Get Thrift Savings Plan Election Form

Filling out the Thrift Savings Plan Election Form online can seem daunting, but with the right guidance, it becomes a straightforward process. This guide provides clear steps to help users complete the form accurately and efficiently, ensuring that their retirement savings choices are well-informed.

Follow the steps to successfully complete your election form

1. Click ‘Get Form’ button to obtain the form and open it in your digital platform.
2. Carefully read the instructions provided at the beginning of the form. This section outlines important information regarding eligibility and submission requirements, helping you understand your options.
3. Fill in your personal information in the designated fields. This typically includes your name, Social Security number, and contact details.
4. Select your contribution allocation percentages. Here, you will choose how much of your salary you wish to contribute to your Thrift Savings Plan and how you want these contributions allocated among the available investment funds.
5. Review the options for withdrawal and loan provisions. If you wish to enable features like loans or in-service withdrawals, make sure to check the appropriate boxes.
6. Provide any additional information required, such as beneficiary designations. It's essential that you specify whom you wish to designate as beneficiaries of your account in the event of your passing.
7. Once all fields are completed, review your entries for accuracy and completeness. Make sure all information is correct to avoid processing delays.
8. Save your progress and either download the completed form, print it for your records, or share it as necessary. Ensure you follow any additional instructions provided for submitting the form.

Complete your Thrift Savings Plan Election Form online today for a secure retirement.