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UW Sheltered Annuity (TSA) 403(b) Program EZ Enrollment Form To EZ enroll in the UW TSA 403(b) Program with Fidelity, T. Rowe Price, and/or TIAA, complete the information below and return this form
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How to fill out uw tax-sheltered annuity tsa

01
To fill out UW Tax-Sheltered Annuity (TSA), follow the steps below:
02
Obtain the necessary forms from your employer or the UW TSA program administrator.
03
Provide your personal information including your name, address, social security number, and date of birth.
04
Indicate the contribution amount you wish to allocate towards your TSA. This may be a percentage or a fixed dollar amount.
05
Specify the investment options you prefer for your TSA contributions. These options may vary depending on the available investment providers.
06
Decide whether you want to make pre-tax or after-tax contributions to your TSA. Pre-tax contributions are deducted from your salary before taxes are applied, while after-tax contributions are made with funds that have already been taxed.
07
Consider designating a beneficiary for your TSA in case of your death.
08
Review your completed form for accuracy and sign it. Submit the form to your employer or the designated TSA program administrator.

Who needs uw tax-sheltered annuity tsa?

01
Anyone who wants to save for retirement and has a connection to the University of Washington (UW) may benefit from having a UW Tax-Sheltered Annuity (TSA).
02
Employees of the university, including faculty, staff, and administrators, are eligible to participate in the UW TSA program.
03
Additionally, employees of participating organizations affiliated with the UW, such as certain hospitals or research institutions, may also be eligible.
04
The TSA offers potential tax advantages and allows individuals to contribute a portion of their income towards their retirement savings in a structured and tax-efficient manner.
05
It is recommended to consult with a financial advisor or the UW TSA program administrator to understand if the TSA is suitable for your retirement savings goals.
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UW Tax-Sheltered Annuity TSA is a retirement savings plan available to employees of the University of Washington which allows them to contribute a portion of their salary on a tax-deferred basis.
All employees of the University of Washington are eligible to participate in the UW Tax-Sheltered Annuity TSA program.
Employees can fill out the UW Tax-Sheltered Annuity TSA forms online by logging into their account on the retirement savings provider's website.
The purpose of UW Tax-Sheltered Annuity TSA is to help employees save for retirement by offering a tax-advantaged way to contribute to their retirement savings.
Employees must report their contributions to the UW Tax-Sheltered Annuity TSA plan, as well as any investment gains or losses incurred within the account.
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