Now Offering In-Person and Virtual Retirement Reviews
U.S. OMNI & TSACG Compliance Services
(888) 796-3786recordkeeping@tsacg.comUse the link above to go directly to Omni's form page on their website. No need to login or register if you haven't already.
For a loan: Choose the icon for Loan
For a Withdrawal: Choose the distribution icon.
Fill in the online form following their instructions. An approval voucher will be generated. The approval voucher is considered to be your plan administrator's "signature."
Fax or email both LSW's Withdrawal form and the Voucher to LSW @ 214-638-9162 or imaging@nationallife.com. When emailing include both forms in ONE PDF FILE.
Please note that under certain circumstances Omni may request more information be provided in order to process your withdrawal. You will need to work with them to provide that information.
Hardship requests: CALL! Verify what documentation they require to process your specific hardship.