Get Thrift Savings Plan Payments

This guide provides clear instructions for completing the Thrift Savings Plan Payments form. Our step-by-step approach is designed to help users successfully navigate the process of filling out the form online.

Follow the steps to complete your form accurately.

1. Press the ‘Get Form’ button to access the Thrift Savings Plan Payments document and view it digitally.
2. In Section I, provide your personal information, including your name, date of birth, and TSP account number. Ensure that the details are entered correctly to avoid processing delays.
3. Indicate the type of account for which you are notifying the TSP — civilian account, uniformed services account, or beneficiary participant account — by checking the respective box.
4. In Section II, if you wish to start or change the direct deposit of your payments, fill in the required bank account details, such as the financial institution's name, account type, account number, and ACH routing number.
5. If you want to stop direct deposit, complete Section III by checking the box in Item 7. Ensure you do not provide any information in Section II if you are stopping direct deposit.
6. In Section IV, check the boxes for any portions of your monthly payments that you want to stop transferring to a financial institution.
7. For federal tax withholding preferences, go to Section V and select your tax withholding options according to your situation. Be mindful of how your choices may affect your tax liability.
8. In Section VI, certify that the information provided is accurate by signing the form. If you provided direct deposit or transfer information, your signature must be notarized.
9. Finally, double-check all entered details for accuracy. Once confirmed, save the changes, download the completed form, and either print it for mailing or share it as necessary.

Complete your Thrift Savings Plan Payments form online today for a seamless experience.