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THRIFT SAVINGS PLAN TSP-60-R REUEST foR A RoTH TRAnSfER InTo THE TSP FORM TSP-60-R (10/2012) ... Either mail the check and form to: TSP Rollover and Transfer Processing Unit P.o. Box 385200 Birmingham, Al 35238-5200 or fax to: 1-866-458-1452 205-439-4501 (outside the U.S. and Canada)

See instructions on Forms TSP-60 and/or TSP -60-R for more information . IRAs and “Plans” • IRAs – Individual Retirement Accounts (or Individual ... This is a presentation that explains TSP Transfers and Rollovers and when TSP participants might be presented with opportunities to transfer or roll over their retirement savings and we ll ...

Obsolete Form New Form/Online Tool; TSP-25, Automatic Enrollment Refund Request (all prior versions) TSP-25, Automatic Enrollment Refund Request (9/2019) TSP-60, Request for a Transfer Into the TSP (all prior versions) TSP-60, Request for a Transfer Into the TSP (9/2019) TSP-60-R, Request for a Roth Transfer Into the TSP (all prior versions) TSP-60-R, Request for a Roth Transfer Into the TSP ...

out Form TSP-60 for traditional rollovers or transfers, or TSP-60-R for transfers from Roth accounts maintained by eligible employer plans. Agency/service representatives should tell participants to take the time to carefully read the information provided with Form TSP-60 or Form TSP-60-R. Because the conditions under which the

TSP-44: Request for Return of Excess Employee Contributions to Participant: TSP-44 402(g) Refund Request Form (available on My Account) TSP-60: Request for a Transfer into the TSP: Handled via My Account** TSP-60 R: Request for A Roth Transfer into the TSP: Handled via My Account** TSP-65: Request to Combine Civilian and Uniformed Services TSP ...

of 1986. The TSP is to be treated as a trust described in 26 U.S.C. § 401(a) which is exempt from taxation under 26 U.S.C. § 501(a). TSP regulations are published in title 5 of the Code of Federal Regulations, Parts 1600 -1690, and are periodically supplemented and amended in the Federal Register. Thrift Savings Plan July 2008 Form TSP-60

The Thrift Savings Plan will accept transfers and rollovers from qualified plans like a 401(k) or IRA, even if the participant is no longer in Federal service.See Form TSP-60 (traditional TSP) and Form TSP-60-R (for Roth TSP) for precisely which plans are eligible for the TSP and Roth TSP. Although the TSP will allow a transfer from a Roth 401(k) into a Roth TSP, the TSP cannot accept ...

To roll money into the Thrift Savings Plan, you would use form TSP 60 for rollovers into your traditional balance and form TSP 60-R for rollovers into your Roth balance.

THRIFT SAVINGS PLAN TSP-60 REUESt fo R a tRanSfER Into tHE tSp FORM TSP-60 (10/2012) ... Either mail the check and form to: tSp Rollover and transfer processing Unit p.o. Box 385200 Birmingham, al 35238-5200 or fax to: 1-866-458-1452 205-439-4501 (outside the U.S. and Canada)

Handled via My Account – form is not directly accessible online; process should be started via My Account; Available on My Account – form can be accessed directly online via My Account ** TSP-25, TSP-60 R, TSP-75, and TSP-99 forms are obsolete; they are only available for limited participants under extenuating circumstances via ThriftLine.

letter” is statutory in nature, and the TSP is a qualified trust. A plan administrator (or trustee or custodian) can complete the rollover of a TSP participant’s account based on the IRC’s description of the TSP. Is the TSP subject to all of the rules applicable to a qualified trust? No. The TSP is a government plan, as defined in § 414 ...

To roll money into the Thrift Savings Plan, you would use form TSP 60 for rollovers into your traditional balance and form TSP 60-R for rollovers into your Roth balance. TSP: Don’t Burn Through ...

The once-per-year rollover applies only to IRA rollovers (IRA to IRA) and not to rollovers of TSP funds to IRAs. 2. Missing the 60-day rollover deadline. Without a waiver or an extension of the 60-day rollover period, amounts not rolled over within the 60-day period do not qualify for tax-free rollover treatment.

Use this form to request a transfer or to complete a rollover from an eligible retirement plan into your Thrift Savings Plan (TSP) account. To transfer funds into the TSP, you must have an open TSP account and you cannot be receiving monthly payments from it. Funds must ac-company this form. Funds received by the TSP will not be invested until ...

The Thrift Savings Plan (TSP) is a retirement savings and investment plan for Federal employees and members of the uniformed services, including the Ready Reserve. It was established by Congress in the Federal Employees’ Retirement System Act of 1986 and offers the same types of savings and tax benefits that many private corporations offer their employees under 401(k) plans.

But a major change occurred in the 1990s; taxes were withheld from any rollover that was not a direct rollover (i.e., the money went directly from the IRA or TSP to the other qualified account).

of 1986. The TSP is to be treated as a trust described in 26 U.S.C. § 401(a) which is exempt from taxation under 26 U.S.C. § 501(a). TSP regulations are published in title 5 of the Code of Federal Regulations, Parts 1600 -1690, and are periodically supplemented and amended in the Federal Register. Thrift Savings Plan January 2010 Form TSP-60

SEE ALSO: TSP Fixed Payment Option (Part 1); TSP Withdrawal Payments Based on Life Expectancy (Part 2); TSP Annuity (Part 3); This column will discuss the TSP rollover option of a separated participant’s TSP account to an IRA or to an eligible employer-sponsored retirement plan.. An eligible employer-sponsored retirement plan includes a 401(k) plan, a profit-sharing plan, a 403(b) tax ...

To submit the TSP-60 form, ensure it is fully completed and includes your check payable to the Thrift Savings Plan. The completed form and check should either be mailed to: TSP Rollover and Transfer Processing Unit, P.O. Box 385200, Birmingham, AL 35238-5200, or faxed to 1-866-458-1452 if you are within the U.S.