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20 Oct

tsa consulting group transaction information form

All completed forms should be submitted to TSACG for processing. The Transaction Information (TI) form provides important information regarding your request and is vital to ensuring proper processing. P.O. All transactions require a Transaction Information form. 812 0 obj <>/Encrypt 643 0 R/Filter/FlateDecode/ID[<698CE4490A9ADF41BCBB247F4375370F><0CAB4B07D7CC5E4B81AF45858A8F0153>]/Index[642 325]/Info 641 0 R/Length 249/Prev 603606/Root 644 0 R/Size 967/Type/XRef/W[1 3 1]>>stream Box 4037 Fort Walton Beach, FL 32549-4037 Fax: 1-866-741-0645. All completed forms should be submitted to TSACG for processing. Please … © 2014 - 2018 Retirement Education Partners. ÀbûëÜ,ÊœÊ#"lÀpØ\ÄL|~ç$ÿq»zq3df7°C"3ìÚUZ&&G�¦f“æ™As�B\aÄ TSACG wants to assist you in the most efficient manner possible. Distribution from my 403(b)/457(b)/401(a) account with _____ (Company … Participants should submit to TSACG all provider paperwork and the TSACG Transaction Information form. I also acknowledge that the value of . Please check the fax number carefully before sending transactions to TSACG. To process a transaction electronically through our automated ART system, click here. Return Method To download a PDF copy of the Transaction Information form, please click here. All transaction requests must be submitted to TSACG via fax or mail including all necessary forms together. You may request a transaction by completing the necessary forms obtained from your investment product provider, other necessary documentation as indicated below and The TRR form provides important information regarding your request and is vital to ensuring proper processing. 0 You must call TSA Consulting and ask for them to email you the SRA Form for the school district you are servicing. SE, Fort Walton Beach, FL 32548 Fax: 1-866-741-0645; Email: recordkeeping@tsacg.com TSACG wants to assist you in the most efficient manner possible. Please check the fax number carefully before sending transactions to TSACG. h�bbd```b``� �����nɤf?��l� �| Individual investment strategies should reflect your personal savings goals and tolerance for financial risk. Your Employer and TSACG are not liable for any loss that may result from your investment decisions. "tDr^�L�c&��E��H���L� �nG��9@$�X�r�qH2r� �/�t1��2.�Y�� Y�:w{�� 2��$5n;��� �|�]?օ10120��#�Qr��&�8w4�$�30��0 |lN� After verifying that the selected new provider is a current authorized provider, you must complete any forms required by the provider (usually supplied by the new provider), as well as a Transaction Information form.

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