TSP-60-R 2019 free printable template

THRIFT SAVINGS PLANTSP60RREQUEST FOR A ROTH TRANSFER INTO THE Spouse this form to request a transfer of Roth money from a Roth 401(k), 403(b), or 457(b) into the Roth balance of your Thrift Savings

How to fill out TSP-60-R

How to fill out TSP-60-R

1. Obtain a copy of the TSP-60-R form from the TSP website or your TSP account.
2. Fill in your personal information at the top of the form, including name, address, and TSP account number.
3. Indicate the reason for the form submission in the designated section.
4. Specify the amount to be transferred, if applicable, and provide relevant account details.
5. Sign and date the form at the bottom.
6. Submit the completed form via mail or fax to the appropriate TSP office.

Who needs TSP-60-R?

1. Participants in the Thrift Savings Plan (TSP) who wish to transfer funds from their TSP account to another eligible retirement plan.
2. Individuals who are retiring or separating from federal service and need to manage their TSP funds accordingly.

Instructions and Help about TSP-60-R

People Also Ask about

What fund should I put my Roth TSP in?

What is the safest TSP fund? The G fund is generally the safest option as it invests in government securities. Although you won't lose money investing in this fund, your rate of return will be low. This may be a good option if you are close to retirement.

What form do I need to transfer IRA to TSP?

If the eligible rollover distribution is being transferred from a tradi- tional IRA or eligible employer plan directly to the TSP, the IRA or plan must mail the completed Form TSP-60 and a check for the amount being transferred directly to the TSP at the address shown on this page.

What is the TSP Roth transfer form?

Form TSP-60-r INSTrUCTIoNS Use this form to request a transfer of Roth money from a Roth 401(k), 403(b), or 457(b) into the Roth balance of your Thrift Sav- ings Plan (TSP) account. The TSP does not accept transfers from Roth IRAs.

Can I transfer Roth IRA to Roth TSP?

You can roll over money from eligible retirement plans, such as a 401(k), 403(b), or traditional IRA, to your existing TSP account. There are multiple advantages to rollover contributions to the TSP, and you can use this option even after you retire.

When can I transfer Roth TSP to Roth IRA?

Indirect Rollover (or Rollover) In this case, the TSP withholds 20% of your funds for federal income taxes. You then have 60 days to redeposit your traditional TSP funds, including the 20% withheld, to your Roth IRA.

Can I roll a Roth IRA into a Roth TSP?

The TSP will accept into the Roth balance of your TSP transfers from Roth 401(k)s, Roth 403(b)s and Roth 457(b)s—but you can't indirectly rollover Roth funds into your TSP, and can't move money from a Roth IRA into your TSP account.

For pdfFiller’s FAQs

How do I edit TSP-60-R straight from my smartphone?

The best way to make changes to documents on a mobile device is to use pdfFiller's apps for iOS and Android. You may get them from the Apple Store and Google Play. Learn more about the apps here. To start editing TSP-60-R, you need to install and log in to the app.

How can I fill out TSP-60-R on an iOS device?

In order to fill out documents on your iOS device, install the pdfFiller app. Create an account or log in to an existing one if you have a subscription to the service. Once the registration process is complete, upload your TSP-60-R. You now can take advantage of pdfFiller's advanced functionalities: adding fillable fields and eSigning documents, and accessing them from any device, wherever you are.

Can I edit TSP-60-R on an Android device?

With the pdfFiller Android app, you can edit, sign, and share TSP-60-R on your mobile device from any place. All you need is an internet connection to do this. Keep your documents in order from anywhere with the help of the app!

What is TSP-60-R?

TSP-60-R is a form used by participants in the Thrift Savings Plan (TSP) to request a withdrawal or a change in their account status.

Who is required to file TSP-60-R?

Participants in the Thrift Savings Plan who wish to withdraw funds or change their account information are required to file TSP-60-R.

How to fill out TSP-60-R?

To fill out TSP-60-R, participants must provide personal information, specify the type of withdrawal they are requesting, and sign the form to authorize the transaction.

What is the purpose of TSP-60-R?

The purpose of TSP-60-R is to facilitate the withdrawal process for TSP participants, allowing them to manage their retirement savings efficiently.

What information must be reported on TSP-60-R?

The information that must be reported on TSP-60-R includes the participant's personal details, the amount to be withdrawn, the reason for withdrawal, and relevant signatures.