Phone: 888.796.3786 x2
Hours of Operation: M - F, 7:30 - 4:30 CST
TSA Consulting Group, Inc.
Attn: Participants Transaction Dept
28 Ferry Rd SE
Fort Walton Beach, FL 32548
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.
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).