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UNIVERSITY OF WISCONSIN SYSTEM 403(B) TAX SHELTERED ANNUITY PLAN 403(B) TAX SHELTERED ANNUITY PLANENROLLMENT INSTRUCTIONSOPEN YOUR RETIREMENT ACCOUNT NEED HELP? CALL 800 8422252 Monday to Friday from 8

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How to fill out 403b tax sheltered annuity

01

To fill out a 403b tax sheltered annuity, follow these steps:

02

Gather your personal information and identification documents.

03

Obtain the necessary forms from your employer or financial institution.

04

Provide your personal details, such as name, address, and social security number.

05

Specify the contribution amount you wish to allocate towards the tax sheltered annuity.

06

Choose your investment options based on your risk tolerance and goals.

07

Determine the frequency of contributions, whether it's monthly, annually, etc.

08

Complete any beneficiary designation forms if applicable.

09

Review the filled-out forms and ensure accuracy.

10

Submit the completed forms to your employer or financial institution.

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Keep a copy of the filled-out forms for your records.

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Monitor your contributions and make any necessary adjustments as per your financial situation.

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Seek professional advice if you are unsure about any aspect of filling out the 403b tax sheltered annuity.

Who needs 403b tax sheltered annuity?

01

403b tax sheltered annuity is specifically designed for employees of certain tax-exempt organizations, public school systems, and ministers. It is suitable for individuals who wish to save for retirement through a tax-advantaged account. If you work in the education sector, religious organization, or a qualifying nonprofit organization, you may be eligible for a 403b tax sheltered annuity.

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What is 403b tax sheltered annuity?

A 403b tax sheltered annuity is a retirement savings plan for certain employees of public schools, employees of certain tax-exempt organizations, and ministers.

Who is required to file 403b tax sheltered annuity?

Employees of public schools, employees of certain tax-exempt organizations, and ministers are required to file 403b tax sheltered annuity.

How to fill out 403b tax sheltered annuity?

To fill out a 403b tax sheltered annuity, individuals need to provide details about their contributions, investment choices, and beneficiaries.

What is the purpose of 403b tax sheltered annuity?

The purpose of a 403b tax sheltered annuity is to help individuals save for retirement in a tax-advantaged way.

What information must be reported on 403b tax sheltered annuity?

Information such as contributions, investment choices, and beneficiaries must be reported on 403b tax sheltered annuity.

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