TSP: Forms & Pubs, Uniformed Services Forms Menu; 2010 Feb 26

Forms and Publications

Uniformed Services Forms

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LPV = Last Printed Version

Form	Form Title	Form Purpose	Related Information and Publications (Category on this Web site)
Address and Name Change
TSP-U-9	Change in Address for Separated Participant (6/2008) - 2 pages - LPV 6/2008 *This form has been replaced by Form TSP-9.*	For separated participant to change TSP address	The 6/2008 version of Form TSP-9 has replaced Form TSP-U-9 and previous versions of Form TSP-9.
TSP-U-15	Change in Name for Separated Participant (6/2008) - 2 pages - LPV 6/2008 *This form has been replaced by Form TSP-15.*	For separated participant to change his or her name	The 6/2008 version of Form TSP-15 has replaced Form TSP-U-15 and previous versions of Form TSP-15. See documentation requirements on back of form.
Contributions
TSP-U-1	Election Form (1/2009) - 2 pages - LPV 1/2009	To start, stop, or change contributions to the TSP through your service	Summary of the TSP (Booklet) Annual Limit on Elective Deferrals (Fact Sheet) Note: Contribution Elections must be filed with employing agency
TSP-U-1-C	Catch-Up Contribution Election (1/2009) - 2 pages - LPV 1/2009	For participants age 50 or older to start, stop, or change catch-up contributions to the TSP	Summary of the TSP (Booklet) Catch-Up Contributions (Fact Sheet) Note: Contribution Elections must be filed with employing agency
TSP-U-60	Request for a Transfer Into the TSP (1/2010) - 4 pages - LPV-Local Reproduction	Request to have an amount transferred or rolled over into the TSP from an IRA or other eligible plan	Summary of the TSP (Booklet)
Death Benefits
TSP-U-17	Information Relating to Deceased Participant (5/2006) - 8 pages - LPV 5/2006	To provide information to the TSP about potential beneficiary(ies) of a deceased participant's account.	Important Tax Information About TSP Death Benefit Payments (Miscellaneous Documents)
TSP-U-3	Designation of Beneficiary - Fillable Form (12/2008) - 4 pages - LPV 12/2008	Name a person or persons to receive your account balance after your death	Summary of the TSP (Booklet)
Fund Investment
TSP-U-50	Investment Allocation (Form not available on this Web site) (5/2008) - LPV 5/2008	To make a contribution allocation or an interfund transfer	Lifecycle Funds (Leaflet) TSP Fund Investment Sheets (Miscellaneous Documents) Your Shares in the TSP Funds (Fact Sheet) Web/ThriftLine Information Card (Miscellaneous Documents)
Loans
TSP-U-20	Loan Application (10/2007) - 2 pages - LPV 10/2007	To request a general purpose or residential TSP loan	TSP Loans (Booklet) Loan Payment Coupon (Miscellaneous Documents) The Cost of TSP Loans (Miscellaneous Documents)
TSP-U-41	Notification to TSP of Nonpay Status (10/2005) - 1 page - LPV Local Reproduction	To notify record keeper that participant who has a loan is in nonpay status	Effect of Nonpay Status on TSP Participation (Fact Sheet) TSP Benefits That Apply to Members of the Military Who Return to Federal Civilian Service (Fact Sheet)
Spouse Rights
TSP-U-16	Exception to Spousal Requirements (10/2007) - 2 pages - LPV 6/2005	To request a waiver of spouse signature requirements for loans and withdrawals
Uniformed Services
TSP-65	Request to Combine Uniformed Services and Civilian TSP Accounts (10/2007) - 2 pages - LPV 10/2007	After separating from Federal service, to request that the TSP combine a uniformed services and civilian account into one
Withdrawals (In-service)
TSP-U-75	Age-Based In-Service Withdrawal Request (2/2010) - 4 pages - LPV Local Reproduction	For participants age 59½ or older to request an age-based withdrawal while still employed	TSP In-Service Withdrawals (Booklet) Important Tax Information About Payments From Your TSP Account (Miscellaneous Documents)
TSP-U-76	Financial Hardship In-Service Withdrawal Request (2/2008) - 4 pages - LPV 2/2008	To request a financial hardship withdrawal while still employed	TSP In-Service Withdrawals (Booklet) Important Tax Information About Payments From Your TSP Account (Miscellaneous Documents)
Withdrawals (Post-employment)
TSP-U-70	Request for Full Withdrawal (2/2010) - 8 pages - LPV 2/2010	For separated participants to request a full withdrawal	Withdrawing Your TSP Account After Leaving Federal Service (Booklet) Important Tax Information About Payments From Your TSP Account (Miscellaneous Documents) Important Tax Information About Your TSP Withdrawal and Required Minimum Distributions (Miscellaneous Documents)
TSP-U-73	Change in Monthly Payments (1/2008) - 4 pages - LPV Local Reproduction	Only for use by separated participants who are already receiving monthly payments	Tax Information for TSP Participants Receiving Monthly Payments (Tax Notices)
TSP-U-77	Request for Partial Withdrawal When Separated (2/2010) - 4 pages - LPV 2/2010	For separated participants to request a withdrawal of part of an account	Withdrawing Your TSP Account After Leaving Federal Service (Booklet) Important Tax Information About Payments From Your TSP Account (Miscellaneous Documents)
IRS Form W-4P	Withholding Certificate for Pension or Annuity Payments - For 2010	To request a change to the default tax withholding for a withdrawal	Important Tax Information About Payments From Your TSP Account (Miscellaneous Documents) Important Tax Information About Your TSP Withdrawal and Required Minimum Distributions (Miscellaneous Documents)

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