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TSP Fund Information, March 2021

FUND INFORMATIONL FUNDSG FUNDF FUNDC FUNDS FUNDI FUNDM arch 2021We re glad you asked .. about your TSP investment options. The information in this booklet will help you decide how to invest your get started, first determine your approach to investing. You can man age your own account or put your money in one of the Lifecycle (L) Funds that are invested according to a professionally determined mix of the G, F, C, S, and I Funds based on various time horizons. Remember that the amount you contribute and your investment allocation are the most important factors affecting the growth of your TSP account.

1 The asset allocations are based on assumptions regarding future investment returns, inflation, economic growth, and interest rates. We regularly review these assumptions to see whether changes to the allocations should be made. 2 The target allocation of the L Income Fund generally does not adjust quarterly because its target date is always the

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F Fund, Fixed Income Index Investment Fund

www.tsp.gov

Asset-Backed Securities 30.5% Credit 30.2% Government/ Government-Related 39.4% Page 2 F Fund Facts By law, the F Fund must be invested in fixed-income securities.

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Your Plan Your Future April 2017 Do You Know …

www.tsp.gov

deduction of trading costs and investment management fees as of January 31, 2017. (For more recent returns, visit “Fund Performance” at tsp.gov.) Additional (For more recent returns, visit “Fund Performance” at tsp.gov.) Additional

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Fact Sheet: Transfers From the Thrift Savings Plan to ...

www.tsp.gov

Fact Sheet TSPFS5 (1/2018) Previous Editions Obsolete Transfers From the Thrift Savings Plan to Eligible Retirement Plans What is the TSP? The TSP is a defined contribution, cash, or deferred

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Important Tax Information About Your TSP Withdrawal and ...

www.tsp.gov

For more information about taxes, please see the TSP tax notice Important Tax Information About Payments From Your TSP Account. 6. TSP Contact Information If you have any questions regarding this tax notice, please contact the TSP ThriftLine toll free at 1-877-968-3778 (TDD: 1-877-847-4385). Outside the U.S. and Canada,

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Note - TSP

www.tsp.gov

annuity payments, your beneficiary will receive a payment of $10,000. This feature can be combined with either a single life or a joint life annuity, and with level or increasing payments. Ten-year certain. If you die before receiving annuity payments for a 10-year period, payments will continue to your beneficiary for the rest of the 10-year ...

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Thrift Savings Plan

www.tsp.gov

Mail the original to: Thrift Savings Plan P.O. Box 385021 Birmingham, AL 35238 Or fax to: 1-866-817-5023 If you have questions, call the toll-free ThriftLine at 1-877-968-3778 or the TDD at 1-877-847-4385. Outside the U.S. and Canada, please call 404-233-4400 (not toll free). You will receive written notification once your form is processed.

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Summary of the Thrift Savings Plan

www.tsp.gov

The Thrift Savings Plan The Thrift Savings Plan (TSP), is a retirement savings plan similar to 401(k) plans offered to private sector employees. Eligibility Your retirement system determines whether you can participate in the TSP. You’re eligible to participate if you’re in the following groups: • a federal employee covered by the Federal

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TSP Benefits That Apply to Members of the Military Who ...

www.tsp.gov

Members of the Military Who Return to Federal Civilian Service USERRA contains several provisions regarding the Thrift Savings Plan (TSP): • FERS employees are eligible to receive retroactive Agency Automatic (1%) Contributions 2 and earnings for the period of nonpay status or separation associated with performing military service.

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Request for a Roth Transfer Into the TSP

www.tsp.gov

Use this form to request a transfer of Roth money from a Roth 401(k), 403(b), or 457(b) into the Roth balance of your Thrift Savings Plan (TSP) account. The TSP does not accept transfers from Roth IRAs. You can also use this form to repay a withdrawal under special legislation. You must have an open TSP account with

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Thrift Savings Plan

www.tsp.gov

employing agency or service. If you are separated from federal service, the address provided on this form will be used to update your TSP account and pay the refund to you. If you have a foreign address, check the box in Item 6 and enter the foreign address as follows in Items 7 and 8: First address line: Enter the street address or post office

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Pre-Arranged Portfolios Profiles

www1.nyc.gov

Making Investment Changes: 457 Plan and 401(k) Plan You can change the investment allocation of your deferrals in the 457 Plan, the 401(k) Plan, or both, at any time. You may elect an invest-ment allocation change which will affect future deferrals, and you may elect an account transfer to move existing funds among the Plan’s investment options.

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A Lifetime Investment Approach in a Single Strategy

www.fidelity.com

investment options. Allocating assets among underlying investment options according to a “neutral” asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Target Date Income portfolio approximately 10 to 19 years after the target year.

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The Infrastructure Investment and Jobs Act will Deliver ...

www.whitehouse.gov

Infrastructure Investment and Jobs Act is the single largest dedicated bridge investment ... California will receive a minimum allocation of $100 million to help provide

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2020 Schedule R Apportionment and Allocation of Income ...

www.ftb.ca.gov

b Water’s-edge foreign investment interest offset from form FTB 2424, line 17 ... Apportionment and Allocation of Income Complete Schedule R (Side 1 and Side 2) and all applicable Schedules (R-1 through R-7). See General Information for Schedule R. Side 2 Schedule R 2020 8012203

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Form 8958 Certain Individuals in Community Property States ...

www.irs.gov

Use Form 8958 to determine the allocation of tax amounts between married filing separate spouses or registered domestic partners (RDPs) with community property rights. If you need more room, attach a statement listing the source of the item and the total plus the allocated amounts. Be sure to put your name and social security

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