Form Tsp 19 Fillable PDF Details

When federal employees move between agencies or change payroll offices, the transition of their Thrift Savings Plan (TSP) account information is crucial. This procedure is facilitated by the TSP-19 form, titled "Transfer of Information Between Agencies." Designed to ensure a smooth transfer, this form involves both the losing and gaining agencies in a coordinated effort to handle the TSP details. Regardless of whether or not the employee is actively contributing to their TSP at the time of the transition, the form captures essential details such as employee personal information, TSP enrollment status, contribution elections, and any loan information that may be relevant. Additionally, it provides a section for documenting the identification details of the losing agency. This form not only aids in keeping the TSP account's operational facets intact during the transition but also encompasses a range of data from basic personal identifiers to more complex financial elements like the status of loans and contributions. Importantly, the form serves a dual purpose: it keeps the involved agencies informed, and it ensures that employees are not left in the dark about the status of their retirement savings during periods of transition.

QuestionAnswer
Form Name Form Tsp 19 Fillable
Form Length 2 pages
Fillable? No
Fillable fields 0
Avg. time to fill out 30 sec
Other names 19 fillable, 19 transfer, tsp enter, tsp revised

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THRIFT SAVINGS PLAN

TSP-19

TRANSFER OF INFORMATION BETWEEN AGENCIES

Gaining agencies must obtain the Thrift Savings Plan (TSP) account information of employees who transfer from other Federal agencies or who change payroll offices. The losing agency must provide the relevant TSP information to the gaining agency, whether or not the employee is contributing to the TSP. The gaining agency should provide a copy of the completed form to the employee and forward the original to the payroll office. A copy may also be filed in the employee’s Official Personnel Folder.

Section A Employee Information

1.Name

LastFirstMiddle

2. Social Security No.

 

–

 

–

 

3. Date of Birth

/

/

4. Effective Date of Transfer

/

/

 

 

 

 

 

 

 

mm

dd

yyyy

 

mm

dd

yyyy

Section B Information to Be Transferred

Enrollment Information

5. TSP Status Code (Enter the appropriate code):

 

6. TSP Status Date

/

/

A = Automatic Enrollment

 

 

mm

dd

yyyy

 

 

 

 

 

E= FERS eligible for agency contributions but not contributing Y = Contributing and, if FERS, eligible for agency contributions

T = Stopped contributions and, if FERS, eligible for agency contributions

7. TSP Service Computation Date (FERS only)

 

/

/

 

8. TSP Vesting Code

mm

 

dd

yyyy

 

 

 

9.If TSP Status Code is T and employee is in the noncontribution period resulting from a financial hardship in-service withdrawal, indicate the ending day of this period.

/ /

mm dd yyyy

10.Contribution Election Information — Enter the employee's tax-deferred contribution election in A and/or Roth contribution election in B below.

 

a. Tax-Deferred:

 

.0%

OR

$

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

b. Roth:

 

.0%

OR

$

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11.

Total employee contributions made for current year:

 

$

as of

/

/

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

mm

dd

yyyy

 

 

 

 

 

 

 

Catch-up Contributions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

12.

If the employee is currently making catch-up contributions,

a. Tax-Deferred

$

 

.00

for

 

 

 

 

enter the dollar amount per pay period and the attributable

 

 

 

 

 

 

 

 

 

 

 

 

year

 

 

 

calendar year for each type of contribution:

 

 

b. Roth

$

 

.00

for

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

year

 

 

13.

Total catch-up contributions made for current year:

 

 

$

 

.00

as of

/

/

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

mm

dd

yyyy

Loan Information

14.

Does employee have a TSP loan? (Check one.)

Yes (Complete Items below, as applicable.)

 

First Loan

15.

Loan Number:

 

 

 

 

 

16.

Payment Amount $

 

Second Loan

17.

Loan Number:

 

 

 

 

 

18.

Payment Amount $

19.

If employee is currently in nonpay status, indicate the beginning date of the nonpay:

 

/

/

 

 

 

 

 

 

 

 

 

 

 

 

 

mm

dd

yyyy

 

20. Type of Nonpay:

 

Military

 

Other

 

 

 

 

 

 

 

 

 

21.

Date Agency submitted Form TSP-41 to TSP:

/

/

 

 

 

 

 

 

 

 

 

 

 

 

 

mm

dd

yyyy

 

 

 

 

 

No (Skip to Item 22.)

Section C Identification of Losing Agency

22.

Agency Name and Location

23.

Payroll Office

 

 

 

 

 

 

 

 

 

 

 

 

 

8-digit Identifying Number

24.

Name of Contact Person

 

25.

Telephone

(

 

)

 

–

 

 

 

 

 

 

 

 

Area Code and Number

 

 

 

Reproduce Locally

 

 

 

Form TSP-19

(Revised 4/2019)

 

 

 

 

 

 

 

PREVIOUS EDITIONS OBSOLETE

INSTRUCTIONS

The losing agency should use this form to provide required employee information to the gaining agency.

SECTION A —Employee Information

Items 1-3. Enter the identifying information.

Item 4. Enter the effective date of the transfer.

SECTION B —Information to Be Transferred

Items 5-6. Complete these items to reflect the employee’s TSP Status Code and Status Date.

Items 7-8. Complete these items ONLY if the employee is covered by FERS.

Item 9. If the Status Code entered in item 5 is “T” AND the employee is serving the non-contribution period attributable to the financial hardship in-service withdrawal, enter the date the non-contribution period will end.

Item 10 a. Enter the employee’s tax-deferred contribution election.

10 b. Enter the employee’s Roth contribution election.

(NOTE: Employee may elect either tax-deferred or Roth contributions or both.)

Item 11. Enter the total amount of tax-deferred and/or Roth contributions that were deducted from the employee’s pay for the current year.

Item 12 a. Enter the dollar amount of the employee’s tax-deferred catch-up contribution election and the attributable calendar year.

Item 12 b. Enter the dollar amount of the employee’s Roth catch-up contribution election and the attributable calendar year.

Item 13. Enter the total amount of tax-deferred and/or Roth catch-up contributions that were deducted from the employee’s pay for the current year.

Item 14. Check the appropriate box.

Item 15-18. Enter the applicable information.

Item 19. Enter the beginning date of the nonpay period.

Item 20. Check the appropriate box.

Item 21. Date Form TSP-41, Notification to TSP of Nonpay Status, was submitted. If Form TSP-41 has NOT been

submitted to the TSP, submit it before transferring the employee to the gaining agency.

SECTION C — Identification of Losing Agency

Item 22-25. Enter the identifying information.

Form TSP-19 (Revised 4/2019)

PREVIOUS EDITIONS OBSOLETE

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