Tiaa-Cref Voluntary Tax-Defered Annuity Plan Form -

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TIAA-CREF VOLUNTARY TAX-DEFERED ANNUITY PLAN
SALARY REDUCTION AUTHORIZATION FORM FOR BENEFITS
ELIGIBLE AND TEMPORARY EMPLOYEES
Human Resources, Skytop Office Bldg., 443-4042
I, _________________________________ (please print), authorize Syracuse University to reduce my
“Eligible Earnings,” as defined in the Syracuse University TIAA-CREF Voluntary Tax-Deferred Annuity
Plan (the “Plan”), by the amounts indicated below and remit such amounts to TIAA-CREF on my behalf
pursuant to the Plan.
Enter either a dollar amount or a percentage of Eligible Earnings for each option.*
Voluntary Group Supplemental Retirement Annuity
$_________ per pay period
OR
______ % of Eligible Earnings
Before-Tax Election:
$_________ per pay period
OR
______ % of Eligible Earnings
Roth 403(b) After-Tax Election:
Voluntary Supplemental Retirement Annuity (only available to employees with an existing Voluntary
Retirement Account)
$_________ per pay period
OR
______ % of Eligible Earnings
Before-Tax Election:
$_________ per pay period
OR
______ % of Eligible Earnings
Roth 403(b) After-Tax Election:
I understand that my total annual contributions to the Plan cannot exceed the annual limit on such
contributions, as imposed by the Internal Revenue Code, and that the Office of Human Resources will
suspend the salary reductions when this limit has been met.
I understand that this election supersedes all prior elections and shall be effective as indicated below
provided all other requirements of the Plan are fulfilled.
______
I would like the election to be effective as soon as administratively feasible.
______
I would like to delay the election to be effective on the pay cycle beginning on
__________ (mm/dd/yy).
I understand that this Agreement is legally binding and irrevocable with respect to amounts paid while the
Agreement is in effect and that I may amend the elections at any time with respect to future amounts.
Employee’s Signature: ____________________________________
Date: __________________
Employee’s SUID #: _____________________
Return to:
Syracuse University
Accepted and Agreed to:
HR Service Center
SYRACUSE UNIVERSITY
Skytop Office Building
Syracuse, New York 13244
By: ______________________
Phone/ 443-4042 -- Fax/ 443-1063
Date: __________________
Emp Status Permanent Temporary
hrservic@syr.edu
* You can view your account and contribution amounts via MySlice, including past elections. From the Employee Services pagelet select View
My Benefits Summary for a complete listing of all benefits. For additional information, contact TIAA-CREF directly at 1-800-842-2776.
1756379.4 Jul 2011 MODIFIED

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