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National Association of Tax-Deferred Savings Association (NTSA)
Application for New Credentialed Membership (TGPC)
Membership in NTSA must be renewed annually.
Name
*
Prefix
First
MI
Last
Company
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(provide company name, even if home address is noted below)
Title
*
Address Type
*
Home Address
Business Address
Address
*
Street Address
Address Line 2
City
State / Province / Region
Postal / Zip Code
Work Phone
*
###
-
###
-
####
Home Phone
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-
###
-
####
Home ZIP Code (for government affairs purposes):
Work Email Address:
*
Personal Email Address
Which position best describes your job function?
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403(b)/457 Advisor
Wholesaler (External)
TPA
Home Office (Provider, Broker-Dealer)
Accountant
Attorney
Other
Company, Broker-Dealer or RIA Affiliation:
*
Company
Broker-Dealer
RIA Affiliation
Company Name:
Broker-Dealer Name:
RIA Firm Name:
What 403(b)/457 plan markets do you serve?
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K-12
Healthcare
Religious
University/College
Government
Other
Please indicate the licenses you currently hold:
Series 6
Series 7
Series 24
Series 26
Series 63
Series 65
Series 66
Life Insurance
Health Insurance
Additional Requirements to Apply for Your TGPC:
Two letters of recommendation from two references that verify a minimum of two years experience in retirement plan-related matters and one of the following: a Series 6, 7 or 65 license; a State-life or annuity insurance license; or IAR or RIA credentials. TGPC candidates without these licenses or credentials must send two letters of recommendation from two references that verify a minimum of three years experience in retirement plan-related matters. Letters can be sent to: accountsreceivable@usaretirement.org.
Code of Conduct:
Have you been found guilty of a felony, violation of insurance or securities regulations or any violation of the code of ethics of any professional or business
organization?
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Yes
No
If yes, please explain.
*
I have read the NTSA Code of Professional Conduct and if my application is accepted I agree to abide thereby. I certify that the information provided in this application is true and correct to the best of my knowledge. The NTSA Code of Conduct can be found online: https://www.ntsa-net.org/footer/code-of-conduct/
Signature
*
Clear
Date:
*
MM
/
DD
/
YYYY
Membershp Dues
Dues are paid on a calendar year cycle. Membership dues are prorated based on join date.
Select rate for affiliated with a Strategic Partner or not and then select the dues join date.
Affiliated with a Strategic Partner:
Dues waived through 12/31/2025
Not Affiliated with a Strategic Partner:
Jan 1 - June 30: $700 (dues through 12/31)
July 1 - Oct 31: $350 (dues through 12/31)
Nov 1 - Dec 31: $700 (includes next year’s dues)
$100 Retired or Government Employee (dues through 12/31)
I am paying by:
*
Check
Credit Card
Credit Card Type
*
Mastercard
Visa
Amex
Discover
Name as it appears on card
*
First
Last
Credit Card Payment
*
Card Number
Expiration
MM
/
YY
CVV
What is this?
3 or 4 digit number printed on the back/front of your credit card
Protected in vault
Data collected via fields that have our security seal are encrypted and stored with the highest global security standard — PCI compliance. Your data is absolutely safe in Vault.
Signature
*
Clear
Paying by check? Please print a copy of your completed application and send with check payment to: NTSA, P.O. Box 34725, Alexandria, VA, 22334-0725.
Questions? Please call us at 703-516-9300.
Tax Deductions:
Dues, contributions or gifts to NTSA are not deductible as charitable contributions; they may be deductible, however, as ordinary and necessary business expenses. Federal law prohibits a tax deduction for the portion of membership dues attributable to lobbying expenses incurred by the organization. Consequently, for 2025, 18% of your dues are non-deductible in accordance with this provision.
Total
$0.00
