Form Tsp 75 PDF Details

When considering financial planning and retirement options, understanding the details of available forms and procedures is key, especially for participants of the Thrift Savings Plan (TSP). Among these, the TSP-75 Age-Based In-Service Withdrawal Request form is certainly noteworthy, designed for individuals seeking to make withdrawals from their TSP accounts upon reaching a certain age, while still in service. This form encompasses various sections, including personal information, the withdrawal request itself, options for transferring portions of the withdrawal to an IRA or another eligible employer plan, and instructions for direct deposit, should the participant opt for part of the withdrawal to be directly transferred to a checking or savings account. Additionally, it details the tax withholding preferences and mandates notarization to ensure the authenticity of the participant's request. Also noteworthy is the distinction made for married participants, who must adhere to specific consent or notification requirements concerning their spouses, making the process of withdrawing funds a bit more intricate, depending on one's marital status and retirement coverage. This form not only facilitates the process of making an age-based in-service withdrawal but also underscores the importance of understanding one's options and obligations regarding retirement savings and planning.

QuestionAnswer
Form NameForm Tsp 75
Form Length4 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min
Other namesform tsp 75, tsp gov forms, tsp gov home page, tsp 75 forms printable

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THRIFT SAVINGS PLAN

TSP-75

AGE-BASED IN-SERVICE WITHDRAWAL REQUEST

I.INFORMATION ABOUT YOU

1.This request applies to my:

2.

Civilian Account

OR

Uniformed Services Account

Last Name

First Name

Middle Name

3.

TSP Account Number

4.

/ /

Date of Birth (mm/dd/yyyy)

5.

Daytime Phone (Area Code and Number)

Note: If you are married, you must complete either Section VII or VIII on Page 2 depending on your retirement coverage (see instructions).

II. WITHDRAWAL REQUEST

6. Amount you are requesting: $

 

 

 

 

 

 

 

 

 

 

 

OR

 

 

,

 

 

 

,

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(amount must be $1,000 or more)

 

Entire vested account balance

III. TRANSFER ELECTION

7.

 

I would like to transfer all or a portion of my withdrawal request to an IRA or eligible employer plan. (Note: You

 

 

must include the completed applicable transfer page(s) from this form with your withdrawal request package.)

 

 

 

IV. DIRECT DEPOSIT INFORMATION— This section is optional. Complete this section if you want the portion of your with- drawal that is not being transferred (Sections IX–XII) directly deposited into your checking or savings account.

8. Type of Account:

9.

Checking

Savings 10.

Name of Financial Institution

 

 

 

 

 

 

 

 

 

 

11.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ACH Routing Number (Must be 9 digits)

Checking or Savings Account Number

V.ADDITIONAL TAX WITHHOLDING—This section is optional. If you would like more than the mandatory 20% Federal tax withholding, complete this section. If a portion of your withdrawal is a Required Minimum Distribution, the TSP must withhold 10% of that portion. Withholding does not apply to amounts transferred to IRAs or eligible employer plans or which are otherwise nontaxable (see instructions).

12. In addition to the mandatory 20%, withhold this amount for Federal income tax: $

,

.00

VI. CERTIFICATION AND NOTARIZATION—I certify that the information I have provided on all pages of this withdrawal request is true and complete to the best of my knowledge. If I did not complete Section VII or VIII on Page 2, I further certify that I am an unmarried TSP participant. Warning: Any intentional false statement in this application or willful misrepresen- tation concerning this request is a violation of law that is punishable by a fine or imprisonment for as long as 5 years, or both (18 U.S.C. 1001).

13.

15.

16.

 

14.

 

 

/

 

 

/

 

 

 

 

 

 

 

 

 

 

 

 

 

Participant’s Signature

Date Signed (mm/dd/yyyy)

 

 

 

 

 

 

 

 

 

 

 

Participant’s Address (We will use this address only to notify you if we cannot locate your account based on the information you provided on this form.)

Notary: Please complete the following. No other acknowledgement is acceptable (see instructions). The person

who signed Item 13 is known to or was identified by me and, before me, signed or acknowledged to have signed

this form. In witness thereof, I have signed below on this

 

 

day of

,

 

 

 

.

 

 

 

 

 

 

Month

 

 

Year

 

My commission expires:

 

 

 

 

 

 

 

 

 

 

 

 

Date (mm/dd/yyyy)

Notary’s Signature

 

 

 

 

 

 

 

 

 

 

 

 

(

)

[seal]

Notary’s Printed Name

 

 

 

Notary’s Phone Number

Jurisdiction

Do Not Write Below This Line

FORM TSP-75, Page 1 (2/2015)

PREVIOUS EDITIONS OBSOLETE

* P I I S 0 0 2 2 9 9 0 0 2 0 0 0 0 0 0 0 0 P I I S *

Name:

TSP Account Number:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Last, First, Middle)

VII. MARRIED FERS AND UNIFORMED SERVICES PARTICIPANTS—Your spouse must consent to your withdrawal. Your spouse’s signature must be notarized.

