403(b) Support

Differences between a Rollover, Exchange, and Transfer
Rollover – A transfer of holdings from one retirement plan to another, without tax. A rollover can involve a change of employers, a change of investment ...
Thu, Jan 30, 2020 at 3:12 AM
Who is my investment provider?
  As participants elect their own investment providers, TCG Administrators relies on you to provide us with this information and to tell us who the funds ar...
Thu, Jan 30, 2020 at 3:12 AM
Where can I get my balance statement?
Balance statements are required for loans. You can get your balance statements directly from your vendor. Most vendors will send out statements on a quarter...
Thu, Jan 30, 2020 at 3:12 AM
What does "original signatures" on the distribution form mean?
  Whether or not a vendor requires original signatures is up to the vendor. If original signatures are required, you must mail in the documentation to TCG Ad...
Thu, Jan 30, 2020 at 3:12 AM
Can I check multiple boxes on distribution forms?
  You should only ever select ONE reason for request on the distribution form. This reason should be the same reason that is listed on any vendor forms. If m...
Thu, Jan 30, 2020 at 3:12 AM
What does "the Employer to which this request applies” refer to?
This question refers to the Employer under whom the 403(b) was set up. This may be your current Employer or your previous Employer, depending on the type of...
Thu, Jan 30, 2020 at 3:12 AM
Does my spouse need to sign this form?
A participant’s spouse does not need to sign the TCG Administrators form unless the spouse is requesting a Death of Participant distribution. For Death of P...
Thu, Jan 30, 2020 at 3:12 AM
Why does TCG Administrators need any other paperwork (i.e. vendor forms) to process a distribution request?
  While TCG Administrators can approve a request with just the TCG Administrators distribution form and any hardship, or appropriate supporting documentation...
Thu, Jan 30, 2020 at 3:12 AM
How many additional copies can I request?
  The distribution form is designed to allow you to request the forms to be sent to your vendor and one additional party. However, with your authorization, T...
Thu, Jan 30, 2020 at 3:12 AM
How do I withdraw funds from my 403(b) account?
Because 403(b) plans are meant to be retirement accounts, not savings accounts, there are restrictions on when and for what reasons participants can take m...
Thu, Jan 30, 2020 at 3:12 AM