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

1. Click ‘Get Form’ to open the Request for a Roth Transfer Into the TSP in the editor.
2. 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.
3. 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.
4. Complete your contact details including daytime phone number and address. Review all entries for accuracy before proceeding.
5. 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.
6. 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!