|
Enrollment
Changes
Cancel
Participation in the TSA Program
| |
1. |
Complete a new Salary
Reduction Agreement (SRA) reflecting your desire to
discontinue Program participation. The SRA may
be obtained from the Employee Benefits Unit or on the
Forms page. The SRA should be
mailed to the Employee Benefits Unit.
|
Change
Contribution Amount
| |
1. |
Complete a new Salary
Reduction Agreement (SRA) reflecting the change of your contribution
amount. The SRA may
be obtained from the Employee Benefits Unit or on the
Forms page. The SRA should be
mailed to the Employee Benefits Unit.
|
Change
Investment Provider
| |
1. |
Select
the new investment provider or insurance carrier with whom you
will maintain your TSA account. A list of approved
providers may be obtained from the Employee Benefits Unit or
on the Investment Options
page.
|
| |
2. |
Contact
the new investment provider to establish a TSA
account. Your financial advisor or agent may assist
you in this process. Your account must be established
with the new investment provider prior to making a change to
your Salary Reduction Agreement (SRA).
|
| |
3. |
Complete a new Salary
Reduction Agreement (SRA) reflecting the reallocation of
your contribution
amount to your new investment provider. The SRA may
be obtained from the Employee Benefits Unit or on the
Forms page. The SRA should be
mailed to the Employee Benefits Unit. |
See SRA
submission deadline dates
|