5 C.F.R. § 1640.3 Statement of individual account.
Title 5 - Administrative Personnel
In the quarterly statements, the Board will furnish each participant with the following information concerning the participant's individual account: (a) Name, Social Security 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. [68 FR 35501, June 13, 2003, as amended at 70 FR 32214, June 1, 2005]
Title 5: Administrative Personnel
PART 1640—PERIODIC PARTICIPANT STATEMENTS
§ 1640.3 Statement of individual account.
