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A
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Annual Limit on Elective Deferrals (5/2012)
Explains the annual IRS elective deferral limit. It also explains the effect of contributing to more than one plan if the IRS limit is exceeded.
Fact Sheet | 5 pages | Local Reproduction
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PDF, 254 KB
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Annuity Factor, Monthly (4/2006)
Use these monthly annuity factors with the annuity worksheet to estimate your monthly annuity payment.
Annuity | 122 pages | Local Reproduction
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PDF, 2.3 MB
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Annuity Interest Adjustment Factor (4/2006)
Use these interest adjustment factors with the annuity worksheet to estimate your monthly annuity payment.
Annuity | 1 page | Local Reproduction
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PDF, 15 KB
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Annuity Worksheet (4/2006)
Estimate the amount of your monthly annuity payment using this worksheet.
Annuity | 2 pages | Local Reproduction
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PDF, 26 KB
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Authentication of Documents (3/2008)
Explains the Federal Retirement Thrift Investment Board's view toward authenticating documents for use in court proceedings.
Fact Sheet | 1 page | Local Reproduction
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PDF, 131 KB
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B
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Bankruptcy Information: Petitions filed before October 17, 2005 (5/2012)
Explains how a bankruptcy petition filed before October 17, 2005, affects a Thrift Savings Plan (TSP) account, loan, or in-service withdrawal.
Fact Sheet | 2 pages | Local Reproduction
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PDF, 220 KB
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Bankruptcy Information: Petitions filed on or after October 17, 2005 (5/2012)
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.
Fact Sheet | 2 pages | Local Reproduction
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PDF, 213 KB
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TSP Benefits for Uniformed Service Members (4/2006)
Explains to military members the advantages of investing in the TSP.
Leaflet | 4 pages | Last Printed 4/2006
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PDF, 145 KB
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TSP Benefits that Apply to Military Members Who Return to Federal Civilian Service (5/2012)
Explains the legislation that allows members of the uniformed services to make up contributions when they return to Federal civilian service.
Fact Sheet | 4 pages | Local Reproduction
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PDF, 328 KB
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Your TSP Account: A Guide for Beneficiary Participants (5/2012)
Comprehensive booklet explaining the TSP benefits and features that are specific to beneficiary participants.
Booklet | 23 pages | Last Printed 5/2012
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PDF, 640 KB
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C
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Calculating Periodic Returns and Compound Annual Returns (1/2006)
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 website 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.
Fact Sheet | 2 pages | Local Reproduction
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PDF, 45 KB
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Catch-Up Contributions (5/2012)
Explains catch-up contribution rules for participants who are age 50 or older.
Fact Sheet | 2 pages | Local Reproduction
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PDF, 212 KB
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Court Order Language (6/2008)
Provides a sample of language that the TSP will honor when receiving a court order that assigns a participant's account to another party.
Legal Document | 2 pages | Local Reproduction
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PDF, 35 KB
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Court Orders and Powers of Attorney (8/2012)
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
Booklet | 31 pages | Last Printed 8/2012
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PDF, 823 KB
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D
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Death Benefits (5/2012)
A compact guide that provides information about the distribution of your account after your death.
Booklet | 19 pages | Last Printed 5/2012
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PDF, 499 KB
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Tax Information: Death Benefit Payments (5/2012)
Provides tax information to beneficiaries about death benefit payments from the TSP.
Tax Notice | 2 pages | Last Printed 5/2012
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PDF, 320 KB
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E
F
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TSP Fund Information Sheets (7/2012)
Provides investment information about each of the TSP funds, historical returns, etc.
Booklet | 15 pages | Last Printed 7/2012
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PDF, 1.1 MB
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G
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Garnishment (6/2008)
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.
Legal Document | 1 page | Local Reproduction
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PDF, 50 KB
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H
I
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In-Service Withdrawals (5/2012)
Booklet about the TSP in-service withdrawal program, the two types of in-service withdrawals, and the rules that apply to each.
Booklet | 21 pages | Last Printed 5/2012
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PDF, 587 KB
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IRA: The Thrift Savings Plan and IRAs (5/2012)
Provides general information on a participant's options with respect to an IRA when he or she also participates in the TSP.
Fact Sheet | 1 page | Local Reproduction
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PDF, 178 KB
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J
K
L
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Legislative Changes to the Thrift Savings Plan (4/2011)
Provides some background on how the Thrift Savings Plan Enhancement Act of 2009 came about, outlines the changes to the TSP introduced by that law, and gives estimates as to when those changes will be implemented.
Fact Sheet | 2 pages | Local Reproduction
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PDF, 160 KB
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Loans (5/2012)
Booklet about the TSP loan program, the two types of loans that are available, and the rules that apply.
Booklet | 24 pages | Last Printed 5/2012
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PDF, 573 KB
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M
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Managing Your Account (5/2012)
A compact guide for civilian and uniformed services members that provides information about the TSP and how to manage your account.
Booklet | 26 pages | Last Printed 5/2012
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PDF, 904 KB
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Managing Your Account for Beneficiary Participants (5/2012)
A compact guide for beneficiary participants that provides information about the TSP and how to manage your account.
Booklet | 23 pages | Last Printed 5/2012
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PDF, 252 KB
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Matching Contributions (9/2006)
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.
Leaflet | 4 pages | Local Reproduction
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PDF, 223 KB
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N
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Effect of Nonpay Status on Your TSP Account (5/2012)
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.
Fact Sheet | 5 pages | Local Reproduction
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PDF, 287 KB
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O
P
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Power of Attorney (3/2011)
This form can be used when a participant needs a Power of Attorney for his or her TSP account.
