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Publication Title
LPV =Last Printed Version |
Purpose |
| Booklets |
| Court Orders and Powers of Attorney (12/2006) - 28 pages - LPV 12/2006 |
For a participant and his or her attorney. This booklet explains actions the TSP must take if a court order is received and how court orders affect a participant’s account. |
| Withdrawing Your TSP Account After Leaving Federal Service (6/2007) - 25 pages - LPV 6/2007 |
A booklet about participant's options for withdrawing his or her TSP account after leaving service. |
| TSP In-Service Withdrawals (7/2004) - 24 pages - LPV 6/2003 |
A booklet about the TSP in-service withdrawal program, the two types of in-service withdrawals, and the rules that apply to each. |
| Loans (6/2006) - 19 pages - LPV 6/2006 |
A booklet about the TSP loan program, the two types of loans that are available, and the rules that apply. |
| Managing Your Account (5/2008) - 8 pages - LPV 1/2008 |
A compact guide that provides information about the TSP and how to manage your account. |
| Death Benefits (1/2007) - 6 pages - LPV 1/2007 |
Information for participants and beneficiaries. Special Note: The Pension Protection Act of 2006 provides the opportunity for tax relief to non-spouse beneficiaries receiving TSP death benefit payments. |
| Summary of the Thrift Savings Plan (8/2005) - 27 pages - LPV 8/2005 |
A comprehensive booklet explaining the TSP, its features, benefits, and generally how it works. |
| Fact Sheets |
| TSP Benefits That Apply to Members of the Military Who Return to Federal Civilian Service (3/2002) - 4 pages - Local Reproduction |
Explains the legislation that allows members of the uniformed services to make up contributions when they return to Federal civilian service. |
| The Thrift Savings Plan and IRAs (4/2002) - 2 pages - Local Reproduction |
Provides general information on a participant’s options with respect to an IRA when he or she also participates in the TSP. |
| Is the TSP Offering a Roth 401(k) Plan? (2/2006) - 1 pages |
Explains why the Thrift Savings Plan (TSP) is not offering a Roth 401(k) plan. |
| Catch-Up Contributions (10/2005) - 2 pages - Local Reproduction |
Explains catch-up contribution rules for participants who are age 50 or older. |
| Calculating Periodic Returns and Compound Annual Returns (01/2006) - 2 pages - Local Reproduction |
Explains how you can follow the performance of the G, F, C, S, I and L Funds by obtaining the daily share prices from this Web site or the Thriftline. To calculate rates of return for any given period of time or to determine compound annual returns, follow the instructions in this Fact Sheet. |
| Bankruptcy Information Petitions filed on or after October 17, 2005 (10/2005) - 2 pages - Local Reproduction |
Explains how a bankruptcy petition filed on or after October 17, 2005, will affect a Thrift Savings Plan (TSP) account, loan, or in-service withdrawal. |
| Bankruptcy Information Petitions filed before October 17, 2005 (10/2005) - 2 pages |
Explains how a bankruptcy petition filed before October 17, 2005, affects a Thrift Savings Plan (TSP) account, loan, or in-service withdrawal. |
| Annual Limit on Elective Deferrals (11/2007) - 5 pages - Local Reproduction |
Explains the annual IRS elective deferral limit and how it can affect Agency Matching Contributions for higher-paid FERS participants. Also explains on the effects of contributing to more than one plan if the IRS limit is exceeded. |
| Authentication of Documents (3/2008) - 1 page - Local Reproduction |
Explains the Federal Retirement Thrift Investment Board's view toward authenticating documents for use in court proceedings. |
| Important Information Regarding Transfers From the Thrift Savings Plan to Eligible Retirement Plans (3/2007) - 2 pages - Local Reproduction |
Primarily used by traditional IRAs and eligible plans. Explains the legislative provisions that make the TSP a qualified plan. |
| Your Shares in the TSP Funds (8/2005) - 2 pages - Local Reproduction |
Explains shares and how they work in a daily valued system. |
| Effect of Nonpay Status on TSP Participation (5/2005) - 4 pages - Local Reproduction |
Provides information for participants who go on leave without pay, the steps they need to take regarding their TSP account, and what happens to a TSP loan when a participant goes into nonpay status. |
| Statutory Exemption of the Thrift Savings Plan from Levy (3/2007) - 1 page - Local Reproduction |
Explains why tax and other levies from government and other entities cannot be honored. |
| Legal Documents |
| Form: Special Power of Attorney (7/2007) - 1 page - LPV N/A |
This form can be used when a participant needs a Power of Attorney for his or her TSP account. |
| Sample Legal Process: Order for Garnishment of a TSP Account (12/2006) - 1 page - LPV N/A |
Provides a sample of language that the TSP will honor when receiving a legal process for the enforcement of payments of a participant's child support or alimony obligation. |
| Sample: Retirement Benefits Court Order (6/2003) - 2 pages - LPV N/A |
Provides a sample of language that the TSP will honor when receiving a court order that assigns a participant's account to another party. |
| Court Orders and Powers of Attorney (12/2006) - 28 pages - LPV 12/2006 |
