CSU Tax Sheltered Annuity Program -
Certification Process in Retirement Manager
Updated as of June 23, 2010
The certification process for in-service contract exchanges, loans and hardship withdrawals has been activated in Retirement Manager for current fund sponsors and several legacy vendors:
Current Fund Sponsors
- Fidelity - Hardship withdrawals and contract exchanges are available. Currently, Fidelity does not offer loans.
- ING Life and Annuity - Loans, hardship withdrawals and in-service contract exchanges are available.
- MetLife - Loans, hardship withdrawals and in-service contract exchanges are available.
- TIAA-Cref - Loans, hardship withdrawals and in-service contract exchanges are available.
- VALIC - Loans, hardship withdrawals and in-service contract exchanges are available.
Legacy Vendors
- Ameriprise Financial - Loans and hardship withdrawals are available.
- AXA Equitable - Loans and hardship withdrawals are available.
- Great American - Loans and hardship withdrawals are available.
- I-A Pacific (Industrial Alliance Pacific Life Insurance) - Loans and hardship withdrawals are available.
- ING Reliastar - Loans and hardship withdrawals are available.
- Jefferson National - Loans and hardship withdrawals are available.
- The Legend Group - Loans and hardship withdrawals are available.
- Life Insurance Company of the Southwest (LSW) - Loans and hardship withdrawals are available.
- Lincoln National - Loans and hardship withdrawals are available.
- Midland National - Loans and hardship withdrawals are available.
- Oppenheimer Funds - Loans and hardship withdrawals are available.
- Security Benefit - Loans and hardship withdrawals are available.
- Symetra - - Loans and hardship withdrawals are available.
- Transamerica - Loans and hardship withdrawals are available.
Retirement Manager Certification Instructions
Please access Retirement Manager to initiate and download certificates for in-service contract exchanges, loans and hardship withdrawals, in the following steps:
- Key in employee unique ID (your SSN #)
- Create a password (or use the one previously created)
- Select your campus
- Key in employee unique ID
- Key in password
- Select Disbursement menu
- Select contract exchange, loan or hardship withdrawal certificate and follow the prompts.
- Attach the printed certificate to documents required by the fund sponsor and forward to fund sponsor for handling.
Please note: certificates generated in Retirement Manager do not require a signature from the Plan Administrator (Chancellor's Office).
As a reminder, only active employees may access Retirement Manager for specific transactions (click here to see a list of TSA transactions). All other TSA documents require Chancellor's Office signature.
