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Tcg administrators 403b plan transaction request form

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The document is a 403(b) Plan Transaction Request Form that outlines the process for participants to request distributions, loans, or transfers from their 403(b) retirement accounts. It includes sections for participant information, reasons for requests (such as age-related distributions, employment status changes, or hardship withdrawals), and necessary documentation requirements. Additionally, it provides details on rollover options and tax implications associated with different types of distributions. The form must be completed and submitted via fax, email, or mail for processing.

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Versions	Form popularity	Fillable & printable
2019	4.2 Satisfied (21 Votes)
2018	4.1 Satisfied (32 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is TCG a fiduciary?

As a fiduciary with a legal obligation to act in each clients best interest, TCG places each organization and participant first by providing access to the tools and financial education needed to make sound decisions.

How do I contact TCG services?

Our customer service department is available by phone at (800) 943-9179 from 8 AM to 6 PM CST, Monday through Friday, to provide additional assistance as needed.

Who owns TCG services?

In 2021, TCG was acquired by HUB International, a leading global insurance brokerage that specializes in providing a broad array of property and casualty, life and health, employee benefits, investment, and risk management products and services.

What is TCG 403B?

Saving with a 403(b) plan gives you the ability to defer a portion of your paycheck and invest funds in a portfolio of your choosing. By participating, you can take advantage of tax savings, reduce your retirement income gap, and get one step closer to achieving financial independence.

What is TCG administration?

TCG specializes in high quality employee benefit services utilizing state-of-the-art technology. This has led TCG to become a leader in the industry and one of the largest third- party administrators nationwide.