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for on-line transactions. LPV = Last Printed Version |
Form | Form Title | Form Purpose | Related Information and Publications (Category on this Web site) |
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Address and Name Change | |||
TSP-U-9 | Change in Address for Separated Participant (6/2008) - 2 pages - LPV 6/2008 This form has been replaced by Form TSP-9. |
For separated participant to change TSP address | The 6/2008 version of Form TSP-9 has replaced Form TSP-U-9 and previous versions of Form TSP-9. |
TSP-U-15 | Change in Name for Separated Participant (6/2008) - 2 pages - LPV 6/2008 This form has been replaced by Form TSP-15. |
For separated participant to change his or her name | The 6/2008 version of Form TSP-15 has replaced Form TSP-U-15 and previous versions of Form TSP-15. See documentation requirements on back of form. |
Contributions | |||
TSP-U-1 | Election Form (1/2009) - 2 pages - LPV 1/2009 | To start, stop, or change contributions to the TSP through your service |
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TSP-U-1-C | Catch-Up Contribution Election (1/2009) - 2 pages - LPV 1/2009 | For participants age 50 or older to start, stop, or change catch-up contributions to the TSP |
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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 |
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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. |
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TSP-U-3 | Designation of Beneficiary (12/2008) - 4 pages - LPV 12/2008 | Name a person or persons to receive your account balance after your death |
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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 |
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Loans | |||
TSP-U-20 | Loan Application (10/2007) - 2 pages - LPV 10/2007 | To request a general purpose or residential TSP loan |
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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 |
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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 |
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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 |
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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 |
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IRS Form W-4P | Withholding Certificate for Pension or Annuity Payments (2009) - For 2009 | To request a change to the default tax withholding for a withdrawal |
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