TSA Consulting Disclosure Agreement
The information provided by Shelgren Financial Group, Inc. is for use by your School District. Registration for use is acceptance of the terms of, and acknowledgement and understanding of, the terms of this agreement. Registration is required for download of information.
All information provided is based on the current interpretation of IRC Sections 403(b), 403(b)(7), and 415 by Shelgren Financial Group, Inc. and are subject to change from time to time. Shelgren Financial Group, Inc. is not responsible for updating or notifying you of any changes.
Shelgren Financial Group, Inc. does not imply or intend to offer tax or legal advice and strongly recommends that all forms, letters and information be reviewed by your independent tax and legal advisors.
The information provided may be changed or modified to meet your needs.
Registration with Shelgren Financial Group, Inc. will simultaneously register your school district with the National Tax-Sheltered Accounts Association as having received and may possibly be using the Salary Reduction Agreement and Service Provider Agreements.
On behalf of my school district, I understand and accept the terms of this agreement and will register now.
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