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Uniformed Services Forms

 

Click the Account Access Introduction page for on-line transactions.
LPV = Last Printed Version
Form Form Title Form Purpose Related Information and Publications
(Category on this Web site)
Address and Name Change
TSP-U-9 Account Access Introduction page; Return to HomePage Change of Address for Separated Participant (10/2007) - 1 page - LPV 10/2007 For separated participant to change TSP address  
TSP-U-15 Change in Name for Separated Participant (10/2007) - 1 page - LPV 10/2007 For separated participant to change his or her name  
Contributions
TSP-U-1 Election Form (4/2008) - 2 pages - LPV 4/2008 To start, stop, or change contributions to the TSP through your service  
TSP-U-1-C Catch-Up Contribution Election (4/2008) - 2 pages - LPV 4/2008 For participants age 50 or older to start, stop, or change catch-up contributions to the TSP  
TSP-U-60 Request for a Transfer Into the TSP (7/2008) - 4 pages - LPV 6/2003 Request to have an amount transferred or rolled over into the TSP from an IRA or other eligible plan  
Death Benefits
TSP-U-17 Information Relating to Deceased Participant (5/2006) - 8 pages - LPV 6/2005 To provide information to the TSP about potential beneficiary(ies) of a deceased participant's account.  
TSP-U-3 Designation of Beneficiary (10/2007) - 4 pages - LPV 10/2007 Name a person or persons to receive your account balance after your death  
Fund Investment
TSP-U-50 Account Access Introduction page; Return to HomePage Investment Allocation (Form not available on this Web site) (5/2008) - LPV 5/2008 To make a contribution allocation or an interfund transfer  
Loans
TSP-U-20 Account Access Introduction page; Return to HomePage Loan Application (10/2007) - 2 pages - LPV 10/2007 To request a general purpose or residential TSP loan  
TSP-U-41 Notification to TSP of Nonpay Status (10/2005) - 1 page - LPV Local Reproduction To notify record keeper that participant who has a loan is in nonpay status  
Spouse Rights
TSP-U-16 Exception to Spousal Requirements (10/2007) - 2 pages - LPV 6/2005 To request a waiver of spouse signature requirements for loans and withdrawals  
Uniformed Services
TSP-65 Request to Combine Uniformed Services and Civilian TSP Accounts (10/2007) - 2 pages - LPV 10/2007 After separating from Federal service, to request that the TSP combine a uniformed services and civilian account into one  
Withdrawals (In-service)
TSP-U-75 Account Access Introduction page; Return to HomePage Age-Based In-Service Withdrawal Request (1/2008) - 4 pages - LPV Local Reproduction For participants age 59½  or older to request an age-based withdrawal while still employed  
TSP-U-76 Account Access Introduction page; Return to HomePage Financial Hardship In-Service Withdrawal Request (2/2008) - 4 pages - LPV 2/2008 To request a financial hardship withdrawal while still employed  
Withdrawals (Post-employment)
TSP-U-70 Account Access Introduction page; Return to HomePage Request for Full Withdrawal (1/2008) - 8 pages - LPV 1/2008 For separated participants to request a full withdrawal  
TSP-U-73 Change in Monthly Payments (1/2008) - 4 pages - LPV Local Reproduction Only for use by separated participants who are already receiving monthly payments  
TSP-U-77 Account Access Introduction page; Return to HomePage Request for Partial Withdrawal When Separated (1/2008) - 4 pages - LPV 1/2008 For separated participants to request a withdrawal of part of an account  
IRS Form W-4P Withholding Certificate for Pension or Annuity Payments (2008) - For 2008 To request a change to the default tax withholding for a withdrawal  

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