We use cookies to improve security, personalize the user experience, enhance our marketing activities (including cooperating with our marketing partners) and for other business use.
Click "here" to read our Cookie Policy. By clicking "Accept" you agree to the use of cookies. Read less
Read more
Accept
Loading
Form preview
  • US Legal Forms
  • Form Library
  • Industry Forms
  • Industry Bank & Financial Forms
  • Tsp-65 2012

Get Tsp-65 2012-2025

TSP-65, INFORMATION AND INSTRUCTIONS Use this form only if: • You have both a civilian and a uniformed services TSP account; and • You are separated from Federal civilian service or the uniformed serv­ces, or both. i The TSP account that you want to transfer must have a total vested account balance that is greater than $200 to be eligible. Money that you transfer will be deposited as employee contributions into the traditional or Roth balance of the combined account based on the way it .

How it works

  1. Open form

    Open form follow the instructions

  2. Easily sign form

    Easily sign the form with your finger

  3. Share form

    Send filled & signed form or save

How to fill out the TSP-65 online

The TSP-65 form is essential for individuals looking to combine their civilian and uniformed services Thrift Savings Plan accounts. This guide provides a clear, step-by-step approach to completing the TSP-65 online, ensuring you can navigate the process easily and effectively.

Follow the steps to complete the TSP-65 form accurately:

  1. Press the ‘Get Form’ button to download the TSP-65 form and open it in your preferred digital editor.
  2. In Section I, provide your personal information: first name, last name, middle name, date of birth, TSP account number, and daytime phone number. Include your street address or P.O. box number. If you have a foreign address, check the corresponding box and fill out the additional address fields as instructed.
  3. Moving to Section II, select how you wish to combine your TSP accounts by choosing either to transfer your uniformed services account into your civilian account or vice versa, depending on your employment status.
  4. If you are transferring your uniformed services account into a Civil Service Retirement System (CSRS) account, complete Section III by obtaining your spouse’s consent. Ensure your spouse fills in their name, signs, and dates the consent area.
  5. If necessary, consult a notary to validate your spouse’s signature in Section III. The notary must fill in their details as required.
  6. If you cannot obtain your spouse’s signature, proceed to Item 14 in Section III. Provide your spouse's name and Social Security number along with a separate Form TSP-16.
  7. In Section IV, certify your request by signing and dating the respective fields. This confirms your authorization for the TSP to combine the accounts.
  8. After thorough review, save your changes. You can download the completed form, print it for further submissions, or share it as necessary. Ensure all submissions are made in accordance with the TSP's guidelines.

Complete your TSP-65 form online today to combine your accounts efficiently!

Get form

Experience a faster way to fill out and sign forms on the web. Access the most extensive library of templates available.
Get form

Related content

Attention: Obsolete Forms | The Thrift Savings...
Feb 2, 2023 — TSP-65: Request to Combine Civilian and Uniformed Services TSP Accounts...
Learn more
Withdrawing from Your TSP Account for Separated...
• Form TSP-65, Request to Combine Civilian and Uniformed Services TSP Accounts. Other...
Learn more
Hardware Manual TSP650 SERIES
65 (Толщина). P320BB двухцветная черно-голубая бумага...
Learn more

Related links form

Project 3 Unit 1 Test Payroll Ledger Template Excel Schengen Visa Application Form 2020 Amma Two Wheeler Scheme Application Form 2017 18 2020

Questions & Answers

Get answers to your most pressing questions about US Legal Forms API.

Contact support

Increasing your TSP amount can be achieved by contributing more of your salary to the plan. You may also benefit from matching contributions from your employer, which can significantly boost your savings. Additionally, you might want to review your investment options, as some may yield higher returns over time. Using the USLegalForms platform can provide insights into optimizing your contributions.

Generally, you can withdraw your TSP funds without penalty starting at age 59 and a half. If you take a withdrawal before this age, you may incur a 10% early withdrawal penalty. However, certain exceptions apply, such as disability. To ensure you follow the correct procedures, consider consulting resources like those available on USLegalForms.

Most people choose to roll over their TSP-65 funds into an individual retirement account (IRA) to continue growing their savings. Others may opt for a direct withdrawal or leave the funds in the TSP account to benefit from its low fees. Each option has its advantages, so it’s crucial to evaluate what aligns best with your retirement goals.

To notify the TSP of your retirement, you can submit the TSP-65 form indicating your status change. This form allows you to specify your retirement type and begin the withdrawal process from your account. It's important to notify TSP promptly to ensure a smooth transition into retirement.

To report your TSP-65 on your taxes, you will need to include Form 1040 along with any relevant 1099-R forms. These forms provide the necessary information regarding your withdrawals. It's advisable to consult a tax professional if you're unsure about the reporting process.

Choosing the right percentage to contribute to your TSP depends on your financial goals and retirement plans. Many financial experts recommend aiming for at least 15% of your salary, which includes your contributions and any employer matching. Using the TSP-65 form can also help ensure that your contributions align with your retirement objectives.

Yes, you must report your TSP on your taxes as it is considered taxable income during withdrawals. This includes any distributions you take, which can have tax implications. It’s advisable to consult with a tax professional or explore resources on the USLegalForms platform to ensure you meet all reporting requirements.

To report TSP contributions on your taxes, include the total amount of your contributions on your tax return, which will be reported on Form 1040. You should also check if these contributions were made on a pre-tax or post-tax basis. Accurate reporting ensures compliance with IRS regulations and helps maximize your retirement benefits.

A TSP form refers to any official document required to manage your Thrift Savings Plan accounts. This includes forms for contributions, withdrawals, and beneficiary designations. Each form serves a unique purpose, and understanding them can help you navigate your TSP more effectively.

To calculate your required minimum distribution (RMD) from your TSP, first determine your account balance on December 31 of the previous year. Next, find the life expectancy factor using the IRS tables. Divide your account balance by this factor to find your RMD. If you need help with this process, the USLegalForms platform offers guides tailored to TSP calculations.

Get This Form Now!

Use professional pre-built templates to fill in and sign documents online faster. Get access to thousands of forms.
Get form
If you believe that this page should be taken down, please follow our DMCA take down processhere.

Industry-leading security and compliance

US Legal Forms protects your data by complying with industry-specific security standards.
  • In businnes since 1997
    25+ years providing professional legal documents.
  • Accredited business
    Guarantees that a business meets BBB accreditation standards in the US and Canada.
  • Secured by Braintree
    Validated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.
Get TSP-65
Get form
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232