TSP-60-R 2012 free printable template
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THRIFT SAVINGS PLAN Request for a Roth transfer into the tsp Civilian Account OR TSP-60-R Use this form to request a transfer of Roth money from an applicable retirement plan into the Roth balance
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How to fill out tsp 60 form r
How to fill out TSP-60-R
01
Obtain a copy of the TSP-60-R form from the TSP website or your agency.
02
Read the instructions carefully to understand the requirements.
03
Fill in your personal information, including name, Social Security number, and address.
04
Specify the type of withdrawal you are requesting, such as a full withdrawal or partial withdrawal.
05
If applicable, indicate any specific investment options for your withdrawal.
06
Provide your signature and date at the end of the form.
07
Submit the completed form to the appropriate TSP office as instructed.
Who needs TSP-60-R?
01
Federal employees or members of the uniformed services who are looking to make a withdrawal from their TSP account.
02
Individuals who are separated from service and wish to access their TSP funds.
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People Also Ask about
What is the TSP RMD withdrawal form?
Form TSP 70 is the form you need to fill up and submit when making a request for a full and immediate withdrawal of your entire vested Thrift Savings Plan (TSP) account balance. The TSP 70 form may be used only after you leave federal employment, and your employing agency confirms your separation from Federal service.
What form do I use to withdraw from TSP for rollover?
foRm tSp-60 InStRUCtIonS Use this form to request a transfer or to complete a rollover of tax-deferred money from an eligible retirement plan into the traditional (non-Roth) balance of your Thrift Savings Plan (TSP) account. You must have an open TSP account with a balance when your request is received by the TSP.
What form do I need to rollover my TSP to an IRA?
Filling Out Form TSP-70 Request for Full Withdrawal. If you are doing a full withdrawal (transfer or rollover of the entire contents of your TSP), then you will need to fill out pages 1, 2, and 4 (Traditional Balance) and/or Page 5 (Roth Balance).
How do I get my TSP 1099 R?
If you have not received your 2022 Form 1099-R by mid-February, you can log in to My Account to get a copy from your secure participant mailbox. If needed, corrected forms will be issued within three weeks of verifying the correction.
What is a TSP-60 request for a transfer into the TSP?
foRm tSp-60 InStRUCtIonS Use this form to request a transfer or to complete a rollover of tax-deferred money from an eligible retirement plan into the traditional (non-Roth) balance of your Thrift Savings Plan (TSP) account. You must have an open TSP account with a balance when your request is received by the TSP.
How do I withdraw money from my TSP RMD?
To request a TSP withdrawal or distribution after you leave federal service, log in to My Account to begin the request or contact the ThriftLine. Withdrawals and distributions cannot be reversed once they've been processed, so think carefully before you make a move.
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What is TSP-60-R?
TSP-60-R is a form used by participants in the Thrift Savings Plan (TSP) to request a return of contributions to their account under specific circumstances.
Who is required to file TSP-60-R?
Individuals who are eligible to withdraw their contributions from the Thrift Savings Plan, such as separated or retired federal employees, 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, account details, specify the type of withdrawal desired, and sign the form before submission.
What is the purpose of TSP-60-R?
The purpose of TSP-60-R is to facilitate the process for eligible participants to withdraw their contributions from the Thrift Savings Plan and to ensure that the withdrawal is properly documented.
What information must be reported on TSP-60-R?
The information that must be reported on TSP-60-R includes the participant's name, Social Security number, account number, withdrawal amount, and signature.
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