Get Tsp60 Form

Filling out the TSP-60 Form online is an essential step for individuals looking to request a transfer or complete a rollover into their Thrift Savings Plan (TSP) account. This guide provides comprehensive instructions to assist you in successfully completing the form with ease.

Follow the steps to fill out the TSP-60 Form correctly.

1. Click ‘Get Form’ button to obtain the TSP-60 Form and open it in your online editor.
2. Indicate whether your request applies to your civilian account or uniformed services account by checking the appropriate box.
3. Enter your personal information in the designated fields, including your last name, first name, and middle name, as well as your date of birth in the format mm/dd/yyyy.
4. Provide your TSP account number and daytime phone number, ensuring that all information is accurate and complete.
5. If applicable, check the box to confirm that you have a foreign address and fill out the address fields appropriately, ensuring compliance with the specific instructions given.
6. In the certification section, review the statement provided carefully. If you agree with the certification, sign and date the form in the indicated fields.
7. Ensure Section II is completed by the trustee or plan administrator, including the details of the transfer or rollover, gross amount, and date of distribution.
8. Check that all sections of the form are filled out completely and accurately. Incomplete forms can lead to processing delays.
9. Once you have completed the TSP-60 Form, save your changes. You can then download, print, or share it as necessary.

Complete your TSP-60 Form online today to ensure a smooth transfer into your retirement savings.