Key transition dates

Important notice concerning your rights under the TSP

The Thrift Savings Plan (TSP) will transition its recordkeeping services to a new provider, and it’s important that you know how this transition may affect your TSP account. After the transition, you’ll be able to use new features to complete even more transactions efficiently and securely online, and much more. Get the details about the changes coming in June.

During the transition period, your savings will remain invested in the TSP funds you’ve elected. However, to ensure a smooth transition, we’ll suspend account transactions, access to online tools, access to forms, and correspondence for a brief period. These transactions and services include the following:

• Beneficiary designations
• Court order requests
• Form submission
• Investment transactions
• Loan requests
• My Account access
• ThriftLine service
• Withdrawal and distributions

The transition period begins on May 16, 2022, and ends the first week of June. Suspension dates for each transaction type will vary, so read carefully through the full calendar included on this page. We encourage you to consider whether this transition period will affect your retirement planning, especially if you were planning to request any transactions in the near future.

Important: While your current TSP investments will remain active during this transition period, we’ll need to temporarily suspend investment changes toward the end of the transition period, beginning May 26, 2022. That means you won’t be able to change your investment choices during this brief time. You should review your current investment choices and make sure they still align with your retirement goals. Keep in mind that once you’ve established your retirement goals and a savings strategy that fits your needs, you’ll have the best results if you stick to your plan. Make adjustments to your long-term strategy only after careful consideration.

On this page, you’ll find a full calendar of suspension dates for affected transactions and services. For more information about the changes coming in June, see this summary of changes.

TSP transition period calendar

We expect the transition period to begin on May 16, 2022, and end the first week of June.

Toward the end of the transition period, we’ll need to suspend all TSP transactions for several days beginning on May 26. My Account and the ThriftLine will also close during this time in order to add new features to enhance the ways you manage your TSP account.

Detailed transition period calendar

All times are eastern time. Unless noted otherwise, deadlines are 11:59 p.m.

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Beneficiary designations

Learn about changes to beneficiary designations coming in June.

May 16

• Last day to use the online tool in My Account to generate a filled Form TSP-3, Designation of Beneficiary.
• Last day to upload forms in My Account.

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Court orders

May 26

• Last day for the TSP to receive retirement benefit court orders (RBCOs).
• Last day for the TSP to receive child support court orders (CSCOs).

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Forms

Learn about efficient online transactions coming in June.

April 29, 9:00 p.m.

• Last day to request paper forms and plan materials through the ThriftLine.

  Exception: Paper Form TSP-20, Loan Application, will only be available for request until April 8.

May 16, 4:00 p.m.

• Last day to access all forms on tsp.gov.

May 16

• Last day to access online tools in My Account.
• Last day to upload forms in My Account.

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Investments

Find out about changes to TSP investments coming in June.

May 16

• Last day to complete your rollover or transfer request by submitting these forms, and checks if applicable:
  • Form TSP-60, Request to Transfer Into the TSP
  • Form TSP-60-R, Request for a Roth Transfer Into the TSP

  We must receive your request and any checks from new and pending requests by this date. If we receive your information after this date, we won’t be able to process your request. In that case, you’ll need to submit a new request after the transition period ends the first week of June.

May 26, noon

• Last day to make investment transactions (including interfund transfers and changes to contribution allocations).

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Loans

Learn about changes to TSP loans coming in June.

April 8, 9:00 p.m.

• Last day to request a paper TSP-20, Loan Application, by calling the ThriftLine (if unable to access the online tool in My Account).

April 21

• Last day to submit paper form TSP-20, Loan Application (if unable to access the online tool in My Account).

May 16

• Last day to complete loan agreements.
  • Online tools in My Account will be available until 11:59 p.m.

  We must receive your request and any supporting documents for new and pending requests by this date. If we receive your information after this date, we won’t be able to process your request. In that case, you’ll need to submit a new request after the transition period ends the first week of June.

• Last day to submit loan payments, including loan payoffs.

  Loan payments deducted from payroll will continue.

May 26, noon

• Last day to reamortize—change the term and payment amount of—your loan.
  • This feature will not be available after the transition.

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My Account

Learn about the new My Account coming in June.

May 16

• Last day to access online tools in My Account to make transaction requests (including loan, withdrawal, and distribution requests).
• Last day to upload forms and documents in My Account.
• Last day to use the Secure Message Center to submit account-specific inquiries. After this date, the Secure Message Center will be read-only until May 26, and messages will not transfer to the new system after the transition.

May 26, noon

• Last day to access online tools in My Account to make investment transactions (including interfund transfers and changes to contribution allocations).

May 26, 6:00 p.m.

• Last day to make profile changes in My Account (including changes to contact information).

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ThriftLine and other correspondence

Learn about expanded support options coming in June.

May 16

• Last day to use the Secure Message Center to submit account-specific inquiries. After this date, the Secure Message Center will be read-only until May 26, and messages will not transfer to the new system after the transition.

May 17

• Last day for the TSP to receive written correspondence by mail or fax (including general questions, subpoenas, tax levy requests, etc.).

May 26, 9:00 p.m.

• Last day to call the ThriftLine and speak to a TSP representative or use the automated response system for account transactions.

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Withdrawals and distributions

Learn about changes to withdrawals and distributions coming in June.

April 29, 9:00 p.m.

• Last day to request paper forms (if unable to access online tools in My Account) through the ThriftLine:
  • TSP-75, Age-Based In-Service Withdrawal Request
  • TSP-76, Financial Hardship In-Service Withdrawal Request
  • TSP-95, Changes to Installment Payments
  • TSP-99, Withdrawal Request for Separated and Beneficiary Participants

May 16

• Last day to complete withdrawal requests.
  • Online tools in My Account will be available until 11:59 p.m.

  We must receive your request and any supporting documents for new and pending requests by this date. If we receive your information after this date, we won’t be able to process your request. In that case, you’ll need to submit a new request after the transition period ends the first week of June.