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If you have not previously used TFG Valuation Services, you'll need to complete a Valuation Engagement Document. Please contact your Tenet Financial Group 401(k) Plan Administrator for details.
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Complete an annual Valuation Questionnaire with TFG Valuation Services. Please contact your 401(k) Plan Administrator for details.
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Upload your Corporate Financials (Balance Sheet and Income Statement) to Your Tenet Financial Group Portal.
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Once all of the above are completed, your credit card will be charged for your Valuation Report.