Salary Reduction Agreement Forms (SRA)

403(b) Downloadable PDF SRA
PLEASE NOTE: Return this form as instructed within. To utilize the full functionality available within this PDF form, Adobe Acrobat is recommended. If using Chrome as your web browser, you will need to save the form and open in Adobe Acrobat prior to completing it electronically.

403(b) Providers

American Century Services LLC  [Fee: $3.00]
American Fidelity Assurance Co. 
American Funds Service Company  [Fee: $3.00]
American United Life Ins Co 1  [Fee: $3.00]
Americo Financial Life/Annuity 
Ameriprise Financial/RiverSource 
Brighthouse Life Ins (MetLife CT/Travelers) 
California Teachers Association (CTA)  [Fee: $3.00]
CalSTRS Pension 2 (VOYA)  [Fee: $3.00]
Corebridge Financial (formerly AIG/VALIC) 
Equitable (formerly AXA) 
Fidelity Management Trust  [Fee: $3.00]
Fiduciary Trust Co. of New Hampshire (Formerly Waddell & Reed) 
Fiduciary Trust Intl-Franklin Templeton  [Fee: $3.00]
Global Atlantic Financial Group 
GLP & Associates  [Fee: $3.00]
Great American Insurance Group **
GWN/Employee Deposit Acct 
Horace Mann Life Ins. Co. 
Industrial Alliance Ins & Fin. Serv. Inc 
Invesco OppenheimerFunds 
Jackson National Life III  [Fee: $3.00]
Lincoln Investment Planning 
Lincoln National 
Mass Mutual VA **
MetLife 
Midland National Life Insurance 
Modern Woodmen of America 
National Life Group (LSW) 
North American Company 2 
NY Life Ins. & Annuity Corp. 
Orion Portfolio Solutions, LLC (Formerly FTJ FundChoice)  [Fee: $3.00]
Pacific Life Insurance Company 
PenServ SmartSAV (formerly Foresters) 
PFS Investments 
PlanMember Services Corp. 
Putnam Investments 
ROTH - American Century Services LLC  [Fee: $3.00]
ROTH - CalSTRS Pension 2 (VOYA)  [Fee: $3.00]
ROTH - Corebridge Financial (formerly AIG/VALIC) 
ROTH - Equitable (formerly AXA) 
ROTH - Fidelity Management Trust  [Fee: $3.00]
ROTH - Great American **
ROTH - Horace Mann Life Ins. Co. 
ROTH - Industrial Alliance Pacific 
ROTH - Invesco OppenheimerFunds 
ROTH - Lincoln Investment 
ROTH - MetLife 
ROTH - National Life Group (LSW) 
ROTH - Orion Portfolio Solutions, LLC (Formerly FTJ FundChoice)  [Fee: $3.00]
ROTH - PenServ SmartSAV (formerly Foresters) 
ROTH - PlanMember Services Corp. 
ROTH - Primerica Financial Services 
ROTH - Security Benefit 
ROTH - The Legend Group, A Lincoln Investment Company 
ROTH - Vanguard Fiduciary Trust Co.  [Fee: $3.00]
ROTH - Voya Financial (Reliastar) 
ROTH - Voya Financial (VRIAC) 
Security Benefit 
The Legend Group, A Lincoln Investment Company 
Thrivent Financial for Lutherans 
TIAA-CREF  [Fee: $3.00]
Transamerica Fund Services, Inc. - 403(b)  [Fee: $3.00]
USAA Life Insurance Co. **
Vanguard Fiduciary Trust Co.  [Fee: $3.00]
Victory Capital (USAA Mutual Funds) **
Voya Financial (Reliastar) 
Voya Financial (VRIAC) 
Western National (Corebridge) - 1  [Fee: $3.00]

Service providers with a double asterisk notation (**) are not authorized to accept new accounts under your employer's plan. Please contact Tax Deferred Solutions with any questions.

A fee of $3 per month is charged to each investment provider by the employer's plan administrator to cover the costs of administration. Many investment providers have agreed to pay this fee and do not pass it along to the plan participants. Some investment providers may require that the plan administration fee be paid by the plan participant. If the participant Is responsible for paying this fee it will be noted above and deducted through an after-tax payroll deduction.

Salary Reduction Agreement Forms (SRA)

457(b) Downloadable PDF SRA
PLEASE NOTE: Return this form as instructed within. To utilize the full functionality available within this PDF form, Adobe Acrobat is recommended. If using Chrome as your web browser, you will need to save the form and open in Adobe Acrobat prior to completing it electronically.

457(b) Providers

CalSTRS Pension 2 (VOYA) - 457 
Corebridge Financial (formerly AIG/VALIC) - 457 
National Life Group (LSW) - 457 
ROTH - CalSTRS Pension 2 (VOYA) - 457 
ROTH - Corebridge Financial (formerly AIG/VALIC) - 457 
ROTH - National Life Group (LSW) - 457 
ROTH - Security Benefit - 457 
Security Benefit - 457 

Service providers with a double asterisk notation (**) are not authorized to accept new accounts under your employer's plan. Please contact Tax Deferred Solutions with any questions.

A fee of $3 per month is charged to each investment provider by the employer's plan administrator to cover the costs of administration. Many investment providers have agreed to pay this fee and do not pass it along to the plan participants. Some investment providers may require that the plan administration fee be paid by the plan participant. If the participant Is responsible for paying this fee it will be noted above and deducted through an after-tax payroll deduction.