Dealing with the TSP After Separation

[evilanne]

Rcf3,

We may want to try the Message Center in TSP to see if we can resolve some of.these issues as. they occur.

I just posted https://www.tsptalk.com/mb/retireme...e-table-update-rmds-le-72-t-calculations.html in Retirement and IRA talk as this is where I generally look for topics related to retirement.

 

[Rcf3]

You guys should do a sticky thread with information about dealing with different TSP issues after separation. Whoever said that getting accurate information when you call TSP is a roll of the dice couldn’t have been more correct. Additionally, the website is glitchy as can be. I wish I would have known the following when first attempting to submit the TSP-99 form:

1. Create the form online
2. If it doesn’t allow you to elect your desired withholding status select no withholding and adjust it after the form is processed, or better yet increase the withholding of your OPM annuity to compensate for no withholding by the TSP.
3. Print the form.
4. DO NOT go back into the the page of the website where you create the form because you can easily cancel it inadvertently and the paper version will be rejected by the TSP.
5. Have the form notarized.
6. Forget uploading the form, as of this writing the site will reject it 99% of the time.
7. Fax the form to the TSP. If you don’t own a fax machine you can easily scan the form with your cellphone and download a fax app to get the job done.
8. Definitely follow up with a phone call the next day to make sure your form was accepted.