TPA Specific Notes
- PenServ’s 403(b) “Salary Reduction Agreement Forms” (SRA) are a paper form.
- PenServ’s 403(b) “Salary Reduction Agreement Forms” (SRA) are school district specific. You must call PenServ and ask for them to email you the SRA Form for the school district you are servicing.
- PenServ will accept client signed “SRA Forms” for 30 days and “Exchange, Transfer, or Rollover Forms” for 60 days from the date of client signature.
- PenServ does not have a “403(b) Transfer/Distribution form”.
- PenServ requires a copy of the transferring accounts most recent account statement along with NLG’s Transfer Form and the Transferring Providers Forms.
Forms
403(b) Forms
PenServ’s 403(b) “Salary Reduction Agreement Forms” (SRA) are school district specific. You must call PenServ and ask them to email you the SRA Form for the school district you are servicing. Call this number 1-800-849-4001 to obtain the SRA Form. 
Attention: PenServ does not have a TPA Transfer Form. You will need to use NLG’s Transfer Form and the Transferring Providers Form, along with a copy of the transferring accounts most recent statement.
Tutorials
403(b) Salary Reduction Agreement Form Tutorial
VIDEO GOES HERE
**Note: When submitting a Salary Reduction Agreement form it may take 30 – 45 days before the deduction will take place on the employee’s payroll. Each TPA deadline varies for monthly processing.
Planserv Contact Info:
Phone: 800-849-4001
Address: PO Box 3109, West Columbia, SC 29171
Website: Link HERE