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403(b) RETIREMENT PLAN SALARY REDUCTION AGREEMENT Name:___ Phone:___ Social Security No.___Date of Birth:___Location/Program: ___ Please check the appropriate category: New EnrolleeChange CompanyChange
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An IRC 403(b) tax-sheltered annuity is a retirement savings plan available to employees of certain non-profit organizations and government entities.
Employees of eligible organizations who wish to save for retirement are required to file an IRC 403(b) tax-sheltered annuity.
To fill out an IRC 403(b) tax-sheltered annuity, employees must work with their employer to complete the necessary paperwork and designate contributions from their salary.
The purpose of an IRC 403(b) tax-sheltered annuity is to provide employees with a retirement savings vehicle that offers tax advantages and helps supplement their pension or social security benefits.
Information such as employee contributions, employer contributions, investment activities, and account balances must be reported on an IRC 403(b) tax-sheltered annuity.
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