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RYAN, EVAN THE WHITE HOUSE OFFICE 0E0B K 100 PRESIDENTO STATE & UNITED EXECUTIVE OFFICE OF THE PRESIDENT OFFICE OF ADMINISTRATION Washington, D.C. 20503 As a member of the Federal Employees Retirement System (FERS) , you can now participate in the Thrift Savings Plan (TSP) ! TSP allows you to: - Invest up to 10 percent of your gross pay, - Defer taxes on the amount invested, and - Defer taxes on investment earnings. During the TSP open season from May 15, 1995 to July 31, 1995, you can: - Begin payroll deductions to invest up to 10 percent of your basic pay - Divide your investment among a Government Securities Investment Fund (G Fund), a Common Stock Index Fund (C Fund), and a Fixed Income Index Investment Fund (F Fund). Starting July 2, 1995, you will receive an agency contribution equal to one percent of your basic pay. In addition, your agency will match up to five percent of your contribution. Use the attached TSP-1 form to designate your contributions and investment fund choice (s) If you do not contribute to the TSP, your one percent automatic agency contribution will be invested in the G Fund, unless you designate another fund on the TSP-1. The attached booklet, "Summary of the Thrift Savings Plan for Federal Employees", provides detailed information about the TSP. If you have any questions, please contact Michele Joy on extension 51149. THRIFT SAVINGS PLAN TSP-1 ELECTION FORM Use this form to: Start or change your contributions to the Thrift Savings Plan (TSP) Stop your contributions to the TSP Indicate how you want your future contributions to be invested in the three TSP Funds Before completing this form, please read the Summary of the Thrift Savings Plan for Federal Employees and the instructions on the back of this form. Type or print all information. Return the completed form to your agency employing office. Do not remove your copy. Your agency will return it to you after completing Section VII. I. 1. INFORMATION Name (Last) (First) (Middle) ABOUT YOU 2. Street Address City State Zip Code 3. 4.( ) Social Security Number Daytime Phone (Area Code and Number) 5. 6. Date of Birth (Month/Day/Year) Office Identification (Agency and Organization) II. Complete either Part A or Part B of this section. AMOUNT OF Part A. To contribute to your TSP account, enter Part B. If you are a FERS employee who is not, YOUR either a whole percentage of your basic pay per and will not be, contributing to your TSP account CONTRIBUTIONS pay period (Item 7) or a whole dollar amount per at this time, but you are allocating your Agency pay period (Item 8). Automatic (1%) Contributions, check Item 9. If you complete this section, you must also complete Section IV 7. .0% OR 8. $ .00 9. (Noncontributing FERS) III. To stop your contributions to the TSP, check Item 10 and sign and date Items 15 and 16. If you are a STOPPING YOUR FERS employee, your Agency Automatic (1%) Contributions will continue. You must complete Section IV CONTRIBUTIONS to show how you want these contributions to be divided among the three TSP Funds. Do not complete Section 11 10. I want to stop contributing to my TSP account. I understand that my payroll deductions will stop FERS employees must at the end of the pay period in which my agency employing office accepts this form. also complete Section IV. IV. Show how you want future contributions to your account to be divided among the G, F, and C Funds. ALLOCATING Enter the percentage (in multiples of 5%) that you want invested in each Fund. Do not use dollar CONTRIBUTIONS amounts. The total of Items 11, 12, and 13 must equal 100%. If you are a FERS employee, the percentages that you choose will be applied to all contributions to your account, including Agency You must also complete Automatic (1%) Contributions and Agency Matching Contributions. Section // or 111 If you invest in either the F or C Fund, you must sign Item 14; otherwise, your form will be returned to you unprocessed 11. G Fund Government Securities Investment Fund .0% 12. F Fund Fixed Income Index Investment Fund .0% 13. C Fund Common Stock Index Investment Fund .0% Total 100.0% V. I have chosen to invest in the F and/or C Fund. I understand that I am making this investment at my own ACKNOWLEDGE- risk. I also understand that I am not protected by either the U.S. Government or the Federal Retirement Thrift Investment Board against investment loss in the F or C Fund, and that neither the U.S. Govern- MENT OF RISK ment nor the Federal Retirement Thrift Investment Board guarantees a return on my investment. Also sign Section VI. 14. Participant's Signature VI. You must sign Item 15 and date Item 16; otherwise, your form will be returned to you unprocessed. SIGNATURE 15. 16. Participant's Signature Date Signed VII. 17. 18. 19. 20. FOR Payroll Office Number Agency Code Effective Date TSP SCD (Optional) EMPLOYING 21. 