Not sure why everyone is saying you can't do a direct rollover. Maybe true historically, but the functionality at least exists now in the site TSP site. I have set up the financial institution for direct rollover in preparation for some thing I want to do in the new year. See my post in this thread with screen caps of the financial institution set-up.
viewtopic.php?p=8094551#p8094551
You can clearly see the options for "Rollover Mailed to Institution" you can set up 3 of them in fact.
Full Disclosure: As I mentioned I've set these up in preparation which means I haven't actually done these rollovers yet.
viewtopic.php?p=8094551#p8094551
You can clearly see the options for "Rollover Mailed to Institution" you can set up 3 of them in fact.
Full Disclosure: As I mentioned I've set these up in preparation which means I haven't actually done these rollovers yet.
Statistics: Posted by mouth — Tue Nov 26, 2024 8:03 am — Replies 7 — Views 321