To begin the process of rolling over a Thrift Savings Plan account to TD, you will download the TSP-99 form. You will complete all of the information and have the client sign the paperwork (it requires a notarized signature as of July 2020).
Once completed and signed, the TSP form and a recent statement will be submitted to TD, who will complete a letter of instruction and send to TSP for processing.
These transfers can take a long time to complete so please be patient with the process. It can take several months for TSP transfers to arrive to TD.
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