22. OFFICE USE Signature of Employing Office Official Acceptance Date 23. 24. ONLY New Eligibility Date if Item 10 Is Checked Remarks Form TSP- Revised 2/91 GENERAL You can start, change, or allocate your contributions only during the TSP open seasons (May 15 - INFORMATION July 31 and November 15 - January 31). However, you may submit the form at any time to stop your contributions (see Section III). Your Form TSP-1 will stay in effect until you submit another one or leave Federal service. You may not withdraw your TSP account balance while you are still employed by the Federal Government. If you change your address, notify your agency employing office immediately so that they can correct your records for your TSP account. INSTRUCTIONS Complete all items in this section. FOR SECTION I INSTRUCTIONS Complete Part A to start, continue, or change your TSP contributions. FOR SECTION II Item 7, Percentage of Basic Pay Per Pay Period. If you are covered by FERS or an equiva- lent retirement plan, you may contribute up to 10% of your basic pay each pay period. If you are covered by CSRS or an equivalent retirement plan, you may contribute up to 5% of your basic pay each pay period. Item 8, Dollar Amount Per Pay Period. The dollar amount you contribute cannot exceed the percentages shown above. You can contribute as little as $1 per pay period. Complete Part B only if you are covered by FERS and you choose not to contribute or are not eligible to contribute to your account at this time (that is, if you are submitting this form only to allocate your Agency Automatic (1%) Contributions in Section IV). INSTRUCTIONS Complete this section to stop your contributions. If you stop contributing during an open season, you FOR SECTION III will not be able to start again until the next TSP open season. If you stop contributing outside of an open season, you will not be able to start again until the second open season after this form is accepted by your agency employing office. If you are a FERS employee who is stopping your contributions, you must also complete Section IV to show how you want your Agency Automatic (1%) Contributions to be divided among the G, F, and C Funds. You may submit another Form TSP-1 to change your allocation in any subsequent open season, even if you are not contributing to your account. INSTRUCTIONS Complete this section to indicate how you want future contributions to be invested in the three TSP FOR SECTION IV Funds. All participants may invest all or any portion of the contributions to their accounts in any of the three Funds. If you do not complete this section, your form will be returned to you unprocessed (unless you are a CSRS employee and you are submitting this form to stop your contributions). INSTRUCTIONS Complete this section if you invest in the F or C Fund. There is a risk of investment loss in both the FOR SECTION V F and C Funds. Read the acknowledgement of risk carefully before you sign it. INSTRUCTIONS You must complete this section (even if you completed Section V). FOR SECTION VI INSTRUCTIONS Enter the effective date of the action in Item 19. If this form is accepted during the portion of the open FOR SECTION VII season that precedes the election period, the form should be made effective as of the first pay period that begins on or after the first day of the election period. (The election period is the last month of the (to be completed open season.) If the form is accepted during the election period, it should be made effective as soon as by employing office) administratively feasible, but no later than the first day of the pay period following acceptance of the form. If a participant chooses to stop contributing to the TSP (Section III), deductions should stop at the end of the pay period in which the form is accepted, and the allocations should begin at the start of the follow- ing period. Enter the acceptance date in Item 22. This is the date that the form is accepted by the agency employ- ing office and is certified for processing. Item 23 is the date on which a participant may resume contrib- uting to the TSP after stopping his or her contributions. PRIVACY ACT We are authorized to request this information under Title 5, U.S. Code Chapter 84, Federal Employees' Retirement System, Subchapter III, Thrift NOTICE Savings Plan. Executive Order 9397 authorizes us to ask for your Social Security number, which will be used to identify your account. We will use the information you give us to process your Thrift Savings Plan Election Form (TSP-1). This information will be placed in your Official Personnel Folder. This information may be shared with other Federal agencies in order to administer your account or for statistical, auditing, or archiving purposes. It may also be shared with Federal, state, and local agencies to determine benefits under their programs, to obtain information necessary under this program. or to report income for tax purposes In addition, we