Legal Document | 1 page | Local Reproduction
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PDF, 86 KB
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Q
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Tax Information: Qualifying Orders (6/2012)
Tax information about payments made under qualifying orders.
Tax Notice | 4 pages | Last Printed 6/2012
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PDF, 280 KB
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R
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Reading Your Annual Statement (12/2010)
Explains the items shown on the annual participant statement.
Leaflet | 3 pages | Last Printed 12/2010
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PDF, 244 KB
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Reading Your Annual Statement for Beneficiary Participants (12/2010)
Explains the items shown on the annual participant statement that beneficiary participants receive.
Leaflet | 3 pages | Last Printed 12/2010
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PDF, 467 KB
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Required Minimum Distribution for Beneficiary Participants (5/2012)
Explains in detail the Internal Revenue Code (IRC) required minimum distribution rules for beneficiary participants.
Tax Notice | 8 pages | Last printed 5/2012
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PDF, 309 KB
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Required Minimum Distributions (5/2012)
Explains in detail the TSP’s withdrawal deadline and the Internal Revenue Code (IRC) required minimum distribution rules for participants who are age 70½ or older and separated from service.
Tax Notice | 8 pages | Last Printed 5/2012
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PDF, 491 KB
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Right Track (9/2006)
Explains how you can benefit financially by starting to contribute early.
Leaflet | 3 pages | Local Reproduction
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PDF, 172 KB
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Roth TSP: A New Element (1/2012)
The TSP will soon begin offering participants the option to designate some or all of their contributions as Roth contributions. The TSP Roth feature will give participants flexibility in the tax treatment of their contributions now and in the future.
Leaflet | 2 pages | Last Printed 1/2012
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PDF, 380 KB
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S
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2008 TSP Participant Survey Results (1/2009)
Summary of the results of the 2008 TSP participant survey. The 77-page complete report is also available.
Leaflet | 2 pages | Last Printed 1/2009
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PDF, 356 KB
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Shares in the TSP Funds (5/2012)
Explains share price calculation, how shares are purchased, and dollar cost averaging.
Fact Sheet | 2 pages | Local Reproduction
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PDF, 213 KB
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Statutory Exemption of the Thrift Savings Plan from Levy (3/2007)
Explains why tax and other levies from government and other entities cannot be honored.
Fact Sheet | 1 page | Local Reproduction
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PDF, 48 KB
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Summary of the Thrift Savings Plan (5/2012)
Comprehensive booklet explaining the TSP, its features, benefits, and generally how it works.
Booklet | 36 pages | Last Printed 5/2012
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PDF, 1.5 MB
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T
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Tax Information: Monthly Payments (5/2012)
Tax information for participants who are withdrawing their account in a series of monthly payments.
Tax Notice | 3 pages | Last Printed 5/2012
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PDF, 240 KB
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Tax Information: Payments From Your TSP Account (8/2012)
Provides tax information about the various disbursements civilian, uniformed services, and beneficiary participants can make from the TSP.
Tax Notice | 8 pages | Last Printed 8/2012
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PDF, 328 KB
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Tax Information: Special Tax Withholding Rules for Thrift Savings Plan Payments to Nonresident Aliens (5/2012)
A summary of special tax withholding rules that apply to Thrift Savings Plan (TSP) payments made to nonresident aliens.
Tax Notice | 4 pages | Last Printed 5/2012
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PDF, 302 KB
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The Time is Near for Withdrawing Your TSP Account (10/2011)
A leaflet that notifies all participants nearing age 70½ that the deadline for withdrawing their TSP account is approaching. It provides dates by which they will have to make their withdrawal request.
Leaflet | 5 pages | Last Printed 10/2011
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PDF, 275 KB
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ThriftLine and Website Information Card (7/2010)
Shows the website and ThriftLine functions in a simple format.
Leaflet | 2 pages | Last Printed 7/2010
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PDF, 127 KB
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Transfers From the TSP to Eligible Retirement Plans (5/2012)
Information about moving money from the Thrift Savings Plan (TSP) to eligible retirement plans. This fact sheet is provided for use by a plan administrator of a traditional IRA or eligible employer plan to complete the transfer of a TSP participant's account.
Fact Sheet | 2 pages | Local Reproduction
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PDF, 338 KB
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U
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Understanding Your Quarterly Statement (6/2012)
Explains the information that is shown on the participant statement.
Leaflet | 2 pages | Last Printed 6/2012
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PDF, 818 KB
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Understanding Your Quarterly Statement for Beneficiary Participants (6/2012)
Explains the information that is shown on the participant statement that beneficiary participants receive.
Leaflet | 2 pages | Last Printed 6/2012
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PDF, 728 KB
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V
W
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What's Stopping You? (11/2009)
For active FERS participants not contributing their own money to their accounts, this leaflet emphasizes the importance of contributing to receive the full agency match, the benefit of tax-deferred savings, and demonstrates how starting early can build a sizeable account over time.
Leaflet | 5 pages | Last Printed 11/2009
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PDF, 155 KB
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Withdrawals (5/2012)
Brief overview of the TSP withdrawal options and what a participant needs to do to get a withdrawal after leaving Federal service.
Leaflet | 5 pages | Last Printed 5/2012
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PDF, 627 KB
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Withdrawing Your TSP Account After Leaving Federal Service (5/2012)
Booklet about participant's options for withdrawing his or her TSP account after leaving service.
Booklet | 22 pages | Last Printed 5/2012
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PDF, 533 KB
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X
Y
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You wouldn't do this? Would you? (10/2010)
Every pay period that you miss contributing to your TSP account, you are letting FREE MONEY go up in flames in the form of Agency matching contributions, which is your due as a Federal Employees’ Retirement System (FERS) employee.
Leaflet | 2 pages | Last Printed 10/2010
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PDF, 813 KB
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