How to Change Your TSP Thrift Savings Plan Beneficiary

by | Dec 19, 2022 | Spousal IRA | 12 comments

How to Change Your TSP Thrift Savings Plan Beneficiary




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12 Comments

  1. rockrick88

    Like your videos but the Title states "How to Change your TSP" you did more of how to start… I am trying to remove and add and change %. Can you do another video on this subject?

  2. William Allen

    Many federal employees are over seas. Their beneficiary may not have a ssn and in my case they do not want one. In any event none make over 1500 dollars a year. So I do not see them making any tax payments anyway. What do I do?

  3. Judy Honold

    Excellent pod cast on TSP very helpful!

  4. Jennifer Gottlieb El-Azhari

    I have 2 kids i gave the younger one more because older one is farther in education. Will each kid be the contingent for the other while both are also primary even if they are not called contingent?

  5. David Jobes

    Attempted to do that last fall. No changes noted about to just give up.

  6. Jon Jts1430

    Thanks for doing this video. After the changeover I noticed that my beneficiary info did not carryover with the change from old TSP to new TSP. In our shop it had a lot of us wondering what the heck happened, as I'm sure many others in the TSP may have found. It does require a witness and some work on their side to complete also. But my co-worker was more than happy to help and I will do the same for him. Thanks for all of your videos. Jon

  7. Frances A Caputo

    I had mailed the witnessed beneficiary forms for my Trust in 2016. Since the new TSP website is up, my account isn't showing any beneficiaries. I tried to add the Trust on two different days, thinking there was a technical glitch. The website wouldn't allow me to update the info. I tried calling them, and received a message that the call volume was high, please call back.

  8. Goat 95

    I have a question is a tsp loan separate from just withdrawing tsp? Does all tsp have to be paid back?

  9. WADS Banks

    COLA for FERS. If I retire Nov, 30 or Dec. 31, 2022. Is the COLA automatic in both?

  10. Ellen C.

    Contingent beneficiaries do not display on the TSP website. At least mine don't. A TSP participant used to have to fill out a beneficiary form and have it witnessed before sending it to the TSP. Has this requirement changed?

  11. Stephen Robertson

    I just wanna say Mr. Haws thank u for everything u do. I found your videos back in 2019 I believe when I was trying to figure out how the TSP worked and then saw u again at the beginning of the year with the crash occurring. I just want to also say that I appreciate u keeping it professional and not doing what a whole bunch of other finance you tubers are doing. They’re promoting this doom and gloom and honestly it’s just to shock and awe people to keep getting their views up. It’s almost made an impact on a big investment I’m currently involved with by possibly making the wrong decision. Just glad to see someone keeping the content clean, concise, and consistent.

  12. Kevin

    Good information. What I am trying 2 figure out is how do you change the percentage amount for already existing beneficiarys.

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