Step-by-Step Enrollment for 403b Plan
Step 1 — Review Supplemental Retirement 403(b) Plan Information
Step 2 — Choose the Supplemental Retirement 403(b) Plan contribution amount and investment vendor by completing the Supplemental Tax-Sheltered Annuity 403(b) Program Pre-Tax Salary Reduction/Roth Deduction Agreement.
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Supplemental Tax-Sheltered Annuity 403(b) Program Pre-Tax Salary Reduction/Roth Deduction Agreement
You will note that there are two boxes on the form – one will indicate a Pre-tax deduction and the other Roth After-tax deduction. The combination of both Pre-tax and After-tax contributions cannot exceed the calendar year maximum allowed for the Supplemental 403(b) Plan.
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Step 3 — Access the website(s) of the Retirement Plan investment vendor(s) that you selected in Step 2 to complete your account application online.
Step 4. Submission of Forms (includes deadline information)
- Campus Benefits Office must receive your completed Supplemental Tax-Sheltered Annuity 403(b) Program Pre-Tax Salary Reduction /Roth Deduction Agreement by the last working day of the month in order for that contribution to start the following month. For example, a Supplemental Tax-Sheltered Annuity 403(b) Program Pre-Tax Salary Reduction/Roth Deduction Agreement that is received by February 28 will be effective March 1. A Supplemental Tax-Sheltered Annuity 403(b) Program Pre-Tax Salary Reduction/Roth Deduction Agreement that is received on March 1 or later will be effective April 1.
- Mailing Instructions for Supplemental Tax-Sheltered Annuity 403(b) Program Pre-Tax Salary Reduction /Roth Deduction Agreement.
- Your vendor online account application(s) must be completed by the last working day of the month in order for that contribution to start the following month.
- If both actions above are not completed by the last working day of the month, the request for a Supplemental Retirement 403(b) account payroll deduction will not be processed.
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