Thrift Savings Plan Consolidation Forms and New Request Forms
This document explains the consolidation of Forms TSP-60 and TSP-U-60 into a single form, effective May 7, 2012. It also introduces the new Form TSP-60-R for Roth transfers into Thrift Savings Plan accounts. The document contains instructions for usage and submission.
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How do I fill this out?
To begin, gather all necessary personal and financial information. Then, carefully fill out each section of the form according to the provided instructions. Ensure that all required signatures are obtained before submission.
How to fill out the Thrift Savings Plan Consolidation Forms and New Request Forms?
1
Gather personal and financial information.
2
Fill out Section I with your account and personal details.
3
Have the IRA trustee or plan administrator complete Section II.
4
Certify the accuracy of the information in Section III.
5
Submit the completed form to the appropriate address.
Who needs the Thrift Savings Plan Consolidation Forms and New Request Forms?
1
Civilian TSP participants transferring or rolling over tax-deferred money.
2
Uniformed services TSP participants transferring or rolling over tax-deferred money.
3
Participants transferring Roth money from an eligible employer plan to their Roth TSP accounts.
4
Separated TSP participants managing their retirement accounts.
5
Agency/service representatives assisting participants with TSP transactions.
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1
Open the form in PrintFriendly's PDF editor.
2
Input your personal and account information in Section I.
3
Have the IRA trustee or plan administrator fill out Section II.
4
Certify the provided information in Section III.
5
Save and download the edited form for submission.
What are the instructions for submitting this form?
Submit the completed form to the Federal Retirement Thrift Investment Board at 77 K Street, NE, Washington, DC 20002. For electronic submissions, upload the form on the TSP website. If you have any questions or need further assistance, call the Federal Retirement Thrift Investment Board at 202-942-1460.
What are the important dates for this form in 2024 and 2025?
June 1, 2024: Deadline for processing previous versions of the forms. May 7, 2024: Effective date for the new consolidated forms.
What is the purpose of this form?
The purpose of Forms TSP-60 and TSP-60-R is to facilitate the transfer or rollover of funds into Thrift Savings Plan accounts. Form TSP-60 is specifically used for transferring or rolling over tax-deferred money into the traditional balance of TSP accounts. Form TSP-60-R addresses the transfer of Roth money from eligible employer plans into the Roth balance of TSP accounts, accommodating both civilian and uniformed services participants.
Tell me about this form and its components and fields line-by-line.
- 1. Personal Information: Includes fields for participant's name, TSP account number, date of birth, daytime phone number, and address.
- 2. Information from IRA or Plan: Completed by the trustee or plan administrator, includes details of the distribution, financial institution, and signatures.
- 3. Certification: Participant certifies the accuracy of the information provided and the compliance with relevant requirements.
What happens if I fail to submit this form?
Failure to submit this form correctly could result in the inability to process your transfer or rollover request. It may also lead to delays and potential tax consequences.
- Processing Delays: Your transfer request may not be processed on time, causing delays in fund allocation.
- Tax Implications: Improper submission could lead to unintended tax consequences, including penalties.
- Rejection of Request: Incomplete or incorrect forms may be rejected, requiring resubmission and further delays.
How do I know when to use this form?
- 1. Transferring Tax-Deferred Money: Use Form TSP-60 for transferring or rolling over tax-deferred money from an eligible retirement plan.
- 2. Transferring Roth Money: Use Form TSP-60-R for transferring Roth money from an eligible employer plan into the Roth balance of your TSP account.
Frequently Asked Questions
What is Form TSP-60 used for?
Form TSP-60 is used to request a transfer or a rollover of tax-deferred money from an eligible retirement plan or traditional IRA into a TSP account.
What is Form TSP-60-R?
Form TSP-60-R is used to request a transfer of Roth money from an eligible employer plan into the Roth balance of a TSP account.
Who can use these forms?
Both civilian and uniformed services participants, whether active or separated, can use these forms to manage their TSP accounts.
How do I certify the information on the form?
Review the completed form, ensure accuracy, and provide your signature in the certification section.
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Can Roth IRAs be transferred to TSP accounts?
No, only Roth balances from eligible employer plans can be transferred to the Roth balance of a TSP account.
What happens if I miss the 60-day window for a rollover?
The rollover will not be processed if the form and funds are not received within 60 days of distribution.
Why should I consult a tax advisor before transferring funds?
Consulting a tax advisor helps ensure you understand the tax implications and comply with all requirements.
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