Supplemental Retirement Account Plan Administration Services

TSA Consulting Group Inc

Phone:  888.796.3786 x2

Hours of Operation:  M - F, 7:30 - 4:30 CST

Fax:  866.741.0645

Address: 

TSA Consulting Group, Inc.

Attn: Participants Transaction Dept

28 Ferry Rd SE

Fort Walton Beach, FL 32548

EMAIL:  recordkeeping@tsacg.com

 

Instructions for requesting a distribution/exchange/transfer/loan from accounts under the plan:

1.  Partcipant contacts their plan provider or financial professional for the required product provider forms.

2. Participant gathers supporting documentation.

3. Participant completes Transaction Routing Request Form.

4. Participant emails or faxes the product provider forms, supporting documentation and Transaction Routing Request Form to Plan Administration at recordkeeping@tsacg.com or FAX: 866.741.0645

5. TSACG Plan contacts the participant if additional documentation is needed or the request is ineligible per the plan.

6.  If the request is approved, TSACG Plan sends the forms to the appropriate product provider(s).