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Request a distribution, loan or roll-over

To request a distribution, loan or roll-over from your 403(b) Plan

If you have not already done so, please contact your current investment fund vendor to determine what paperwork they need you to complete, and then complete that paperwork. 

Distribution Form

The TCG Administrators 403(b) Distribution Form required to request a distribution or roll-over from your 403(b) Plan.

Download the 403(b) Distribution Form (PDF)

  • Fill out the Request Form and Appendix on pages 1-4.
  • Rollover rules, notices, options, contact information are on pages 5-15.

Completing the form

  • Section A – Your name, Social Security Number, date of birth, and contact information; Albuquerque Public Schools is the employer to which the request applies.
  • Section B – The reason for your request (which continue onto the second page of the form)
  • Section C – This applies to the investment fund vendor where you currently have your funds: The vendor name, your contract/policy number with them, and their contact information.
    • Most investment fund vendors require that their paperwork be signed. The authorized signatory for Albuquerque Public Schools is TCG Administrators. 
    • If your investment fund vendor requires original signatures that will be indicated on their forms: you will need to mail all the paperwork to TCG instead of faxing it.
    • If you want TCG to send you a copy of the signed forms: indicate that on the form and include the address or fax number for the copy to be sent. 
  • Section D – Your signature and the date

Additional Details

  • For many distributions, TCG requires a copy of your most recent account statement from your investment fund vendor; this request is included in the important instructions on the top of the fifth page of the Distribution Form. 
  • Fax or mail all pages of your investment fund vendor’s paperwork, the first three or four pages of the TCG Administrators Distribution Form, and any required supporting documentation (refer to the fifth page of the form), to TCG Administrators.  The address and fax number for TCG Administrators is on the distribution form; they are located in Austin, Texas.
  • In many situations, you can fax your paperwork to TCG Administrators.  There is a Fax Cover Sheet on their website. (It is in the same location on their website as the distribution form.  See the instructions above for locating that form.)

Once they receive your paperwork, TCG Administrators will determine if you meet the IRS requirements that apply to the distribution, roll-over or loan that you are requesting.  If so, they will sign-off on your investment fund vendor’s form and send the form to the vendor (and a copy to you if you requested that in Section C).

If there is any information that is missing from your submission, TCG will contact you at the Contact Phone or Contact Email you indicated in Section A of the distribution form.

For Questions or More Information

Contact Employee Benefits:

For general questions about the 403(b) Plan, or more information about when your contributions will start, contact Ann Johnson, APS Employee Benefits, at (505) 889-4821 or ann.johnson@aps.edu

Contact TCG Administrators:

To enroll for payroll deductions, change your contribution amount, reset your login credentials, or questions about the distribution form, contact TCG Administrators by phone at (800) 943-9179 or visit the TCG Administrators Website.

Related TCG Links: