Education Service Center 16

Region 16 ESC 403 (b) Plan

Contact Information

Region 16 Esc
5800 Bell Street
Amarillo, TX 79109

Phone: (806) 677-5034

Plan Details

SRA Processing Date: 10th of each month

*Please note, SRAs need to be submitted to NBS five days before the processing date.

Documents and Forms

403(b)

Distribution, Rollover Authorization Form
Exchange Authorization Form
Hardship Authorization Form
Loan Authorization Form
2018 403b MAC Worksheet
2019 MAC Worksheet
Salary Reduction Agreement - Dollar Amount Only

Approved Vendors

AIG Retirement Services www.valic.com - (800) 448-2542
American Century Investments www.americancentury.com/enroll - (800) 345-3533
Americo Financial Life and Annuity Insurance Company www.americo.com - (800) 231-0801
Annuity Investors Life Insurance Company - (800) 438-3398
Aspire Financial www.aspireonline.com/ - (813) 874-0671
AXA Equitable Life Insurance Company www.us.axa.com - (800) 628-6673
Brighthouse Financial www.brighthousefinancial.com - (800) 638-5433
FAM Funds
Fidelity Investments Institutional Services Com. www.fidelity.com/atwork - (800) 343-0860
Fidelity Security Life Insurance Company www.fslins.com - (800) 648-8624
Franklin Templeton Investments www.franklintempleton.com - (800) 530-2432
General American Life Insurance Company
Global Atlantic Financial Group www.globalatlantic.com - (800) 457-9047
Great American Life Insurance Company (Galic) www.gaig.com - (800) 438-3398
Horace Mann Companies www.horacemann.com - (800) 999-1030
Industrial-Alliance Pacific Life Ins Co, Us Branch www.securitybenefit.com - (800) 888-2461
Invesco OppenheimerFunds www.oppenheimerfunds.com - (800) 835-7305
Lincoln Financial Group (Lincoln Life) www.lincolnfinancial.com - (800) 234-3500
Lincoln Investment Planning, Inc. www.lincolninvestment.com - (800) 242-1421
Mass Mutual Life Insurance www.massmutual.com - (800) 234-5606
Metlife Investors
Metropolitan Life Insurance Co www.metlife.com/mlrcontacts - (732) 866-4042
Midland National www.midlandannuity.com - (877) 586-0240
National Life Group www.nationallife.com - (800) 579-2878
New York Life Ins. & Annuity Corp. www.newyorklife.com - (800) 710-7945
North American Company For Life and Health www.nacannuity.com - (866) 322-7065
Pacific Life Insurance Company www.pacificlife.com - (800) 722-2333
PFS Investments Inc (Primerica) www.primerica.com/public - (800) 544-5445
Planmember Services Corp (Umb Bank) www.planmemberfinancial.com - (800) 874-6910
RiverSource Life Ins. (Ameriprise) www.riversource.com - (800) 862-7919
Security Benefit Group www.securitybenefit.com - (800) 888-2461
Symetra Life Insurance Company www.symetra.com - (800) 796-3872
Thrivent Financial For Lutherans www.thrivent.com - (800) 847-4836
Thrivent Financial For Lutherans www.thrivent.com - (800) 847-4836
Transamerica Life Insurance Co. (AUL) www.oneamerica.com - (800) 317-2688
United Teacher Associates Insurance Company
Usaa Life Insurance Company www.usaa.com - (800) 531-8292
USAA Mutual Funds www.usaa.com - (800) 531-8292
Voya Reliastar Life Insurance Company www.voyaretirement.com - (877) 884-5050
Voya Retirement Insurance and Annuity Company www.voyaretirement.com/ - (800) 584-6001
Waddell & Reed, Inc www.waddell.com - (800) 923-3355
Western National Life Insurance Company

8523 South Redwood Rd.
West Jordan, UT 84088

PO Box 6980
West Jordan, UT 84084

(801) 532-4000
(800) 274-0503
Fax: (800) 478-1528

info@nbsbenefits.com

CONNECT WITH US

Education Service Center 16 Logo

5800 Bell Street | Amarillo, TX 79109-6230
Phone: 806-677-5000 | Fax: 806-677-5001