Now Offering In-Person and Virtual Retirement Reviews
U.S. OMNI & TSACG Compliance Services
(888) 796-3786recordkeeping@tsacg.comFor Loans, Withdrawals, etc...
You will use the same process on almost every type of transaction. Just make sure you state the kind of transaction you are wishing to make.
Use the links above to receive approval for your Transaction. Follow the prompts -- the process is fairly user-friendly.
The first question is asking if an advisor is acting on your behalf. When requesting the information yourself you would answer no.
Approvals are sent at a later date. It can take up to a week to receive transaction approval.
You'll receive a Certificate of Approval upon completion of the process this will serve as your plan administrator's signature.
Fax both LSW's appropriate form and the certificate of approval directly to LSW @ 214-638-9162. You can also email forms to lswimaging@nationallife.com.
When emailing your forms to NLG it is best to combine all pages in one PDF file.
Please contacts TSA Consulting directly if you have any questions or run into any issues: 888-796-3786.
Fax Numbers: 1-866-741-0645 or 1-866-814-0622
Hardship requests: CALL! Verify what documentation they require to process your specific hardship.