Home
Forms Library
Request for a Roth Transfer Into the TSP Request for a Roth Transfer Into the TSP

Request for a Roth Transfer Into the TSP Request for a Roth Transfer Into the TSP 2026

Request for a Roth Transfer Into the TSP Request for a Roth Transfer Into the TSP Preview on Page 1

See details

4.2 out of 5

72 votes

The document is a form (TSP-60-R) used to request the transfer of Roth funds from a Roth 401(k), 403(b), or 457(b) into a Thrift Savings Plan (TSP) account. It outlines the necessary information required from the participant and the plan administrator, including certifications regarding the eligibility of the funds for transfer. The TSP does not accept transfers from Roth IRAs and specifies that funds will not be invested until all forms are properly completed. Additionally, it provides general information about the TSP, eligibility requirements for transfers, and instructions for completing the form.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out Request for a Roth Transfer Into the TSP with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the Request for a Roth Transfer Into the TSP in the editor.
Begin by filling out Section I, providing your personal information. Indicate whether this request applies to your Civilian Account or Uniformed Services Account by checking the appropriate box.
Enter your last name, middle name, first name, and TSP account number. Ensure that your date of birth is entered in the correct format (mm/dd/yyyy). If you have a foreign address, check the box and follow the specific instructions provided.
Complete your contact details including daytime phone number and address. Review all entries for accuracy before proceeding.
In Section II, provide this form to your plan administrator for completion. They will need to fill out details regarding the Roth contributions and sign off on the certification.
Once both sections are completed, submit the form along with a check made payable to Thrift Savings Plan directly through our platform for seamless processing.

Start using our platform today to easily complete your Request for a Roth Transfer Into the TSP!

See more Request for a Roth Transfer Into the TSP Request for a Roth Transfer Into the TSP versions

We've got more versions of the Request for a Roth Transfer Into the TSP Request for a Roth Transfer Into the TSP form. Select the right Request for a Roth Transfer Into the TSP Request for a Roth Transfer Into the TSP version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2019	4.8 Satisfied (241 Votes)
2019	4.2 Satisfied (72 Votes)
2012	4.1 Satisfied (30 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can you have a Roth TSP and a Roth IRA?

With an indirect rollover, the TSP funds are first distributed to you, and you have 60 days to deposit the full amount into another qualified retirement plan or IRA. Important points to note: Mandatory 20% Tax Withholding: The IRS requires TSP to withhold 20% for taxes when distributing funds directly to you.

Can you rollover Roth TSP into Roth IRA?

Is a Roth IRA better for retirement or a Roth TSP? A Roth IRA is a good retirement savings option if you want to be able to make tax-free withdrawals later. However, a Roth TSP allows you to contribute a larger amount of money each year and your employer can also make matching contributions on your behalf.

How to transfer Roth TSP to Roth IRA?

Limited investment options. Higher salaried workers may have to pay a higher rate of taxes before putting money into a TSP account. Early withdrawals incur a 10% penalty tax. Some TSP participants are ineligible for matching contributions5. Inability to convert a traditional TSP to a Roth TSP6.

Can I transfer Roth into TSP?

But you cannot move money from a Roth IRA into your TSP account. There are two ways to move your traditional IRA money into your TSP account: 1) You can have your traditional IRA money rolled over directly to your TSP account. You initiate the transaction, but you dont have to deposit the money yourself.

Request for a Roth Transfer Into the TSP Request for a Roth Transfer Into the TSP 2026

Here's how it works

How to use or fill out Request for a Roth Transfer Into the TSP with our platform

See more Request for a Roth Transfer Into the TSP Request for a Roth Transfer Into the TSP versions

Complete this form in 5 minutes or less

Got questions?

Can you have a Roth TSP and a Roth IRA?

Can you rollover Roth TSP into Roth IRA?

How to transfer Roth TSP to Roth IRA?

Can I transfer Roth into TSP?

Security and compliance

Complete this form in 5 minutes or less

Try more PDF tools

Request for a Roth Transfer Into the TSP Request for a Roth Transfer Into the TSP 2026

Here's how it works

How to use or fill out Request for a Roth Transfer Into the TSP with our platform

See more Request for a Roth Transfer Into the TSP Request for a Roth Transfer Into the TSP versions

Complete this form in 5 minutes or less

Got questions?

Can you have a Roth TSP and a Roth IRA?

Can you rollover Roth TSP into Roth IRA?

How to transfer Roth TSP to Roth IRA?

Can I transfer Roth into TSP?

Related Searches

Security and compliance

Related forms

Complete this form in 5 minutes or less

Related links

Try more PDF tools