LegalFix

§ 1640.3 - Statement of individual account.

Copy with citation
Copy as parenthetical citation

In the quarterly statements, the Board will furnish each participant with the following information concerning the participant's individual account:

Name, account number, and date of birth under which the account is established;

Retirement system coverage and employment status of the participant, as provided by the employing agency;

Statement whether the participant has a beneficiary designation on file with the TSP record keeper;

Contribution allocation that is current at the end of the statement period;

Beginning and ending dates of the period covered by the statement;

The following information for and, as of the close of business on the ending date of, the period covered by the statement:

The total account balance and tax-exempt balance, if applicable;

The account balance and activity for each source of contributions;

The account balance and activity in each TSP Fund, including the dollar amount of the transaction, the share price, and the number of shares; and

Loan information and activity, if applicable;

Any other information concerning the account that the Board determines should be included in the statement.

LegalFix

Copyright ©2024 LegalFix. All rights reserved. LegalFix is not a law firm, is not licensed to practice law, and does not provide legal advice, services, or representation. The information on this website is an overview of the legal plans you can purchase—or that may be provided by your employer as an employee benefit or by your credit union or other membership group as a membership benefit.

LegalFix provides its members with easy access to affordable legal services through a network of independent law firms. LegalFix, its corporate entity, and its officers, directors, employees, agents, and contractors do not provide legal advice, services, or representation—directly or indirectly.

The articles and information on the site are not legal advice and should not be relied upon—they are for information purposes only. You should become a LegalFix member to get legal services from one of our network law firms.

You should not disclose confidential or potentially incriminating information to LegalFix—you should only communicate such information to your network law firm.

The benefits and legal services described in the LegalFix legal plans are not always available in all states or with all plans. See the legal plan Benefit Overview and the more comprehensive legal plan contract during checkout for coverage details in your state.

Use of this website, the purchase of legal plans, and access to the LegalFix networks of law firms are subject to the LegalFix Terms of Service and Privacy Policy.

We have updated our Terms of Service, Privacy Policy, and Disclosures. By continuing to browse this site, you agree to our Terms of Service, Privacy Policy, and Disclosures.
§ 1640.3 - Statement of individual account.