Get the free Replaces Form TSP-U-9 and Previous Editions of Form TSP-9 - tsp

This Form TSP-9, Change in Address for Separated Participant, Replaces Form ... Access section of the TSP Website, www.tsp.gov. You will need to enter your ...

How to fill out replaces form tsp-u-9 and

How to Fill Out Replaces Form TSP-U-9:

1. Start by obtaining a copy of the Replaces Form TSP-U-9. This form is issued by the Thrift Savings Plan (TSP) and is used to authorize an individual to make changes to their TSP account.
2. Begin by filling out the header section of the form. Provide your name, Social Security number, and contact information as requested. Be sure to write legibly and double-check for any errors before proceeding.
3. Move on to Section I of the form, which requires you to indicate the account from which you are transferring funds. If you want to transfer funds from your traditional TSP account, check the box stating "From my Traditional or Roth balance." Alternatively, if you wish to transfer funds from your Roth TSP account, check the box stating "From my Roth balance."
4. If you select the option to transfer funds from your traditional or Roth balance, you must specify the amount or percentage you wish to transfer in Section II. Carefully enter the desired transfer amount or percentage in the appropriate field and make sure it aligns with your intended transfer.
5. In Section III, determine the destination account for the transferred funds. Indicate whether you want the funds to go into another traditional TSP account or a Roth TSP account. Select the appropriate box accordingly and provide any relevant details or account information as requested.
6. Review the completed form thoroughly to ensure all the information is accurate and complete. This step is crucial in preventing any delays or errors during the processing of your form.

Who Needs Replaces Form TSP-U-9:

1. Active participants in the Thrift Savings Plan who want to transfer funds from one TSP account to another may require the Replaces Form TSP-U-9. It is necessary to fill out this form to authorize and facilitate the transfer process.
2. Individuals who have both a traditional TSP account and a Roth TSP account may find the Replaces Form TSP-U-9 useful. This form allows them to transfer funds between these accounts, providing the flexibility to manage their investment strategies and tax implications more effectively.
3. Anyone who wishes to make changes or adjustments to their TSP account holdings by transferring funds should use the Replaces Form TSP-U-9. It ensures that the proper authorization is given for the desired modifications to be implemented accurately by the TSP.

Note: It is always recommended to consult with a financial advisor or TSP representative if you have questions or doubts about filling out the Replaces Form TSP-U-9 or any other TSP-related activities.

For pdfFiller’s FAQs

What is replaces form tsp-u-9 and?

Replaces form tsp-u-9 is the new version of the TSP-U-9 form.

Who is required to file replaces form tsp-u-9 and?

All federal employees who have a Thrift Savings Plan account are required to file replaces form tsp-u-9.

How to fill out replaces form tsp-u-9 and?

Replaces form tsp-u-9 can be filled out online on the official Thrift Savings Plan website or by mail.

What is the purpose of replaces form tsp-u-9 and?

The purpose of replaces form tsp-u-9 is to update the information about the Thrift Savings Plan account holder.

What information must be reported on replaces form tsp-u-9 and?

Replaces form tsp-u-9 requires reporting personal information, contact information, and beneficiary information.

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