Posted on Friday, 16th June 2023 by Dennis Damp

I discussed the spousal and non-spousal beneficiary issues with a TSP representative last week to substantiate the following inherited account guidelines. When an annuitant or surviving spouse dies the TSP sends out a determination package to beneficiaries. They set up a survivor account for spouses or a temporary account for non-spousal beneficiaries that can be […]

Tags: Inherited IRA, Non-Spouse Beneficiary, Spouse Beneficiary, TSP beneficiaries, TSP Spousal Accounts, TSP Temporary Accounts
Posted in

• ANNUITIES / ELIGIBILITY
• BENEFITS / INSURANCE
• ESTATE PLANNING
• FINANCE / TIP
• RETIREMENT CONCERNS
• SURVIVOR INFORMATION

Posted on Wednesday, 27th November 2013 by Dennis Damp

OPM recently added a new feature to their Retiree Service Online site at https://www.servicesonline.opm.gov/. You can now download and print out a current copy of your FEGLI Verification of Life Insurance (VOLI) Coverage.  You can also print out duplicate 1099s for 2013 on this site when they are released.  Previously you had to request a […]

Tags: Beneficiary Designations, CSRS, estate planning, Federal Retirement, FEGLI, FERS, TSP beneficiaries
Posted in

• BENEFITS / INSURANCE
• ESTATE PLANNING
• FINANCE / TIP
• RETIREMENT CONCERNS
• SOCIAL SECURITY / MEDICARE
• SURVIVOR INFORMATION