Tsp 20 Form PDF Details

The TSP 20 Form is an online form that allows tax professionals to securely file their clients' taxes. The form is designed to be easy-to-use and is available for free. The TSP 20 Form is the latest addition to the Tax Service Provider's (TSP) suite of products, which includes the TSP 10 Form and the TSP 30 Form. The TSP 20 Form was created in response to feedback from tax professionals who need a more efficient way to file their clients' taxes. Using the form, tax professionals can quickly and easily submit their clients' information online. The form is secure and meets all federal security requirements. Plus, it's backed by world-class customer support from the TSP team.

In the table, there is some good information regarding the tsp 20 form. Before you fill in the form, it is usually worth reviewing more details on it.

QuestionAnswer
Form NameTsp 20 Form
Form Length2 pages
Fillable?Yes
Fillable fields35
Avg. time to fill out7 min 34 sec
Other namestsp 20 application, tsp 20 No Download Needed, tsp 20 printable form, tsp loan application form

Form Preview Example

THRIFT SAVINGS PLAN

TSP-20

LOAN APPLICATION

You must have at least $1,000 of your own contributions and earnings in your account to obtain a TSP loan. Before completing this form, read the booklet, TSP Loans, and the instructions for this form for additional information about TSP loan rules. Type or print the information requested in Sections I – III, and sign and date Section IV.

INFORMATION ABOUT YOU

1.Name

LastFirstMiddle

2. Social Security Number – –3. ( ) –

Daytime Phone (Area Code and Number)

4.Address

Street address or box number

5. City

 

6.

 

7.

 

 

 

 

State/Country

 

Zip Code

8.a. Are you paid biweekly (every two weeks, 26 times a year)?

Yes

No

b.If no, check the box that indicates when you are paid.

Semimonthly (twice a month, 24 times a year)

Monthly (12 times a year)

Weekly (52 times a year)

II.

YOUR LOAN REQUEST

9. Amount of Loan Requested: $

 

(must be $1,000 or more)

10.Type and Term of Loan: Specify the loan repayment period for either

a General Purpose Loan or a Residential Loan.

General Purpose Loan:

Time to Repay (1 to 5 years)

 

years and

 

months

OR

Residential Loan: For the purchase or construction of your primary residence only.

Documentation will be required.

Time to Repay (1 to 15 years)

 

years and

 

months

 

 

 

 

 

III.

INFORMATION ABOUT YOUR SPOUSE

11. Are you married (even if separated from your spouse)?

Yes

No

(If yes, complete Items 12 through 19. If no, go to Item 20.)

12.Spouse’s Name

 

Last

 

 

 

 

First

Middle

13.

Spouse’s Social Security Number

 

 

 

 

 

 

14.

Is your spouse’s address the same as above?

Yes (Skip to Item 19.)

No (Complete Items 15 – 18.)

15.Spouse’s Address

16.

City

 

17.

 

18.

 

 

 

 

 

State/Country

 

Zip Code

19.

Check here if you are covered by FERS and you will not be able to obtain your spouse’s

 

signature on your Loan Agreement, or if you are covered by CSRS and you do not know the

 

whereabouts of your spouse. (Read the instructions for this item.)

 

 

IV.

I certify that the above information is true and complete to the best of my knowledge. Warning: Any

CERTIFICATION

intentional false statement in this application or willful misrepresentation concerning it is a violation of

AND

law that is punishable by a fine of as much as $10,000 or imprisonment for as long as 5 years or both

SIGNATURE

(18 U.S.C. 1001).

20.

 

21.

 

 

 

Participant’s Signature

 

 

Date Signed

 

 

 

 

 

Form TSP-20 (10/2005)

 

 

EDITIONS PRIOR TO 8/02 OBSOLETE

INSTRUCTIONS

Before completing this application, read the booklet TSP Loans to understand the features of the loan pro-

 

gram and your responsibilities when you borrow from your TSP account. The booklet is available from your

 

agency personnel office or the TSP Web site at www.tsp.gov. Make a copy of this completed form for your

 

records and mail the original form to:

 

TSP Service Office

 

P.O. Box 385021

 

Birmingham, AL 35238

 

Or fax the completed form to our toll-free fax number: 1-866-817-5023

I.

INFORMATION ABOUT YOU

1 – 7: Provide all the requested information. Your loan agreement package, the loan check, and other corre- spondence regarding the loan will be sent to the address of record for your TSP account. If the address on your last participant statement was incorrect or has since changed and you have not asked your agency to correct it, notify your agency personnel office immediately to ensure that the correct address is provided to the TSP Service Office.

