PART II – VENDOR SELECTION (Select only one vendor per SRA)
After a review of the materials provided by the vendors, I elect to participate in the 403(b) and/or the 457(b) program provided by:
1.
403(b) -Select only one choice.
2.
457(b) – Select only one choice
Great West
Great West
TIAA-CREF
TIAA-CREF
Note: Only for new enrollees, a separate TIAA-CREF or Great West enrollment form for the selected vendor must be completed and
submitted along with this form.
PART III – SIGNATURE VERIFICATION & EFFECTIVE DATE
Upon completion and signature of this Agreement, please return it to the WVSOM Benefits Office. The submission of this Agreement
will replace any prior Salary Reduction Agreements you have made for these plans.
Requested effective date of payroll change*: _______________
*The effective date shall be the beginning of the next payroll cycle following the date this form is received by the FSU Benefits Office, or as soon as the form is able to
be keyed. Be aware payroll “cutoff” is substantially earlier than the actual pay date (i.e., the last day information can be changed for the end of the month is typically
mid-month).
Employee Signature: _____________________________________
Date: _________________
RETURN THIS FORM WITH THE ENROLLMENT FORM (IF NEEDED) TO:
WVSOM Office of Business Affairs
A235, Quad (A Building)
**************************************************************************************************
Internal Use Only
Accepted on behalf of Employer by: _____________________________________
Date: __________________
1.
403(b)
Total deferral amount per pay $_____________
or
Percentage of Salary Deferral ________%
Great West ($ code 377)
Great West (% code C77)
TIAA-CREF ($ code 339)
TIAA-CREF (% code C39)
Roth 403(b) designated deferrals per pay $_________
or
Roth 403(b) Percentage per pay _____%
Great West ($ code
)
Great West (% code C )
TIAA-CREF ($ code 737)
TIAA-CREF (% code C )
2.
457(b)
Total deferral amount per pay $_____________
or
Percentage of Salary Deferral ________%
Great West (329)
Great West (C29)
TIAA-CREF (328)
TIAA-CREF (C28)
3.
Age:____________
4.
Pay Type:
18 pay
24 pay
Other:______________ pay cycle:______________________
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