Request To Restore Forfeiture - Thrift Savings Plan (Page 2 of 2) in pdf

Request To Restore Forfeiture - Thrift Savings Plan Page 2

INSTRUCTIONS AND INFORMATION

TSP-U-5-R

GENERAL

Form TSP-U-5-R must be submitted to the TSP to certify that a participant is entitled to have forfeited funds

INFORMATION

restored and to initiate the restoration process. A separate Form TSP-U-5-R must be submitted for each

participant. Before a forfeiture can be restored, however, the service must also submit an Employee Data

Record to correct the data that caused the forfeiture.

1 – 2: Complete both items in this section. This information is needed by the TSP to identify the participant’s account.

PARTICIPANT

INFORMATION

II.

3: Complete this item to provide the Journal Voucher (JV) Report Number and date that the corrected Employee

VERIFICATION

Data Record was submitted. Form TSP-U-5-R will not be processed if Item 2 is not completed.

CORRECTIONS

MADE TO

PARTICIPANT’S

TSP ACCOUNT

III.

Complete this section to provide information about the service that is requesting the restoration and the person to

SERVICE

contact if there are any questions about the request.

IDENTIFYING

4: Enter the name of the service that is requesting that the forfeiture be restored.

DATA

5: Enter the payroll office number of the service that is requesting that the forfeiture be restored.

6: Type or print the name of the person who is the service's point of contact for the request to restore the forfeiture.

7: Enter the telephone number of the service's contact person.

IV.

8 – 10: The agency’s authorized certifying official who is responsible for the accuracy of the information on Form

CERTIFICATION

TSP-U-5-R must complete this section to request that the forfeited funds be restored. The certifying official must

AND REQUEST

certify that an Employee Data Record has been submitted to correct data in the participant’s TSP account.

TO RESTORE

FUNDS

Form TSP-U-5-R (1/2018)

Request To Restore Forfeiture - Thrift Savings Plan Page 2