TSP-77 2012 free printable template

No other acknowledgement is acceptable. Form TSP-77 4/2012 Name Last First Middle SPOUSE INFORMATION FOR MARRIED TSP PARTICIPANTS VI. Spouse has Don t know spouse s address. Provide spouse s SSN and submit Form TSP-16. Form TSP-77 Page 2 4/2012 Spouses rights apply to all partial withdrawals from your TSP account. Thrift Savings Plan TSP-77 Request for Partial Withdrawal When Separated April 2012 Check List for Completing Form TSP-77 Be sure to read all instructions before completing this...

How to fill out TSP-77

How to fill out TSP-77

1. Begin by downloading the TSP-77 form from the TSP website.
2. Fill out your personal information such as name, address, and Social Security number.
3. Indicate whether you are a Federal employee, member of the uniformed services, or a beneficiary.
4. Specify the type of withdrawal you are requesting (full or partial).
5. If choosing a partial withdrawal, indicate the amount you wish to withdraw.
6. Review your designated beneficiaries to ensure they are updated.
7. Sign and date the form.
8. Submit the completed form according to the instructions provided.

Who needs TSP-77?

1. Federal employees who are participants in the TSP plan.
2. Members of the uniformed services who have TSP accounts.
3. Beneficiaries of deceased TSP participants.
4. Individuals seeking to make a withdrawal from their TSP account.

• Who needs a form TSP-77?
• What is form TSP-77 for?
• Is it accompanied by other forms?
• • When is form TSP-77 due?
  • How do I fill out a form TSP-77?
  • Where do I send it?

Who needs a form TSP-77?

This is a request for a one-time partial withdrawal from a Thrift Savings Plan account. Federal employees of civil and uniformed services have a right to withdraw $1000 or more when they vacate their posts. Instructions inside these forms contain a list of characteristics that eliminate applicant’s eligibility for a one-time withdrawal. They are as follows:

• Applicant’s vested account balance is less than $1000

• Applicant has made a partial withdrawal already. A second withdrawal is not allowed.

• Previously, an age-based in-service withdrawal was made

• An applicant considers re-hiring after separating from Federal service (in case a break lasted less than 31 days).

What is form TSP-77 for?

Form TSP-77 is one of the options for money withdrawal from a TSP account. This form helps applicants who are willing to keep the account. They have an opportunity to obtain a necessary sum without full withdrawal (which is a better option in some cases). To learn more about other options for money withdrawal, visit the TSP’s official website.

Is it accompanied by other forms?

It doesn’t require any attachments.

When is form TSP-77 due?

Applicants are free to request partial withdrawal whenever they want, except for the above-described circumstances. There is no due date for filing form TSP-77.

How do I fill out a form TSP-77?

There are two pages with a detailed questionnaire. Answers to these questions must be complete, honest, and up-to-date. Payment transfers must be revised by the recipient financial institution.

Where do I send it?

The TSP office accepts form 77 by mail or online. Make a copy for you records and send the original to:

Thrift Savings Plan

P.O. Box 385021

Birmingham, Al 35238

Or fax it to 1-866-817-5023.

Instructions and Help about TSP-77

How's it going everyone my name is dark IASI owner of the Fawcett Financial Group today's topic I want to discuss with you Thrift Savings Plan in particular I want to discuss with girls with their savings plans and some of the risks that are involved with the adversity of deployment Charles and how to essentially avoid those risks making sure that you're leveraging those dollars their correct way that's specific to your you know retirement situation your specific goals so when somebody has a thirst savings plan set up this is mainly set up through a federal your child some sort of federal governmental employee and that's through a federal governmental agency so what was happening was every single year this individual would go work for this agency they would be offered a Thrift Savings Plan someone who you might see it known as like a TSP At tell think of this kind of like a bucket of money so what happened when individuals would go and place dollars from their salary plays certain portions of their income every year and place it aside to this thrift savings plan to this retirement type bucket, so it didn't matter how much money was placed into that bucket what mattered was what was the amount of money placed in what was any sort of matching contributions that were also placed in and then most importantly what was the percentage rate that came back if you go, and you place money into to any sort of retirement account or any you calendar you have certain negatives that occur certain downward market loss that occur certain negatives to that portfolio obviously that buckets going to be smaller at the end of the day at the end of the year so with these TSP plans you want to make sure that when it comes time for the most crucial part of your life in retirement or when you're looking to withdraw that money that you're doing a very safe consistent way you're doing a proper the largest risks that we see with the receiving plan when somebody's trying to take that out is most importantly is this individual would outlive their money when individuals leave their money into our savings plan they decide to take out with girls they have certain benefits there are certain benefits of a thirst Savings Plan that you have over types of retirement accounts there are certain ways on how you can leverage those dollars making sure that if you're taking out their withdrawal it correlates properly for your goals if you go, and you leave your money in the bucket you have certain mutual fund related charges you have certain TSP related fees if you're leveraging a financial advisor that advisor to charge you something known as a wrap fee which is just an additional fee to help you pick you know your different funding options your limited funding options within the TSP account and all of that information all those fees are not guaranteed to make your account go up so if there is a way on how to maximize what this order all is then what you can do is make sure that you're...

People Also Ask about

What is the TSP spousal consent form?

under § 1650.64. To show spousal consent, a participant must submit to the TSP record keeper Form TSP-75, Age-Based In-Service Withdrawal Request, or Form TSP-76, Financial Hardship In-Service Withdrawal.

What form do I use for TSP death benefits?

When a TSP participant dies, Form TSP-17 must be completed and submitted to the TSP recordkeeper to initiate the processing of the death benefit. Anyone may complete and submit Form TSP-17. The form does not have to be completed by a beneficiary.

Why do we need spousal consent?

The purpose of the “spousal consent” form is to provide some predictability to the franchise relationship. However, with all the factors complicating even the definition of a spouse, this form may provide less predictability than the parties intend.

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).

Can I get a TSP loan without my spouse consent?

If you're a married FERS or uniformed services participant, your spouse must consent to your loan. If you're a married CSRS participant, your spouse will be notified of your loan. These rules apply even if you are separated from your spouse. There are exceptions to these rights, but they are rarely granted.

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What is TSP-77?

TSP-77 is a form used by participants in the Thrift Savings Plan (TSP) to request a transfer of their TSP account balance to an eligible retirement plan or to request other types of transactions.

Who is required to file TSP-77?

Participants who wish to transfer their TSP account balance to another eligible retirement account or need to request a withdrawal or loan must file TSP-77.

How to fill out TSP-77?

To fill out TSP-77, participants need to provide their personal information, including their name, Social Security number, and account details, as well as specify the type of transfer or transaction they are requesting and any necessary documentation.

What is the purpose of TSP-77?

The purpose of TSP-77 is to facilitate the transfer of funds from a Thrift Savings Plan account to another eligible retirement vehicle, or to process specific requests regarding the TSP account.

What information must be reported on TSP-77?

The TSP-77 requires participants to report their identification information, account number, the type of transaction requested, the receiving institution's details, and possibly additional information depending on the nature of the request.