CSU Tax Sheltered Annuity Program -
Certification Process in Retirement Manager
November 16, 2009
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
- ING Reliastar - Loans and hardship withdrawals are available.
- Jefferson National - Loans and hardship withdrawals are available.
- Life Insurance Company of the Southwest (LSW) - 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.
As a reminder, only active employees may access Retirement Manager for specific transactions (click here to see a list of TSA transactions). All other paperwork requires Chancellor's Office signature.