What is it?

New IRS regulations require the DOE to share certain information with investment providers and coordinate with investment providers when you perform certain transactions.  As a result, an Authorization Form must be completed in addition to your investment provider's own paperwork to authorize the transaction.  The requested transaction will be reviewed by NBS for conformity with plan provisions and the Internal Revenue Code.  If the the transaction is approved your provider will be notified.  If the transaction is not approved you will receive notice by mail.

Instructions

Keep original for your records.  Mail or fax a copy to National Benefit Services:

   Fax: (800) 597-8206

   National Benefit Services

   Attn: Hawaii DOE 403(b)

   8523 S. Redwood Road

   West Jordan, UT 84088   

What is it?

The IRS places a limit on the amount you are able to contribute to a 403(b) plan each year. You may experience adverse tax consequences if you exceed your annual limit. The Maximum Allowable Contribution Worksheet (MAC) will help you calculate your annual limit. Because the IRS limit and your personal limit may change each year, you should complete and submit a copy of this worksheet every year in which you participate in the Department of Education TSA Program.

Instructions

Keep copy for your records.  Original must be mailed to:

   Department of Education

   Employee Benefits

   PO Box 2360

   Honolulu, HI 96804

2007 Print and fill out

2007 Fill out online

2008 Print and fill out

2008 Fill out online