Form |
Form Title |
Form Purpose |
Related Information and Publications
(Category on this Web site) |
Address and Name Change |
TSP-U-9
|
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
|
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
|
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
|
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
|
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
|
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
|
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 |
|