Tsp 75 form 2021 pdf-2026

1. Click ‘Get Form’ to open the TSP-75 form in the editor.
2. In Section I, provide your personal information including your last name, first name, TSP account number, and date of birth. Ensure you select either 'Civilian Account' or 'Uniformed Services Account'.
3. Move to Section II to specify the amount you are requesting for withdrawal. You can choose a specific dollar amount (minimum $1,000) or request your entire vested account balance.
4. If you wish to have your funds directly deposited, complete Section III with your bank details. This section is optional but recommended for convenience.
5. In Section IV, indicate any additional tax withholding preferences. This section is also optional but important for tax planning.
6. Complete Section V by signing and notarizing the form. This step is mandatory for processing your request.
7. If applicable, fill out Sections VI and VII regarding spousal information and ensure that any required signatures are notarized.
8. For transfers of traditional or Roth balances, complete Sections VIII and IX as needed before submitting the form.

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