-
Welcome to the TSP Talk Forums forums.
You are currently viewing our boards as a guest which gives you limited access to view most discussions and access our other features. By joining our free community you will have access to post topics, communicate privately with other members (PM), respond to polls, upload content, join our AutoTracker, and access many other special features. Registration is simple and absolutely free so please, join our community today!
If you have any problems with the registration process or your account login, please contact us. -
The Forum works well on MOBILE devices without an app: Just go to: https://forum.tsptalk.com
-
Please read our AutoTracker policy on the IFT deadline and remaining active. Thanks!
-
$ - Premium Service Content (Info) | AutoTracker Monthly Winners | Is Gmail et al, Blocking Our emails?
Find us on: Facebook & X | Posting Copyrighted Material
-
Join the TSP Talk AutoTracker: How to Get Started | Login | Main AutoTracker Page
TSP Installment and Transfer
- Thread starter lawrencewendall
- Start date
lawrencewendall
New member
TSP considers it a "transfer" whenever you move money to another IRA (tIRA or Roth) at another institution.
Hi Lawrence. Thanks for joining us.
By "transfer" in regards to the TSP-99, I assume it means withdrawals from your TSP account? I believe it has to be done for sure if there is a spouse involved, but if no spouse then it would make more sense not to have to go through that.
By "transfer" in regards to the TSP-99, I assume it means withdrawals from your TSP account? I believe it has to be done for sure if there is a spouse involved, but if no spouse then it would make more sense not to have to go through that.
lawrencewendall
New member
New to this site and my question may have been answered somewhere else.
BACKGROUND:
Initiated the TSP-99 two years ago with a monthly installment and a transfer. Got pages 1-3 for the installment notarized and got the financial institution to complete page 4. All went well. Want to do another transfer (page 4) and am being told that pages 1-3 (installment) needs to be re-notarized even though installments are NOT being changed. Makes no sense to me. So based on the 3 calls to TSP yesterday, EVERY time I want to do a transfer (page 4), pages 1-3 (installment) needs to be re-notarized. Am I missing something?
BACKGROUND:
Initiated the TSP-99 two years ago with a monthly installment and a transfer. Got pages 1-3 for the installment notarized and got the financial institution to complete page 4. All went well. Want to do another transfer (page 4) and am being told that pages 1-3 (installment) needs to be re-notarized even though installments are NOT being changed. Makes no sense to me. So based on the 3 calls to TSP yesterday, EVERY time I want to do a transfer (page 4), pages 1-3 (installment) needs to be re-notarized. Am I missing something?
Similar threads
