Get the free Thrift Savings Plan Pre-separation Briefing - afsa

Thrift Savings Plan Preparation Briefing for Federal Civilians Randy Urban TSP Training and Liaison Specialist 77 K Street, NE * Washington, D.C. 20002 * www.tsp.gov Agenda ? Contribution rules ?

How to fill out thrift savings plan pre-separation

How to fill out thrift savings plan pre-separation:

1. Begin by gathering all relevant documents, including your employee identification number, social security number, and any retirement or investment account information.
2. Access the official thrift savings plan website or contact your human resources department to obtain the necessary forms for pre-separation.
3. Complete the required personal information section on the form, including your name, address, and contact details.
4. Indicate your intention to separate from federal service and provide the effective date of your separation.
5. Review the different investment options available within the thrift savings plan and select the allocation that best aligns with your financial goals and risk tolerance.
6. If desired, set up a beneficiary designation to ensure your funds are distributed according to your wishes in the event of your death.
7. Carefully review all information entered on the form, ensuring it is accurate and complete.
8. Sign and date the form, and include any additional required documentation.
9. Submit the completed form to your human resources department or follow the specific instructions provided by the thrift savings plan for submission.
10. Keep a copy of the completed form for your records.

Who needs thrift savings plan pre-separation?

1. Anyone who is a federal employee and plans to separate from federal service can benefit from completing a thrift savings plan pre-separation form.
2. This form allows individuals to specify their intentions for their thrift savings plan funds upon separation, ensuring their wishes are accurately carried out.
3. Those who have significant investments in the thrift savings plan or have specific plans for their retirement funds should consider completing this form to proactively manage their financial assets.

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