may share this information with the Parent Locator Service, Department of Health and Human Services, for the purpose of enforcing child support obligations against the TSP participant. We may share this information with law enforcement agencies when they are investigating a violation of civil or criminal law. We may give this information to financial institutions, private sector audit firms, annuity vendors, current spouses and, to a limited extent. former spouses and beneficiaries. Finally, this information may also be disclosed to others on your written request. While the law does not require you to give any of the information we are asking for on this form, it may not be possible to process the actions you request by this form if you do not give us this information. THRIFT SAVINGS PLAN TSP-1 ELECTION FORM Use this form to: Start or change your contributions to the Thrift Savings Plan (TSP) Stop your contributions to the TSP Indicate how you want your future contributions to be invested in the three TSP Funds Before completing this form, please read the Summary of the Thrift Savings Plan for Federal Employees and the instructions on the back of this form. Type or print all information. Return the completed form to your agency employing office. Do not remove your copy Your agency will return it to you after completing Section VII. I. 1. INFORMATION Name (Last) (First) (Middle) ABOUT YOU 2. Street Address City State Zip Code 3. 4.( ) Social Security Number Daytime Phone (Area Code and Number) 5. 6. Date of Birth (Month/Day/Year) Office Identification (Agency and Organization) II. Complete either Part A or Part B of this section. AMOUNT OF Part A. To contribute to your TSP account, enter Part B. If you are a FERS employee who IS not, YOUR either a whole percentage of your basic pay per and will not be, contributing to your TSP account CONTRIBUTIONS pay period (Item 7) or a whole dollar amount per at this time, but you are allocating your Agency pay period (Item 8). Automatic (1%) Contributions, check Item 9. If you complete this section. you must also complete Section IV 7. .0% OR 8. $ .00 9. (Noncontributing FERS) III. To stop your contributions to the TSP, check Item 10 and sign and date Items 15 and 16. If you are a STOPPING YOUR FERS employee, your Agency Automatic (1%) Contributions will continue. You must complete Section IV CONTRIBUTIONS to show how you want these contributions to be divided among the three TSP Funds. Do not complete Section 11. 10. I want to stop contributing to my TSP account. I understand that my payroll deductions will stop. FERS employees must at the end of the pay period in which my agency employing office accepts this form. also complete Section IV. IV. Show how you want future contributions to your account to be divided among the G, F, and C Funds. ALLOCATING Enter the percentage (in multiples of 5%) that you want invested in each Fund. Do not use dollar CONTRIBUTIONS amounts The total of Items 11, 12, and 13 must equal 100% If you are a FERS employee, the percentages that you choose will be applied to all contributions to your account, including Agency You must also complete Automatic (1%) Contributions and Agency Matching Contributions. Section 11 or /// If you invest in either the F or C Fund, you must sign Item 14; otherwise, your form will be returned to you unprocessed 11. G Fund Government Securities Investment Fund .0% 12. F Fund Fixed Income Index Investment Fund .0% 13. C Fund Common Stock Index Investment Fund .0% Total 100.0% V. I have chosen to invest in the F and/or C Fund I understand that I am making this investment at my own ACKNOWLEDGE- risk. I also understand that I am not protected by either the U.S. Government or the Federal Retirement Thrift Investment Board against investment loss in the F or C Fund, and that neither the US Govern- MENT OF RISK ment nor the Federal Retirement Thrift Investment Board guarantees a return on my investment. Also sign Section VI 14. Participant's Signature VI, You must sign Item 15 and date Item 16; otherwise, your form will be returned to you unprocessed. SIGNATURE 15. 16. Participant's Signature Date Signed VII. 17. 18. 19. 20. FOR Payroll Office Number Agency Code Effective Date TSP SCD (Optional) EMPLOYING 21. 22. OFFICE USE Signature of Employing Office Official Acceptance Date 23. 