Get Tsp60 Form

The TSP-60 form is essential for requesting a transfer or rollover of tax-deferred money into your Thrift Savings Plan account. This guide provides clear, step-by-step instructions on how to complete the form online effectively.

Follow the steps to fill out the TSP-60 form online.

1. Press the ‘Get Form’ button to access the TSP-60 form and open it in your preferred document editor.
2. Begin filling out Section I, which requires personal information. Indicate whether the request applies to your civilian or uniformed services account by selecting one of the options provided.
3. Complete personal details including your last name, first name, middle name, date of birth, and contact information, ensuring to provide accurate data to avoid delays.
4. If applicable, check the box for foreign address and fill in the street, city, and other location details as specified in the form instructions.
5. Read the certification statement carefully. By signing this section, you confirm that the information provided is true and meets transfer requirements. Ensure to sign and date this section accurately.
6. Section II must be completed by your IRA trustee or plan administrator. Provide them with the form so they can fill out the necessary information about the transfer or rollover.
7. Verify that the form is complete, returning it to your IRA trustee or plan administrator if required for their certification.
8. Prepare a check made payable to the Thrift Savings Plan with your name and TSP account number or Social Security number written on the check. Ensure to attach it with the completed form.
9. Once the form and check are ready, submit them via mail or fax to the appropriate TSP processing unit as indicated in the instructions.
10. After submission, you can save changes to the form in your editor, download a copy, print it for your records, or share it if necessary.

Complete your document online for a smooth transfer into your TSP account.