Consolidated List of Obsolete TSP Forms
This bulletin provides a consolidated list of obsolete, replacement, and combined forms for the Thrift Savings Plan. It highlights changes made under the Thrift Savings Plan Enhancement Act of 2009 and ensures participants are informed about the latest forms available. Proper disposal of old forms is crucial for compliance.
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How do I fill this out?
To fill out this form, start by identifying the specific form you require from the consolidated list. Carefully complete all required fields, ensuring all information is accurate and current. Once completed, submit the form via the recommended method for processing.
How to fill out the Consolidated List of Obsolete TSP Forms?
1
Identify the correct form you need to fill out.
2
Complete all required fields accurately.
3
Review the instructions for any special requirements.
4
Check your form for any errors or missing information.
5
Submit the completed form as directed.
Who needs the Consolidated List of Obsolete TSP Forms?
1
Current TSP participants who need to update their information.
2
Retired military personnel seeking to refine their account details.
3
Civilian employees who are contributing to their TSP accounts.
4
Financial advisors assisting clients with their TSP accounts.
5
Human resources personnel managing employee benefit programs.
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What are the important dates for this form in 2024 and 2025?
All obsolete forms prior to April 2012 must be destroyed immediately. Updates on relevant deadlines for new forms should be monitored for accuracy. Always check for changes in submission dates for specific forms each year.
What is the purpose of this form?
The purpose of this form is to inform users about the consolidated list of obsolete, replacement, and combined TSP forms. This bulletin is essential for ensuring that TSP participants are using the correct and up-to-date forms required for their retirement accounts. Keeping track of these forms helps maintain compliance and facilitates the efficient processing of requests.
Tell me about this form and its components and fields line-by-line.
- 1. Form Type: Indicates the type of form being submitted.
- 2. Participant Information: Collects personal information from the TSP participant.
- 3. Signature: Requires the participant's signature for authentication.
- 4. Date: Records the date of form submission.
- 5. Additional Notes: Allows space for any extra comments or instructions.
What happens if I fail to submit this form?
Failure to submit this form can lead to delays in processing TSP benefits and potential non-compliance with retirement regulations. Missing submission deadlines may also result in the participant being unable to make needed changes to their TSP accounts. Therefore, timely and accurate submission is critical.
- Delays in Benefits: Untimely submissions may postpone the processing of requests regarding retirement accounts.
- Non-compliance Issues: Submitting outdated forms might lead to regulatory issues.
- Potential Loss of Contributions: Failures in processing due to submission errors can impact contributions.
How do I know when to use this form?
- 1. Updating Contribution Elections: Used when participants wish to make changes to their contribution levels.
- 2. Account Transfers: Necessary for transferring funds between accounts.
- 3. Combining Accounts: Required to consolidate different TSP accounts.
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Related Documents - TSP Obsolete Forms Bulletin
Consolidated List of TSP Forms Updates
This file contains a consolidated list of obsolete, replacement, and combined TSP forms. It outlines the new forms available for Thrift Savings Plan users and provides instructions for their use. Make sure to replace any obsolete forms immediately to avoid processing delays.
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This file contains detailed instructions for completing the Thrift Savings Plan Election Form (TSP-1). Users can utilize this form to start, stop, or change their TSP contributions. It is essential for federal employees managing their retirement savings.
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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.
Thrift Savings Plan Age-Based In-Service Withdrawal Request
This file is essential for Thrift Savings Plan participants looking to request an age-based in-service withdrawal. It provides comprehensive instructions on how to fill out the request form correctly. Use this document to ensure your withdrawal request is processed without delay.
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This file includes instructions and details for the Thrift Savings Plan contributions and transfers. It is essential for agencies to report accurate payment records. Use this form to ensure compliance and proper documentation.
Thrift Savings Plan In-Service Withdrawals Instructions
This file provides essential information about in-service withdrawals from Thrift Savings Plan accounts. It details age-based and financial hardship withdrawals, applicable to federal employees and uniformed services members. It's a valuable resource for TSP participants seeking to understand their withdrawal options.
CARES Act Impact on TSP Loans June 2020
This file outlines the adjustments made to TSP loan programs under the CARES Act due to COVID-19. It details eligibility criteria and loan options for affected participants. The document serves as an essential guide for TSP participants navigating these temporary changes.
Tax Rules and Guidelines for TSP Payments
This file provides comprehensive tax rules and instructions related to Thrift Savings Plan (TSP) payments. It is an essential resource for individuals navigating tax reporting on their TSP contributions and distributions. Users can easily reference the relevant tax information for better financial planning.
Thrift Savings Plan Annual Limit on Elective Deferrals
This fact sheet provides details about the annual limit on elective deferrals to the Thrift Savings Plan (TSP). It outlines how these limits affect federal employees and uniformed services members, particularly concerning tax-deferred and Roth contributions. The information is essential for understanding retirement planning and contributions.
Understanding Excess Contributions in TSP
This file provides comprehensive details on excess contributions to the Thrift Savings Plan. It includes guidelines on injury compensation coverage for recreational injuries among federal employees. The document also outlines critical deadlines related to excess contributions.
Application for National Savings Account Opening
This form is used to apply for an account under National Savings Schemes. It requires personal details, initial deposits, and nominee information. Proper completion is essential for account approval.
