Get Filling Out Tsp60 Form

This guide provides clear and supportive instructions for users looking to fill out the Filling Out Tsp60 Form online. By following these steps, you can successfully navigate the process of transferring or rolling over funds into your Thrift Savings Plan (TSP) account.

Follow the steps to complete the Filling Out Tsp60 Form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by providing your information in Section I. Select whether the request applies to your civilian account or your uniformed services account by checking only one box. This ensures that your form is processed accurately.
3. Fill in your last name, first name, and middle name in the designated fields. Ensure that all information is accurate to avoid processing delays.
4. Enter your date of birth in the specified mm/dd/yyyy format and provide your daytime phone number with area code.
5. Complete your street address or box number. If you are providing a foreign address, make sure to check the box indicating this. Follow the specific instructions for entering foreign addresses in the respective fields.
6. Continue filling out the city, state, and zip code fields. If the address is foreign, write the entire country name in the city field and leave the state and zip code fields blank.
7. Review and certify your information in items 10 and 11. By signing, you confirm that the information provided is correct and that the transfer or rollover meets the requisite distribution requirements.
8. Next, your IRA trustee or plan administrator will need to complete Section II. Ensure you understand the requirements for certification, especially if your distribution comes from a SIMPLE IRA.
9. Provide the gross amount of the tax-deferred distribution in item 14. This figure should be clearly stated to facilitate the transfer.
10. Submit the completed form along with your check, made payable to the Thrift Savings Plan, to ensure your application is processed without delay.
11. Once your form is complete and submitted, you have the option to save changes, download, print, or share the form as needed.

Start completing your documents online for a smooth and efficient process.