How to rollover/transfer TSP (Thrift Savings Plan) to Solo 401k (self-directed 401k)

If you  are looking to open solo 401k for investing in real estate, notes, private shares, precious metals (e.g., gold, silver) as well as borrow from solo 401k (Solo 401k Loan), you may want to consider transferring/rolling over your TSP (Thrift Savings Plan) to a solo 401k plan.

However,in order to timely transfer/rollover TSP to Solo 401k certain procedures must be followed, which are described below.

Procedures for timely and effectively processing transfer/rollover of TSP to Solo 401k

Forms

1. Thrift Savings Plan Form (provided by TSP Company)
2. Executed Solo 401k Adoption Agreement (provided by solo 401k provider) that allows for investing in alternative investments such as private shares, precious metals, notes as well as borrow from solo 401k. 
3. IRS Determination Letter
4. Cover Letter from Solo 401k Provider—cover confirm to TSP representative that you are the named trustee of the solo 401k.

How to Complete TSP Form

• “Type of Plan”: Check “Eligible Employer Plan”
•  "Plan Account Number", list the solo 401k plan number which is assigned by solo 401k provider
•  “Plan Name”, write name of your Solo 401k plan (for example, John Do Solo 401k Trust)
•  “Make check payable”, write name of solo 401k, your name (for example, John Do Solo 401k Trust, John Do, Trustee)
•  “Mail to”, list your home or business address since you are the Trustee of the Solo 401k plan.
•  “Certification”, you sign as “Participant”

Lastly, it usually takes about 1 to 3 days to open solo 401k; however, it could take up to 3 weeks for TSP provider to release funds.