---
kind: "section"
citation: "5 C.F.R. § 1640.3"
title: "5"
number: "1640.3"
heading: "Statement of individual account."
url: "https://uscodex.org/cfr/5/1640.3"
---

# §1640.3. Statement of individual account.


In the quarterly statements, the TSP or its record keeper will furnish each participant with the following information concerning the participant's individual account:

- (a) **Name and account number under which the account is established.**
- (b) **Statement whether the participant has a beneficiary designation on file with the TSP record keeper.**
- (c) **Investment election that is current at the end of the statement period.**
- (d) **Beginning and ending dates of the period covered by the statement.**
- (e) 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 for each source of contributions;
  - (3) The account balance and activity in each TSP core fund, including the dollar amount of the transaction, the share price, and the number of shares;
  - (4) Loan information and activity, if applicable; and
  - (5) **The mutual fund window account balance, if applicable.**
- (f) Any other information concerning the account that the Executive Director determines should be included in the statement.

## Notes

### Amendments

[87 FR 31680, May 24, 2022]

### Authority

Authority: 5 U.S.C. 8439(c)(1) and (c)(2), 5 U.S.C. 8474(b)(5) and (c)(1).

### Source

Source: 68 FR 35501, June 13, 2003, unless otherwise noted.

### Amendments

[87 FR 31680, May 24, 2022]