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Withdrawing from Your TSP Account
Given that you may need your retirement savings into your 90s, here are some questions you should ask ... made after the other funds are removed from your account. Each January, we will recalculate the amount ... See the TSP tax notice Important Information About Payments From Your TSP Account for more information.
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Important Tax Information About Your TSP Withdrawal and ...
www.tsp.govFor 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,
Summary of the Thrift Savings Plan
www.tsp.govThe 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
Note - TSP
www.tsp.govannuity 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 ...
Fact Sheet: Transfers From the Thrift Savings Plan to ...
www.tsp.govFact 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
Thrift Savings Plan
www.tsp.govMail 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.
TSP Benefits That Apply to Members of the Military Who ...
www.tsp.govMembers 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.
Request for a Roth Transfer Into the TSP
www.tsp.govUse 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
Thrift Savings Plan
www.tsp.govemploying 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
Your Plan Your Future April 2017 Do You Know …
www.tsp.govdeduction 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
F Fund, Fixed Income Index Investment Fund
www.tsp.govAsset-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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Important Information Regarding Your Retirement Funds
mpera.mt.govImportant Information Regarding Your Retirement Funds. If you are leaving employment, you have several choices regarding your retirement funds: Choice 1 – Leave your money on account* Generally, you may leave your assets in the plan administered by the Montana Public .
City of New York DeferreD CompeNsatioN plaN
www.nyc.govAn important step in your retirement planning includes ensuring stability for your loved ones by selecting a ... multiple accounts when you can have your funds readily available in a single spot with one easy-to-read ... Click below for more information …
Vanguard Digital Advisor Important Information
personal.vanguard.comThe services will require your accounts to be with Vanguard. Our lead investment recommendations will generally not include purchases of individual securities or bonds, CDs, options, derivatives, annuities, third- party mutual funds, closed-end funds, partnerships, or other non-Vanguard securities. For more information
Texas County & District Retirement System (TCDRS) and ...
hrrm.harriscountytx.govregarding your retirement plan, contact the TCDRS at (800) 823-7782 or the Office of Human Resources & Risk Management at (713) 274-5500. Information is also provided on the Internet at www.tcdrs.org and
myCalPERS & Your Retirement Options
www.calpers.ca.govretirement , depending on your contribution amount. Important! When your contributions are exhausted, your pension will not stop. Once your contributions have been exhausted, the difference is made up by employer contributions and CalPERS investment returns, so your pension doesn’t change. 100 Percent Beneficiary
NORTH DAKOTA PUBLIC EMPLOYEES RETIREMENT SYSTEM …
www.ndpers.nd.govPlease have your plan or rollover institution forward a letter of acceptance of funds to NDPERS. If any portion of your rollover is non- taxable income, this will be required before your rollover is completed. 3. Enter your account number with the plan or rollover institution where your funds will be rolled. 4.
Sanlam Staff Umbrella Provident Fund and Related Insurance
www.sanlam.co.zayour normal retirement date. It is important that members obtain advice about the tax and other financial implications of early retirement, e.g. the taxability of lump sums payable by the Provident Fund before the age of 55 years. 7.3 Benefits payable at retirement Your benefit at retirement will be equal to all your contributions in respect of ...
Direct Deposit Authorization - CalPERS
www.calpers.ca.govInformation About Your Account Section 1 Information About You A separate form must You will receive a confirmation letter with the effective date once CalPERS has processed this completed form. In order . be completed for each type . to receive important information about benefits, payees should keep CalPERS informed of any address changes.
Withdrawal Application (RS5014) - New York State …
www.osc.state.ny.usincorrect information, enter the updated information, and initial your change. To the Comptroller of the State of New York: I request that my membership in the retirement system be terminated and I apply for the return of contributions and interest credited on my account, if any.
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