Tsp 60 pdf 2026

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The document outlines the procedures and requirements for transferring eligible rollover distributions into the Thrift Savings Plan (TSP) using Form TSP-60. It specifies that only TSP participants with open accounts can transfer funds, defines eligible rollover distributions, and distinguishes between transfers and rollovers. The document also details the necessary certifications from retirement plan administrators, the types of accounts eligible for transfers, and the tax implications associated with these transactions.

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Click ‘Get Form’ to open the TSP-60 PDF in the editor.
In Section I, provide your personal information including your name, Social Security number, date of birth, and contact details. Ensure accuracy as this information is crucial for processing your transfer.
Move to Section II, which must be completed by the administrator of your qualified retirement plan or conduit IRA. They will certify the eligibility of your rollover distribution.
If you have already received a distribution, complete Section III by indicating the amount being submitted and the date you received it. This section is essential for rollovers.
Finally, sign and date Section IV to authorize the TSP to accept your transfer. This step confirms that all provided information is accurate.

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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.

How much should I have in my TSP at 60?

On average, most federal employees have around $200,000 in their TSP accounts at age 60.

What are the pros and cons of TSP retirement?

Thrift Savings Plans (TSP): Pros Cons for Your Retirement Low Fees, High Savings: Tax Advantages for Enhanced Growth: Free Money through Employer Matching (FERS Employees): Diversified Investment Options: Limited Investment Flexibility: Early Withdrawal Penalties: Mandatory RMDs: Limited Financial Education Resources:

What is the 5 year rule for TSP?

You can also make tax-free withdrawals of money your contributions earned while in your TSP account if those earnings are qualified. Earnings are considered qualified if BOTH of these conditions are met: 5 years have passed since January 1 of the calendar year when you made your first Roth TSP contribution.

What is TSP 60?

foRm tSp-60 InStRUCtIonS Use this form to request a transfer or to complete a rollover of tax-deferred money from an eligible retirement plan into the traditional (non-Roth) balance of your Thrift Savings Plan (TSP) account. You must have an open TSP account with a balance when your request is received by the TSP.

Can I withdraw from my TSP after 60?

Meaning because youre 55 or older, and thinking of separating from the government, you can withdraw penalty-free from TSP as long as you dont take another federal government job (if you do, you can no longer withdraw penalty-free from TSP until you leave again or docHub 59.5).

tsp 60 form

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What is the point of a 60 day rollover?

Keep in mind that the 60-day rule applies in the case of an indirect rollover. If you reinvest your funds in another IRA within 60 days, your distribution isnt taxed. If you miss the deadline, you will likely owe income taxes, and possibly penalties, on the distribution.