24. ONLY New Eligibility Date if Item 10 Is Checked Remarks GENERAL You can start, change, or allocate your contributions only during the TSP open seasons (May 15 INFORMATION July 31 and November 15 - January 31). However, you may submit the form at any time to stop your contributions (see Section III). Your Form TSP-1 will stay in effect until you submit another one or leave Federal service. You may not withdraw your TSP account balance while you are still employed by the Federal Government. If you change your address, notify your agency employing office immediately so that they can correct your records for your TSP account. INSTRUCTIONS Complete all items in this section. FOR SECTION I INSTRUCTIONS Complete Part A to start, continue, or change your TSP contributions. FOR SECTION II Item 7, Percentage of Basic Pay Per Pay Period. If you are covered by FERS or an equiva- lent retirement plan, you may contribute up to 10% of your basic pay each pay period. If you are covered by CSRS or an equivalent retirement plan, you may contribute up to 5% of your basic pay each pay period. Item 8, Dollar Amount Per Pay Period. The dollar amount you contribute cannot exceed the percentages shown above. You can contribute as little as $1 per pay period. Complete Part B only if you are covered by FERS and you choose not to contribute or are not eligible to contribute to your account at this time (that is, if you are submitting this form only to allocate your Agency Automatic (1%) Contributions in Section IV). INSTRUCTIONS Complete this section to stop your contributions. If you stop contributing during an open season, you FOR SECTION III will not be able to start again until the next TSP open season. If you stop contributing outside of an open season, you will not be able to start again until the second open season after this form is accepted by your agency employing office. If you are a FERS employee who is stopping your contributions, you must also complete Section IV to show how you want your Agency Automatic (1%) Contributions to be divided among the G, F, and C Funds. You may submit another Form TSP-1 to change your allocation in any subsequent open season, even if you are not contributing to your account. INSTRUCTIONS Complete this section to indicate how you want future contributions to be invested in the three TSP FOR SECTION IV Funds. All participants may invest all or any portion of the contributions to their accounts in any of the three Funds. If you do not complete this section, your form will be returned to you unprocessed (unless you are a CSRS employee and you are submitting this form to stop your contributions). INSTRUCTIONS Complete this section if you invest in the F or C Fund. There is a risk of investment loss in both the FOR SECTION V F and C Funds. Read the acknowledgement of risk carefully before you sign it. INSTRUCTIONS You must complete this section (even if you completed Section V). FOR SECTION VI INSTRUCTIONS Enter the effective date of the action in Item 19. If this form is accepted during the portion of the open FOR SECTION VII season that precedes the election period, the form should be made effective as of the first pay period that begins on or after the first day of the election period. (The election period is the last month of the (to be completed open season.) If the form is accepted during the election period, it should be made effective as soon as by employing office) administratively feasible, but no later than the first day of the pay period following acceptance of the form. If a participant chooses to stop contributing to the TSP (Section III), deductions should stop at the end of the pay period in which the form is accepted, and the allocations should begin at the start of the follow- ing period. Enter the acceptance date in Item 22. This is the date that the form is accepted by the agency employ- ing office and is certified for processing. Item 23 is the date on which a participant may resume contrib- uting to the TSP after stopping his or her contributions. PRIVACY ACT We are authorized to request this information under Title 5, U.S. Code Chapter 84, Federal Employees' Retirement System, Subchapter III, Thrift Savings Plan. Executive Order 9397 authorizes us to ask for your Social Security number, which will be used to identify your account. We will NOTICE use the information you give us to process your Thrift Savings Plan Election Form (TSP-1). This information will be placed in your Official Personnel Folder. This information may be shared with other Federal agencies in order to administer your account or for statistical, auditing, or archiving purposes. It may also be shared with Federal, state, and local agencies to determine benefits under their programs, to obtain information necessary under this program, or to report income for tax purposes. In addition, we may share this information with the Parent Locator Service, Department of Health and Human Services, for the purpose of enforcing child support obligations against the TSP participant. We may share this information with law enforcement agencies when they are investigating a violation of civil or criminal law We may give this information to financial institutions, private sector audit firms, annuity vendors, current spouses and, to a limited extent, former spouses and beneficiaries. Finally, this information may also be disclosed to others on your written request. While the law does not require you to give any of the information we are asking for on this form. it