You may request distributions by completing the necessary forms obtained from your investment product provider, other necessary documentation as indicated below and submitting all completed documents to TSACG for processing. This self-certification form is for participants submitting a distribution and/or loan transaction under the Coronavirus Aid, Relief, and Economic Security (CARES) Act. %PDF-1.6 %���� TSA will accept client signed forms for 90 days from the date of client signature. Distributions Visit the TSACG website (https://www.tsacg.com) for information about enrollment in the plan, investment product providers available, distributions, exchanges or transfers, 403(b) and/or 457(b) loans, and rollovers. I am requesting a. Box 4037 Fort Walton Beach, FL 32549-4037 Fax: 1-866-741-0645.

Transaction Information Form To ensure proper processing of your transaction, please include a completed Transaction Information form with your Investment Provider forms when submitting to TSACG for approval review. To process a transaction electronically through our automated ART system, click here.

You may want to consult a tax advisor or financial planner before enrolling. ÀbûëÜ,ÊœÊ#"lÀpØ\ÄL|~ç$ÿq»zq3df7°C"3ìÚUZ&&G�¦f“æ™As�B\aÄ stream TSA Consulting Group, Inc (TSACG) Key Contact List TSACG provides a variety of services to public education employers that relate to the compliance and administration of the 403(b) and 457(b) retirement plan. 2 0 obj Copyright Notice | 4 0 obj Please check the fax number carefully before sending transactions to TSACG. Call this number 1-888-796-3786 to obtain the SRA Form. Group, Inc. (TSACG), my employer’s Plan Administrator. Submitting Transaction Requests All transaction requests must be submitted to TSACG via fax or mail including all necessary forms together. Please … Why Save in an Indexed Universal Life (IUL). 2����3+Ļ�:~�z"1�Pn��Ӳ��Zʌw�s�����L{���J�j�H)u�jy����\-W|�z�Yɩ�y-sbb�|�����[8�r���,ц�¤.�[[��ӭ��)=�}奘����m�E+�e�g�yon�`���������-g���yA[�Vq;RS���"��=���Q��EOw�6��x��JI��ӫ���*8r���Y�x�>݈uCc=�Q�(o����R��&��˪M����=4ƻ�|�d���. Each TPA deadline varies for monthly processing. Contract Exchanges . TSA Consulting Group, Inc. 403(b) Transaction Processing TSA requires a “ 403(b) Plan Transaction Information Form “ with all 403(b) exchange, transfer, and rollover requests. endstream endobj startxref Participation in the 403(b) plan is voluntary and should be based on your financial objectives and resources. To obtain a transaction approval certificate instantly using our Online Distribution System, click here.

If you are looking for your employer's Salary Reduction Agreement, it is located on their Plan Sponsor specific page. with all 403(b) exchange, transfer, and rollover requests. ›l&=Ää,ìIdJAÀşÁn2IÊŠ5d�UcKÖ�îA-f¨¯Õ¸ç¹X"4kK¢l¢\“«zS® 3£�¡¸`BÒÅîÖ@i¡‚É�|Z ù®¦„;tzP YÍKw¤�ÜA%å%%|êcñÇãĹT"µÊ¶Rrîl(«S„Bí¾Ş‡æ—=V²Èì…Ä´İõRo;©#&áJ§]ga“jH¥¾ÈUJ*u…ÜuÓ|ı™ªŠ.o(]&Yz*şğ¢BÈqÌş€_RñÇHágâ*ºêœ òcĞÓNiH6U´#™ˆ˜Ÿ3õ®B3ÈzDÖ¦3/å¬${F-�‚ ‘ΊYôÚTè'3ßq&­àƒvmtQ™íƒpê¨2±¢«P—¨¯ôP×Bj’HÎñm òïn­l^$i.¸ÅªİÚ+‡F¥8ÔÍ=‡zoŒ v"Á¦Âhö5•cs�IçL¤sn-ì+ƒ÷Ù—tŠƒ©Ìס‰/¶ÛÄ@Êaå"DĞDø•]ŒöYƧy˜gHNÔ÷‚ˆÔ Distribution from my 403(b)/457(b)/401(a) account with _____ (Company … h�bbd```b``� �����nɤf?��l� �| Follow the procedures listed below to submit your transaction via email, fax, or mail/carrier service. endobj

Faxed transactions require 24 hours for verification of receipt by TSACG. Please check the fax number carefully before sending transactions to TSACG. 0 The TRR form provides important information regarding your request and is vital to ensuring proper processing. Participants should submit to TSACG all provider paperwork and the TSACG Transaction Information form. Contract Exchanges There may be tax consequences for the requested transaction.

Distribution transactions may include any of the following: loan, transfer/exchange, rollover, hardship withdrawal or cash distributions. %%EOF my account is based on market performance and that market fluctuations may result in a value variance during the time my request is being processed by TSACG and my investment product provider. Should you have questions regarding the TSA transaction form please contact the TSA directly at 1.888.796.3786 option 4.



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