Existing Plan Participants

Forms

This form is used to update the owner’s or annuitant’s contact information, including name changes or corrections, and mailing address and phone number changes.

REQUEST LOAN

This form is used to request a loan on an NON-ERISA 403(b) annuity.

REQUIRED MINIMUM DISTRIBUTION (RMD)

This form is used to request a Required Minimum Distribution (RMD) from an NON-ERISA 403(b) annuity.

NON-ERISA 403(B) WITHDRAWAL REQUEST

This form is used to request a withdrawal from a NON-ERISA 403(b) annuity.

REQUEST TRANSFER OF ASSETS TO A QUALIFIED PLAN

Use this form only for the transfers and rollovers into qualified retirement plans.

Please submit your completed form to the third-party administrator TSA Consulting for review and approval at:

TSA Consulting Group, Inc.
28 Ferry Road, SE
Fort Walton Beach, FL 32548
Phone: 850-362-6840
Fax: 866-741-0645
E-mail: recordkeeping@tsacg.com

Existing Plan Participants

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Forms

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