may not be possible to process the actions you request by this form if you do not give us this information. THRIFT SAVINGS PLAN TSP-1 ELECTION FORM Use this form to: Start or change your contributions to the Thrift Savings Plan (TSP) Stop your contributions to the TSP Indicate how you want your future contributions to be invested in the three TSP Funds Before completing this form, please read the Summary of the Thrift Savings Plan for Federal Employees and the instructions on the back of this form. Type or print all information. Return the completed form to your agency employing office. Do not remove your copy. Your agency will return it to you after completing Section VII. I. 1. INFORMATION Name (Last) (First) (Middle) ABOUT YOU 2. Street Address City State Zip Code 3. 4. ( ) Social Security Number Daytime Phone (Area Code and Number) 5. 6. Date of Birth (Month/Day/Year) Office Identification (Agency and Organization) II. Complete either Part A or Part B of this section. AMOUNT OF Part A. To contribute to your TSP account, enter Part B. If you are a FERS employee who is not, YOUR either a whole percentage of your basic pay per and will not be, contributing to your TSP account CONTRIBUTIONS pay period (Item 7) or a whole dollar amount per at this time, but you are allocating your Agency pay period (Item 8). Automatic (1%) Contributions, check Item 9. If you complete this section you must also complete Section IV 7. .0% OR 8. $ .00 9. (Noncontributing FERS) III. To stop your contributions to the TSP, check Item 10 and sign and date Items 15 and 16. If you are a STOPPING YOUR FERS employee, your Agency Automatic (1%) Contributions will continue. You must complete Section IV CONTRIBUTIONS to show how you want these contributions to be divided among the three TSP Funds. Do not complete Section // 10. I want to stop contributing to my TSP account. I understand that my payroll deductions will stop_ FERS employees must at the end of the pay period in which my agency employing office accepts this form. also complete Section IV IV. Show how you want future contributions to your account to be divided among the G, F, and C Funds. ALLOCATING Enter the percentage (in multiples of 5%) that you want invested in each Fund. Do not use dollar CONTRIBUTIONS amounts. The total of Items 11, 12, and 13 must equal 100%. If you are a FERS employee, the percentages that you choose will be applied to all contributions to your account, including Agency You must also complete Automatic (1%) Contributions and Agency Matching Contributions. Section // or /// If you invest in either the F or C Fund, you must sign Item 14, otherwise, your form will be returned to you unprocessed. 11. G Fund Government Securities Investment Fund .0% 12. F Fund Fixed Income Index Investment Fund .0% 13. c Fund Common Stock Index Investment Fund .0% Total 100.0% V. I have chosen to invest in the F and/or C Fund. I understand that I am making this investment at my own ACKNOWLEDGE- risk. I also understand that | am not protected by either the U.S. Government or the Federal Retirement Thrift Investment Board against investment loss in the F or C Fund, and that neither the U.S. Govern- MENT OF RISK ment nor the Federal Retirement Thrift Investment Board guarantees a return on my investment. Also sign Section VI. 14. Participant's Signature VI. You must sign Item 15 and date Item 16, otherwise, your form will be returned to you unprocessed. SIGNATURE 15. 16. Participant Signature Date Signed VII. 17. 18. 19. 20. FOR Payroll Office Number Agency Code Effective Date TSP SCD (Optional) EMPLOYING 21. 22. OFFICE USE Signature of Employing Office Official Acceptance Date 23. 24. ONLY New Eligibility Date if Item 10 Is Checked Remarks GENERAL You can start, change, or allocate your contributions only during the TSP open seasons (May 15 INFORMATION July 31 and November 15 - January 31). However, you may submit the form at any time to stop your contributions (see Section III). Your Form TSP-1 will stay in effect until you submit another one or leave Federal service. You may not withdraw your TSP account balance while you are still employed by the Federal Government. If you change your address, notify your agency employing office immediately so that they can correct your records for your TSP account. INSTRUCTIONS Complete all items in this section. FOR SECTION I INSTRUCTIONS Complete Part A to start, continue, or change your TSP contributions. FOR SECTION II Item 7, Percentage of Basic Pay Per Pay Period. If you are covered by FERS or an equiva- lent retirement plan, you may contribute up to 10% of your basic pay each pay period. If you are covered by CSRS or an equivalent retirement plan, you may contribute up to 5% of your basic pay each pay period. Item 8, Dollar Amount Per Pay Period. The dollar amount you contribute cannot exceed the percentages shown above. You can contribute as little as $1 per pay period. Complete