Thrift Savings Plan Transfer Request Form TSP-60
This file provides the necessary instructions to request a transfer or rollover into your Thrift Savings Plan account. It details the required information and certification needed to successfully complete the process. Use this form to ensure your retirement savings are properly managed and transferred.
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How do I fill this out?
To fill out this form, begin by selecting whether the request applies to your Civilian or Uniformed Services account. Next, complete Section I with your personal details which includes your name, address, and TSP account number. Finally, provide the form to your IRA trustee or plan administrator to complete Section II.
How to fill out the Thrift Savings Plan Transfer Request Form TSP-60?
1
Determine whether the request is for a Civilian or Uniformed Services account.
2
Complete Section I with personal details such as name and account number.
3
Provide the package to your IRA trustee or plan administrator for Section II.
4
Ensure all information is accurate and all necessary certifications are included.
5
Submit the completed form along with the corresponding check to the TSP.
Who needs the Thrift Savings Plan Transfer Request Form TSP-60?
1
Federal employees who wish to transfer their retirement funds into a TSP account.
2
Members of the uniformed services looking to rollover their retirement savings.
3
Individuals updating their TSP accounts with tax-deferred money from eligible plans.
4
Persons who have retired and want to consolidate their retirement accounts into TSP.
5
Beneficiaries managing distributions from a deceased participant's account.
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What are the instructions for submitting this form?
To submit the TSP-60 form, ensure it is fully completed and includes your check payable to the Thrift Savings Plan. The completed form and check should either be mailed to: TSP Rollover and Transfer Processing Unit, P.O. Box 385200, Birmingham, AL 35238-5200, or faxed to 1-866-458-1452 if you are within the U.S. If you are submitting from outside the U.S. and Canada, use fax number 205-439-4501. Always verify that your information is accurate before submission to avoid d...
What are the important dates for this form in 2024 and 2025?
There are no specific important dates related to the TSP-60 form for 2024 and 2025, but it is advisable to stay updated with any changes to regulations regarding retirement plans. Regularly check for updates from the Thrift Savings Plan regarding any procedural changes. Completing the form as soon as possible is recommended to secure a smooth transition of your retirement savings.
What is the purpose of this form?
The TSP-60 form is designed to facilitate the transfer or rollover of retirement funds from eligible plans into a Thrift Savings Plan account. By using this form, participants ensure that their funds are managed efficiently in a tax-advantaged account meant for government employees and uniformed service members. Completion of the TSP-60 form is crucial for maintaining the integrity of retirement savings and future financial security.
Tell me about this form and its components and fields line-by-line.
- 1. Last Name, First Name: Filled out with the participant's full name.
- 2. TSP Account Number: The account number associated with the participant's TSP.
- 3. Date of Birth: Participant's date of birth for identification purposes.
- 4. Daytime Phone: Participant's contact number.
- 5. Street Address: Participant's residential address.
- 6. City, State, Zip Code: The location details for the participant.
- 7. Certification: A statement certifying the accuracy and completeness of the information.
- 8. Date Signed: The date when the participant signs the form.
What happens if I fail to submit this form?
Failure to submit the TSP-60 form correctly can lead to delays in processing your transfer or rollover requests. If the form is incomplete or lacks necessary documentation, it may be returned or not processed at all. It's vital to ensure all sections are filled out accurately to avoid complications.
- Incomplete Submission: Missing required fields or certifications may result in non-processing of the form.
- Wrong Account Information: Incorrect TSP account details could lead to delays in fund transfers.
- Missing Payment Details: Not including a check made payable to TSP may cause processing delays.
How do I know when to use this form?
- 1. Retirement Account Transfers: For moving funds from previous employer plans to your TSP account.
- 2. Rollover Contributions: For rolling over distributions from IRAs or other retirement accounts.
- 3. Managing Retirement Assets: To efficiently manage multiple retirement accounts in one TSP account.
Frequently Asked Questions
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You can easily edit the TSP-60 form by opening it in PrintFriendly and clicking on the sections you want to change.
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While you can't save files on our site, you can download the edited form directly to your device.
What information do I need to fill out the TSP-60 form?
You will need personal information such as your name, TSP account number, and details of the retirement plan from which you are transferring funds.
Is there a deadline for submitting the TSP-60 form?
It is important to submit your TSP-60 form quickly to avoid any delays in processing your transfer or rollover.
Can I fill out the form on my mobile device?
Yes, PrintFriendly allows you to edit and fill out the TSP-60 form using both desktop and mobile devices.
What if I need assistance while filling out the form?
You can contact the ThriftLine or refer to the detailed instructions provided with the form for assistance.
How do I ensure my submission is processed without issue?
Make sure to complete all required sections accurately and include a check payable to the TSP.
What happens after I submit my TSP-60 form?
After submitting, your request will be processed, and you will receive notification regarding the status of your transfer.
Can I submit the form online?
Currently, the submission of the TSP-60 form must be done via fax or mail; online submissions are not available.
Do I need to submit any additional forms?
Make sure to include any required documentation as specified in the instructions accompanying the TSP-60 form.
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