For a participant and his or her attorney. This booklet explains actions the TSP must take if a court order is received and how court orders affect a participant’s account. |
| Tax Notices |
| Tax Information for TSP Participants Who Request Changes in Monthly Payments (2/2008) - 2 pages - LPV 2/2008 |
Provides tax information to participants who are withdrawing their account in a series of monthly payments. |
| Tax Treatment of TSP Payments to Nonresident Aliens and Their Beneficiaries (6/2006) - 7 pages - LPV 7/2004 |
Provides tax information about payments made to participants and beneficiaries who are not U.S. citizens. |
| Important Tax Information About TSP Death Benefit Payments (2/2008) - 2 pages - LPV 2/2008 |
Provides tax information to beneficiaries about death benefit payments from the TSP. Click here for information about the Pension Protection Act provision allowing non-spouse beneficiaries to transfer death benefits to an inherited IRA. This benefit is effective in 2007. |
| Tax Treatment of TSP Payments Made Under Qualifying Orders (2/2008) - 3 pages - LPV 2/2008 |
Provides tax information about payments made as a result of a court order. |
| Important Tax Information About Your TSP Withdrawal and Required Minimum Distributions (1/2008) - 8 pages - LPV 2/2008 |
Explains in detail the TSP’s withdrawal deadline and the IRS required minimum distribution rules for participants who are age 70½ or older and separated from service. |
| Important Tax Information About Payments From Your TSP Account (2/2008) - 4 pages - LPV 2/2008 |
Provides tax information about the various disbursements a participant can make from the TSP. Click here for information about the Pension Protection Act of 2006 provision providing relief from the 10% early withdrawal penalty for eligible Reservists who are called to active duty and who take a withdrawal from the TSP. |
| Leaflets |
| One Perfect Match (9/2006) - 4 pages - LPV-NA |
For FERS participants, addresses the benefits of making contributions to the TSP and how participants can get matching contributions by making their own contributions to the TSP. |
| Making the Right Move! TSP Withdrawals (10/2007) - 4 pages - LPV 10/2007 |
A short leaflet providing an overview of the TSP withdrawal options and what a participant needs to do to get a withdrawal after leaving Federal service. |
| Start on the Right Track (9/2006) - 3 pages - LPV-NA |
Explains how you can benefit financially by starting to contribute early. |
| Web/ThriftLine Information Card (1/2008) - 2 pages - LPV 1/2008 |
Shows the Web and ThriftLine functions in a simple format. |
| A Guide to Understanding Your TSP Participant Statement (10/2007) - 3 pages - LPV 10/2007 |
Explains the information that is shown on the participant statement. |
| For the proud parents of our heroes..... (3/2007) - 4 pages |
Explains the TSP to parents of members of the uniformed services. |
| You're here for us today...We'll be there for you tomorrow (4/2006) - 4 pages |
Explains to members of the uniformed services serving our country the advantages of investing in the TSP. |
| Miscellaneous Documents |
| TSP 2008 Spring Poster - "Here's to Your Health and Your Wealth" |
The concept of the 2008 Spring poster is to encourage Government employees and members of the uniformed services to save for their retirement through the TSP. |
| The Cost of TSP Loans (5/2001) - 2 pages - Local Reproduction |
Explains the overall effect a loan may have on a participant's TSP account and retirement savings. |
| Loan Payment Coupon (10/2007) - 1 page - Local Reproduction |
For use by participants who would like to make loan payments in addition to payments made through payroll deductions. |
| Order Form for Complimentary Copy of TSP Video (12/2005) - 1 page - LPV N/A |
For agency use only. One complimentary copy of the video is provided when an agency requests it. |
| TSP Fund Information Sheets (5/2008) 16 pages - LPV 5/2008 |
Provides investment information about each of the five TSP funds, historical returns, etc. |
| TSP 2006 Spring Poster - "There's a Better Way..." |
The concept of the 2006 Spring poster is to encourage employees to save for their retirement through the TSP. |
| TSP 2006 Fall Poster - "Opportunity Knocks " |
The concept of the 2006 Winter poster is to encourage participants to take advantage of the many opportunities the TSP offers them for their retirement. |
| TSP 2007 Spring Poster - "April is Financial Literacy Month How's Your TSP IQ?" |
The concept of the 2007 Spring poster is Financial Literacy. The better participants understand how the TSP works, the more successful they'll be at using the TSP to invest in their future. |
| 2006 and 2005 Financial Statements of the Thrift Savings Fund (4/2007) - 7 pages - LPV N/A |
Provides a copy of the annual, audited, financial statements of the Thrift Savings Funds. |
| Annuity Materials |
| Interest Adjustment Factor (4/2006) |
Use these interest adjustment factors with the annuity worksheet to estimate your monthly annuity payment. |
| Monthly Annuity Factor (4/2006) |
Use these monthly annuity factors with the annuity worksheet to estimate your monthly annuity payment. |
| Annuity Worksheet (4/2006) - 2 pages |
Use this worksheet to manually estimate the amount of your monthly annuity payment. |
Forms and Publications