Where can I get my balance statement?
Modified on: Thu, Jan 30, 2020 at 3:12 AM
Balance statements are required for loans. You can get your balance statements directly from your vendor. Most vendors will send out statements on a quarterly or monthly basis. If you do not already have a copy of your statement, your vendor should be able to provide you with one or send one directly to TCG Administrators. TCG Administrators requires ALL PAGES of a balance statement, even if some of the pages are blank. Screenshots of balances are not sufficient; you must submit the complete statement. If you have 403(b) accounts with several vendors in the same plan, TCG Administrators must have statements from all the vendors in order to finish processing the request. TCG Administrators uses these statements to calculate the total allowable loan amount and confirm that there are no previously defaulted loans.
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