TPA Specific Notes:

• TSA’s “403(b) Salary Reduction Agreement Forms” (SRA) are a paper form.
• TSA’s “403(b) Salary Reduction Agreement Forms” (SRA) are school district specific.  You must call TSA Consulting and ask for them to email you the SRA Form for the school district you are servicing.
• TSA will accept client signed forms for 90 days from the date of client signature.
• TSA requires a “403(b) Plan Transaction Information Form“ with all 403(b) exchange, transfer, and rollover requests.
• TSA requires a “403(b) Hardship Withdrawal Form” with all 403(b) hardship requests.

**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.