The Federal Retirement Thrift Investment Board (FRTIB) has created new forms and online tools and declared prior versions of some old forms obsolete. TSP Bulletin 23-2 Attention: Obsolete Forms was published on February 2, 2023.
This announcement should serve as a reminder to review any existing forms such as your submitted TSP-3 Designation of Beneficiary Form as submitted is still current with your wishes.
The bulletin provides an overview of all the TSP obsolete forms along with the new form or process. You will now access your TSP My Account to access and submit your information.
“If a participant submits an obsolete form, they will not hear back from us, and we are unable to process their transaction….new TSP forms are no longer generic and are now barcoded for individual participants,” according to the bulletin.
The attached chart is from the bulletin.
|Obsolete Form||New Form/Process*|
|TSP-3: Designation of Beneficiary||Handled via My Account|
|TSP-9: Change of Address for Separated Participant||Handled via My Account|
|TSP-13-S-C: Spouse’s Election of Payment Method for Court-Ordered Payment||Handled via My Account|
|TSP-15: Change in Name for Separated Participants||Handled via My Account|
|TSP-16: Exception to Spousal Requirements||TSP-16 Spousal Consent Exception (available on My Account)|
|TSP-U-16: Exception to Spousal Requirements||TSP-16 Spousal Consent Exception (available on My Account)|
|TSP-17: Information Relating to Deceased Participant||TSP-17 Unidentified Beneficiary Affidavit (sent directly to participant’s address on file, as needed)|
|TSP-20: Loan Application||Handled via My Account|
|TSP-21-G: Loan Agreement (General)||Handled via My Account|
|TSP-21-R: Loan Agreement (Residential)||Handled via My Account|
|TSP-21-R-CL: Residential Loan Checklist||Handled via My Account|
|TSP-25: Automatic Enrollment Refund Request||Handled via My Account**|
|TSP-26: Loan Payment Coupon||TSP-26 Loan Coupons (available on My Account)|
|TSP-44: Request for Return of Excess Employee Contributions to Participant||TSP-44 402(g) Refund Request Form (available on My Account)|
|TSP-60: Request for a Transfer into the TSP||Handled via My Account**|
|TSP-60 R: Request for A Roth Transfer into the TSP||Handled via My Account**|
|TSP-65: Request to Combine Civilian and Uniformed Services TSP Accounts||TSP-65 Request to Combine Accounts (available on My Account)|
|TSP-75: Age-Based In-Service 59 ½ Withdrawal Request||Handled via My Account**|
|TSP-76: Financial Hardship In-Service Withdrawal Request||Handled via My Account|
|TSP-81: Death Benefit Election for a Non-Spouse Beneficiary||Handled via My Account|
|TSP-82: Fraud Complaint||TSP-82 Fraud Complaint Form (mailed to participant after potential unauthorized activity is detected or alleged)|
|TSP-91: Change of Address for a Retirement Benefits Court Order Payee||Handled via My Account|
|TSP-92: Retirement Benefits Court Order Package||RBCO Model Language package (visit the Retirement Benefits Court Order page on tsp.gov for more information)|
|TSP-92B: Retirement Benefits Specialist Authorization Form||Handled via My Account|
|TSP-94: Request to Restore Abandoned Accounts||TSP-94 Request to Restore Abandoned Accounts (available on My Account)|
|TSP-95: Changes to Installment Payments||Handled via My Account|
|TSP-99: Withdrawal Request for Separated and Beneficiary Participants||Handled via My Account**|
*New Forms/Process Key:
- Handled via My Account – form is not directly accessible online; process should be started via My Account
- Available on My Account – form can be accessed directly online via My Account
** TSP-25, TSP-60 R, TSP-75, and TSP-99 forms are obsolete; they are only available for limited participants under extenuating circumstances via ThriftLine