Retirement Benefits
Salary Reduction Agreement (for both TSA and ORP new accounts or new vendor designation)
Product Disclosure Form (Fee disclosures for both TSA and ORP-required for new Salary Reduction Agreement if sold by commissioned sales agent)
Transaction Routing Request (for TSA, ORP and TIAA-CREF Social Security Alternative plan exchanges, loans and hardships (if allowed by plan), post –separation distributions and rollovers): from the TSA Consulting Group home page, click on Plan Transactions on the left. Then click on the Transaction Routing Request Form link under Transaction Procedures.
HCC Retirement Plan Selection for Non-Benefits Eligible Employees HR-175 (PDF)
Alternative Retirement Plan Acknowledgement HR-175B (PDF)
