NOTE: If your district has an agreement with a third-party administrator (TPA) to administer their 403(b) program, you are required to complete additional forms from the TPA to process most transactions including withdrawals, changing vendors, name and address changes, beneficiary changes, and contribution changes. Please contact the TPA or your payroll office for the additional forms.
Beneficiary Information Change(s) – Online
Link
Account Maintenance
Online
Exchange/Transfer/
Rollover to 403(b)
Link
Transfer/Rollover
How To Fund Your 403(b) Account Through yourMONEY
Brochure
Account Maintenance
How To Log In and What’s Inside yourMONEY
Brochure
Account Maintenance
Address/Name Change(s)
Form
Account Maintenance
Beneficiary Information Change(s) – PDF
Form
Account Maintenance
Telephone Access Authorization
Form
Account Maintenance
Trusted Contact Authorization Form
Form
Account Maintenance
Contribution Limit Calculation
Form
Contributions
Enrollment
Pre-Tax and After-Tax Salary Reduction Agreement
Form
Contributions
Enrollment
403(b) Application
Form
Enrollment
403(b) Investment Worksheet
Form
Enrollment
Exchange/Transfer/
Rollover to 403(b)
Form
Transfer/Rollover
403(b) and IRA withdrawals: Call 1-800-279-4030
Link
Withdrawals
Special Tax Notice Regarding 403(b) (TSA) Distributions
Form
Withdrawals
Choosing Beneficiaries for Your Retirement Account
Brochure
Account Maintenance
403(b) and IRA Beneficiary Information for Spouses
Brochure
Account Maintenance
403(b) and IRA Beneficiary Information for Nonspouses, Trusts, or Other Entities
Brochure
Account Maintenance
Privacy Notice
Brochure
Account Maintenance
Post-Employment 403(b) Contributions
Brochure
Contributions
To Roth or Not to Roth in Your 403(b)
Brochure
Enrollment
Valuable Information Portfolio
Brochure
Enrollment
Fund Performance Report
Brochure
Investing
Investment Spectrum
Brochure
Investing
403(b) Withdrawal Options
Brochure
Withdrawals
Required Minimum Distributions
Brochure
Withdrawals
SmartPlan IRA Authorization or Modification(s) – Online
Link
Contributions
Enrollment
Beneficiary Information Change(s) – Online
Link
Account Maintenance
Roth IRA Contribution From a 529 Plan
Contributions
How To Fund Your IRA Account Through yourMONEY
Online
Exchange/Transfer/
Rollover to IRA
Link
Transfer/Rollover
How To Log In and What’s Inside yourMONEY
Brochure
Account Maintenance
Address/Name Change(s)
Form
Account Maintenance
Beneficiary Information Change(s) – PDF
Form
Account Maintenance
Telephone Access Authorization
Form
Account Maintenance
Trusted Contact Authorization Form
Form
Account Maintenance
403(b) and IRA withdrawals: Call 1-800-279-4030
Link
Withdrawals
Choosing Beneficiaries for Your Retirement Account
Brochure
Account Maintenance
403(b) and IRA Beneficiary Information for Spouses
Brochure
Account Maintenance
403(b) and IRA Beneficiary Information for Nonspouses, Trusts, or Other Entities
Brochure
Account Maintenance
Privacy Notice
Brochure
Account Maintenance
Fund Performance Report
Brochure
Investing
Investment Spectrum
Brochure
Investing
IRA Contribution Form
Form
Contributions
SmartPlan IRA Authorization or Modification(s) – PDF
Form
Contributions
Enrollment
IRA Account Application
Form
Enrollment
Declaration of Domestic Partnership
Form
Enrollment
Indemnification Agreement to Establish an IRA for a Minor
Form
Enrollment
IRA Investment Worksheet
Form
Enrollment
Exchange/Transfer/
Rollover to IRA
Form
Transfer/Rollover
Taxable Conversion to Roth IRA
Form
Transfer/Rollover
IRA Qualified Charitable Distribution Form
Form
Charitable Giving
Withdrawals
SmartPlan IRA
Brochure
Account Maintenance
IRA Savings and Enrollment Guide
Link
Enrollment
Investing
To Roth or Not to Roth in Your IRA
Brochure
Enrollment
Traditional Individual Retirement Trust Account Agreement
Brochure
Enrollment
Roth Individual Retirement Trust Account Agreement
Brochure
Enrollment
Roth IRA Withdrawal Options
Brochure
Withdrawals
Traditional IRA Withdrawal Options
Brochure
Withdrawals