17.Spouse: By signing below, I consent to this withdrawal from my spouse’s Thrift Savings Plan account. I understand that the amount withdrawn will not be available later for the purchase of a joint and survivor annuity.

Spouse’s Name (Last, First, Middle)

18.

Spouse’s Signature

19. / /

Date Signed (mm/dd/yyyy)

20.Notary: Please complete the following. No other acknowledgement is acceptable (see instructions).

The person who signed Item 18 is known to or was identified by me and, before me, signed or acknowledged to have

signed this form. In witness thereof, I have signed below on this

 

day of

 

 

,

 

 

.

 

 

 

 

 

 

Month

 

 

Year

My commission expires:

 

 

 

 

 

 

 

 

 

 

 

 

Date (mm/dd/yyyy)

Notary’s Signature

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

[seal]

 

Notary’s Printed Name

Notary’s Phone Number

 

 

 

 

 

 

 

 

 

 

Jurisdiction

21.Participant: If you cannot obtain your spouse’s signature, provide your spouse’s name (Item 17) and Social Security number on the right, and submit Form TSP-16, Exception to Spousal Requirements (TSP-U-16 for uniformed services), with the required documentation.

 

 

 

-

 

 

-

 

 

 

 

 

 

 

Spouse’s Social Security Number

VIII. MARRIED CSRS PARTICIPANTS—Your spouse must be notified of your withdrawal request.

22.

Spouse’s Name (Last, First, Middle)

23.Is your spouse’s address the same as your address in your TSP record?

24.

 

 

 

 

Don’t know spouse’s address.

 

 

 

-

 

 

-

 

 

 

 

Yes

 

No (Complete Items 24–28.)

 

(Provide spouse’s SSN and submit

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form TSP-16.)

Spouse’s Social Security Number

 

 

 

 

Spouse has

foreign address? 25. Street Address or Box Number (For a foreign address, see instructions.) Check here.

Street Address Line 2

26.

City

27.

 

 

28.

 

 

 

 

 

 

State

 

Zip Code

Do Not Write Below This Line

–

Form TSP-75, Page 2 (2/2015)

PREVIOUS EDITIONS OBSOLETE

Name:

TSP Account Number:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Last, First, Middle)

TRANSFER — TRADITIONAL

You and the IRA trustee or plan administrator must complete this page if you checked the box in Item 7 and you want to transfer all or a part of the traditional (non-Roth) portion of your withdrawal to a traditional IRA, eligible employer plan, or a Roth IRA. Your traditional TSP balance consists of traditional contributions, tax-exempt contributions, all agency contributions, and the earnings associated with these contributions. Note: If you choose to transfer the traditional portion of your withdrawal to a Roth IRA, you will have to pay tax on that portion when you file your tax return for the year.

IX. YOUR TRANSFER ELECTION FOR TRADITIONAL BALANCE—After you complete this section, take or send this page (including the instructions on the back) to your IRA or plan. Your IRA trustee or plan administrator must complete Section X. You must submit the completed package in order for your transfer to be processed.

29. Transfer

 

 

 

.0% of the traditional (non-Roth) portion of my withdrawal to the IRA or plan identified in Section X.

Note: You must also complete Section III on Page 1.

X.TRANSFER INFORMATION FOR TRADITIONAL BALANCE—This section is to be completed by the IRA trustee or plan administrator. The account described here must be a traditional IRA, eligible employer plan, or a Roth IRA. Please return this completed form to the participant. Do not submit transfer forms of financial institutions or plans.

30.Type of Account:

Traditional IRA

Eligible Employer Plan

Roth IRA

31.

IRA/Plan Account Number or Other Customer ID

32.

Check this box if tax-exempt balances are accepted into the account identified above.

33.Provide the name and mailing address information below exactly as it should appear on the front of the check.

Make check payable to

City

 

 

 

 

 

The financial

 

 

 

 

 

institution

 

 

 

 

 

or plan will

 

 

 

 

 

 

 

 

 

 

need to use

 

 

 

 

 

this information

 

 

 

 

 

 

 

 

 

 

to identify the

 

 

 

 

 

 

 

 

 

 

account that

 

 

 

 

 

will receive

 

 

 

 

 

–

 

 

 

 

}the transfer.

 

 

 

 

State

Zip Code

I confirm the accuracy of the information in this section and the identity of the individual named above. As a representative of the financial institution or plan to which the funds are being transferred, I certify that the financial institution or plan agrees to accept the funds directly from the Thrift Savings Plan and deposit them into the IRA or eligible employer plan identified above.

34.

Typed or Printed Name of Certifying Representative (Last, First, Middle)

35.

