CFR > Title 5 - Administrative Personnel > CHAPTER VI—FEDERAL RETIREMENT THRIFT INVESTMENT BOARD > PART 1640—PERIODIC PARTICIPANT STATEMENTS > 1640.3—Statement of individual account.

1640.3—Statement of individual account.

In the quarterly statements, the Board will furnish each participant with the following information concerning the participant's individual account:
(a) Name, account number, and date of birth under which the account is established;
(b) Retirement system coverage and employment status of the participant, as provided by the employing agency;
(c) Statement whether the participant has a beneficiary designation on file with the TSP record keeper;
(d) Contribution allocation that is current at the end of the statement period;
(e) Beginning and ending dates of the period covered by the statement;
(f) The following information for and, as of the close of business on the ending date of, the period covered by the statement:
(1) The total account balance and tax-exempt balance, if applicable;
(2) The account balance and activity for each source of contributions;
(3) 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
(4) Loan information and activity, if applicable;
(g) Any other information concerning the account that the Board determines should be included in the statement.

Code of Federal Regulations

[68 FR 35501, June 13, 2003, as amended at 70 FR 32214, June 1, 2005; 72 FR 51354, Sept. 7, 2007]