Part B only if you are covered by FERS and you choose not to contribute or are not eligible to contribute to your account at this time (that is, if you are submitting this form only to allocate your Agency Automatic (1%) Contributions in Section IV). INSTRUCTIONS Complete this section to stop your contributions. If you stop contributing during an open season, you FOR SECTION III will not be able to start again until the next TSP open season. If you stop contributing outside of an open season, you will not be able to start again until the second open season after this form is accepted by your agency employing office. If you are a FERS employee who is stopping your contributions, you must also complete Section IV to show how you want your Agency Automatic (1%) Contributions to be divided among the G, F, and C Funds. You may submit another Form TSP-1 to change your allocation in any subsequent open season, even if you are not contributing to your account. INSTRUCTIONS Complete this section to indicate how you want future contributions to be invested in the three TSP FOR SECTION IV Funds. All participants may invest all or any portion of the contributions to their accounts in any of the three Funds. If you do not complete this section, your form will be returned to you unprocessed (unless you are a CSRS employee and you are submitting this form to stop your contributions). INSTRUCTIONS Complete this section if you invest in the F or C Fund. There is a risk of investment loss in both the FOR SECTION V F and C Funds. Read the acknowledgement of risk carefully before you sign it. INSTRUCTIONS You must complete this section (even if you completed Section V). FOR SECTION VI INSTRUCTIONS Enter the effective date of the action in Item 19. If this form is accepted during the portion of the open FOR SECTION VII season that precedes the election period, the form should be made effective as of the first pay period that begins on or after the first day of the election period. (The election period is the last month of the (to be completed open season.) If the form is accepted during the election period, it should be made effective as soon as by employing office) administratively feasible, but no later than the first day of the pay period following acceptance of the form. If a participant chooses to stop contributing to the TSP (Section III), deductions should stop at the end of the pay period in which the form is accepted, and the allocations should begin at the start of the follow- ing period. Enter the acceptance date in Item 22. This is the date that the form is accepted by the agency employ- ing office and is certified for processing. Item 23 is the date on which a participant may resume contrib- uting to the TSP after stepping his or her contributions. PRIVACY ACT We are authorized to request this information under Title 5. U.S. Code Chapter 84, Federal Employees' Retirement System, Subchapter III. Thrift Savings Plan Executive Order 9397 authorizes US to ask for your Social Security number, which will be used to identify your account. We will NOTICE use the information you give us to process your Thrift Savings Plan Election Form (TSP-1). This information will be placed in your Official Personnel Folder. This information may be shared with other Federal agencies in order to administer your account or for statistical, auditing, or archiving purposes. Il may also be shared with Federal, state, and local agencies to determine benefits under their programs, to obtain information necessary under this program. or to report income for tax purposes. In addition, we may share this information with the Parent Locator Service. Department of Health and Human Services. for the purpose of enjorcing child support obligations agains! the TSP participant. We may share this information with law enforcement agencies when they are investigating a violation of civil or criminal law We may give this information to financial institutions, private sector audit firms. annuity vendors, current spouses and, to a limited extent, former spouses and beneficiaries. Finally, this information may alco be disclosed to others or your written request While the law does not require you to give any of the information we are asking for on this form Il may not be possible In process the actions you request by this form if you do not give us this information. Clinton Presidential Records Digital Records Marker This is not a presidential record. This is used as an administrative marker by the William J. Clinton Presidential Library Staff. This marker identifies the place of a publication. Publications have not been scanned in their entirety for the purpose of digitization. To see the full publication please search online or visit the Clinton Presidential Library's Research Room. Contains Important Impor Changes Information Information in About SUMMARY OF THE THRIFT SAVINGS PLAN FORFEDERAL EMPLOYEES SEPTEMBER 1990