Signature of Certifying Representative

Do Not Write Below This Line

( )

Daytime Phone (Area Code and Number)

36. / /

Date Signed (mm/dd/yyyy)

Form TSP-75, Page 3 (2/2015)

PREVIOUS EDITIONS OBSOLETE

Name:

TSP Account Number:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Last, First, Middle)

TRANSFER — ROTH

You and the IRA trustee or plan administrator must complete this page if you checked the box in Item 7 and you want to transfer all or a part of the Roth portion of your withdrawal to a Roth IRA or to a Roth account maintained by an eligible employer plan. Your Roth TSP balance consists of any employee contributions that you designated as Roth when you made your contribution election and the earnings associated with these contributions. Withdrawals of Roth contributions are paid tax-free. The earnings associated with these contributions are paid tax-free only if 5 years have passed since January 1 of the calendar year in which you made your first Roth contribution and you have reached age 59½ or have a permanent disability. (See instructions.)

XI. YOUR TRANSFER ELECTION FOR ROTH BALANCE—After you complete this section, take or send this page (includ- ing the instructions on the back) to your IRA or plan. Your IRA trustee or plan administrator must complete Section XII. You must submit the completed package in order for your transfer to be processed.

37.Transfer

.0% of the Roth portion of my withdrawal to the IRA or plan identified in Section XII. Note: You must

also complete Section III on Page 1.

XII. TRANSFER INFORMATION FOR ROTH BALANCE—This section is to be completed by the IRA trustee or plan admin- istrator. The account described here must be a Roth IRA or a Roth account maintained by an eligible employer plan. Please return this completed form to the participant. Do not submit transfer forms of financial institutions or plans.

38.Type of Account:

39.

Roth IRA

Eligible Employer Plan—Roth Account

IRA/Plan Account Number or Other Customer ID

40.Provide the name and mailing address information below exactly as it should appear on the front of the check.

Make check payable to

City

 

 

 

 

 

The financial

 

 

 

 

 

institution

 

 

 

 

 

or plan will

 

 

 

 

 

 

 

 

 

 

need to use

 

 

 

 

 

this information

 

 

 

 

 

 

 

 

 

 

to identify the

 

 

 

 

 

 

 

 

 

 

account that

 

 

 

 

 

will receive

 

 

 

 

 

–

 

 

 

 

}the transfer.

 

 

 

 

State

Zip Code

I confirm the accuracy of the information in this section and the identity of the individual named above. As a representative of the financial institution or plan to which the funds are being transferred, I certify that the financial institution or plan agrees to accept the funds directly from the Thrift Savings Plan and deposit them into the IRA or eligible employer plan identified above.

41.

Typed or Printed Name of Certifying Representative (Last, First, Middle)

42.

Signature of Certifying Representative

Do Not Write Below This Line

()

Daytime Phone (Area Code and Number)

43. / /

Date Signed (mm/dd/yyyy)

Form TSP-75, Page 4 (2/2015)

PREVIOUS EDITIONS OBSOLETE

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With regards to the blank fields of this precise form, this is what you need to do:

1. It is recommended to complete the tsp 75 accurately, so be mindful while filling in the segments that contain these blank fields:

tsp age withdrawal completion process clarified (part 1)

2. Once your current task is complete, take the next step – fill out all of these fields - V ADDITIONAL TAX WITHHOLDING This, In addition to the mandatory, VI CERTIFICATION AND NOTARIZATION, request is true and complete to, Participants Signature, Date Signed mmddyyyy, Participants Address We will use, Notary Please complete the, day of, Month, Year, seal, Date mmddyyyy, Notarys Signature, and Notarys Printed Name with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

Stage number 2 for submitting tsp age withdrawal

3. In this stage, review Name, Last First Middle, TSP Account Number, VII MARRIED FERS AND UNIFORMED, spouses signature must be notarized, Spouse By signing below I consent, the amount withdrawn will not be, Spouses Name Last First Middle, Spouses Signature, Date Signed mmddyyyy, Notary Please complete the, The person who signed Item is, signed this form In witness, day of, and Month. All these have to be completed with greatest focus on detail.

tsp age withdrawal conclusion process described (part 3)

Be really mindful when filling out Last First Middle and spouses signature must be notarized, since this is the section in which many people make mistakes.

4. The next subsection needs your details in the following parts: seal, Notarys Printed Name, Jurisdiction, Notarys Phone Number, Participant If you cannot obtain, Spouses Social Security Number, VIII MARRIED CSRS PARTICIPANTS, Spouses Name Last First Middle, Is your spouses address the same, Yes, No Complete Items, Dont know spouses address Provide, Spouses Social Security Number, Spouse has foreign address Check, and Street Address or Box Number For a. Make sure that you provide all requested details to go forward.

Part # 4 in completing tsp age withdrawal

5. The last notch to submit this document is pivotal. You must fill in the displayed blank fields, such as Name, Last First Middle, TSP Account Number, TRANSFER TRADITIONAL, You and the IRA trustee or plan, IX YOUR TRANSFER ELECTION FOR, Transfer, of the traditional nonRoth, Note You must also complete, X TRANSFER INFORMATION FOR, administrator The account, Type of Account, Traditional IRA, Eligible Employer Plan, and Roth IRA, before submitting. Neglecting to do so may generate an unfinished and probably invalid form!

Stage # 5 of filling out tsp age withdrawal

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