Supplemental Retirement Account Plan Administration Services
Services provided by TSA Consulting Group, Inc.
Phone: 888-796-3786 ext. 2
Hours: Monday through Friday, 7:30 a.m. - 4:30 p.m. CST
TSA Consulting Group, Inc.
Attn: Participants Transaction Dept
28 Ferry Rd SE
Fort Walton Beach, FL 32548
Instructions for requesting a distribution/exchange/transfer/loan from accounts under the plan:
- Participant contacts his or her plan provider or financial professional for the required product provider forms.
- Participant gathers supporting documentation.
- Participant completes Transaction Routing Request Form.
- Participant emails or faxes the product provider forms, supporting documentation and Transaction Routing Request Form to Plan Administration at firstname.lastname@example.org or FAX: 866.741.0645
- TSACG Plan contacts the participant if additional documentation is needed or the request is ineligible per the plan.
- If the request is approved, TSACG Plan sends the forms to the appropriate product provider(s).