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- Click ‘Get Form’ to open it in the editor.
- Begin with Section I, where you will provide your personal information. Fill in your last name, first name, date of birth, and TSP account number. Ensure that you select whether this request applies to your civilian or uniformed services account.
- If married and your total TSP balance exceeds $3,500, complete Section II or III based on your retirement coverage. Remember that spousal signatures must be notarized.
- In Section IV, choose your withdrawal method by indicating the percentage for each option: single payment, life annuity, or monthly payments. Ensure the total equals 100%.
- If applicable, complete Sections V and VI for transfer elections and direct deposit information. Make sure to include any necessary pages for transfers.
- Finally, review Section VII for certification and notarization. Sign and date the form before submitting it as instructed.
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