (Personnel Management Specialist) to make sure I knew who the beneficiary of my TSP would be if I died.
TSP will distribute your funds to your designated beneficiary (form TSP-3) or by statutory order of preference. They will not honor the wishes of your will or trust.
Also, your current spouse will get nothing if your ex is still listed as the Designated Beneficiary. Update as necessary.


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AGG (F Fund)
iShares Lehman Aggregate Bond (AGG)

S&P 500 (C Fund)
S&P 500 INDEX,RTH (^GSPC)

DWCPF (S Fund)
Dow Jones U.S. Completion Total Stock Market Index (^DWCPF)

EFA (I Fund)
iShares MSCI EAFE Index (EFA)