LegalFix

§ 1640.4 - Account transactions.

Copy with citation
Copy as parenthetical citation

Where relevant, the following transactions will be reported in each individual account statement:

Contributions;

Withdrawals;

Forfeitures;

Loan disbursements and repayments;

Transfers among TSP Funds;

Adjustments to prior transactions;

Transfers or rollovers from traditional individual retirement accounts (IRAs) and eligible employer plans; and

Any other transaction that the Executive Director determines will affect the status of the individual account.

Where relevant, the statement will contain the following information concerning each transaction identified in paragraph (a) of this section:

Type of transaction;

TSP Funds affected;

Date the transaction was posted and, where relevant, any earlier dates on which the transaction should have been posted or from which the calculation of the amount of the transaction was derived;

Source of the contributions affected by the transaction;

Amount of the transaction (in dollars and in shares);

The share price(s) at which the transaction was posted; and

Any other information the Executive Director deems relevant.

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.
§ 1640.4 - Account transactions.