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Thrift Savings Plan Form TSP17 Information Relating to Deceased Participant June 2005 INFORMATION AND INSTRUCTIONS GENERAL INFORMATION Use this form to provide information about potential beneficiaries
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How to fill out tsp-17 information relating to
How to fill out tsp-17 information relating to:
01
Start by entering your personal information such as your name, address, and social security number in the designated fields.
02
Next, indicate your employee status by selecting the appropriate option, whether you are a current federal employee, a separated federal employee, or a beneficiary participant.
03
If you are a separated federal employee or a beneficiary participant, provide details about your separation or the deceased participant in the respective sections.
04
Specify the type of withdrawal you want to make from your Thrift Savings Plan (TSP) account, whether it's a single withdrawal, a series of monthly payments, or an annuity purchase.
05
If you are selecting a single withdrawal, indicate the amount you want to withdraw and the method of payment you prefer.
06
For those choosing a series of monthly payments, provide the details regarding the frequency and duration of the payments.
07
If you are opting for an annuity purchase, provide the necessary annuity information such as the type, amount, and start date of the annuity.
08
Indicate whether you are eligible for any special tax treatment by determining if you have a qualified primary residence loan or qualify for age-based distributions.
09
Finally, sign and date the form, then submit it to the appropriate TSP office for processing.
Who needs tsp-17 information relating to:
01
Current federal employees who wish to make a withdrawal from their Thrift Savings Plan (TSP) account.
02
Separated federal employees who need to provide information about their separation and make a withdrawal or annuity purchase from their TSP account.
03
Beneficiary participants who have inherited a TSP account and need to provide information about the deceased participant and make a withdrawal or annuity purchase.
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What is tsp-17 information relating to?
tsp-17 information is related to reporting information about retirement savings accounts.
Who is required to file tsp-17 information relating to?
Employers or plan administrators are required to file tsp-17 information.
How to fill out tsp-17 information relating to?
Tsp-17 information can be filled out electronically or by mail, following the instructions provided by the IRS.
What is the purpose of tsp-17 information relating to?
The purpose of tsp-17 information is to ensure compliance with tax regulations regarding retirement savings accounts.
What information must be reported on tsp-17 information relating to?
Tsp-17 information must include details about contributions, earnings, and distributions from retirement savings accounts.
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