Get Combine Tsp Accounts

Combining your Thrift Savings Plan (TSP) accounts can simplify your financial management after separating from Federal civilian employment or the uniformed services. This guide provides detailed instructions to help you navigate the online process of completing the Combine TSP Accounts form, ensuring that you fill it out correctly and efficiently.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to access the Combine TSP Accounts form and open it in your preferred editor.
2. Provide your personal information in Section I, including your last name, first name, middle initial, Social Security number, date of birth, daytime phone number, and address.
3. In Section II, select your preferred method of combining accounts by checking one of the specified boxes—specified for transferring either your uniformed services TSP account into your civilian TSP account or vice versa.
4. If you are married, complete Section III by indicating your marital status. If ‘Yes,’ provide additional details as prompted regarding your spouse's coverage under the Civil Service Retirement System (CSRS) to proceed.
5. Complete Section IV if you are a CSRS participant and require your spouse's consent for the transfer. Your spouse must sign and date the specified items to validate their consent.
6. In Section V, confirm the accuracy of the information provided and authorize the TSP to combine your accounts by signing and dating the form. Ensure to check the box if you cannot obtain your spouse’s signature.
7. Once all sections are completed, review the entire form for accuracy. Save your changes, and then either download, print, or share the form as needed. Ensure to keep a copy for your records.

Take action now and complete your Combine TSP Accounts form online today!