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What is the process for transferring TSP to Charles Schwab?

avatarAlexDNov 26, 2021 · 3 years ago1 answers

Can you explain the step-by-step process for transferring TSP (Thrift Savings Plan) to Charles Schwab?

What is the process for transferring TSP to Charles Schwab?

1 answers

  • avatarNov 26, 2021 · 3 years ago
    Certainly! Here's a step-by-step guide to transferring your TSP to Charles Schwab: 1. Contact the TSP service and request a transfer form. 2. Fill out the transfer form with the necessary details, including your Charles Schwab account information. 3. Submit the completed form to the TSP service. 4. The TSP service will process your request and initiate the transfer. 5. It may take a few days for the funds to be transferred to your Charles Schwab account. 6. Keep an eye on both your TSP and Charles Schwab accounts to monitor the progress of the transfer. 7. Once the transfer is complete, you can start managing your TSP funds through your Charles Schwab account. I hope this helps! If you have any more questions, feel free to ask.