8:Pay Schedule. Loan payments are deducted from your pay each pay period. Make sure you indicate the correct pay period or your loan payments will be incorrect.

II.

YOUR LOAN REQUEST

9:Amount. You may not borrow more than the amount that you contributed to the TSP and the earnings on that amount. You may not borrow less than $1,000. To determine the maximum amount you may borrow, you can visit the TSP Web site at www.tsp.gov, call the (toll-free) ThriftLine at 1-877-968-3778 (outside the U.S. and Canada, call 404-233-4400 (not toll free)), or use the Worksheet for Estimating Maximum Loan Amount in the booklet TSP Loans. If you request a loan for more than the amount that you are eligible to borrow, the TSP will determine the maximum amount that you are eligible to borrow at the time that your loan application is processed and your Loan Agreement is generated.

10:Purpose and Term of Loan. Choose either a General Purpose Loan or a Residential Loan and fill in the corresponding repayment period. You can request a Residential Loan only for the purchase or construction of your primary residence.

For a General Purpose Loan, the minimum time to repay is 1 year; the maximum time is 5 years. No documentation is required.

For a Residential Loan, the minimum time to repay is 1 year; the maximum time is 15 years. Documen- tation of the amount will be required when you return your Loan Agreement. Do not send documentation for the amount of the loan with this form.

When completing this item, use years and months. You should have a number in each blank. For example, if

you want a loan for 4 years, write it as

4

years and

0

months.

III.

INFORMATION ABOUT YOUR SPOUSE

11:Are you married (even if separated from your spouse)? If you are married, even if separated from your spouse, check the “Yes” box and complete Items 12 through 19. You must supply the requested information about your spouse.

19:Notification or consent of spouse not possible. The TSP must notify the spouse of a CSRS participant before a loan can be made. Spouses of FERS participants must consent to the loan by signing the Loan Agreement. Therefore, check Item 19 if you are:

covered by FERS and you cannot obtain your spouse’s signature because your spouse’s whereabouts are unknown or exceptional circumstances make it inappropriate to obtain your spouse’s signature, or

covered by CSRS and your spouse’s whereabouts are unknown.

You may be able to obtain an exception by submitting Form TSP-16, Exception to Spousal Requirements. You are strongly encouraged to mail Form TSP-16 and supporting documentation with this Loan Application. You can obtain Form TSP-16 from the TSP Web site or your agency personnel office.

IV.

20: Signature. Read the certification and sign your name.

CERTIFICATION

21: Date. Enter the date you signed the form.

AND

 

SIGNATURE

 

PRIVACY ACT NOTICE. We are authorized to request this information under 5 U.S.C. chapter 84. Executive Order 9397 authorizes us to ask for your Social Secu- rity number, which will be used to identify your account. We will use the information you provide on this form to process your loan. This information may be shared with other Federal agencies for statistical, auditing, or archiving purposes. In addition, we may share the information with law enforcement agencies investigating a violation

of civil or criminal law, or agencies implementing a statute, rule, or order. It may be shared with congressional offices, private sector audit firms, spouses, former spouses, and beneficiaries, and their attorneys. We may also disclose relevant portions of the information to appropriate parties engaged in litigation. You are not required by law to provide this information, but if you do not provide it, we will not be able to process your loan application.

Form TSP-20 (10/2005)

EDITIONS PRIOR TO 8/02 OBSOLETE

How to Edit Tsp 20 Form Online for Free

Due to the objective of allowing it to be as simple to go with as possible, we generated this PDF editor. The entire process of completing the printable tsp form 20 can be hassle-free for those who try out the following actions.

Step 1: Press the orange button "Get Form Here" on the website page.

Step 2: As soon as you've entered the editing page printable tsp form 20, you should be able to find each of the functions intended for the file inside the upper menu.

Create the printable tsp form 20 PDF and type in the content for each and every section:

example of gaps in tsp form 20 printable

Inside the segment Time, to, Repay, OR, Residential, Loan Time, to, Repay to, years months, III, INFORMATION, ABOUT, YOUR, SPOUSE Yes, Spouses, Name Last, Spouses, Social, Security, Number First, Middle, Is, your, spouses, address, the, same, as, above Yes, Skip, to, Item No, Complete, Items and Spouses, Address provide the data the application requests you to do.

stage 2 to completing tsp form 20 printable

Step 3: Press the "Done" button. So now, you can export the PDF document - upload it to your device or deliver it by means of email.

Step 4: To protect yourself from any kind of difficulties in the future, you should get at least two or three duplicates of the form.

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