These sample documents are provided by WEA TSA Trust to assist you with the development of your 403(b) program. They are not intended to constitute legal or tax advice. The language of these document may not satisfy all the needs of your specific 403(b) program. You should consult with your legal and tax advisor(s) prior to adopting any documents for your 403(b) program. You may also review the model language issued by the Internal Revenue Service, which can be found in Revenue Procedure 2007-71.
ISA: For school districts that are signing Information Sharing Agreements with only selected vendors.
ISA: For school districts that have not yet signed Information Sharing Agreements with vendors.
ISA: For school districts that will not sign Information Sharing Agreements with vendors.
Employee Notification of Employer Approved 403(b) Vendor(s)
2010 Universal Availability Notice to Employees
Sample Life Insurance Limitation Notice to Employees
ISA: For school districts that are signing ISAs with only selected vendors.
ISA: For school districts that are NOT signing ISAs until further notice.
ISA: For school districts that are signing ISAs with non-plan vendors that sign the District's Information Sharing Agreement.
Vendor Acceptance Notice.
Vendor Deselection Notice.
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