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403(b) SALARY REDUCTION AGREEMENT FORM (SRA) For Tax Sheltered Annuities and Custodial Accounts403(b) Please supply the information requested below. Read all agreements on this form before submitting.

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How to fill out the 403b form

01

To fill out the 403b form, follow these steps:

02

Start by obtaining the 403b form from the human resources department of your employer or from the respective financial institution.

03

Provide your personal information such as name, address, Social Security number, and date of birth on the form.

04

Indicate your employment status and employer information.

05

Select your contribution amount and method of contribution (e.g., salary deductions or direct contributions).

06

Determine your investment options by selecting from the available choices provided by your employer or financial institution.

07

If you wish to make catch-up contributions due to age eligibility, indicate the additional amount on the form.

08

Review the beneficiary designation section and provide necessary details.

09

Sign and date the form, and make a copy for your records.

10

Submit the completed form to your employer or financial institution, following their instructions.

Who needs the 403b form?

01

The 403b form is needed by employees who work for tax-exempt organizations, public schools, certain religious organizations, and some non-profit organizations.

02

This form is used to establish and contribute to a 403(b) retirement savings account, which is similar to a 401(k) but available to eligible employees in specific sectors.

03

Employees who wish to save for retirement through a 403(b) plan need to complete this form to initiate the process and specify their contribution preferences.

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What is the 403b form?

The 403(b) form is a tax-advantaged retirement savings plan for employees of public schools and certain tax-exempt organizations.

Who is required to file the 403b form?

Employees who work for public schools or certain tax-exempt organizations are required to file the 403(b) form.

How to fill out the 403b form?

To fill out the 403(b) form, employees must provide information about their contributions to the retirement savings plan.

What is the purpose of the 403b form?

The purpose of the 403(b) form is to report contributions to a tax-advantaged retirement savings plan.

What information must be reported on the 403b form?

The 403(b) form must report employee contributions to the retirement savings plan.

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