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How to fill out the TSP TSP-77 online
Filling out the TSP TSP-77 form online can be a straightforward process when you have the right guidance. This document is used for requesting a partial withdrawal from your Thrift Savings Plan account after separation from service.
Follow the steps to complete the TSP TSP-77 form accurately.
- Press the ‘Get Form’ button to obtain the form and open it in your preferred editor.
- Fill in your information in Section I. Specify if this request applies to your Civilian Account or Uniformed Services Account and provide your last name, first name, middle name, date of birth, and TSP account number. If you have a foreign address, check the appropriate box.
- Next, provide your daytime phone number and your street address, if applicable. Include any additional address details to ensure accurate communication.
- In Section II, indicate the amount you wish to withdraw. Please make sure this amount is at least $1,000.
- If you would like your withdrawal deposited directly into your checking or savings account, complete the optional Section III with your account details, including the financial institution's name, ACH routing number, and account number.
- For additional tax withholding, if desired, fill out Section IV. Indicate any amount you wish to withhold for Federal income tax beyond the mandatory 20%.
- In Section V, certify the information provided by signing and dating the form. Ensure that the signature is witnessed by a notary, as required.
- If applicable, complete Section VI regarding your spouse’s consent if you are a married TSP participant, or provide your spouse's details if you cannot obtain their signature.
- For transferring portions of your withdrawal to an IRA or employer plan, follow the instructions in Sections VIII to XI to complete the necessary transfer election forms.
- Once all sections are completed and double-checked for accuracy, save your changes, and prepare to download, print, or share the form as required for submission.
Begin filling out the TSP TSP-77 form online today for your partial withdrawal request.
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A TSP, or Thrift Savings Plan, is a retirement savings plan designed for federal employees and members of the uniformed services. It offers a variety of investment options, allowing participants to manage their savings effectively. This plan is similar to a 401(k) in that it enables employees to save for retirement with pre-tax contributions. If you're looking for resources to manage your TSP TSP-77, USLegalForms can help you navigate your choices.
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